scroll

Telstra (TLS)

ASX.TLS $3.82

20 MINUTE DELAYED

14 DAYS FREE ACCESS

Join Market Matters and get full access
to all our Opinion + Action

LEARN MORE

ASX.TLS $3.82

20 MINUTE DELAYED

TODAY

0.00 %

1 YEAR RETURN

0.00%

VOLUME

DIV YIELD

4.45%

PE RATIO

22.87

52 WEEK RANGE

3.75

4.46

ANALYSIS
OPINION
ACTION

ANALYSIS

Overview

SHARE PRICE ACTIVITY
Last (Price)	3.82
Change	0.00 (0.00)
Bid / Ask	3.81 - 3.83
Volume	0
Volume (3mths avg)	0
Turnover	0
Open	0.00
Day Range	3.77 - 3.82
VWAP	0.00
Prev Close	3.82
Last Trade	01/12 6:10am (AEST)

KEY INFORMATION
Sector	Services
Shares Issued	11,480,435,781
NTA/Share	0.00
Last Dividend	0.09
Dividend Ex Date	30 AUG 2023
Dividend Pay Date	28 SEP 2023

CURRENT ()
Revenue	21,277.00
EBITDA	7,256.00
Profit	1,688.00
Earnings Per Share (EPS)	0
Dividend Per Share (DPS)	0
Yield %	4.45
Market Cap	0
Price to Earnings Ratio (P/E)	22.87

TARGET PRICE FORECAST

ESTIMATES ()
Revenue	23,800.00
EBITDA	8,301.20
Profit	2,101.16
Earnings Per Share (EPS)	0.18
Dividend Per Share (DPS)	0.18

BROKER CONSENSUS RECOMMENDATION

BUY

SELL

Target Price

0.00

Lt Growth Rate

0.00

Recommendation (BUY)

1.93

OPINION

30/11/2023 09:16

Xero Ltd (XRO) v Telstra Group Ltd (TLS)

XRO has enjoyed a solid 2023, advancing +45% year-to-date, but the last few months have proved disappointing as the stocks corrected 20% following a soft report recently. We like the online accounting business, but valuation is always a concern, especially if/when we enter a risk-off period for equities.

24/11/2023 09:07

Telstra Group Ltd (TLS) $3.80

TLS has ground lower over the last 6-months, and as we discussed earlier in the week, MM likes TLS into this pullback.

22/11/2023 09:27

Telstra Group Ltd (TLS) $3.82

TLS held its investor day last week, and we heard nothing to change our confident mid-term outlook for TLS's growth drivers, which could help underpin the above-mentioned dividend from 18c in FY24 towards 23c by FY26. This increase will largely be driven by growth in its CPI-linked businesses, which constitute 86% of earnings (EBITDA), i.e. Mobile services revenue, InfraCo Fixed and Amplitel. On a side note, their power bill increased by $100m, it's not just you and I turning off the lights more and more!

05/10/2023 09:00

Telstra Group Ltd (TLS) $3.78

TLS has now corrected over -15% from its June high, putting the stock on an estimated 4.8% fully franked yield over the next 12 months. Nothing new to add to the company, but at current levels, TLS is looking like a high-yielding defensive play with some upside in price, a great combination in today's market.

21/09/2023 09:42

Telstra Group Ltd (TLS) $3.84

It’s straightforward to comprehend why we expect TLS to be a beneficiary from a larger Australia given it’s leverage to the population over the longer term.

13/09/2023 09:13

Telstra (TLS) $3.88

Telstra hit a 6-year high on the 21st of June at $4.46 and has since pulled back 58c/13% to trade at $3.88 yesterday. While they traded ex-dividend for 8.5c fully franked during the period, the share price has clearly underperformed, prompting the question of why, and what should we be doing, if anything.

22/08/2023 09:37

Telstra Group Ltd (TLS) $3.97

TLS has corrected over -11% from its June high following a negative reaction to their FY23 results last week which saw revenue of $23.24bn in line with consensus, EBITDA of $7.86bn (inline) and the all-important dividend as expected at 17cps (FY).

17/08/2023 17:15

Telstra (TLS) $4.13

TLS -2.82%: FY23 results out today for the 10th largest company on the ASX, booking revenue of $23.24bn inline with consensus, EBITDA of $7.86bn (inline) and the all-important dividend as expected at 17cps (FY). They guided FY24 revenue of $22.8-24.8bn (mkt was $23.9bn) & underlying EBITDA of $8.2-8.4bn (mkt was $8.36bn).

12/07/2023 09:11

Telstra (TLS) $4.25

The telco is trading ~5% below recent highs but saw a boost this week thanks to an upgrade from UBS. The brokers looked at consumer trends in the telco space, arguing that consumers are more accepting of price rises in broadband and mobile services than first thought.

22/06/2023 09:25

Telstra Group Ltd (TLS) $4.42

Telstra has rallied steadily throughout 2023 as investors gained confidence in their T25 strategy and began to appreciate the underlying value in their asset base, with the shares up 16% over the past 12 months, while paying out an additional 17c in fully franked dividends equating to over 24c of value, meaning TLS has delivered ~20% in the last year – not bad for a boring, defensive stock!

ACTION

XRO

UPDATED 30/11/2023 08:59 ACTIVE

MM is considering switching from XRO to TLS

Add To Hit List

TLS

UPDATED 24/11/2023 10:00

MM is bullish TLS into current weakness

Add To Hit List

Read the opinion

TLS

UPDATED 22/11/2023 16:43

MM is considering TLS as a defensive play around $3.70

Add To Hit List

Read the opinion

TLS

UPDATED 05/10/2023 16:53

MM is bullish TLS under $3.80

Add To Hit List

Read the opinion

TLS

UPDATED 21/09/2023 11:31

MM likes TLS under $4

Add To Hit List

Read the opinion

TLS

UPDATED 13/09/2023 09:34

We are bullish TLS ~$3.90, and may increase our weighting in the Income Portfolio again, having trimmed it ~$4.30

Add To Hit List

Read the opinion

TLS

UPDATED 23/08/2023 08:35

MM remains long and bullish TLS

Add To Hit List

Read the opinion

TLS

UPDATED 17/08/2023 18:01

MM remains a holder of TLS in the Income Portfolio

Add To Hit List

Read the opinion

TLS

UPDATED 12/07/2023 14:15

MM is long and bullish TLS

Add To Hit List

Read the opinion

TLS

UPDATED 22/06/2023 09:51

MM remains long and bullish from an income perspective

Add To Hit List

Read the opinion

Business Summary

Undoubtedly one of the most recognised businesses in Australia, Telstra is the country’s leading telecommunications and technology company. With 18.8-million retail mobile services, 3.8-million retail fixed bundles and 960,000 retail fixed standalone voice services, this is Australia’s largest mobile network service provider. Telstra is an active contributor to nationwide community programmes, volunteer services, environmental causes and more. Although the company’s heritage is proudly Australian, this global tech giant has a significant worldwide presence, most particularly across the Asia-Pacific, with over 3,500 staff employed in 20 countries overseas who provide services to the business community, government sectors and carrier companies.

WATCH

Weekly Video Update: James covers bond yields, Telstra, Crown & Altium

23/06/2021 12:21

Relevant suggested news and content from the site

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It's free and no payment details are required

For membership options and pricing. Click here

Telstra (TLS)

ASX.TLS $3.82

14 DAYS FREE ACCESS

ASX.TLS $3.82

PERFORMANCE

BROKER CALLS

BROKER CONSENSUS RECOMMENDATION

OPINION

ACTION

Business Summary

Video

Relevant suggested news and content from the site

Video

Podcast

Video

Podcast

Podcast

Podcast

Only available to Members

Really bullish, there's more to go in the reflation rally

Please enter your login details

To reset your password, enter your email address

Enter and confirm your new password

Congratulations your password has been reset

Sorry, but your key is expired.

Sorry, but your key is invalid.

Something go wrong.

Only available to Market Matters members

Smart Phone App