Telecom/Technology

Credit Suisse reviews portfolio strategy; WilsonHTM and JP Morgan forecast S&P/ASX index changes; Outlook for Aust financials and oil stocks.

Netcomm Wireless reached a critical mass in earnings in FY14 and expects a substantial ramp-up in FY15 on the back of its NBN involvement.

NEXTDC has five data centres up and running and is poised for cash flow to ramp up substantially, with earnings likely to turn positive in FY15.

M2 Telecommunications has bedded down acquisitions and set the stage for robust organic growth in FY15.

Curtis Island industrial action over for now but productivity issues remain; What do Telstra’s subscriber numbers reveal? Oz bank bull run ending; and why the BC Iron/Iron Ore Holdings merger appeals.

The Chartist reports Telstra’s result-driven rally suggest further upside, but probably not before closing the gap on the chart.

Netcomm Wireless is shaping up to be a major player in high-growth M2M technology and Moelis initiates coverage.

Amcom has a contract with Melbourne University which has potential to elevate the company’s standing in the burgeoning cloud computing space.

The Chartist reports a break-out on the chart for Telstra which may need confirmation, but may not be worth missing.

As Telstra’s FY14 results loom brokers are speculating what might be done with the accumulation of cash.