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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Downside of Showbiz for Fairfax
No-moat-rated Fairfax Media Ltd (FXJ AU) is often seen as a potential predator in the domestic media sector, in light of the recent ownership law...
112 Views
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...
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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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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...
746 Views