Huawei ban rules out tilt at mobile: TPG

Original article by James Fernyhough
The Australian Financial Review – Page: 17 & 22 : 10-May-19

In the wake of the ACCC’s decision to block a proposed merger with Vodafone, TPG Telecom has indicated that it has no plans to build a mobile network. TPG terminated work on its own network in early 2019, after the federal government banned Huawei from supplying equipment for Australia’s 5G network. TPG argues that the Chinese company is the only supplier of 5G equipment that is compatible with the 4G technology that TPG has already installed.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, VODAFONE HUTCHISON AUSTRALIA PTY LTD, VODAFONE AUSTRALIA LIMITED, HUAWEI TECHNOLOGIES COMPANY LIMITED, AUSTRALIAN COMPETITION AND CONSUMER COMMISSION, NOKIA AUSTRALIA PTY LTD, ERICSSON AUSTRALIA PTY LTD, AUSTRALIAN COMMUNICATIONS CONSUMER ACTION NETWORK LIMITED, IBISWORLD PTY LTD, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, MOODY’S INVESTORS SERVICE INCORPORATED

5G ‘overhyped’: Credit Suisse telco chief

Original article by Eric Johnston
The Australian – Page: 27 : 28-Mar-19

Optus launched 5G broadband services in February, while Telstra intends to begin selling 5G handsets within six months. However, Colin McCallum of Credit Suisse has downplayed the merits of 5G technology for consumers, arguing that existing 4G networks can cope with the demands of streaming video. He notes that deploying 5G technology will require significant capital expenditure, while the opportunities for increased revenue from consumers are quite limited at present.

CORPORATES
SINGTEL OPTUS PTY LTD, TELSTRA CORPORATION LIMITED – ASX TLS, CREDIT SUISSE AG, SAMSUNG ELECTRONICS COMPANY LIMITED, APPLE INCORPORATED

Spy chief says Huawei a threat to key infrastructure

Original article by Angus Grigg, Nick McKenzie
The Australian Financial Review – Page: 1 & 2 : 30-Oct-18

The federal government’s decision in August to ban "high-risk vendors" from building a 5G mobile network has been backed by Mike Burgess, the director-general of the Australian Signals Directorate. He says Australia’s critical infrastructure such as power and water networks would not have been able to be properly protected if such vendors had been allowed to build the 5G network. Although he did not mention them by name, it is assumed that Burgess was referring to Chinese firms Huawei and ZTE. Meanwhile, the Australian Strategic Policy Institute has expressed concern about the level of collaboration between Australian universities and Chinese military scientists.

CORPORATES
AUSTRALIAN SIGNALS DIRECTORATE, HUAWEI TECHNOLOGIES COMPANY LIMITED, ZTE CORPORATION, AUSTRALIAN STRATEGIC POLICY INSTITUTE LIMITED, SINGTEL OPTUS PTY LTD, VODAFONE AUSTRALIA LIMITED, UNIVERSITY OF NEW SOUTH WALES

Why Teoh paid up to snare a spot in mobile

Original article by Max Mason
The Australian Financial Review – Page: 50 : 13-Apr-17

TPG Telecom will raise $A400m from investors to partially finance its $A1.26bn deal to acquire an 11-year licence for mobile spectrum in the 700MHz band. TPG will establish Australia’s fourth mobile phone network, which is expected to cover about 80 per cent of the nation and is likely to spark a price war in the highly competitive market. TPG estimates that it will need to gain at least 500,000 mobile customers in order to achieve break-even status on an EBITDA basis. The company already boasts 1.9 million broadband customers, who can be offered bundled services.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, VODAFONE HUTCHISON AUSTRALIA PTY LTD, MACQUARIE GROUP LIMITED – ASX MQG, WASHINGTON H SOUL PATTINSON AND COMPANY LIMITED – ASX SOL, INVESTORS MUTUAL LIMITED, ARMYTAGE PRIVATE LIMITED, WATERMARK FUNDS MANAGEMENT PTY LTD