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SUMMARY
This report series leverages Telsyte's parent organisation, Gibson Quai-AAS
strategic consulting capabilities in the telecommunication space. Telsyte
introduces an equities research report designed to increase our value
proposition by assisting broking houses/institutions with specialist, in-depth
analytical information within the telecommunications sector. The first report
is focused on Telstra.
TELSTRA CORPORATION LIMITED PROFILE
Telstra is Australia's incumbent telecommunication carrier. It was partly
privatised in 1997 and fully privatised in 2006. Telstra is one of the
country's largest listed companies. The company has strong brand recognition
and provides a broad range of telecommunications and information services.
Telstra has generally outperformed international peers despite strong
regulatory pressures.
DIFFERENTIATING FACTOR
Telstra is in a dominant position operating in an increasingly competitive
market. It benefits from having a broad base of high-value customers and
leveraging its huge economies of scale; it delivers its products cost
effectively. Further, it has a focused management team, strong cash flows and
has effectively pursued a number of growth opportunities, including its 3G 850
MHz wireless mobile and broadband network investments. Telstra has capitalised
on being the first mover in these high growth segments.
COMPETITIVE STRENGTHS
- Only fully Integrated Telco player
- Strong market share in all sectors
- Strong stable cash flow and balance sheet strength
- Economies of scale and scope
- Strong focus on Innovation
- Proven track record
- Executing transformation plan
Total Market Share:
Total Telstra Market Share: 51% in 2006 to 53% in 2007)
Telstra continues to win in the key markets - 3G mobiles, broadband,
directories and has managed to stem the PSTN decline, albeit temporarily-
despite strong competition.
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