TLS telstra group limited

Outperform market, page-59

  1. 1,652 Posts.
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    Telco Data Centres are being well- monetised around the world-- these Data Centres are in great demand by Fund managers & Infrastructure investors etc.
    Bodes well for TLS, if it decides to sell part of them.

    M & A Specialist C. Taylor-Kroll 30.5.23 said

    "In an era where data reigns supreme, businesses looking for secure and scaleable storage solutions have turned data centres into a powerhouse in telecom infrastructure. An unprecedented surge in demand for cloud and edge computing infrastructure has formed the bedrock of the sector's steady cashflow.

    Investors have taken note, leading to soaring valuation metrics. Some owners have decided to put data centres on the block to capitalise on these great market conditions, while others are biding their time. ..

    Europe’s telecom operators, also realising the valuation capabilities of data centre assets, have also increasingly begun exploring carve-out opportunities to unlock value in prize assets...

    In this data-demanding climate, the appetite for investors to capture a byte-sized piece in data centres is expected to be RAM-ped up in the coming months".

    https://community.ionanalytics.com/living-on-the-edge

    Last edited by Montalbano: 07/06/23
 
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Last
$4.82
Change
-0.010(0.21%)
Mkt cap ! $54.87B
Open High Low Value Volume
$4.82 $4.85 $4.81 $87.57M 18.14M

Buyers (Bids)

No. Vol. Price($)
3 7311 $4.82
 

Sellers (Offers)

Price($) Vol. No.
$4.83 17038 4
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Last trade - 16.15pm 27/06/2025 (20 minute delay) ?
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