Browsing Tag
TechnologyOne
4 posts
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
Asset Vision (ASX: ASV) drops as enterprise asset management micro-cap sees sentiment-driven price discovery on thin turnover
Asset Vision builds AI defect detection for roads. The 5-year SaaS contract is real. The market cap is A$21m. Friday wiped 11% on no news.
Xero (ASX: XRO) climbs into FY2026 result as Melio integration becomes the central thesis test
Xero spent US$2.5bn on Melio. Shares are down 57% from the highs. The May 14 result is when bulls and bears find out who was right.
TechnologyOne (ASX: TNE) shares climb ahead of H1 FY2026 result as SaaS+ and AI thesis builds momentum
The Australian SaaS sell-off shed $1 trillion globally. TechnologyOne just upgraded guidance to 18-20% PBT growth. Either the market is wrong, or TNE is.