Media

Retail in 2016; consumer spending outlook; value in A-REITs, traditional media shrinking; resilience in private hospitals.

Stock picks; wealth managers and life insurers; media law reform; potential in Rhipe and SpeedCast; choice in retail A-REITs.

News Corp is a variable-speed company, with weak or no growth in traditional print and publishing, while its online real estate and cable investments continue to blossom.

Online real estate advertising continues to underpin REA Group’s outlook with the only variable for brokers being the size of the upswing.

Outdoor media growth; challenges for Oz retailers; Oz property and China; property price bubbles; new real estate listings; Canaccord Genuity reviews Mint Payments; Bell Potter on SeaLink Travel and Senetas.

REA Group has moved to take over iProperty, in which it already has a 22.7% stake. Brokers are largely upbeat about the transaction.

Michael Gable of Fairmont Equities REA Group remains in a longer term uptrend, but traders may consider taking profits ahead of another entry opportunity.

Australia’s economy; corporate profits; drought; housing sentiment; re-rating A-REITs; hardware; packaging; online; private hospitals; insurers.

Michael Gable of Fairmont Equities notes small cap iProperty has broken out of the top of its range.

Ad blocker software gains ground; outdoor ads grow strongly; Encore Capital enters Australia; global growth downgraded; fixed income under pressure; Bell Potter highlights Surfstitch growth.