** Jefferies analysts suggest mobile operators like Telstra TLS.AX and Aussie Broadband ABB.AX have room to increase prices in 2025, as a recent survey indicates strong consumer loyalty
** Jefferies' proprietary survey of over 550 Australian respondents shows more than 80% customer satisfaction rates across mobile service providers despite a high number of industry complaints
** Says survey reveals that 26% of mobile service consumers are willing to spend up to A$5 more, providing leverage for operators to raise prices
** Customer base appears sticky with only 9% and 10% of respondents having switched providers in the last 6 and 12 months respectively, limiting upside for TPG Telecom TPG.AX post its Mobile Network Sharing deal (MOCN) with Singapore Telecommunications STEL.SI owned Optus - Jefferies
** Adds, on the home broadband front, 60% of TLS' mobile customers also use their home internet service, indicating potential to raise prices following the planned speed boost in September 2025
** Jefferies views Telstra as well positioned due to its premier mobile network, strong brand reputation, and loyal customer base, and expects mobile operators to begin raising prices this year
** Post the MOCN deal with Optus, only a small percentage of consumers are expected to switch to TPG, thus it continues to favour TLS and ABB
** communication services .AXTJ flat YTD
(Reporting by Kumar Tanishk in Bengaluru)
((Tanishk.Kumar@thomsonreuters.com; X: @thatstanishk;))
免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。