Service Stream: Margin Pressure Versus NBN Upside
This story features SERVICE STREAM LIMITED, and other companies. For more info SHARE ANALYSIS: SSM While Service Stream has indicated its second half would continue to be weak, material wins under NBN Co’s upgrade program could be an important swing factor. -Views on Service Stream dominated by uncertainty over margins -High margin telco division has client concentration risk -Comdain is the stand-out performer -Brokers acknowledge upside potential exists from NBN Co’s upgrades By Mark Story After warnings by Service Stream ((SSM)) that the second half could be just as rocky as the first...
Source: fnarena.com