Licence Fee Cut Fails to Mask Seven Media's Weak Fiscal 2017 Result
No-moat-rated Seven West Media's claim that its fiscal 2017 EBIT decline of 18% met management's 20% fall guidance was cute. Excluding the AUD 35...
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Part 1. First Installment of Two-Part Discussion of Value Drivers for No-Moat Seven Group; WesTrac
Our unchanged AUD 7.50 per share fair value estimate for no-moat Seven Group rests on two key value pillars. These include the wholly-owned WesTrac...
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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...
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Media Reform at Full Tilt; Now for the Circus
The Federal government plans to abolish television licence fees and curb betting advertisements on television screens. The net impact is positive...
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Ranking the Three Networks in No-Moat Television Sector
Nine Entertainment Co Holdings Ltd (NEC AU) is our preferred stock in the television sector. Despite rising 22% since the February result, shares...
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