Mathan Somasundaram

Local market opened positively and even managed to move slightly higher despite weak Iron Ore, weak AUDUSD and weak US markets after big non-farm payroll miss…and then we see another round of big portfolio transition move after the close in several large caps…same thing happened recently…..big days finish with big... Show More

Nick Harris Senior Analyst Telecommunications, Technology and Financial Services gives his thoughts on Speedcast (‘our high conviction pick’), NextDC (‘second in line’), TPG Telecom (‘reduce recommendation’), Vocus (‘bit nervous’) and Superloop (‘good but needs momentum’). Watch Nick’s short update here: Show More

Benjamin Chong

In our ‘Internet Dealbook’ we track Angel, VC, PE and M+A activity across Internet and technology-related companies. Last year Australia saw $2.9b in investment and acquisition activity across the 120 deals tracked from public sources, and the outlook for 2017 is very positive. Show More

Buy Hold Sell

One of the most profitable trends in the market this year has been the outperformance of small cap stocks. The Small Ordinaries index (total return) is up around 13%, well ahead of large caps, measured using the ASX50, which is up just 5%. However, small cap stocks come with an... Show More