Telecom/Technology

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Stockbroker Moelis thinks Appen is performing much better than market expectations.

Brokers analyse statistics on private hospitals and health insurers; are bank funding concerns overdone?; Google discontinues mortgage comparison; Micro Equities initiates on Over the Wire.

Cloud-based software distributor Rhipe is gaining traction, enjoying substantial licensing revenue growth in the first half.

1-Page has made a promising start in a strong growth industry and Canaccord Genuity is increasingly confident in the company’s potential.

Netcomm Wireless is being supported by a strong contract profile and two brokers underscore Buy ratings on the stock.

Telstra’s first half signalled a slowing in mobile revenue and while there are some highlights in fixed broadband, brokers are concerned about the outlook for growth.

Retail and energy sector previews; Outdoor media and banking sector outlooks; internet consumer trends; Bell Potter initiates on IVE Group.

Choosing Australian yield stocks; changes to conviction and focus lists; exposures to inbound tourism; potential changes to NBN connection charges.

Netcomm Wireless has become a specialist supplier of communications hardware. Canaccord Genuity initiates coverage on the stock.

Foster Stockbroking has run the ruler over several new entrants and potential entrants in the tech sector, believing there is strong investor appetite for such stocks.