Is it time for government to take ownership of telcos' infrastructure?

NETLINK NBN Trust has gained lustre of late. Analysts, who have a mixed view of the telco market as Australia's TPG Telecom starts its commercial trials, have generally agreed that NetLink is a defensive play and a safe bet.

NetLink's de facto monopoly of the fibre market stands in stark contrast with complaints about TPG's initial patchy network coverage.

UOB Kay Hian added NetLink to its alpha picks on Jan 4, citing - among other factors - the potential connection demand from newcomer TPG.