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Technology and Telecommunications Industry Profile

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Technology and Telecommunications Industry Profile Technology and Telecommunications Industry Profile Overview Technology and Telecommunications ASX offers companies a globally recognised listing and Indices v S&P/ASX 200 capital raising venue, attracting both Australian and international investors. 175 Listing on ASX provides companies with: 150 • Access to capital • Liquidity 125 • Visibility ebased) 100 (r Australia has the 6th largest pool of investment assets 75 in the world and the largest in Asia*. With around 2,100 value listed companies, spread across all sectors and a range 50 of geographical regions, ASX is the world’s 9th largest Index equity market by free-float market capitalisation, 25 and is consistently ranked in the world’s top equity markets for equity capital raising. 0 * Source: Austrade; Investment Company Institute, Jul17 Jul 11 Jul 13 Jul 15 Jul 12 Jul 16 Jul 14 Jul 10 Jan 11 Jul 07 Jul 09 Jan 17 Jan 13 Jan 15 Jul 08 Jan 12 Jan 16 Jan 14 Jan 10 Jan 07 Jan 09 Worldwide Mutual Fund Market Data, Q1 2017. Jan 08 S&P/ASX 200 S&P/ASX 200 Info Tech S&P/ASX 200 Telecommunications Source: Bloomberg, August 2017 Recent IPOs ASX COMPANY SECTOR LISTING CAPITAL MARKET LEAD MANAGER CODE NAME DATE RAISED CAPITALISATION (A$ M) ON LISTING (A$ M) APT Afterpay Touch Group Ltd Software & Services Jun-17 - 404.4 n/a ELO Elmo Software Ltd Software & Services Jun-17 25.0 108.3 Wilsons Corporate Finance Canaccord Genuity DN8 Dreamscape Networks Ltd Software & Services Dec-16 25.0 86.0 (Australia) Technology Hardware & AD8 Audinate Group Ltd Jun-17 21.0 72.6 Shaw and Partners Equipment BTH Bigtincan Holdings Ltd Software & Services Mar-17 12.0 45.9 Baillieu Holst Technology Hardware & MOB Mobilicom Limited May-17 7.5 43.8 Lodge Corporate Equipment DTS Dragontail Systems Ltd Software & Services Dec-16 6.0 34.7 n/a Integrated Payment IP1 Software & Services Dec-16 5.0 28.9 n/a Technologies Ltd UNL United Networks Ltd Telecommunication Services Jan-17 7.1 27.8 APP Securities TNY Tinybeans Group Ltd Software & Services Apr-17 6.5 26.1 Bell Potter Securities Technology and Telecommunications Industry Profile Top 100 Stocks ASX COMPANY MARKET SUB-INDUSTRY^ COUNTRY OF CODE NAME CAPITALISATION INCORPORATION (A$ M)^ TLS Telstra Corporation Ltd 51,141.2 Integrated Telecommunication Services Australia REA REA Group Ltd 8,745.9 Advertising Australia CPU Computershare Ltd 7,725.0 Data Processing & Outsourced Services Australia SPK Spark New Zealand Ltd 6,598.2 Integrated Telecommunication Services New Zealand SEK SEEK Ltd 5,916.9 Human Resource & Employment Services Australia TPM TPG Telecom Ltd 5,270.9 Integrated Telecommunication Services Australia XRO Xero Ltd 3,333.9 Application Software New Zealand LNK Link Administration Holdings Ltd 2,992.2 Data Processing & Outsourced Services Australia CAR Carsales.Com Ltd 2,785.4 Internet Software & Services Australia IRE IRESS Ltd 2,173.4 Application Software Australia VOC Vocus Communications Ltd 2,100.6 Integrated Telecommunication Services Australia MYO MYOB Group Ltd 2,074.0 Application Software Australia WTC WiseTech Global Ltd 2,012.5 Application Software Australia TME Trade Me Group Ltd 2,008.7 Internet & Direct Marketing Retail New Zealand CNU Chorus Ltd 1,812.5 Alternative Carriers New Zealand TNE Technology One Ltd 1,807.2 Application Software Australia NXT NextDC Ltd 1,294.2 Internet Software & Services Australia WEB Webjet Ltd 1,215.3 Internet & Direct Marketing Retail Australia ALU Altium Ltd 1,115.9 Application Software Australia SDA Speedcast International Ltd 907.6 Alternative Carriers Australia HTA Hutchison Telecommunications (Australia) Ltd 868.6 Wireless Telecommunication Services Australia ACX Aconex Ltd 741.6 Internet Software & Services Australia HSN Hansen Technologies Ltd 735.1 Application Software Australia APT AfterPay Touch Group Ltd 633.5 Data Processing & Outsourced Services Australia IRI Integrated Research Ltd 549.3 Application Software Australia SLC Superloop Ltd 534.5 Alternative Carriers Australia AFY Afterpay Holdings Ltd 494.1 Data Processing & Outsourced Services Australia VGL Vista Group International Ltd 468.9 Application Software New Zealand UPD Updater Inc 465.3 Internet Software & Services United States ISU iSelect Ltd 457.0 Specialized Consumer Services Australia ISD iSentia Group Ltd 430.0 Internet Software & Services Australia PPH Pushpay Holdings Ltd 417.3 Application Software New Zealand CDA Codan Ltd 414.9 Electronic Equipment & Instruments Australia GTK Gentrack Group Ltd 391.7 IT Consulting & Other Services New Zealand CAT Catapult Group International Ltd 391.3 Electronic Equipment & Instruments Australia APX Appen Ltd 390.1 IT Consulting & Other Services Australia DDR Dicker Data Ltd 379.7 Technology Distributors Australia FLN Freelancer Ltd 361.4 Internet Software & Services Australia CL1 Class Ltd 352.5 Application Software Australia SAS Sky And Space Global Ltd 345.8 Alternative Carriers Australia BVS Bravura Solutions Ltd 342.8 Application Software Australia MLB Melbourne IT Ltd 335.4 Internet Software & Services Australia AYS Amaysim Australia Ltd 324.5 Wireless Telecommunication Services Australia MNF MNF Group Ltd 318.0 Alternative Carriers Australia MAQ Macquarie Telecom Group Ltd 298.8 Integrated Telecommunication Services Australia DTL Data#3 Ltd 265.6 IT Consulting & Other Services Australia NTC Netcomm Wireless Ltd 251.7 Communications Equipment Australia CGL The Citadel Group Ltd 243.7 IT Consulting & Other Services Australia CSV CSG Ltd 239.0 IT Consulting & Other Services Australia NEA Nearmap Ltd 234.6 Internet Software & Services Australia IFM Infomedia Ltd 225.3 Application Software Australia TCH Touchcorp Ltd 220.3 Application Software Bermuda MUA Mitula Group Ltd 207.8 Internet Software & Services Australia OCL Objective Corporation Ltd 202.5 Application Software Australia RBL Redbubble Ltd 202.2 Internet Software & Services Australia GBT GBST Holdings Ltd 201.5 Data Processing & Outsourced Services Australia MP1 Megaport Ltd 201.2 Internet Software & Services Australia DWS DWS Ltd 197.7 IT Consulting & Other Services Australia RKN Reckon Ltd 186.9 Application Software Australia ADA Adacel Technologies Ltd 186.3 Application Software Australia GEG Grays Ecommerce Group Ltd 167.0 Internet Software & Services Australia SMN Structural Monitoring Systems Plc 149.0 Electronic Equipment & Instruments Great Britain BIG Big Un Ltd 144.5 Internet Software & Services Australia PPS Praemium Ltd 141.5 Internet Software & Services Australia LVH LiveHire Ltd 139.2 Internet Software & Services Australia BRN Brainchip Holdings Ltd 135.7 Application Software Australia ELO Elmo Software Ltd 135.4 Application Software Australia FDV Frontier Digital Ventures Ltd 132.1 Internet Software & Services Australia SMX SMS Management & Technology Ltd 123.0 IT Consulting & Other Services Australia GSW GetSwift Ltd 117.9 Application Software Australia RUL RPM Global Holdings Limited 115.7 Application Software Australia ISX iSIGNTHIS Ltd 110.6 Internet Software & Services Australia NNW 99 Wuxian Ltd 106.7 Internet & Direct Marketing Retail Hong Kong RXP RXP Services Ltd 105.8 IT Consulting & Other Services Australia SFI Spookfish Ltd 105.0 Internet Software & Services Australia BLG Bluglass Ltd 99.4 Semiconductor Equipment Australia SPZ Smart Parking Ltd 97.0 Electronic Equipment & Instruments Australia SEN Senetas Corporation Ltd 94.0 Communications Equipment Australia OTW Over The Wire Holdings Ltd 91.4 Internet Software & Services Australia AD8 Audinate Group Ltd 91.1 Technology Hardware & Equipment Australia EPD Empired Ltd 85.6 IT Consulting & Other Services Australia LVT Livetiles Ltd 81.4 Application Software Australia MPW MSL Solutions Ltd 81.0 Internet Software & Services Australia GSL Greatsell Solar Ltd 80.2 Semiconductor Equipment Australia SYT Syntonic Ltd 80.1 Internet Software & Services Australia BUD Buddy Platform Ltd 76.4 Internet Software & Services Australia DN8 Dreamscape Networks Ltd 75.7 Internet Software & Services Australia RHP Rhipe Ltd 71.1 IT Consulting & Other Services Australia XF1 Xref Ltd 70.5 Application Software New Zealand BPS BPS Technology Ltd 70.3 Internet Software & Services Australia MSM MSM Corporation International Ltd 68.4 Application Software Australia ADJ Adslot Ltd 65.5 Internet Software & Services Australia SLX Silex Systems Ltd 62.2 Semiconductors Australia FCT Firstwave Cloud Technology Ltd 62.0 Internet Software & Services Australia 9SP 9 Spokes International Ltd 60.4 Internet Software & Services New Zealand NUH Nuheara Ltd 59.3 Technology Hardware, Storage & Peripherals Australia ESV Eservglobal Ltd 57.6 Application Software Australia ENC Enice Holding Company Ltd 57.0 Wireless Telecommunication Services Hong Kong IAM Intiger Group Ltd 46.9 Application Software Australia DTS Dragontail Systems Limited 46.8 Application Software Australia ^ Bloomberg. Ranked by market capitalisation at 13 July 2017. May exclude companies with suspended securities or subject to poor liquidity where market capitalisation cannot be determined. Includes companies from the Global Industry Classification (Information Technology and Telecommunications) as well as the Bloomberg Industry Classification (Internet-based Services). Value Traded – Technology and Telecommunications Indices 10 8 b) 6 traded (A$ 4 lue Va 2 0 Jul 11 Jul 17 Jul 13 Jul 15 Jul 12 Jul 16 Jul 14 Jul 10 Jan 11 Jul 07 Jul 09 Jan 17 Jan 13 Jan 15 Jul 08 Jan 12 Jan 16 Jan 14 Jan 10 Jan 07 Jan 09 Jan 08 Source: Bloomberg, August 2017 Top 10 Secondary Issuers in 2016-17 ASX CODE COMPANY NAME SUB-INDUSTRY CAPITAL
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