Macquarie point of view
Telstra
Versent acquisition complementary
Key Points
• Telstra acquiring B2B technology consultancy company Versent for
$267.5m (~2.1x sales) to grow scale within Telstra Purple and NAS.
• Consensus expectations are relatively full; leaving little room for error.
Consensus includes FY25 postpaid price increase; and DAC resilience.
• Telstra's share price has been impacted by higher yields in our view.
Defensive characteristics remain intact. Outperform retained.
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Last
$3.97 |
Change
0.015(0.38%) |
Mkt cap ! $45.81B |
Open | High | Low | Value | Volume |
$3.96 | $3.97 | $3.94 | $61.92M | 15.64M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 141102 | $4.23 |
Sellers (Offers)
Price($) | Vol. | No. |
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$3.57 | 20262 | 2 |
View Market Depth
No. | Vol. | Price($) |
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1 | 51067 | 4.270 |
2 | 141102 | 4.230 |
23 | 703032 | 4.160 |
2 | 53375 | 4.140 |
10 | 264998 | 4.090 |
Price($) | Vol. | No. |
---|---|---|
3.570 | 47412 | 3 |
3.650 | 10560 | 1 |
3.690 | 1068 | 2 |
3.760 | 476679 | 11 |
3.770 | 1540984 | 9 |
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