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TLS, TELSTRA CORPORATION LIMITED
jackstew320
post Posted: Aug 29 2018, 02:01 PM
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FY18 Results for TLS- https://bit.ly/2P3PGF3



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I am stock market trader and market researcher. I provide market news and reports to the investors to help them in better investments.
 
early birds
post Posted: Aug 29 2018, 10:42 AM
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x--divy today

from low of 2.60---3.40....... the 50% fib number is at 3.00 mark and 61.8% fib is at 2.90----for the retracement.



 
Mags
post Posted: Aug 25 2018, 10:43 AM
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In Reply To: early birds's post @ Aug 24 2018, 11:17 AM

QUOTE
WTF---- isn't it this guy of City down graded TLS to 2.20 after the it is under 2.80ish not long ago???
what a smart a$%SS gets everyone sell and he sneak in bought the crap himself.


Oldest trick in the book. Don't listen to what they say, study how they do it.

That's long been my complaint about banks being financial advisors: The stuff they are advising as buys is the same stuff their back end boys are off loading. Or if they know somethings on a lift, they buy it themselves, then sell near the top. That books most the profit to themselves, but makes the customer think they know what they're doing, as they own the hot stock.

 
early birds
post Posted: Aug 24 2018, 11:17 AM
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The share price of our telcos enjoyed another stellar run today with shares in Telstra Corporation Ltd (ASX: TLS) hitting a fresh five-month high following news of merger talks between its rivals.

The stock jumped 2.1% to $3.34 while the broader S&P/ASX 200 (Index:^AXJO) (ASX:XJO) index lost 0.2%. The gain is even more impressive if you consider that fellow telco TPG Telecom Ltd (ASX: TPG), which is exploring a merger with Vodaphone Australia, gave up its strong early gains to close 1.3% higher at $7.75.

But the market is getting ahead of itself as the consolidation is no silver bullet for the ails of the embattled industry, according to Citigroup who is urging investors to sell Telstra into the rally.

Shares in our largest telecommunications company have surged 14.7% since TPG confirmed media speculation on the so-called merger of equals. Shares in TPG staged a more impressive 47% run-up but that’s nothing compared to the 86% gain by Hutchison Telecommunications (Aus) Ltd (ASX: HTA) – the 50% owner of the local Vodafone network.

Bulls believe that the consolidation of the industry to three players (Telstra, Optus and TPG/Vodafone) will bring price rationality back to the highly competitive mobile market. TPG’s impending entry foreshadowed big mobile plan price cuts and all-you-can-eat data.

The other advantage to TPG is that it doesn’t need to spend big to build out the rest of its mobile network if it was going at it alone.

But Citigroup noted that the merged entity will still have very high levels of debt on their balance sheet as TPG and Vodafone Australia are both over-geared. Then there is the question of regulatory approval, although I don’t see this as being a big issue given their market position.

However, the time it could take to get the green light from authorities could complicate the upcoming 5G spectrum auction in November.

The benefits to Telstra look even less certain to the broker. Citigroup’s “sell” recommendation on the stock stems from the NBN and the associated margin pressure from transferring customers to the national broadband network.

The broker also believes that industry consolidation won’t arrest Telstra’s mobile earnings decline and that the market leader will still struggle to right-size its high cost base.

“While a TPM-VHA merger would be a clear positive for TLS in that the mobile market would remain at three operators, in our view, the bigger issue in mobile is that TLS is currently over-earning with an unsustainably high market share in mobile already,” said Citigroup.

“TLS’ expects mobile industry revenue to fall 2-3% in FY19e; this is not due to TPM, it is a reflection of intense competition for market share in an industry that has stopped growing. TLS mobile will likely still decline, just not as much.”

I bought shares in Telstra as the stock collapsed well under $3.00 as I thought too much bad news had been priced into the stock. I believe the run-up in Telstra’s share price is warranted but clearly the valuation argument doesn’t hold out at current levels, even though I don’t think the stock is expensive.

Having said that, those sitting on handsome gains may want to consider taking some profit off the table. Regardless of the fundamentals, industry consolidation won’t cure the share price volatility.
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I bought shares in Telstra as the stock collapsed well under $3.00 as I thought too much bad news had been priced into the stock. I believe the run-up in Telstra’s share price is warranted but clearly the valuation argument doesn’t hold out at current levels, even though I don’t think the stock is expensive.
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WTF---- thumbdown.gif isn't it this guy of City down graded TLS to 2.20 after the it is under 2.80ish not long ago???
what a smart a$%SS gets everyone sell and he sneak in bought the crap himself. thumbdown.gif




Said 'Thanks' for this post: nipper  Mags  mullokintyre  
 
joules mm1
post Posted: Aug 23 2018, 11:03 AM
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In Reply To: early birds's post @ Aug 23 2018, 10:52 AM

banking coin is good, well done cool.gif



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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price
 
early birds
post Posted: Aug 23 2018, 10:52 AM
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In Reply To: joules mm1's post @ Aug 23 2018, 10:47 AM

yeah budy, weirdsmiley.gif
i had last stake in hand and will off load them at end pf this session----NO MATTER WHAT!!

just wondering where is all the no sayer today??? unsure.gif i almost a lone voice to buy it when it is 2.7---2.6 back then. ohmy.gif



 


joules mm1
post Posted: Aug 23 2018, 10:47 AM
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In Reply To: early birds's post @ Aug 22 2018, 04:41 PM

Attached Image


impressive lift today, huh

here's a handy jpeg of the bull and the other gnarly gut feeling of 'early seller regret'




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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price
 
early birds
post Posted: Aug 22 2018, 04:41 PM
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In Reply To: joules mm1's post @ Aug 22 2018, 02:06 PM

finished nearly day high with over 88mil shares
seems whole teleco sector will be a re--rate

and i will sell all the holding soon. with over 10% profit. tongue.gif




Said 'Thanks' for this post: joules mm1  
 
joules mm1
post Posted: Aug 22 2018, 02:06 PM
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#volume #idea
Attached Image






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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price
 
blacksheep
post Posted: Aug 22 2018, 02:02 PM
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In Reply To: early birds's post @ Aug 22 2018, 10:48 AM

wrong thread



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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