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
Strong Growth Potential For Empired
Dec 18 2013
Empired is not just another IT company, in Bell Potter’s view, as the growth trajectory is large.
TPG Acquisition Of AAPT Raises Expectations
Dec 10 2013
TPG will buy AAPT from Telecom NZ. Brokers re-shape the outlook for both companies in the wake of the news.
Technology One Offers Strong Earnings Growth
Dec 02 2013
Brokers suggest Technology One is offering strong earnings growth, exposure to the cloud potential and, perhaps, some special dividends down the track.
UXC Has Plenty of Upside In The Cloud
Dec 02 2013
UXC has made another acquistion, providing increased scale and opportunity to grow substantially.
SingTel: Regional Strength And Optus Dividends
Nov 19 2013
Singapore Telecommunications is expected to continue providing strong dividends while Optus maintains its balancing act.
Altium: A Story About Niche Potential
Nov 14 2013
Moelis has initiated coverage of little known technology designer, Altium, with a Buy rating.
Weekly Broker Wrap: AGMs, Investment, Advertising, Electricity And Telcos
Oct 11 2013
Macquarie previews upcoming AGMs, online ads gain on print, electricity market looks less intense and mobile drags on telco earnings.
Treasure Chest: Fibre Not As Strong As It Might Seem For TPG
Sep 25 2013
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Not every analyst is convinced TPG’s fibre ambitions are as valuable as the market is pricing in.
TPG Triggers Interest In New FTTB Plan
Sep 18 2013
TPG Telecom announced more than just a solid FY13 result. Brokers think its new FTTB plan could be a game changer.
Weekly Broker Wrap: Telematics, Media, Broadband, Wealth and Transport
Sep 13 2013
Telematics coming to Australia, media reform potential, telco broadband slows, diversified financials and transport outlook.
