TLS 0.26% $3.87 telstra group limited

ACCC Decision, page-22

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    Short term logic. TPG is a pretty tough competitor on price for fixed line services, so if they merge, some of that pricing pressure may be relieved - allowing for more profit.

    However, in the medium-term the advantage of a merged entity becomes a disadvantage because TPG/Voda would become a very dangerous competitor in 5G mobile sector in the next 3-5 years.
 
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