ASX:TLS.AX 23 January 2026

Telstra warns A$7.3 billion spectrum renewal bill could hit mobile prices

Telstra has called on the Australian government to lower proposed mobile spectrum renewal fees, arguing the regulator’s A$7.34 billion valuation is about A$4.1 billion above fair value. The company warned higher costs could reduce investment or increase customer prices. ACMA is reviewing feedback after closing consultations in February. Telstra shares fell 0.58% to A$5.18 late Wednesday.

5 March 2026

ASX:TLS.AX·Stock Market

Telstra share price slips as spectrum fee fight heats up ahead of results

Telstra shares closed down 0.2% at A$4.87 after the company urged Canberra to cap spectrum licence renewals at A$3.9 billion, challenging regulator guidance of up to A$7.2 billion. The Australian Communications and Media Authority is consulting on pricing, with submissions due Feb. 27. Telstra reports half-year results Feb. 19. The S&P/ASX 200 ended 2.7 points lower at 8,867.40.

10 February 2026

ASX:TLS.AX·Stock Market

Telstra share price flat at A$4.72 — CPI, RBA and February results are next

Telstra shares closed flat at A$4.72 Friday, with 22.9 million shares traded in a quiet session. Australia’s unemployment rate fell to 4.1% in December, raising market odds of a February rate hike to 57%. The ASX 200 ended up 0.13% at 8,860. The next key data point is December-quarter inflation, due Wednesday.

23 January 2026

ASX:TLS.AX·Stock Market

AECOM (ACM) Valuation Under Spotlight Amid Recent Share Drop
March 23, 2026, 2:56 AM EDT. AECOM (ACM) shares closed at $88.58, down 1.93% in one day and 9.51% over 30 days, reflecting short-term weakness. Despite this, the company boasts a 5-year total shareholder return of 45.19%, pointing to solid long-term gains. With a 24% intrinsic value discount and an analyst target price of $128.25, questions arise whether the stock is undervalued or if future growth is already priced in. Analysts expect 5.4% annual revenue growth and rising profit margins from 4.2% to 5.1% over three years, driven by improved cash flows and consulting revenue. However, risks include dependence on government infrastructure budgets and execution challenges in global projects. Investors should weigh these factors carefully before making decisions.