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Sí vamos a hablar de pobreza, los números le favorecen a Petro... desde la mejora en el salario mínimo, hasta las cifras de desempleo... y puede pegarse al techone intentar con mentiras rebatir, pero hasta las grandes empresas han tenido sus mejores números en esta presidencia.
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Ghost 🍁 retweeted
NUST (NSTP)'s incubation center, TechOne, has been recognized as the Top Incubator in Pakistan by HEC. It has achieved a validated score of 94% and earned the prestigious W Category distinction, outperforming Business Incubation Centers across the country. #NUST #NSTP
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To those who assure me all fundamentals are always reflected in price action: Can someone explain to me why/how fundamentals have now improved for Xero $XRO, Car Group $CAR, TechOne $TNE, Pro Medicus $PME, et al? I really would like to know ;) #investing #equities #XJO #stocksinfocfus
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IRIS one (PN Profile: tinyurl.com/irisonenlbv ), onderdeel van Techone (PN Profile: tinyurl.com/techonenlbv ), versterkt positie in de markt met overname van Roma ICT Diensten en Roma Cloud Diensten (PN Profile: tinyurl.com/romaictnl ) - techone.nl/nieuws/iris-one-o…

Techone acquires IT services provider Roma telecompaper.com/news/techon…
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LOL - TechOne $TNE ;)
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RBC Capital on TechOne $TNE: "Market overlooked an arguably strong underlying result and instead chose to focus on some shortcomings: a relatively softer UK print, a lack of big wins (London boroughs/ Aus Fed Gov), and no additional detail on PLUS customer/ARR growth. "However, with guidance reaffirmed despite FX headwinds, on top of a strong pipeline and positive read-throughs for PLUS adoption, we think the ingredients are in place for a strong setup into the 2H and beyond. "Adjusting FY26/27 PBT estimates by 0%/ 1%. The negative sentiment weighing on the stock today is misplaced, in our opinion. Retain $33/share PT and Outperform rating." #stockinfocus #XJO #equities #investing
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LOL. What can I do, really? I guess anyone who's generally interested in TechOne can get decent insights, although I might question how much belief they put in it if it comes from me ;)
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I'll be on @ausbiztv with @henryj007 today, 12-1pm. Of course, TechOne $TNE is stock of the day ;) Others to discuss include $SGH, $EVN, $EOL, $LLC, $FMG, etc Be there or be square! (alternatively; view the replay ;) #investing #XJO #equities #stocksinfocus @FNArena
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Pick your pick. There are always questions. Plus it's quite popular to zoom in on imperfections these days, and TechOne is but the next example. Me thinks the robots are changing the market. At least as far as initial responses to market updates go ;) Note how on day two the humans stepped in and bought back into Xero shares.
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RBC Capital on TechOne $TNE: "Overall a solid 1H26 result with most operating metrics in-line vs. Cons and a beat if not for FX headwinds as UK becomes a larger segment of the business. "Key items ARR 0% / Revenue -2% / EBITDA 1% / PBT 1% vs. Cons; however, on a constant currency basis ARR of $604.1m beat 1%, PBT of $99.6m beat 12.7%, with NDR also dragged lower 114% vs. 116% CC. "Guidance was reaffirmed for 16-18% ARR growth (vs. 18% Cons) and 18-20% PBT growth (vs. 19% Cons)" #stockinfocus #XJO #investing #equities
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RBC Capital on TechOne $TNE: "TNE entering 1H26 in a position of strength after guidance was upgraded at its Feb AGM alongside early signs of AI adoption. "Although not immune to the broader narrative afflicting SaaS, TNE has emerged as one of the most AI defensive software names across our coverage owing to its mission-critical status amongst its public sector client base. "Key focus areas for us include PLUS adoption, continued UK momentum across higher ed/local gov, and any developments within the Aus Fed Gov pipeline. "We adjust 1H/2H26 ARR -1%/ 0% and EBITDA 0%/ 2%. Maintain Outperform and $33/share PT." #StockInFocus #XJO #equities #investing
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Bears keep complaining about "insane" valuations, let's look at FY PEs: Semis: Micron: 13x, 7x AMD: 84x, 43x Broadcom: 49x, 29x TSMC: 23x, 19x NVDA: 26x, 20x Samsung: 6x, 5x SK Hynix: 5x, 4x Cisco: 32x, 28x Sandisk: 25x, 8x Big Tech: Alphabet: 28x Meta: 18x Amazon: 32x, 27x Tesla: 314x, 206x SaaS: Oracle: 33x, 30x Atlassian: -153x, 122x ServiceNow: 46x, 34x SAP: 21x, 17x WiseTech: 51x, 34x Promedicus: 58x TechOne: 56x, 47x Staples: Costco: 49x, 44x Walmart: 45x, 40x Wesfarmers: 29x, 26x Banks: MS: 16x, 15x GS: 16x, 14x Citi: 12x, 10x BAC: 11x, 10x CBA: 27x, 26x Westpac: 18x, 17x NAB: 18x, 15x ANZ 15x, 14x
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🎉 Company package: Techone bij Experts Live Netherlands 2026 Een warm welkom aan het Techone-team dat zich via een company package aansluit bij Experts Live Netherlands. Als ICT-specialist voor de Nederlandse zakelijke markt ondersteunt Techone organisaties met een breed en gespecialiseerd portfolio aan IT-diensten. Met meerdere locaties en sterke lokale expertise helpen zij bedrijven hun IT-uitdagingen op een gestructureerde en schaalbare manier aan te pakken. Dit jaar zijn ze er samen als team, klaar om te leren, te delen en te verbinden met de Microsoft-community. Dat is waar Experts Live om draait: investeren in mensen en onderdeel zijn van de gesprekken die technologie vooruitbrengen. 👉 Is jouw team er ook bij? 🎟️ Registreer nu: expertslive.nl/register/ Tot dan: 📅 1–2 juni 2026 📍 NBC Congrescentrum, Nieuwegein #ExpertsLiveNL #MicrosoftCommunity
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