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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OOh!media (OML AU): PEP’s Non-Binding Proposal Is Light
Despite the high takeover premium, the timing is opportunistic (shares down 32% YTD) and is unattractive compared to precedent transactions and...
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OOh!Media (OML AU): PEP's Opportunistic Tilt
Given the share price weakness YTD, management change, and that OML is one of the largest/last pure-play, listed OOH specialists, my bet is OML's...
393 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...
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Ranking the Three Networks in No-Moat Television Sector
Nine Entertainment Co Holdings Ltd (NEC AU) is our preferred stock in the television sector. Despite rising 22% since the February result, shares...
250 Views