Well will guidance come in at upper or lower end,will they achieve their free cash flow figures,will the restructure cost scare the crap out of the market,will fy20 be a positive or again a negative presentation?>
And of course will div be maintained?.
Already expressed my opinion.
Found some extra detail for those interested on asia,
ref telstra company overview 'telstra PBS China' and ;doing business in china 'telstra global.
I was surprised by the scale of telstra's china network and as it continues to expand that network,yes its not showing up in the bottom line yet but take note of upgrades to sea cable ,forecast data volume increases and the development in apps,services,content and the iot's ,china could be a sleeping 'tiger'.and one massive carrot due to asia's growth forecasts ,not just china.
ie quote from tls ' tls owning a network that serves up to 30% of asia's internet traffic',um my comment thats a lot.
Also tls owns 5 'state of the art' data centres one self built.'.
As posted ,not only does tls have an extensive asian network,as posted it is the only foreign co to have a license to operate telecommunications in mainland china,and its an impressive network etc and to complete its fibre,data centres ,expansion plans including NAS etc it has partnerships with what appears imo all major china telcos including china mobile and china telecom for 5g connectivity in china.
Anyway,lets c how penn reports ,wont repeat my opinion.
hmm esports will tls buy into a domestic gaming co that re sells lol ,fornite etc ,or will TSM US open an australian branch which appears larger co's do.Also it appears the successful esport business model is the esport co also owning the arena?
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