TPG Telecom Limited (TPM)
Views and News
Essentials
Recent News Highlights
As at 31/12/2012 : see details at www.tpg.com.au (new window? Shift+Click)
| 05/12/2012 AGM 2012 and Presentation |
| 11/10/2012 2012 Annual Report to Shareholders |
| 18/09/2012 FY12 Preliminary Financial Report and Presentation |
| 28/06/2012 Retrospective Tax Law Amendments |
| 20/03/2012 1H12 Half Year Results & Commentary |
| 05/03/2012 Media Release - Proposed Retrospective Tax Law Changes |
| 25/11/2011 AGM 2011 & Presentation |
Half-year Performance & Estimates - TPM
| Year-end January | 1H10A | FY A | 1H11A | FY12A | 1H13A | FY13E | FY14E |
|---|---|---|---|---|---|---|---|
| Sales, $m | 241.6 | 278.0 | 278.0 | 324.6 | 326.3 | 710.0 | 760.0 |
| EBITDA, $m | 77.2 | 113.1 | 113.1 | 131.9 | 153.7 | 270.0 | 282.1 |
| EBIT, $m | 43.6 | 64.8 | 64.8 | 91.0 | 116.8 | 197.5 | 210.9 |
| Report NPAT, $m | 27.5 | 33.9 | 33.9 | 55.7 | 78.3 | ||
| Adj. NPAT, $m | 78.3 | 131.2 | 147.8 | ||||
| Reported EPS, ¢ | 4.00 | 4.00 | 4.00 | 7.00 | 10.00 | ||
| Adjusted EPS, ¢ | 10.00 | 16.55 | 18.55 | ||||
| EPS %FY/Growth | 100% | 57% | 75% | 150% | 136% | 12% | |
| Dividend, ¢ | 2.0 | 2.25 | 2.25 | 2.75 | 3.5 | 6.30 | 7.10 |
| Franking, % | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| EBITDA Margin | 34% | 34% | 34% | 34% | 47% | 38.0% | 37.1% |
| NPAT Margin | 11% | 11% | 11% | 11% | 24% | 18.5% | 19.4% |
| ROE, % | 13% | 13% | 13% | 13% | 12% | ||
| EBIT/Interest | 6.9 | 6.9 | 6.9 | 6.9 | 29.0 | ||
| Net Debt / Equity | 0.69 | 0.69 | 0.69 | 0.69 | 0.11 | ||
| CashFlow/Sh, ¢ | 9.7 | 8.1 | 8.1 | 15.1 | 15.0 | 25.8 | 27.0 |
| Y/E Shares, m | 716.6 | 775.6 | 775.6 | 793.9 | 793.9 |
| Notes |
| EPS Growth compared with the pcp is shown in most columns, except 1H10A and 1H11A which show the first half % of full year EPS. |
Company Overview
Wave Chart
Profile
TPG Telecom
Rating:
Category: Potent Stock ; Large
Action:
Website: www.tpg.com.au
| ASX code: | TPM |
| Closing Price, 30/12/2013: | $ 5.230 |
| Market Capitalisation: | $ 4,56 million |
| 52 Week High: | $ 5.295 |
| 52 Week Low: | $ 2.43 |
| Sector: | Integrated Telecommunication Services |
| Index: | S&P/ASX 200 Index |
Summary of Fundamentals
| Year-end July | FY12A | FY13A | FY14E | FY15E |
|---|---|---|---|---|
| NPAT, $m | 91.0 | 149.2 | 161.7 | 186.4 |
| Reported EPS, ¢ | 12.00 | 19.00 | ||
| Adjusted EPS, ¢ | 18.90 | 20.60 | 23.65 | |
| EPS Growth, % | 20% | 58% | 9% | 15% |
| P/E Ratio, x | 43.58 | 27.67 | 25.39 | 22.11 |
| Dividend, ¢ | 5.5 | 7.5 | 9.45 | 11.05 |
| Franking, % | 100% | 100% | 100% | 100% |
| Div. Yield, % | 1.05 | 1.43 | 1.81 | 2.11 |
Notes
| Our Adjusted EPS is used for the last year and forward estimates and as basis for EPS Growth and P/E Ratio. We currently use Reported data for all historic NPAT, for the prior year EPS and as base for last year EPS growth. |
| Data & Chart sourced from IRESS Market Technology Ltd. |
One Year Chart
As at 30 December 2013
Other Highlights
| Sector: | Integrated Telecommunication Services |
| Return on Equity, FY13 : | 21% |
| Net Debt to Equity, FY13 : | 2 % |
| EBIT / Interest Cover, FY13 : | 31.53 x |
| Gicscode: | 50101020 |
| First Listed: | 10-May-01 |
Business Activities
TPG Telecom Limited (TPM, ex SP Telemedia) is a multi-media full service telecommunications company providing voice, internet and data carriage to a wide range of customers from consumers to corporate and the public sector.
Glossary:
| ♠ | "A Core Stock" - reliable long-term yield & growth |
| ♥ | "We like it" - a seasoned performer, growth & yield |
| ♦ | "A tough scout" - creating a potential breakthrough |
| ♣ | "A steady performer" - giving reliable yield or growth |
| Best Stocks | Portfolio of selected attractive investments |
| Potential | Stocks that may have good improvement prospects |
| Speculative | More risky usually smaller stocks with spec. upside |
| Midcaps | In RR Midcap Index, $ 70m to 1,500m market cap. |
| Large Stocks | Larger Stocks upwards of $ 1,500m market cap |