Sid Ruttala continues his exploration of the top end of the market, this time moving just past the surface of the ASX and going outside the Top Ten. This week we look at Macquarie Group (MQG), Telstra Corporation (TLS) and Rio Tinto (RIO).
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.
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.
Reporting Season is drawing to a close with just one week remaining. With this in mind, we thought it would be appropriate to provide an analysis of two of the bigger names to report so far. Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, provides his thoughts on Telstra (TLS.ASX) and Brambles (BXB.ASX).
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.