The value trade is on
Telcos will do well going forward
Money is turning as tech earnings growth cools
Tpg
While I own Vocus not tpg I respect there thriftiness greatly
If tekstra was 10 to 20% like tpg the upside would be huge
Thriftiness is possible as a corporate... look at qantas Medibank Woolworths csl they are all relatively lean for corporates
Bhp was at the bottom but are now loading costs back in given the margins are so good and they can’t help themselves
That is why they need a tight arse cfo and ceo who can add up
Fingers crossed the new cfo and mgnt consults can cut the costs out
The same firm who ripped costs out of bhp are working on Telstra
The value trade is on Telcos will do well going forward Money is...
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Last
$3.90 |
Change
-0.100(2.50%) |
Mkt cap ! $45.06B | |||
| Open | High | Low | Value | Volume |
| $3.89 | $3.90 | $3.87 | $114.8M | 29.52M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 13228 | $3.89 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.91 | 482546 | 20 |
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| Last trade - 16.10pm 28/08/2024 (20 minute delay) ? |
| TLS (ASX) Chart |