Potential Implications for Seven and Nine if Ten Catches The Eye of CBS
In the ongoing soap opera that is the sale of Ten Network Holdings Ltd (TEN AU), we do not underestimate the determination of Bruce Gordon and...
261 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...
231 Views
Recent Wins See Nine Entertainment Shares Approaching Our AUD 1.50 FVE
Shares in no-moat Nine Entertainment have surged more than 30% to date in 2017, and are just 6% shy of our fair value estimate of AUD 1.50. Ten...
279 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...
995 Views
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...
309 Views