Enero Group (EGG) - Transition to Major Global Marketing Firm Gains Momentum
We believe EGG is in better operational shape than ever with all businesses experiencing growth and although visibility is limited to two months,...
Enero Group (EGG): OB Media, The Jewel in The Crown
OB Media’s growth is dictating EGG’s growth profile with OB contributing 62% of EBITDA growth in 1H22 and now makes up a third of group EBITDA,...
Enero Group Ltd: Reaping the Benefit of Macro Tailwinds & Finetuning
Enero Group Ltd Reaping the benefit of macro tailwinds & finetuning Enero Group Limited (ASX:EGG) is a creative technology company...
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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