4 Telecom Sector Stocks - VOC, TPM, TLS And AYS

  • Dec 24, 2018 AEDT
  • Team Kalkine
4 Telecom Sector Stocks - VOC, TPM, TLS And AYS

The decline in revenue from fixed line services has been balanced by the release of spectrum for LTE mobile broadbands. Broadband, business service and application, data, cloud computing are among the other sources of revenue for a telecom company to compensate for the decline in the usual revenue stream. The mobile market is expected to grow steadily over the next five years till 2023. Four telecom sector stocks are as follows.

VOCUS GROUP LIMITED (ASX: VOC) – Consumer and commander businesses are distinct businesses serving specialized customer segments. There are operational similarities that drive commercial logic in managing them together. Consistent with previously provided FY19 EBITDA guidance is the financial performance of the consumer business. The company reported revenue growth of 2% to $1.9 billion and underlying EBITDA growth of 7% to $366 million. Across the business due to competing demands for capital investment, Vocus Board has decided not to declare a dividend in FY18. The stock has a relatively high P/E of 33.940 and EPS of 0.098. The stock price declined by -8.709% to trade at $3.040 due to a slight decline in the reported earnings.

TPG TELECOM LIMITED (ASX: TPM) – About the proposed merger of TPG and Vodafone Hutchison Australia Pty Limited the company notes the statement of issues set out today by the Australian Competition and Consumer Commission via a scheme of arrangement. The revenue for the year was up from the year 2017 of $2,490.7 million to $2,495.2 million in 2018. The EBITDA, however, was slightly down from $890.8 million in FY17 to $841.1 million in FY 18 leading to an NPAT change from $413.8 million in FY 17 to $396.9 million in FY 18. The stock has a decent P/E of 14.910 and EPS of 0.428 AUD. The stock price declined by -2.351% to trade at $6.230 due to a slight decline in the reported profits.

TELSTRA CORPORATION LIMITED (ASX: TLS) – To become a new shareholder in Southern Cross and one of the anchor customers of SX NEXT, the company confirmed an important milestone with Southern Cross shareholders for the planned Southern Cross NEXT project agreeing on terms with Telstra. Shareholding being diluted to approximately 37.5 percent resulted in Spark New Zealand’s, Telstra is expected to be a 25 percent shareholder in Southern Cross by investing in new shares. On a reported basis the company’s total Income grew by 3.0 percent to $29 billion. The stock has a decent P/E of 9.500 and EPS of 0.300 AUD. The stock price declined by -3.86% to trade at $2.740 due to lack of growth opportunities seen by investors.

AMAYSIM AUSTRALIA LIMITED (ASX: AYS) – The company is expecting to announce its interim results for the 2019 financial year pre-market open on Tuesday 26 February 2019. The company recently announced that the changes in management and retirement of Maria Martin who will be replaced by Mr. Craig Jackson. Regarding the size, with over 1.16 million subscribers, the company is the fourth largest mobile service provider. The statutory net revenue was a record $577.6 million compared with $326.7 million in the previous year, which is an increase of 77%. The stock has a very high P/E of 76.920 and EPS of 0.013 AUD. The stock price declined by -4% to trade at $0.960 due to an unusual move of a product launch Amaysim Energy.


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