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澳洲电信集团(TLS.AX):初步解读:‘互联未来30’战略发布;到2030财年实现超200亿澳元财务能力的低风险增长
高盛·2025-05-28 13:05

Telstra Group (TLS.AX): First Take: Connected Future 30 Strategy released; Low-risk growth with >$20bn of financial capacity by FY30; Telstra released its 'Connected Future 30' today. Broadly we see this as very consistent with our expectations – both from a strategic perspective (with a focus on mobile, digital infra & cost discipline), financial perspective (greater focus on cash earnings & targeting mid-single digit earnings CAGR to FY30 [noting cash EPS will have more leverage, VAe +8% EPS CAGR to FY30E ...