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對其新興的健康和能源企業的抱負可能是保守的。這家投行認為，如果澳洲電信執行好計劃，那麼它對2025財年EBITDA的總貢獻最小的預測是有好處的。傑富瑞對澳洲電信進軍能源零售業最有信心，認為它可以比能源供應商AGL和Origin在銷售電信產品方面取得更大的成功。相比之下，該公司表示，醫療保健與澳洲電信的核心服務沒有明顯的協同效應。傑富瑞維持對該股的買入評級和4.66澳元的目標價，該股上漲0.4%，報3.965澳元。(stuart.Condie@wsj.com；@StuartLCondie)
譯文內容由第三人軟體翻譯。