TPG Telecom (TPM)
TPG Telecom Ltd. engages in the provision of telecommunications services. It operates through the following segments: Consumer, Corporate, and AAPT. The Consumer segment offers retail telecommunications services to residential and small business customers. The Corporate and AAPT segments provide telecommunications services to corporate, government, and wholesale customers. Its products include nationwide Asymmetric Digital Subscriber Line service (ADSL2+), National Broadband Network (NBN), Fibre Optic and Ethernet broadband access, telephony services, Internet Protocol Television, Subscriber Identity Module (SIM) Only Mobile plans, and various business networking solutions. The company was founded in 1992 and is headquartered in Sydney, Australia.
|Market Price at 13-12-2017
|Price to Earnings Ratio
|Return on Equity (ROE)
Blog posts that reference TPG Telecom:
Wednesday, September 21, 2016
On 20th September TPG Telecom (CODE:TPM) released their 2016 results and the market did not like what it saw. The stock price plunged 21.5% throughout the day. The areas of disappointment were underlying earnings and dividends coming in below expectations, and a dampened outlook for 2017. Uncertainty also surrounds a possible expansion into Singapore.
Thursday, July 16, 2015
In early January Alan shared his A1 investment plan with the Skaffold community. Alan’s disciplined and well thought-out rules were commended by his fellow members
Coming from an engineering background, Alan is probably a little more disciplined than the average investor. Nether less, Alan’s story is a timely reminder that to be a successful investor, one must have a strict set of investment rules. You must also have the emotional capacity to follow them.
Monday, December 08, 2014
The S&P Dow Jones Indicies December 2014 Quarterly Rebalance occurred last week. Why do you need to know this?
The mandates for some fund managers require them to hold a position in companies in one of the indexes. So as soon as a company moves into an index, all of a sudden its on the radar of dozens, possibly hundreds, of institutional fund managers controlling a large chunk of Australia’s superannuation pie.
Thursday, October 09, 2014
With the low growth environment likely to continue for some time, investors chasing double-digit growth need to look beyond cyclicals wired to the struggling Australian economy, and refocus on sectors displaying what are known as ‘secular growth opportunities’. For those unfamiliar with the term, ‘secular’ refers to companies with growth upside that’s less reliant on macroeconomic drivers and more hitched to company or sector-specific dynamics.
Wednesday, September 25, 2013
At first glance you could be forgiven for shying away from stellar performing TPG Telecom (TPM), after all the telco is not only trading at a premium to its peers but well ahead of Skaffold’s forecast intrinsic value estimates. Conventional value investing wisdom would suggest letting the stock cool its jets rather than buying in at current levels.
Revelations that TPM will go head-to-head with the NBN - hence removing the need to lease Telstra’s copper network for last mile access - was even more favourably received by the market than its better than expected $149 million full year net profit after tax (NPAT).
TPG’s share price is now at a substantial premium to Skaffold’s intrinsic value estimate. Given its positive outlook, is TPG a buy, sell or hold?
Friday, July 12, 2013
August reporting season is the busiest time of year for stock market investors. More than 60% of ASX-listed companies will release their full year results in August, with the smaller mining stocks reporting by 13 September 2013.
Skaffold’s reporting season calendar is now live and will be updated daily over the next few months. The calendar lists the most popular ASX-listed companies and their expected report date. Click here to view the calendar now.
Tuesday, January 22, 2013
For the past five years the team at Perpetual has held an annual stock picking competition. Skaffold Member Annabelle Symons is a Graduate member of the Investment Analytics and Research team at Perpetual, one of Australia’s leading providers of wealth management products and services. In 2012 Annabelle won the competition, beating her closest rival by just over 4%. In the period 10 February 2012 to 12 December 2012 Annabelle’s portfolio returned 36%.