Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Domain Remains the Main Swing Factor for Fairfax Media
Shares in Fairfax Media are trading at 27% above our AUD 0.71 per share fair value estimate. This equates to 14.2 times our fiscal 2017 EPS...
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Groundhog Day for Australian Media Sector: Reform to Ignite Urge to Merge.
Hype is brewing ahead of a potential relaxation of media ownership laws in Australia, with endless speculations about possible mergers and...
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Financial Strength Arms Nine Entertainment with Ammunition to Combat Structural Headwinds.
An investment in Nine Entertainment requires weighing the strong positioning of its Nine Network division in Australian free-to-air television...
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Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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