Telecom/Technology

A mild winter, a comparison of Stockland and GPT, a view on Optus and advertising spending outlook.

Amcom Telecommunications reliably delivered on earnings expectations, leveraging the fibre network it owns.

Modest domestic housing recovery, NBN squeeze on small telco margins, bank dividends look safe and leisure providers welcome lower Aust dollar.

Despite concerns about a foreign exit, CIMB argues Australia’s yield stocks are still offering value, while Macquarie looks for possible dividend surprises at the upcoming results season.

Telco Amcom is shaping up as a key player in the cloud and Citi has initiated coverage.

Bank valuations are becoming less stretched while retailers are still battling with a reluctant consumer. Telecoms are maturing and plasma is robust.

Technology One has defied the downturn in spending and produced a robust first half result. Brokers look forward to further cloud-based initiatives.

Brokers ask whether the market outlook is overly optimistic, note the rise of self managed super funds and ponder the value of Telstra’s fixed asset base.

The latest auction of 4G spectrum procured a new bidder, TPG Telecom. Surprised brokers are now speculating as to just what TPG is thinking.

Moelis is one broker seeing share price upside for M2 Telecommunications once the benefits of recent acquisitions start to flow though.