Respectable Result from APN Outdoor Despite Distractions; FVE Eased to AUD 5.60
No-moat-rated APN Outdoor's 2017 first-half performance was far from stellar. However, it was good enough to dispel much of the market fear heading...
208 Views
Could CEO Vacuum Lead to Corporate Interest in APN Outdoor?
Richard Herring's decision to step down as the CEO of no-moat-rated APN Outdoor Group Ltd (APO AU) on Sept. 30, 2017 is not surprising. The writing...
232 Views
Previously, in Event SPACE
Of interest this past week: the APN Outdoor Group Ltd (APO AU) / oOh!Media Ltd (OML AU) merger came up against a regulatory roadblock, Fuji Kiko Co...
323 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...
4.3k Views
A Banner Year for APN Outdoor and Much More to Come If Allowed to Merge
We maintain our AUD 5.80 fair value estimate for no-moat APN Outdoor, following a relatively uneventful 2016 full year result. While the 18%...
275 Views