Domain's Network Effect Underpins Strong Revenue Growth
Narrow-moat-rated Domain Holdings Australia Ltd (DHG AU), or Domain, offers exposure to favorable trends in the Australian real estate market, but...
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Domain All Grown Up and Ready to Separate From Fairfax
No-moat-rated Fairfax Media's fiscal 2017 result contained no major surprises, with a weaker-than-expected showing from the regional newspaper...
310 Views
Last Week, in Event SPACE (8 July 2017)
In this weekly insight, Mangalores emerge in the Idemitsu Kosan Co Ltd (5019 JP) 's family/management confrontation, KKR's offer for Pepper Group...
471 Views
Mystery of What Was Under Fairfax Media's Bonnet; FVE Back to AUD 0.75 Intrinsic Assessment
We cut our Fairfax Media fair value estimate back to our unchanged stand-alone intrinsic assessment of AUD 0.75 per share. It follows the decision...
283 Views
Last Week, in Event SPACE (22 May 2017)
In this note, Abertis Infraestructuras SA (ABE SM) & Atlantia SpA (ATL IM) reverse roles in rekindling their connection; Japan Radio Co Ltd...
442 Views