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
Treasure Chest: Appen Cum Market Upgrades, Says Moelis
Mar 08 2016
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.
Weekly Broker Wrap: Health Care, Banks, Online Mortgage Pricing And Over The Wire
Feb 26 2016
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.
Rhipe For The Picking
Feb 24 2016
Cloud-based software distributor Rhipe is gaining traction, enjoying substantial licensing revenue growth in the first half.
1-Page Set To Ramp Up HR Sourcing Platform
Feb 23 2016
1-Page has made a promising start in a strong growth industry and Canaccord Genuity is increasingly confident in the company’s potential.
Netcomm Underpinned By Strong Contract Profile
Feb 22 2016
Netcomm Wireless is being supported by a strong contract profile and two brokers underscore Buy ratings on the stock.
Competition Intensifies For Telstra
Feb 22 2016
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.
Weekly Broker Wrap: Retail, Energy, Outdoor Media, Banks, Internet Consumers And IVE Group
Feb 05 2016
Retail and energy sector previews; Outdoor media and banking sector outlooks; internet consumer trends; Bell Potter initiates on IVE Group.
Weekly Broker Wrap: Yield, Focus Stocks, Equity Strategy, Travel And NBN
Dec 04 2015
Choosing Australian yield stocks; changes to conviction and focus lists; exposures to inbound tourism; potential changes to NBN connection charges.
Netcomm Wireless Taps US Potential
Dec 01 2015
Netcomm Wireless has become a specialist supplier of communications hardware. Canaccord Genuity initiates coverage on the stock.
Hot New Potential In Tech Sector
Nov 30 2015
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.
