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
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
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
819 Views
Long SWM AU (Seven West Media) Stock at A$0.76
The company is a free-to-air (FTA) TV broadcaster with the biggest market share from the top three networks in Australia. It also owns newspapers...
333 Views
Groundhog Day for Australian Media Sector: Reform to Ignite Urge to Merge.
Hype is brewing ahead of a potential relaxation of media ownership laws in Australia, with endless speculations about possible mergers and...
280 Views