Telstra's Health, Energy Aspirations Look Conservative -- Market Talk
Telstra's Health, Energy Aspirations Look Conservative -- Market Talk
0246 GMT - Telstra's aspirations for its nascent health and energy ventures are probably conservative, Jefferies says. The investment bank thinks there is upside to Telstra's prediction for a minimal combined contribution to FY 2025 Ebitda, provided it executes its plans well. Jefferies is most confident about Telstra's move into energy retailing and thinks it can be more successful than energy providers AGL and Origin have been at selling telco products. By contrast, health doesn't have an obvious synergy with Telstra's core offering, it says. Jefferies maintains a buy rating and A$4.66 target price on the stock, which is 0.4% higher at A$3.965. (stuart.condie@wsj.com; @StuartLCondie)
0246GMT-Jefferies表示，Telstra对其新兴的健康和能源企业的抱负可能是保守的。这家投行认为，如果澳洲电信执行好计划，那么它对2025财年EBITDA的总贡献最小的预测是有好处的。杰富瑞对澳洲电信进军能源零售业最有信心，认为它可以比能源供应商AGL和Origin在销售电信产品方面取得更大的成功。相比之下，该公司表示，医疗保健与澳洲电信的核心服务没有明显的协同效应。杰富瑞维持对该股的买入评级和4.66澳元的目标价，该股上涨0.4%，报3.965澳元。(stuart.Condie@wsj.com；@StuartLCondie)
译文内容由第三方软件翻译。