Market Chatter: Telstra Group's ROIC Growth Signals Operating Leverage, Says Macquarie, The Australian Reports

MT Newswires Live

May 28

Telstra Group's (ASX:TLS) underlying return on invested capital is expected to increase 10% by 2030 on operating leverage, said Macquarie Analyst Andrew Gillies, according to a Wednesday The Australian report.

The company recently disclosed its 2030 growth strategy, which aims to achieve positive operating leverage with underlying income growing faster than costs and business-as-usual (BAU) capital expenditure each year to 2030.

Gillies identified multiple cost-reduction opportunities and sustained strength in mobile average revenue per user in the company's recent strategy day.

While acknowledging execution risks in areas like software-defined networking, Gillies sees core strengths in network and connectivity as key drivers of momentum and efficiency for the company.

Macquarie has upgraded Telstra to outperform with a price target of AU$5.28.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"XKO.AU","symbol_name":"标普/澳交所 300指数","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2538446241","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2538446241","pubTimestamp":1748412529,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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