Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
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Nine's Premium Fades, But Pricing for Fairfax Remains Full
Nine Entertainment Co Holdings (NEC AU)'s shares sharply declined (-10.32% to A$2.26) shortly after the announced deal on the 26th July, touching...
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Premature Exhilaration in Free-To-Air TV?
The air of invincibility surrounding the technology sector is dissipating. It began a year ago when some major brand advertisements on Alphabet Inc...
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Potential Implications for Seven and Nine if Ten Catches The Eye of CBS
In the ongoing soap opera that is the sale of Ten Network Holdings Ltd (TEN AU), we do not underestimate the determination of Bruce Gordon and...
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Will 2017 Media Reform Lead to Another 'Urge-To-Merge' Frenzy?
We retain our fair value estimates for Fairfax Media Ltd (FXJ AU), Nine Entertainment Co Holdings Ltd (NEC AU), News Corp Class B (NWS US), Seven...
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