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
Is Telstra’s Dividend Yield Enough?
Jun 15 2016
Several brokers have questioned whether Telstra can withstand the inroads competition is making into both its traditional fixed line and mobile networks.
Uptrend For Aconex
May 31 2016
Michael Gable of Fairmont Equities suggests a buying opportunity may present in software favourite Aconex.
Valuation An Issue For Technology One
May 25 2016
Brokers are unconcerned about a fall in first half profit for Technology One, given strong revenue growth and contract pipeline. The main issue they perceive is one of valuation.
Vocus: A Growing Force In Telecoms
May 09 2016
Vocus Communications is consolidating its merger with M2 Telecommunications, encouraging two further brokers to initiate coverage.
Weekly Broker Wrap: Budget, Renewables, Aged Care, Classifieds, Outdoor And Telstra
May 06 2016
Impact of the Commonwealth Budget; Origin’s power purchase; changes to aged care; growth in outdoor media; new property listings; Telstra and the NBN.
SMS Management Struggles To Transform
May 05 2016
SMS Management & Technology has downgraded earnings guidance, citing fewer contract wins for its consulting division.
Telstra Approaching A Crossroads
May 03 2016
Telstra has provided further detail on its earnings outlook, as well as confirming a $1.5bn capital management program.
The Overnight Report: Sell-Off
Apr 29 2016
Negative comments from a billionaire investor saw Wall Street breach support levels and head south in a hurry in late trade. Dow down 210. (Accessible only for subscribers before 10:15 AEST)
Brokers Increasingly Confident Of Telstra Buy-Back
Apr 18 2016
Telstra has sold most of its stake in Chinese online automotive business, Autohome, and brokers look forward to the prospects of a further share buy-back.
TPG Impresses With iiNet Integration
Mar 23 2016
Brokers observe TPG Telecom is following in the footsteps of its successful integration of AAPT with its recent acquisition of iiNet.
