TPG TELECOM LIMITED (TPG)
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TPG - TPG TELECOM LIMITED

FNArena Sector : Telecommunication
Year End: December
GICS Industry Group : NONE
Index: ASX200 | ASX300 | ALL-ORDS

TPG Telecom is an Australian telecommunications company providing consumer and business internet services and mobile phone services. In 2020 Vodaphone Hutchison merged with TPG Telecom and relisted under the same name.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.06

08 Dec
2022

0.020

OPEN

$5.04

0.40%

HIGH

$5.06

1,990,480

LOW

$4.89

TARGET
$6.20 22.5% upside
Franking for last dividend paid out: 100%
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FNARENA'S MARKET CONSENSUS FORECASTS
TPG: 1
Title FY20
Actual
FY21
Actual
FY22
Forecast
FY23
Forecast
EPS (cps) xxx 5.9 21.9 xxx
DPS (cps) xxx 15.5 17.6 xxx
EPS Growth xxx - 90.8% 100.0% xxx
DPS Growth xxx - 80.5% 13.8% xxx
PE Ratio xxx N/A 23.1 xxx
Dividend Yield xxx N/A 3.5% xxx
Div Pay Ratio(%) xxx 261.8% 80.6% xxx

Dividend yield today if purchased 3 years ago: 2.25%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.06

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/09 - ex-div 9c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx5.9
DPS All xxxxxxxxxxxxxxx15.5
Sales/Revenue xxxxxxxxxxxxxxx5,293.0 M
Book Value Per Share xxxxxxxxxxxxxxx630.2
Net Operating Cash Flow xxxxxxxxxxxxxxx1,469.0 M
Net Profit Margin xxxxxxxxxxxxxxx2.08 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx0.93 %
Return on Invested Capital xxxxxxxxxxxxxxx0.64 %
Return on Assets xxxxxxxxxxxxxxx0.55 %
Return on Equity xxxxxxxxxxxxxxx0.93 %
Return on Total Capital xxxxxxxxxxxxxxx1.49 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx575.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.5

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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UBS

22/08/2022

1

Buy

$6.30

24.51%

UBS assesses a miss versus its forecasts for TPG Telecom's 1H results and misses compared to the consensus estimates for both revenue and earnings (EBITDA) of -1.7% and -3%, respectively. 

The broker lowers its FY22-25 earnings (EBITDA) forecasts by an average -8% after incorporating restructuring costs for the next two years. After also allowing for inflationary pressures, the target price is lowered to $6.30 from $6.90. The Buy rating is unchanged.

There were softer-than-expected average revenue per users (ARPUs) in Consumer and continuing declines in Enterprise, explains the analyst. Outcomes were impacted by restructuring and rising cost pressures.

Despite this, momentum for mobile subscriptions is improving, and the broker feels FY22 fixed wireless and cost-out targets are on track.

A 9cps interim dividend was declared, one of the key positives listed by UBS. 

FORECAST
UBS forecasts a full year FY22 EPS of 15.00 cents.
UBS forecasts a full year FY23 EPS of 17.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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TPG STOCK CHART