September 10, 2020
Tech Sector | September 2020
In the September tech sector report, we have made changes to our key picks since we last updated them in June, with Technology One and Citadel replacing Infomedia and PWR Group.
August 28, 2020
Reporting Season Highlights – Week 3
We recap some of the profit reporting season highlights from the third week including Flight Centre (FLT), Johns Lyng Group (JLG) and Macquarie Telecom Group (MAQ).
August 21, 2020
Reporting Season Highlights – Week 2
We recap some of the profit reporting season highlights from the second week including Bendigo and Adelaide Bank (BEN), Domino's Pizza (DMP) and Integrated Research (IRI).
June 9, 2020
Tech Sector | June 2020
In the June tech sector report, we have made changes to our key picks since we last updated them in late April, with Infomedia and PWR Group replacing Appen (APX) and Catapult Group (CAT), given the downgrade in recommendation for both to HOLD.
March 23, 2020
Tech Sector March 2020 Update
Our updated key picks in the tech sector post last month’s reporting season and the recent sell-off in the market are Appen (APX), Uniti Group (UWL) and Citadel Group (CGL).
February 18, 2020
Technology Stock Picks for 2020
We continue to be positive on the technology sector in Australia. In an environment of low interest rates and low growth, we believe there are a number of good quality stocks in the sector with reasonable to strong growth outlooks.