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...
399 Views
As Fairfax Media Steps Up Cost-Out, We Step Up FVE to AUD 0.70
We raise our fair value estimate for Fairfax Media Ltd (FXJ AU) by 8%, or AUD 0.05 per share, to AUD 0.70, following the no-moat rated group's...
145 Views
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...
143 Views
News Corporation Boasts the Tools to Rise Above a Sunset Industry
News Corp Class A (NWSA US) is operating in an industry undergoing unprecedented changes, with the traditional print-based publishing business...
197 Views
Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
871 Views