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...
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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...
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
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...
303 Views