Telecom/Technology
Weak conditions in the UK caused financial technology provider GBST to hit the downgrade button. Scrambling to adjust forecasts, brokers still consider the long-term outlook is secure.
Feb 02 2017
Brokers slashed forecasts as software service provider, Aconex ((ACX)) substantially downgraded revenue expectations for FY17, raising questions regarding the reliability of its growth outlook.
Jan 31 2017
Alcidion’s IT Targets Hospital Efficiency
Alcidion is an emerging operator in the field of hospital IT, with technology that can reduce deaths attributable to medical error. The stock price has doubled since it listed on ASX in February this year.
Dec 19 2016
NextDC Sell-Off Unwarranted
Data centre operator NextDC has been sold off sharply but brokers believe the company’s position has been greatly misunderstood.
Dec 14 2016
Previous Stories
Vocus Outlook Deepens Broker Concerns
Nov 30 2016
The AGM update from telco Vocus Communications has weighed heavily on estimates and several brokers urge caution be applied to the stock.
MYOB Chasing Competition In The Cloud
Nov 29 2016
Accounting software business MYOB is shaping up as a key player in the cloud but brokers are acutely aware that competition in that area is heating up.
Weekly Broker Wrap: Outlook, Strategy, OPEC And Airlines
Nov 25 2016
Commodities and economic outlook; outlook for equities; OPEC production meeting; outlook for airlines; and Netcomm’s NBN contract.
Is TechnologyOne Too Heady?
Nov 23 2016
Enterprise software provider TechnologyOne continues to tick all the right boxes, although some brokers suspect the stock price is becoming a little heady.
Telstra Review Sparks Dividend Speculation
Nov 18 2016
Telstra has sparked speculation among brokers as to what it intends with its capital allocation strategy review.
Weekly Broker Wrap: Jobs, Retail, Real Estate Listings, NBN And Equity Strategy
Nov 04 2016
Monthly employment numbers; consumer spending; slot manufacturers; real estate listings slowing; momentum in NBN share; is it too early to ditch yield stocks?
Weekly Broker Wrap: Coal Economy, Telcos, Food And Infrastructure
Oct 28 2016
CPI outlook; Oz economy and coal prices; telcos under an NBN; Ardent Leisure; food inflation; big infrastructure projects.
Potential Re-Rating For Aconex?
Oct 26 2016
Construction management software service, Aconex, has taken time out to explain its revenue model amid concerns in the investment community and a sell-off in its shares.
Telstra: Downside Trend Remains
Oct 12 2016
The Chartist reports it is not time to consider Telstra as cheap.
Wait For Opportunity In Vocus
Sep 27 2016
Michael Gable of Fairmont Equities suggests Vocus Communications should offer up an attractive entry point in time.
Analyse The Market From A Different Angle
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