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

Upside For Telstra

Jul 15 2015

The Chartist reports Telstra could be set to regain its highs while downside is limited.


Weekly Broker Wrap: Telecoms, Lending And Retail

Jul 10 2015

More rationality emerging in telecoms; major banks step up to the plate on investor lending; and significant variability among small retail stocks.


Significant Expansion Underway At Aconex

Jul 09 2015

Aconex is on track to put its systems at the centre of the global construction industry. Morgan Stanley is the latest broker to initiate coverage.


Weekly Broker Wrap: Oz Housing, Jobs, Wagering, Telecoms And Utilities

Jul 03 2015

Housing bubble or no bubble?; employment data hard to fathom; wagering industry changes; more stable mobile growth; utilities outlook.


NextDC Riding The Wave

Jun 30 2015

NextDC has received a strong endorsement following a second purchase of capacity from a major customer.


Blue Sky Potential For Skyfii

Jun 29 2015

Consumer data service provider Skyfii has a compelling growth opportunity. Moelis initiates coverage of the stock.


Accelerating Demand Lights Up SpeedCast

Jun 16 2015

SpeedCast International is experiencing high demand for its services and Canaccord Genuity initiates coverage of the stock.


Brokers Crunch Convincing Numbers On MYOB

Jun 11 2015

Accounting software services are increasingly delivered via cloud solutions and two brokers assume coverage of MYOB on the upside that this new frontier offers.


Dealerships Fuel High Growth For Infomedia

Jun 10 2015

With products to improve the efficiency of automotive dealerships Canaccord Genuity considers Infomedia a well placed business.


Telstra Offers Opportunity

Jun 02 2015

Michael Gable of Fairmont Equities suggests Telstra has the potential to break to the upside.



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