Atomos: Adding to the IP

By James Barker

13 December 2019, 4:22 PM

Following the recent A$22m capital raise and acquisition of Timecode Systems (TCS), we resume coverage of AMS with an Add rating (Morgans clients can login to view detailed reports and price targets). TCS provides AMS with strategic IP (multi-cam syncing and wireless), which can be implemented into future product releases, supporting further product launches/ demand. With sales continuing to exceed AMS’ supply, cA$15m of funds raised will be used to invest in its s...


IRESS: Merger bonus

By Ivor Ries

03 December 2019, 2:30 PM

Mergers between major industry superannuation funds continue to work in favour of IRESS’ Acurity administration system. The merger will increase total funds administered on the Acurity platform to more than A$250 billion.


Sector outlooks and preferred picks

By Tom Sartor

28 November 2019, 12:20 PM

Morgans research analysts provide an update on key dynamics, the outlook and nominate their preferred picks by sector. The most pertinent sector views are featured in our upcoming Investment Watch – Summer 2020 outlook edition.

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