Nine & Fairfax - Integrated Advertising
Nine Entertainment Co Holdings (NEC AU) and Fairfax Media (FXJ AU) have entered into a Scheme Implementation Agreement in which the two companies...
686 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
Long PRT AU (Prime Media Group) Stock at A$0.29
The company is a regional TV broadcaster in Australia. The company is trading at very low valuations (P/E 3.2x, EV/next year EBIT 5.1x, EV/12M...
406 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
872 Views
A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
463 Views