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
Brokers Split On TPG Telecom
Sep 21 2016
TPG Telecom’s surprisingly weak guidance has some, but not all, brokers worried.
Surging Demand Sets NextDC On Course For S2
Sep 07 2016
Data centre owner operator NextDC has altered tack, bringing forward its plans to build a second Sydney data centre after a large contract win.
No Rush To Buy Vocus
Sep 06 2016
Michael Gable of Fairmont Equities suggests that after a solid dip, Vocus Communication may pull back further to before finding support.
Weekly Broker Wrap: Earnings, Apartments, Consumer, Wellard And Telstra
Sep 02 2016
Earnings season wrap up; apartment approvals spike; consumer spending growth; harsh outlook for Wellard; Telstra’s dividend dilemma.
NextDC Ramping Up Developments
Aug 24 2016
Data centre developer and operator NextDC impressed brokers with its FY16 result, revealing top line growth, margin expansion and a maiden full year profit.
Telstra Investment Leaves Brokers Unsure
Aug 12 2016
Telstra has surprised the market with the announcement of an additional capital injection of $3bn across its network. A $1.5bn share buy-back program is also planned.
The Overnight Report: Going Nowhere
Jul 29 2016
As US earnings season passes the halfway mark, Wall Street is witnessing historically low volatility. Dow down 15. (Accessible only for subscribers before 10:15 AEST)
XPED Primed For Rapid Growth In Smart Technology
Jul 12 2016
XPED has developed a product that is likely to be an essential part of wireless communications. TMT Analytics takes up coverage of the stock.
WiseTech Poised To Gain Share In Growth Market
Jul 04 2016
Several brokers take up coverage of logistics software provider WiseTech Global as the company establishes a profitable foothold in global freight forwarding.
Linius Technologies Shapes Video Streaming
Jun 27 2016
Newly listed Linius Technologies has developed a technology that has big implications for the video streaming market. TMT Analytics initiates coverage.
