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

Codan’s Technology Signals Strong Outlook

Dec 10 2012

Robust demand for mining and communications technology signals strong outlook for Codan, according to Moelis.


Australian Stocks: What Happened Today?

Dec 07 2012

A wrap of the day’s activity on the Australian stock market.


Small Telco Players In Focus

Dec 04 2012

A robust outlook for telecommunication services provokes new coverage on TPG Telecom, iiNet and M2 Telecommunications.


Weekly Broker Wrap: RBA Rate Cut Tipped

Dec 03 2012

Most economists expect a rate cut; ad spend on the turn; and ageing population means further debt reduction; and teclos still favoured.


Australian Stocks: What Happened Today?

Nov 29 2012

A wrap of the day’s activity on the Australian stock market.


Solid Performance For Technology One

Nov 27 2012

A solid full year profit result from Technology One and the expectation of further growth and potential capital management see both UBS and BA-ML retain Buy ratings on the stock.


Weekly Broker Wrap: Will The Builders Come To Save The Day?

Nov 26 2012

Resources companies are no longer supplying Australia the same level of GDP contribution; can the materials sector fill the gap? Plus insurer upside, bank provisions and Telstra threats.


Telstra At $5.00?

Nov 21 2012

The Chartist reports Telstra may see a pause, but the trend remains positive.


Weekly Broker Wrap: Bank Assessment And Telco Calls

Nov 19 2012

A review of last week’s broker coverage sees us draw some insight on Australian Banks and dial up some numbers on the Telco space.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Oct 29 2012

Weekly update on recommendation, target price, and earnings forecast changes.



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