In this presentation we take a look at the Australian telecommunications industry. We review the largest players (Singtel, Telstra, TPG, Vodaphone and Vocus) and their mobile and fixed line market share. We also take a look at the the latest issues including: the NBN vs 5G and the TPG/Vodaphone merger.
Bluebird assesses upside and downside risks for the industry and then drills down into the outlook and valuations for the major listed players. Finally, we review each listed player under our Quality and Value framework.
Click on the presentation here Bluebird Telco Industry Outlook.