Collected Wisdom

This week we look at Aconex, Premier Investments, Myer, TPG and Kathmandu.

Summary: Analysts see Aconex’s (ACX) recent European acquisition as a positive for its long term position in the project management software space, while the Smiggle brand is the key driver for growth at Premier Investments (PMV). Myer’s (MYR) first half result was a positive surprise to analysts, though they warn the retailer is not out of the woods yet, and TPG’s half year result beat expectations.


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