Telstra (TLS)

Foros Empresas Australia Telstra (TLS)

Este debate contiene 8 respuestas, tiene 3 mensajes y lo actualizó  Preikestolen hace 3 meses, 1 semana.

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  • #15432

    Preikestolen
    25 temas
    928 resp.

    Telstra – Blackmores – RFG

    http://www.fool.com.au/2017/02/20/3-alternatives-to-telstra-corporation-ltds-6-4-dividend-yield/

    3 alternatives to Telstra Corporation Ltd’s 6.4% dividend yield
    Edward Vesely | February 20, 2017 | More on: BKL BKW RFG SOL

    There’s no doubt about it.

    A big fully-franked dividend yield looks fantastic in the current low cash rate environment, and this is exactly what’s being served up right now after Telstra Corporation Ltd’s (ASX: TLS) share price fell 6.5% last week.

    As Bruce Jackson stated last week, Telstra’s mobile operations are operating in a competitive environment and it doesn’t appear to me that this is about to lessen anytime soon.

    With revenue, profits and earnings-per-share in a downward trajectory, is there any point in owning shares in a business that is being challenged from all sides?

    Consider this about Telstra:

    Its revenues have increased from $23.7b to $25.8b between 2006-07 and 2015-16, a compound annual growth rate (CAGR) of only 0.85%
    Earnings-per-share have fared little better over the last 10 years, increasing from 26.2 cents per share to 34.8 cents as at June 2016, a CAGR of 2.88%, and
    The company’s dividends have increased from 28 cents per share 10 years ago to 31 cents per share today, a CAGR of approximately 1%
    The most recent half-yearly results have also confirmed no increase in the interim dividend of 15.5 cents per share.

    If the dividend is the sole reason for investing for many investors, then I’d argue there should be at least a semblance of growth in the income you expect to receive from placing your hard-earned capital at risk.

    The Australian Consumer Price Index, for instance, has shown a CAGR of 2.37% over the 10 years to 30 June 2016.

    If you’re relying on Telstra dividend income then, you’re falling behind in real terms as the growth in your dividends is failing to keep your household income up with the costs of living.

    I believe if you’re buying shares to live off the income, there are better opportunities out there right now, even if the headline rate is less than that of Telstra’s. Consider these three below:

    Blackmores Limited (ASX: BKL): http://www.cazadividendos.com/foros/tema/blackmores-limited-bkl/

    Retail Food Group Limited (ASX: RFG):  http://www.cazadividendos.com/foros/tema/retail-food-group-limited-rfg/

    Brickworks Limited (ASX: BKW): http://www.cazadividendos.com/foros/tema/brickworks-limited-bkw/

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    Motley Fool contributor Edward Vesely owns shares of Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia owns shares of Retail Food Group Limited and Washington H. Soul Pattinson and Company Limited. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15439

    El Jefe del Foro
    13 temas
    129 resp.

    Gracias, Preikestolen,

    He abierto hilos para las tres empresas que has mencionado (Blackmores Limited, Retail Food Group Limited y Brickworks Limited) y hemos dejado este para Telstra. Así si alguien quiere hacer aportaciones para una de ellas quedará más ordenado.

    Saludos.

    Velo por el orden en el foro

    #18257

    Ruindog
    8 temas
    371 resp.

    La cotización de Telstra (ASX:TLS) se había desplomado durante las dos últimos meses por la acumulación de malas noticias. El yield está entorno al 7% e incluso se especula con un posible recorte del dividendo. Hoy por fin hay buenas noticias y el valor ha recuperado un 4% en una sola jornada. Me planteo una posible entrada, es la mayor telco del país y lleva 17 años seguidos incrementando el dividendo (aunque como buena telco el crecimiento es más bien raquítico).

    ¿Alguién sabe si los dividendos no tienen retención en el origen (“fully franked”) a semejanza de otros valores australianos descritos en este artículo de CZD?

    http://www.cazadividendos.com/invertir-en-dividendos-en-australia/

     

    May 5 Australia’s competition watchdog said on Friday it will not regulate the nation’s mobile roaming market, in a favourable draft ruling for the country’s biggest telco, Telstra Corp Ltd, which can keep rivals from using its infrastructure.

    There was “insufficient evidence” that regulating the market would improve competition, the Australian Competition and Consumer Commission chairman Rod Sims said in a statement, adding that a final decision is due mid-year.

    Telstra, a former government-owned monopoly, operates Australia’s most extensive mobile network, and has argued against having to share its regional network with rivals such as Singapore Telecommunications’ Optus and and Vodafone Group at commercial rates.

    The company had been lobbying strongly against government regulation of the mobile market, as it would hurt earnings and erode the benefits of a A$3 billion ($2.2 billion) mobile network upgrade Telstra announced last year.

    The draft decision comes three weeks after Telstra stock was roiled by competitor TPG Telecom announcing it would build its own mobile network to rival Telstra’s.

    The ACCC has previously twice decided against regulating the mobile roaming market

    * Telstra welcomes ACCC draft decision on mobile roaming

    * “if this decision is confirmed we will immediately move to expand our 4g coverage to reach 99% of population by later this year”

    * about 600 base stations will be upgraded from 3g to 4g giving australian population access to a world leading 4g network

    * “expect to see up to $1 billion of investment flow to small towns and regional centres across country over next five years”

    Un optimista es un pesimista mal informado

    #18258

    Ruindog
    8 temas
    371 resp.

    Me respondo a mí mismo. He encontrado este link que Preikestolen había colgado en otro hilo de acciones australianas:

    http://dividends.com.au/dividend-history/?enter_code=TLS

     

    Los dividendos de Telstra son “100% franked” y eso me pone mucho 😉

    Un optimista es un pesimista mal informado

    #18261

    Preikestolen
    25 temas
    928 resp.

    yo llevo insurance australia group
    y telstra.

    los 2 son fully franked, por lo que la retencion origen es 0.
    :))

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #18262

    Preikestolen
    25 temas
    928 resp.

    desde luego IAG mejor percormance que Telstra…
    pero que podemos esperar de las telecos?
    mira T y VZ los ultimos dias…
    Tambien llevo KPN.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #18264

    Ruindog
    8 temas
    371 resp.
    desde luego IAG mejor percormance que Telstra… pero que podemos esperar de las telecos? mira T y VZ los ultimos dias… Tambien llevo KPN.

    ¿Cómo te las apañas para comprar en la bolsa australiana? ¿Trasnochando o madrugando? 😉

    Australian Stock Exchange Normal Trading : 10:00-16:00 local time

    Esto viene a ser de 02:00-08:00 hora española, ¿no?

    Un optimista es un pesimista mal informado

    #18534

    Ruindog
    8 temas
    371 resp.

    Inicio posición en Telstra (ASX:TLS) a 4.35AUD. Ha tocado madrugar un poco porque la bolsa australiana cerraba a las 08:00

    Un optimista es un pesimista mal informado

    #18536

    Preikestolen
    25 temas
    928 resp.

    suerte, yo la compre algo mas cara.

    Recordemos que el efecto de fully franked= no retencion en origen
    ya la tenemos en empresas uk : vodafone etc…

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

Foros Empresas Australia Telstra (TLS)

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