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 Welcome NextDC’s New Expansion Phase
Nov 26 2015
Despite the hefty price tag brokers have welcomed the next phase of NextDC’s expansion, with the announcement of two new data centres.
Weekly Broker Wrap: Equity Strategy, Wealth, Media, Rhipe, SpeedCast And A-REITs
Nov 13 2015
Stock picks; wealth managers and life insurers; media law reform; potential in Rhipe and SpeedCast; choice in retail A-REITs.
Amaysim Confident In Pricing Despite Competition
Nov 05 2015
After completing its pricing review, amaysim Australia has launched more competitive mobile plans, viewed by brokers as a sign of the strength in its contract with Optus.
Weekly Broker Wrap: Small Caps, El Nino, Telcos, Slots And Warehousing
Oct 30 2015
Morgans’ Queensland conference; some benefit from El Nino; telco pricing; gaming machine performance; demand for warehousing.
MyNetFone Invests In Growth
Oct 29 2015
MyNetFone may have downgraded profit guidance for FY16 but Canaccord Genuity remains positive on the outlook and the newly acquired voice business.
Spark NZ Steps Up Digital Technology Strategies
Oct 22 2015
Spark New Zealand is stepping up its plans to exploit key markets in mobile, broadband and communications technology.
Telstra: Correction Run Its Course?
Oct 21 2015
The Chartist reports the technicals are suggesting the sell-off in Telstra may now be petering out.
Uncertainty Lifts As GBST Holdings Downgrades
Oct 14 2015
Financial software business, GBST Holdings, has materially downgraded FY16 earnings forecasts in the wake of project deferrals from major clients.
M2 And Vocus Join Brave New NBN World
Sep 29 2015
M2 Telecommunications and Vocus Communications have announced a merger deal, substantially consolidating a position as the number four player in the new NBN world.
Will iiNet Give TPG Indigestion?
Sep 23 2015
TPG Telecom delivered a robust FY15 result and is now tasked with the challenge of integrating the iiNet acquisition.
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