OPTUS News & Analysis

Morningstar's Brian Han says higher mobile pricing after years of discounting is a key tailwind for the sector.

Morningstar's Brian Han explains why he has trimmed his fair value estimate for Australia's dominant telco and the future of its dividend payout.

Morningstar has cut its fair value estimate for the telco, whose 13pc fall in profit caps a year marked by twin crises.

Telstra will look for a reprieve after the heavy discounting, says Brian Han.

The roll-out of 5G may well boost Telstra's revenue, but its continuing cost cutting initiatives remain the most important theme for the telco, says...

Today's announcement of a $15 billion merger between Vodafone Australia and TPG Telecom would benefit Australia's telco sector, according to...

Investors shouldn't read too much into early media reports of a proposed merger between TPG and Vodafone just yet, says Morningstar's Brian Han.

Once-in-a-decade regulatory challenges from a royal commission and lucrative cricket TV rights contract win are among key issues investors must weigh...

Fibre, 4G and consumer migration to pay television are creating investment opportunities in several markets--among other localised trends for...