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
Altium Primed For High Growth
Jun 01 2015
Printed circuit board designer Altium is well positioned in a high growth sector and Deutsche Bank initiates coverage.
Technology One Atop The Cloud, But At What Price?
May 28 2015
Brokers accept Technology One is gaining pace in cloud conversions but believe the stock is too expensive.
Treasure Chest: Appen About To Re-Rate?
May 25 2015
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Bell Potter suspects Appen is ripe for an upgrade.
Weekly Broker Wrap: Oz Insurers, Techs, Advertising, Papers And Solar
May 22 2015
Insurer fall out in FY15; Bell Potter updates key picks; changing face of advertising; newspaper decline slows; and opportunity for solar batteries.
Weekly Broker Wrap: Stock Picks, Travel, TV And Telecoms
May 08 2015
Demand for Oz housing; resilient infrastructure; transport toppy; insurance expensive; outbound travel; TV audience; mobile phone plans.
Weekly Broker Wrap: Technology, Wagering, Healthcare, TV And Insurers
Apr 24 2015
Renewal of Microsoft contracts for Appen; Mobile drives wagering growth; Medicare review called; More TV options fragment the market; and NSW storm impact.
Buying Opportunity In Telstra
Apr 21 2015
Michael Gable of Fairmont Equities suggests Telstra is close to completing its retracement.
M2 Crosses The Ditch
Apr 14 2015
M2 Telecommunications is expanding its New Zealand operations with the proposed acquisition of CallPlus. Brokers weigh the pros and cons.
Weekly Broker Wrap: Media, A-REITs, Life Insurance, Tourism And Food
Apr 10 2015
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.
Weekly Broker Wrap: General Insurers, Mobile Plans And Equity Strategies
Apr 02 2015
Competition increases for general insurers; Optus mobile plans more competitive; focus on yield remains relevant; super funds seen rotating; Goldman avoids “manufactured yield”.
