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...
356 Views
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
Not Much Fun In Leisure; Ardent Leisure Undervalued While Event Hospitality Worth Monitoring
Leisure companies under our coverage endured a torrid reporting season, with average fiscal 2017 first-half EBITDA fall of 15% from a year ago. The...
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