Analysts get closer on price for Telstra as they shrug off mobile segment fears
Analysts at Jefferies lower PT on Australia's Telstra TLS.AX to A$5.4 from A$5.5, while Morningstar lifts its fair value estimate by 6% to A$5
Jefferies lowers earnings estimates by 2% for FY26-28 due to lower mobile subscriber additions, higher D&A costs at the telco
Flags that is less concerned about the slowdown in subscribers for mobile business after co's conference call given the disruption caused by migration of customers to a new technology stack
Adds result shows TLS effective in reducing costs, before the AI venture with Accenture
Morningstar terms investors' concentration on the mobile result as curious, though the market is getting subdued
But 1% fall in postpaid subscribers in FY25 was due to one-off events, while 3% fall in prepaid subscribers reflected conscious focus on improving yield - Morningstar
Morningstar hails TLS' continuous pricing discipline having advocated for more focus on capital return
Stock up 21% YTD
Related Articles
National Debt Bomb Ignited? Musk Warns U.S. Will Be 1000% Bankrupt Without AI
TradingKey - Tesla (TSLA) CEO Elon Musk recently issued another warning regarding the rapidly ballooning U.S. national debt. He stated clearly that without artificial intelligence and robotics, the United States will inevitably head toward fiscal bankruptcy.
Tesla Stock Outlook: Competing With Rivian, Robotaxi Potential, and 2026 Prospects
There is much conversation about the prospect of investing in Tesla (TSLA) as we move closer to 2026. The volatility of its share price in 2025 is leading many investors to consider if they should purchase shares of Tesla given the alternatives available in terms of electric vehicles (Rivian, etc.).
Why Sanae Takaichi Winning Japan’s Diet Election Led to a Surge in Japanese Stock Indices？
TradingKey - Reports indicate that the ruling coalition led by Japanese Prime Minister Sanae Takaichi has secured a single-party majority in the parliamentary elections held on Sunday (February 8). Following the news, the yen weakened slightly, while the Nikkei Index surpassed 57,000 for the first t
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
