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.
Macquarie point of viewTelstraVersent acquisition...
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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. |
|---|---|---|
| $3.57 | 20262 | 2 |
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| Last trade - 15.59pm 12/09/2024 (20 minute delay) ? |
| TLS (ASX) Chart |