IT Services: Tech results season wrap

About the author:

Nick Harris
Author name:
By Nick Harris
Job title:
Senior Analyst
Date posted:
22 September 2023, 7:30 AM
Sectors Covered:
Telecommunications, Technology

  • We summarise the key takeaways, investment view changes and key picks following the completion of August 2023 reporting season.
  • Large cap stocks Xero and Technology One report on 9 November and 21 November, respectively.
  • The larger end of town has run hard and is now trading around fair value. Consequently, we now see better value in the mid-to-small end of town.

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