Infrastructure Services Annual Review 2011
2011 has been a much tougher year for infrastructure services providers than many, including us, had expected. What looked to be signs of a cyclical upswing last year turned out to be simply a budget flush from the very low level of spending, particularly on hardware, experienced in 2009. Share prices and valuations have reflected this reversion to the mean and, on average, have made little or no progress over the last year. Meanwhile, M&A activity has picked up somewhat but capital markets interest remains pretty much non-existent. Against the backdrop of a generally lacklustre trading environment, the Cloud trend has been developing apace although companies in this peer group have engaged in widely varying degrees of preparation for the upcoming Cloud adoption wave.
The Hosting & Fixed Line peer group has again outperformed in share price terms over the last…
Over the last 3 months, although the ICT Services index outperformed its Software counterpart, the…
What a difference a year makes. This time last year, although the public sector IT…
The Hosting and Fixed Line sector has lacked share price direction in the last month, with an average…
The mobile peer group continues to exhibit a wide variation in share price performances, with results-driven…
The MBTW Banking & Insurance software (BIS) peer group index has travelled an…
The first quarter of 2012 has seen a furhter solid share price and trading performance…
This time last year, we highlighted what had been a scorching 12 months for mobile stocks, with a…
We were delighted to see so many CEOs, CFO and non-execs at the Megabuyte Annual Review yesterday.…
In the latest report we look at the sector's performance during 2011 and ask the CEOs of more than…
It has been very interesting to see how the share price performance of the Megabuyte Banking &…
In what has been a turbulent quarter for share prices, the Public Sector Software peer group has performed…
Although gathering momentum in the last quarter, some negative trading updates on the one hand but…
This report reviews the past year for the megabuyte Hosting and Fixed Line peer group, a year characterised…
The Megabuyte Taylor Wessing Technology Barometer is a new quarterly publication with tracks share…
Readers won’t need us to tell them that it’s been a rough ride in the…
The share price performance of the Public Sector Software peer group has been reasonably robust over…
In line with a very tough market, the share prices of Business Management Software companies have…
The last three months has been another difficult period for the Infrastructure Services peer group.…
Banking & Insurance Software - Monthly peer group review
The Banking & Insurance software peer group has continued its strong recovery over the last month…
Over the few years, the combination of rapid consolidation amongst global business management software…
In the period following the September 2008 collapse of Lehman Brothers, M&A activity amongst UK…
After a generally strong performance from most of the listed companies in our Infrastructure…
Following the Megabuyte Quarterly Review yesterday, the presentation slides are now available to Megabuyte…
The mobile sub-sector has seen strong corporate and investor interest in the last year, with a strong…
In the light of impending government austerity measures, there has been much debate over the last…
Following the Megabuyte Annual Review this week, the presentation slides are now available to Megabuyte…
Consolidation amongst UK fixed line services providers has been gathering pace over the last 18 months…
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