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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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...
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Quiddity Leaderboard SP Select Sector Jun26 Rebal: Over US$10bn One-Way Flow Expected
A secondary re-weighting correction is set to drive over US$3.7bn of one-way flows in Communication Services in the June 2026 SP Select Sector...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
701 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Apr 2026)
Discover eight pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.
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