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

Weekly Broker Wrap: Oz Utilities, Insurers, High Yielders, Techs And CBA

Jul 11 2014

Impact of carbon tax repeal; insurer premium growth slows; pick of high yielders, fund managers and technology/telco stocks; and CBA’s wealth advice headache.


More Upside For Hills Industries

Jul 01 2014

Despite a subdued climate, Hills Industries’ balance sheet capacity offers upside potential through further acquisitions.


Buy Telstra For the Dividend

Jul 01 2014

Michael Gable of Fairmont Equities notes Telstra has a history of rising ahead of its dividend announcement and offers technical upside.


UXC Signals Improvement Ahead

Jun 20 2014

UXC has signalled an improvement in the second half and brokers believe conservative forecasts belie the IT service provider’s potential.


Reckon Takes Control

Jun 16 2014

Reckon will buy back the stake held by Intuit, severing ties with the direct competitor.


Weekly Broker Wrap: Broadband, IT, Retail, Mining, Electricity And Building Products

Jun 13 2014

Oz broadband plans, IT risks, retail pressure, choosing mining services, NSW power play, potential brick JV and aluminium premiums.


PS&C Downgrades But Brokers Not Worried

Jun 10 2014

PS&C had to make its first downgrade to guidance since listing on ASX amidst generalised weakness in the IT sector.


Weekly Broker Wrap: Oz Tax, Banks, M&A Targets, Telcos And Retail

Jun 06 2014

Tax loss selling; asset managers and banks; M&A and asset divestment; Optus’ mobile plans; and the outlook for retailers.


Weekly Broker Wrap: Oz M&A, Banks, Aviation, Chemicals And IT

May 30 2014

Oz M&A targets; banks’ bankruptcy exposure and dividends; aviation, chemicals and IT sector outlooks.


Telstra Asserts Its Strength In Mobile

May 27 2014

Telstra has updated the market on its plans for the mobile segment but broker reactions varied from enthusiastic to cool.



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