Telecom/Technology

Printed circuit board designer Altium is well positioned in a high growth sector and Deutsche Bank initiates coverage.

Brokers accept Technology One is gaining pace in cloud conversions but believe the stock is too expensive.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Bell Potter suspects Appen is ripe for an upgrade.

Insurer fall out in FY15; Bell Potter updates key picks; changing face of advertising; newspaper decline slows; and opportunity for solar batteries.

Demand for Oz housing; resilient infrastructure; transport toppy; insurance expensive; outbound travel; TV audience; mobile phone plans.

Renewal of Microsoft contracts for Appen; Mobile drives wagering growth; Medicare review called; More TV options fragment the market; and NSW storm impact.

Michael Gable of Fairmont Equities suggests Telstra is close to completing its retracement.

M2 Telecommunications is expanding its New Zealand operations with the proposed acquisition of CallPlus. Brokers weigh the pros and cons.

Morgan Stanley upgrades media; My Net Fone acquisition; Myer and A-REITs; pressure on life insurers; inbound tourism and food exports benefit from weaker Australian dollar.

Competition increases for general insurers; Optus mobile plans more competitive; focus on yield remains relevant; super funds seen rotating; Goldman avoids “manufactured yield”.