UPDATE: Telstra Returns To Growth, Investors Snap Up Shares
August 11 2011 - 1:27AM
Dow Jones News
Australia's largest telecommunications company Telstra Corp.
(TLS) said Thursday second half net profit grew 0.3%, compared to a
36% decline in the first half, prompting investors to snap up its
shares as a safe-haven in a volatile market.
Telstra, like other major telcos, is grappling with a rapidly
changing terrain where mobile phones and mobile internet platforms
are increasingly dominant. As such, it has been aggressively
campaigning to grab customers from its rivals, including the local
unit of Singapore Telecommunications Ltd. (SGAPY), Vodafone Group
PLC (VOD) and Hutchison Telecommunications Ltd. (HTA.AU).
Its second half profit of A$2.04 billion for the six months to
June 30, was up from A$2.03 billion in the same period last year
and its full year profit of A$3.23 billion, although down 17% on
the previous year's A$3.88 billion, was better than market
expectations about A$3.09 billion.
"We've exceeded guidance in all areas," Chief Executive David
Thodey told Dow Jones Newswires.
Investors and analysts were impressed by the earnings given that
Australia's two-speed economy is crawling outside the booming
mining sector. Punters jostled for Telstra shares driving them up
more than 6% to A$3.01 and local investment bank Macquarie
described the earnings report as "solid".
In must-have telecoms sectors Telstra grew business. It added
1.66 million new mobile phone and broadband internet customers in
Australia during the fiscal year and 352,000 in Hong Kong, with
annual revenue from mobile services rising 10.7% to A$8.1 billion,
from the previous year's A$7.32 billion.
Telstra is a key player in the Australian government's plan for
a nationwide A$36 billion high-speed internet network and has
signed an A$11 billion deal to move its customers to NBN Co., the
government-owned company rolling out the network.
Chief Financial Officer John Stanhope told analysts at a
briefing the impact of the broadband network on Telstra wouldn't be
significant in fiscal 2012, while Thodey said he was looking
forward to putting the NBN deal, which needs to be approved by the
Australian Competition and Consumer Commission, to a shareholder
vote at the company's annual general meeting in October.
Telstra forecast low single-digit growth in total revenue and
earnings before interest, tax, depreciation and amortization in
fiscal 2012. Its full year revenue, excluding finance income, was
A$25.09 billion, up from A$24.92 billion the year before.
The company said it would pay a full year dividend for fiscal
2011 of 28 cents a share, and gave guidance it would pay the same
amount in fiscal 2012. Telstra is a popular blue-chip stock in
Australia because its tax-paid dividend yield is just under
10%.
-By Gavin Lower, Dow Jones Newswires; 61-3-9292-2095;
gavin.lower@dowjones.com
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