Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
284 Views
Domain Remains the Main Swing Factor for Fairfax Media
Shares in Fairfax Media are trading at 27% above our AUD 0.71 per share fair value estimate. This equates to 14.2 times our fiscal 2017 EPS...
269 Views
Groundhog Day for Australian Media Sector:Â 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...
280 Views
Financial Strength Arms Nine Entertainment with Ammunition to Combat Structural Headwinds.
An investment in Nine Entertainment requires weighing the strong positioning of its Nine Network division in Australian free-to-air television...
294 Views
Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
434 Views