Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Ten Network Launches Capital Raising; Recommend Shareholders Subscribe to Entitlement Offer
The launch of the AUD 154 million capital raising has relegated Ten Network's fiscal 2015 result to being a sideshow. While its television ratings...
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ACCC Waves Foxtel Through to Ten Network's Henhouse; Now for the Money
Key hurdles have been cleared for Ten Network Holdings to launch the previously announced AUD 0.15 per share issue to Foxtel (513 million shares...
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A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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ACCC in Catch-22 with Ten Network
When Foxtel announced its intention on 15 June 2015 to acquire a 14.2% stake in Ten Network, we expressed our reservations on whether the proposed...
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