TLS 0.26% $3.86 telstra group limited

A Shorten Administration and Shorten rule might be destructive...

  1. 12,929 Posts.
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    A Shorten Administration and Shorten rule might be destructive in the telco space especially with an end to franking credit rebates and negative gearing on margin lending, but I doubt the Shorten politburo will be very good for SingTel Optus, Vodafone and TPG. 

    Vodafonr would be massively concerned about geopolitical risk, labor relations, tax rules, even the pending Australia UK FTA and free movement of labor between England and Australia might not keep them in Australia. SingTel would be IMHO foolish to stay anywhere south of Christmas Island unless they want a WTO dispute and TPG most of well call stumps and bowl underarm somewhere else IMHO.

    TLS SP under a Comrade Shorten Adm8nistration is a difficult SP and earnings pattern to see IMHO.

    totally unforseeable IMHO. I do not know whether TLS could be picked on, picked apart and picked up into the $7 company that was once expected.
 
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