New Street: Macquarie Telecom Group (Neutral): FY21 Outlook: Switch to infrastructure model gathers pace
Macquarie Telecom (ASX: MAQ) saw its invested capital double in FY20; we model a three-fold increase over two years to June 2021, and four-fold by June 2023.Macquarie Telecom provides telecommunication and hosting services to corporate and government customers. Co.'s Hosting division focuses on providing scalable, co-location, hosting and private and public cloud services for its customers' applications. Co.'s Data Network division provides network service availability to support its customers' business application environments through Internet Protocol data network services. Co.'s Voice division provides telephony applications that addresses the business requirements of its customers. Co.'s Mobiles division provides mobile applications across multiple networks together with a range of enhancement management, reporting and cost control tools.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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