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This week we continue our Talking Top Twenty series by looking at Macquarie Group (MQG.ASX) and Telstra (TLS.ASX).
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This week we look at a small cap telco company that we believe is misunderstood and is offering significant upside. The company has been gaining a significant share of the SME telco market on the back of a strategic M&A plan, leading to transformative acquisitions for the company. Given the synergies made possible by the takeovers, the company is now looking extremely cheap. In order to achieve full autonomy in driverless cars we will need to see much more then just advanced tech in-vehicle, we will also need a significant step up in infrastructure in the cities and spaces around the vehicles. Over the next two weeks we will be talking about two stocks that are well positioned to benefit from the rollout of 5G and the need for connectivity in infrastructure to support the emerging autonomous driving sector. Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Telstra Corporation (TLS.ASX) and Rio Tinto (RIO.ASX).
The telco sector is currently the largest thematic exposure we have across our portfolios. It’s a sector we like because it’s defensive and has been a key beneficiary from the Covid remote working environment. Every 5-10 years we also see a period where the industry goes through large rounds of consolidation, mergers and acquisitions that can last several years.
Last month we launched a unique TAMIM special purpose vehicle (SPV). This Fund has invested in what we saw as a special opportunity to invest in a company that had reached a seminal moment in its history. A milestone that would be the catalyst for crystallising significant shareholder value. Our thesis was bang on (if a little early) and we now expect further upside. Read on to find out why.
There’s an old saying that in a mining boom, investors should buy the companies supplying the picks and shovels. This week we present part 2 of our examination of the telco sector; we take a look at a services provider to the sector and see how it is benefiting from the surge in demand for connectivity that has been accelerated by the WFH trend.
This week we look at the telco sector and how it is benefiting from a surge in demand due to the shift to working and staying at home. We believe the demand for faster connectivity will continue for the foreseeable future regardless of how the Covid-19 situation unfolds. We currently see good value in two companies servicing the sector. Read on to find out more.
This week we present a piece by Hamish Carlisle, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining the value of one of Australia's household names. Is Telstra destined for a decline?
This piece was originally published on 30 September 2019. Guy Carson digs into the turnover and transition of his portfolio via the examination of six stocks. This is a must read for those interested in how to best manage a portfolio in transition.
This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of Telstra.
This week Guy Carson takes a look at the changing landscape of Australian telcos.
This article was published in The Australian on 11 September 2017. |
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