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Increased market activity across TMT sectors highlights significant M&A movements and strong H1 FY19 financial results.
Nigel Pugh · Venture InsightsPeriod: February 20198 min read
Last updated
Estimated TPG write-down on spectrum and mobile assets without ACCC approval
Chorus fiber installations in the six months ending December 2018
This report analyzes the Australian Telecom, Media, and Technology sectors for February 2019, noting a significant increase in market activity compared to January. Key developments include the ongoing uncertainty surrounding the TPG-VHA merger, which may necessitate a $168m write-down of spectrum licenses and mobile assets. The report details half-year financial results for major players including Telstra, REA Group, and Altium, while highlighting a surge in fiber demand and data center expansions by Megaport and NextDC.
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stakeholder implications · PDF download
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