Licence Fee Cut Fails to Mask Seven Media's Weak Fiscal 2017 Result
No-moat-rated Seven West Media's claim that its fiscal 2017 EBIT decline of 18% met management's 20% fall guidance was cute. Excluding the AUD 35...
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Part 1. First Installment of Two-Part Discussion of Value Drivers for No-Moat Seven Group; WesTrac
Our unchanged AUD 7.50 per share fair value estimate for no-moat Seven Group rests on two key value pillars. These include the wholly-owned WesTrac...
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Fairfax – New Offer for New Media
The TPG Consortium (collectively TPG Group, Ontario Teacher’s Pension Plan Board [& affiliates]) has issued a revised indicative proposal for...
995 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...
309 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...
211 Views