TPG TELECOM LIMITED (TPG)
Share Price Analysis and Chart

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TPG - TPG TELECOM LIMITED

FNArena Sector : Telecommunication
Year End: December
GICS Industry Group : NONE
Debt/EBITDA: 3.33
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

$5.30

21 Feb
2024

-0.060

OPEN

$5.36

-1.12%

HIGH

$5.39

638,736

LOW

$5.25

TARGET
$5.63 6.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
5GG . 5GN . ABB . CNU . ESK . FSG . HTA . MAQ . SLC . SPK . ST1 . SYM . TLS . TUA .
FNARENA'S MARKET CONSENSUS FORECASTS
TPG: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx 27.6 14.7 xxx
DPS (cps) xxx 17.5 16.5 xxx
EPS Growth xxx 100.0% - 46.8% xxx
DPS Growth xxx 12.9% - 5.8% xxx
PE Ratio xxx N/A 35.9 xxx
Dividend Yield xxx N/A 3.1% xxx
Div Pay Ratio(%) xxx 63.4% 112.1% xxx

Dividend yield today if purchased 3 years ago: 2.53%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.30

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: 12/09 - ex-div 9c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx27.6
DPS All xxxxxxxxxxxxxxx17.5
Sales/Revenue xxxxxxxxxxxxxxx5,415.0 M
Book Value Per Share xxxxxxxxxxxxxxx640.0
Net Operating Cash Flow xxxxxxxxxxxxxxx1,071.0 M
Net Profit Margin xxxxxxxxxxxxxxx9.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx4.34 %
Return on Invested Capital xxxxxxxxxxxxxxx2.95 %
Return on Assets xxxxxxxxxxxxxxx2.54 %
Return on Equity xxxxxxxxxxxxxxx4.34 %
Return on Total Capital xxxxxxxxxxxxxxx1.76 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx1.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201720182019202020212022
Short-Term Debt xxxxxxxxxxxxxxx93 M
Long Term Debt xxxxxxxxxxxxxxx5,562 M
Total Debt xxxxxxxxxxxxxxx5,655 M
Goodwill - Gross xxxxxxxxxxxxxxx8,515 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx114 M
Price To Book Value xxxxxxxxxxxxxxx0.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201720182019202020212022
Capex xxxxxxxxxxxxxxx992.0 M
Capex % of Sales xxxxxxxxxxxxxxx18.32 %
Cost of Goods Sold xxxxxxxxxxxxxxx4,739 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx368 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx-

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

12/12/2023

1

Add

$5.50

3.77%

As interest rates potentially peak in mid-2024, Morgans believes investors may move out of defensives and into growth stocks, and the Telco sector could become a funding source for other more profitable investments.

The broker believes TPG Telecom will benefit from ongoing rational mobile pricing, an improving return on invested capital and increased market share.

The analysts make a higher FY24 capex assumption for the group following the recent mobile spectrum auction, and increase the assumed risk-free rate to 4.2% from 3.6%. Morgans target price falls to $5.50 from $6.00. Add rating retained.

The broker recently moved to a mildly Underweight view on the telecommunications sector.

FORECAST
Morgans forecasts a full year FY23 dividend of 18.00 cents and EPS of 35.00 cents.
Morgans forecasts a full year FY24 dividend of 19.00 cents and EPS of 38.00 cents.

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxx xx xxxxxxxxxxx xxxx xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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TPG STOCK CHART