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Stock Insights

Talking Top Twenty: Macquarie Group (MQG.ASX) & Telstra Corporation (TLS.ASX)

28/4/2022

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This week we continue our Talking Top Twenty series by looking at Macquarie Group (MQG.ASX) and Telstra (TLS.ASX).
TLS.ASX & MQG.ASX

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Is This The Telco You Need In Your Portfolio?

23/9/2021

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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. 
Telco stocks Australia

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5G, Autonomous Vehicles and How We're Taking Advantage

23/6/2021

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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.
5G & Autonomous Vehicles

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Talking Top Twenty | Part 6: Telstra & Rio

26/5/2021

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ASX Mining Companies | RIO
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Telstra Corporation (TLS.ASX) and Rio Tinto (RIO.ASX). 

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3 Telco Stocks to Become 1?

3/12/2020

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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.

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An Amaysim Opportunity

5/11/2020

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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.

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Talking 2 Top Telcos | Part 2

20/5/2020

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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.

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Talking 2 Top Telcos | Part 1

5/5/2020

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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.

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Why Telstra Could be Worth Less Than $2

5/12/2019

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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.

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A Portfolio in Transition

6/6/2018

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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.

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Telstra Revisited

26/10/2017

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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.

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Telcos: Thinking outside of the box

11/10/2017

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This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox.

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Falling prices force a rethink of telco stocks

14/9/2017

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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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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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