New Street Research - STINGTEL OPTUS PT (CWO) Optus (unlisted, 100% owned by SingTel), Full steam ahead in high speed mobile

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New Street Research

Ian Martin

EUR 888.60 For Business Accounts Only

Optus (unlisted, 100% owned by SingTel), Full steam ahead in high speed mobile

Optus (unlisted, 100% owned by SingTel), Full steam ahead in high speed mobile

Ian Martin

12/12/2018 7 EN

Underlying

STINGTEL OPTUS PT

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Provider

New Street Research

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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Analysts

Ian Martin

Other Reports on these Companies

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

New Street Research

New Street: Singtel Optus Pty Limited: Optus flags concerns about industry ROIC

Optus CEO Kelly Bayer Rosmarin outlined the Group’s strategic priorities and plans to generate growth, with focus on its mobile and content offerings. She called for industry policy to encourage 5G investment.

November 30, 2020 November 30, 2020 1 EN

Fundamental Research

Feasibility Study Results in December to be a Catalyst for this Junior

EUR 17.77

November 25, 2019 November 25, 2019 14 EN

SATS quick thoughts following the 1Q25 call

In this note we touch briefly on all the main controversies, including progress in retail and wholesale, the prospect of a Cable MVNO, progress on the network build and FCC commitments, the return of the DBS merger, the direct-to-device opportunity, and the impact of tower lease obligations on valuation.

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Jonathan Chaplin

Jonathan Chaplin

SATS 1Q25 Quick Take: Wireless making progress (but not enough)

Wireless results continued to improve, but not by enough to convince investors that the business will ultimately be worth what the spectrum is worth. We didn’t see any disclosure on the big strategic issues (spectrum sale; DBS merger; spectrum fight with SpaceX; potential D2D partner).

EUR 8886.00

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James Ratzer

James Ratzer

Cellnex (Reduce, €28.5, -15%) Q1 25: Revenue volatility raises new questions

Cellnex’s reported Q1 results were broadly in line with expectations and all 2025 and 2027 guidance has been reiterated, albeit our estimates remain fractionally below their guidance ranges.

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May 9, 2025 May 9, 2025 1 EN

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Optus (unlisted, 100% owned by SingTel), Full steam ahead in high speed mobile

Monthly LMI Update Independent Investment Research

New Street: Singtel Optus Pty Limited: Optus flags concerns about industry ROIC

Feasibility Study Results in December to be a Catalyst for this Junior

SATS quick thoughts following the 1Q25 call

SATS 1Q25 Quick Take: Wireless making progress (but not enough)

Cellnex (Reduce, €28.5, -15%) Q1 25: Revenue volatility raises new questions

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