Morgans Blog | Morgans

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  - Technical update: 29 December 2017

Telstra Corporation: NBN delays strike again

03 September 2019, 12:48 PM

The NBN's updated corporate plan now forecasts LESS households being forcibly disconnected from the Telstra Corporation and placed onto the NBN. This change alone has led to TLS and us to downgrade.

Telstra Corporation: Pleased to be ringing in a new year

By Nick Harris

16 August 2019, 5:00 PM

TLS’s result was largely as expected, albeit at the upper end of guidance.

Reporting Season Preview: Telecommunications

By Nick Harris

09 August 2019, 4:56 PM

Analysis on the Telecommunications sector ahead of the August Reporting Season 2019.

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.

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

Superloop – Hitting the reset button

By Nick Harris

28 March 2019, 8:20 AM

Lots of upside upon successful execution

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.

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.