1. This is the full link, for my post directly above, on the...

1. This is the full link, for my post directly above, on the many benefits (re increasing telcos profits) that AI offers telcos in the future.

https://www.anodot.com/blog/blog-extending-competitive-advantage-telco/




2. Morgans has increased its TP for Telstra- full details, however, of TP only available to members. Can anyone provide the link & TP, & post here please.

Morgan's analyst N. Harris 17.2.23 said

"Forecasts and investment view

We lift our EBITDA forecasts 1-3% in FY23/24. Our FY23 EPS dips ~5% on higher interest and tax while our FY24 EPS lifts 3% with EBITDA flow through.

Telco has the strongest tailwinds in a decade with an increasingly rational market, price rises across the majors and the criticality of telco increasingly recognised. The last major mobile operator Vodafone/TPG increased mobile prices by ~$5 per month in January 2023 and all key players are behaving economically rational.

This combines with catalysts including the potential for InfraCo value release following the legal restructure. Add retained, Target Price increased to (login to view)".

In the 17.2.23 link below, in the short video, N. Harris is supportive of TLS SP growth, primarily citing:-

. growing monentum in TLS mobile sales, & higher customer prices obtained for its offerings.

. Return On Capital for TLS is now higher than its Cost Of Capital = higher profits

. the expected sale of 49% of TLS InfraCo Fixed in 2023 will be much higher than what it is currently valued by the market.
Harris said the sale of 49% of TLS Amplitel, in 2018, sold for "4 to 5 times" what the market then valued it in 2018.

https://www.morgans.com.au/Blog/2023/February/Telstra-Group-Mobile-Wont-Be-Silenced