TLS should be closer to 11 PE but likely will with the forward revenue. Everyone keeps talking about 5G providing massive revenue but I can't see that happening anytime soon as a lot of low latency applications (except self driving cars and mobile smarts/gaming) can be connected to a fixed line.
The key negatives I see for Telstra are:
-Account payables delayed + discounts for Covid19 affected customers
-Extreme discounting on mobile/corporate plans to be competitive
-Other NBN RSPs are picking up marketshare (https://www.channelnews.com.au/smaller-operators-stealing-nbn-market-share-from-telstra/)
-Foxtel is pretty much a writeoff at this stage
-More international pipes being rolled out by competing transit carriers which will open up room for more competition such as Aussie Broadband.
-Infraco assets may be overstated
Key positives for Telstra are:
-Cheaper debt repayments
-Staff retrenchment
Where to now for long term investors of Telstra, page-8990
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Last
$3.93 |
Change
0.020(0.51%) |
Mkt cap ! $45.40B | |||
| Open | High | Low | Value | Volume |
| $3.91 | $3.93 | $3.90 | $133.6M | 34.03M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 486481 | $3.92 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.93 | 76101 | 8 |
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| TLS (ASX) Chart |