Telstra Corporation: The margin buyer is calling back By Nick Harris 24 June 2019, 2:45 PM After four years of underperformance, the tide has finally turned for Telstra. Read more...
Superloop: Getting back to business By Nick Harris 17 May 2019, 1:50 PM M&A probably off the table but we weren't there for it anyway Read more...
Superloop – Hitting the reset button By Nick Harris 28 March 2019, 8:20 AM Lots of upside upon successful execution Read more...
Reporting season preview: Telecommunications By Nick Harris 11 February 2019, 3:52 PM I discuss the Telecommunications sector ahead of reporting season and highlight our key stock picks. Read more...
Telstra Corporation: Getting geed up for 5G By Nick Harris 07 December 2018, 10:55 AM The recent Investor Day was largely an educational session delving into the technicalities of 5G. We see TLS as a relative safe haven in volatile equity markets. Read more...
Telstra Corporation: A net immaterial NBN tweak By Nick Harris 10 September 2018, 7:31 AM The NBN recently released their revised business plan Read more...
Telstra Corporation – No bad news is good news By Nick Harris 17 August 2018, 12:24 PM It's tough, but not getting worse. Read more...
Telstra Corporation – Investor Day By Nick Harris 21 June 2018, 10:16 AM Is FY19 rock bottom? Read more...
Telstra Corporation – Tough luck if you want to phone a friend By Nick Harris 28 May 2018, 8:21 AM TPG recently released details on their planned mobile network and Telstra investors should be pleased Read more...