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
Flexigroup Spending To Grow
May 19 2014
Brokers welcomed Flexigroup’s update on strategy and new products but remain cautious about the costs involved.
Vocus: A Growing Force In Dark Fibre
May 12 2014
Brokers take a closer look at Vocus Communications and the trajectory for its dark fibre.
Strong Growth Heading Altium’s Way
Apr 22 2014
Circuit board designer Altium has impressed brokers with its earnings growth potential.
Downside Pressure For Telstra
Mar 24 2014
Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Telstra.
Weekly Broker Wrap: Telcos, REITs, Registries, Wagering And Media
Mar 07 2014
Lukewarm outlook for telcos; GPT and Charter Hall compared; registries reviewed; pressure mounts on wagering; media performs better.
Weekly Broker Wrap: M2 Telecom, Health Care And Financials
Feb 28 2014
Concerns about M2’s accounting methods. Potential for health reforms, a look at bank impairment rates and fund managers surveyed.
Weekly Broker Wrap: New Shops Are Coming But What About Jobs?
Feb 21 2014
New retailers are coming to Australia, house prices are going up but so is unemployment. Telcos grow and churn while headwinds increase for Chinese exports.
Emerging Sell In Telstra
Feb 17 2014
Nick Linton-Ffrost of Fifth Wave suggests a short-term trading idea in Telstra.
Telcos: Focus On Mobile Revenue Growth
Feb 06 2014
Setting aside the uncertainty over the NBN roll out, brokers are homing in on telcos’ mobile revenue growth for 2014.
PS&C Building Opportunities In Technology
Jan 20 2014
PS&C has amassed a force in Australian information and communications technology and brokers take a look at what the stock has to offer.
