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...
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Sony (6758) - Shows Interest in Acquiring Parts of Fox
It was reported, last week, that Sony (6758 JP) has confirmed it is in informal talks with Twenty First Century Fox (FOX / FOXA US) to buy some or...
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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...
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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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Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
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