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
TPG’s Offer For iiNet: Just The Beginning?
Mar 16 2015
Brokers review the heightened potential for M&A activity in telecommunications after the announcement of a bid by TPG Telecom for iiNet.
Netcomm Wireless Signals Substantial Potential
Mar 13 2015
Moelis reviews the Netcomm Wireless story with a change in analyst, remaining of the view the stock presents substantial upside.
Treasure Chest: Only The Beginning For iiNet De-rating?
Feb 23 2015
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker double-downgrades iiNet.
Aconex Puts Early Runs On The Board
Feb 23 2015
Newly listed Aconex has impressed brokers in its maiden first half, breaking even ahead of prospectus forecasts.
CSG’s Outlook Buoys Brokers
Feb 18 2015
Technology provider CSG Ltd has delivered a strong first half and brokers welcome improved clarity in the earnings outlook.
Is Telstra Just A Yield Play?
Feb 16 2015
Telstra is riding high despite increasing competiton in its mobile and broadband segments and brokers wonder just how resilient this situation is.
Weekly Broker Wrap: Oz Equities, Building, Telcos, Grocers, Aussie And Oil
Feb 13 2015
Continued erosion in FY15 earnings; bright outlook for residential builders; digital, NBN benefits; slowing sales for supermarkets; downshift in Oz dollar; limited windfall from lower oil prices.
Weekly Broker Wrap: Queensland Election, Cooper Basin, AUD, Oil Price And Telcos
Feb 06 2015
Implications of Queensland election; Seven’s stake in Beach Energy; AUD fall and balance sheets; secondary benefits of oil price fall; and telco sector strength persists.
iSentia Offers Solid Growth Prospects
Jan 28 2015
Moelis has reviewed the outlook for iSentia and believes the company offers unique Australasian exposure to high-growth, high-margin markets.
NextDC Ups The Ante
Jan 22 2015
NextDC has signalled it is accelerating data centre utilisation and Moelis reviews the stock as a result.
Analyse The Market From A Different Angle
Latest News
| 1 |
ASX Winners And Losers Of Today – 19-11-24Nov 19 2024 - Daily Market Reports |
| 2 |
Weekly Update On LICs & LITs – 19-Nov-2024Nov 19 2024 - Weekly Reports |
| 3 |
Pros & Cons From GrainCorp’s TransformationNov 19 2024 - Australia |
| 4 |
Aristocrat Grows From Strength To StrengthNov 19 2024 - Australia |
| 5 |
Australian Broker Call *Extra* Edition – Nov 19, 2024Nov 19 2024 - Daily Market Reports |