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

Telstra Signals Game On

Oct 26 2012

Brokers suspect Telstra’s acquisition of Adam Internet is a sign it wants to compete with the smaller players.


Weekly Broker Wrap: A Little Bit More Optimism

Oct 22 2012

Survey shows fund managers a little more upbeat, while a new issue arises for Banks and Healthcare to remain stronger for a little longer.


Weekly Broker Wrap: Banks Are Being Squeezed, Telstra Turns Around

Oct 08 2012

Brokers look at why RBA rate cuts may not have the desired effect and who is winning in the telco stakes.


Moelis Continues To See Value In BigAir

Sep 26 2012

Share price gains over the past year prompted RBS Australia to downgrade to a Hold rating last month, but Moelis continues to rate junior telco BigAir as a Buy given a solid growth outlook.


Weekly Broker Wrap: QE3, LNG, Coal And iPhones

Sep 17 2012

Last week saw local brokers cover a wide range of macro and sector specific commentary from QE3 to coal and LNG, with the new iPhone also featuring.


Telstra Looking Vulnerable

Sep 17 2012

The Chartist suggests the road of least resistance for Telstra shares might be south. He’s awaiting for technical support to kick in.


Double-Digit Earnings Growth For Amcom

Sep 10 2012

Macquarie has initiated coverage on junior telco Amcom with an Outperform rating, attracted to expected double-digit earnings growth as the group’s cloud and fibre services expand.


Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes

Aug 20 2012

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


The Short Report

Aug 16 2012

FNArena’s weekly update on short positions in the Australian share market.


Telstra Due For Correction?

Aug 10 2012

The Chartist notes signs of Telstra topping out ahead of a possible correction, within its upside trend.



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