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
Don’t Lose Focus On Vocus
Apr 15 2013
Microequities suggests recent weakness for Vocus Communication ignores earnings growth potential from acquisitions and the rollout of the company’s fibre network.
Weekly Broker Wrap: Australia To Grow, Modestly
Apr 15 2013
Economists, analysts and brokers agree, 2013 is shaping up as a “modest” year for growth in Australia.
TPG Rings Up Strong Subscriber Growth
Mar 20 2013
TPG Telecom’s strong growth story pleased brokers. They now want to know what capital management is in store.
M2 Telecom Acquires Businesses And Risk
Mar 19 2013
M2 Telecom’s latest acquisitions, Dodo and Eftel, could empower the company but require a lot of juggling and increased risk, brokers maintain.
Status Quo Plays In Broadband
Mar 14 2013
Brokers sieved through the ACCC’s final draft on wholesale ADSL pricing and found, in the main, support for the status quo. How will this impact on Telstra and the smaller teclos?
BigAir: Looking Beyond The FY13 Results
Mar 11 2013
The market responded hastily and impatiently to BigAir’s weak FY13 result, rails Microequities, given acquisitions will really hit their straps in FY14.
Doubts Over M2 Telecom’s Growth Rate
Feb 27 2013
Brokers are unsure whether M2 Telecommunications can deliver on its plans for earnings growth.
Can Telstra Hang On?
Feb 26 2013
The TechWizard contemplates whether a market correction would impact on high-flying defensive Telstra.
What Analysts Reckon About Reckon
Feb 07 2013
Once an analyst favorite, last year’s February reporting seasons marked the start of a slow reversal of fortunes for Reckon.
Corum Ltd: Why We Will Not Be Investing Anytime Soon
Feb 06 2013
Microcap specialist Microequities explains why it remains at arm’s length from software company Corum Ltd.
Analyse The Market From A Different Angle
Latest News
| 1 |
Cycle Optimism Building For Elders1:42 PM - Australia |
| 2 |
Technical Views On Nasdaq, ASX200 & Gold11:37 AM - Technicals |
| 3 |
EVs And Capital Management Drive FleetPartners11:11 AM - Small Caps |
| 4 |
Australian Broker Call *Extra* Edition – Nov 20, 202410:45 AM - Daily Market Reports |
| 5 |
Rudi’s View: Knock. Knock. Volatility Is Back!10:00 AM - Rudi's View |