MORGAN STANLEY’S 10 BEST:
“We see MP1 as a long-term expansion story with transparent grid effects and structural tailwinds, which sets it apart from our broader policy universe.
PXA develops software used to digitally settle real estate transactions and record name adjustments and 90% of the domestic market.
Coverage initiated with an equal-weighted rating.
“OML’s revenue is entirely dependent on the advertising cycle and, with a favourable economic outlook for Australia and New Zealand, we expect to see a proportionate decline in ad spend in the short to medium term. “
Morgan Stanley has introduced a coverage with an equivalent weight score and warns against party point and the absence of a gap.
TNE develops and sells software to a variety of industries, adding government, healthcare, educational, and monetary services.
Some of those dangers come with a crowded market (which comes with Workday, SAP, and Oracle), CAPEX load pressures, and a poor execution track record in the UK.
ABB is another mid-cap telecommunications company that resells NBN broadband to Australian consumers.
ART has developed and manages an online platform that connects Americans and companies that want to perform functions with workers, and charges the former a reservation fee for this.
“Lately, the virtual advertising landscape is receding, as 30% of the effects of virtual advertising in the second quarter were weaker than expected. . . with about 60% of advice in the third quarter guiding down. “
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