Optus' increased mobile postpaid prices for almost all plans by AU$3 a month is a "positive" development for Telstra Group (ASX:TLS) and TPG Telecom (ASX:TPG) and mobile industry returns more broadly, which remain sub-economic on average, said Jarden on a Tuesday note.
The research firm noted that TPG has gone more than 12 months without a price increase and is currently competing on value, the note said.
For Telstra a relatively small price increase is expected in postpaid Average Revenue Per User in the research firm's 2026 estimate, Jarden added.
However, Jarden also noted the risk for both TLS and TPG that with cost of living pressures not abating, more consumers may prefer to switch from postpaid to prepaid plans.
The research firm maintained an overweight rating for both companies with a price target of AU$4.30 for Telstra and a price target of AU$5.10 for TPG.
TPG shares rose 3% on market close.
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