Media
Brokers retain a positive outlook for REA Group’s core online real estate classifieds in Australia and believe the offshore business will take a little time.
Feb 13 2017
Online automotive business Carsales.com posted a messy first half result, leaving brokers questioning whether earnings momentum is losing traction.
Feb 09 2017
Brokers Welcome REA Group’s European Sale
REA Group will divorce its European portals, selling them to Oakley Capital Private Equity. Brokers welcome the tighter focus on key businesses.
Dec 22 2016
Consolidation Outdoors
APN Outdoor ((APO)) and oOh!media ((OML)) have proposed a merger which, if successful, would produce a substantial, diversified outdoor media grouping.
Dec 15 2016
Previous Stories
Turnbull And Anticpated Media Reforms
Sep 17 2015
Are the chances of media reform, an ongoing debate in Australia, heightened by Malcolm Turnbull becoming Prime Minister?
Weekly Broker Wrap: GDP, State Economies, Banks, Classifieds And Key Picks
Sep 04 2015
GDP weakness; state economies diverge; bank branch closures and initiatives; new real estate listings solid; low expectations met in reporting season.
APN Outdoor Expands Prospects Substantially
Aug 25 2015
APN Outdoor is onto a winning formula, brokers maintain, as it expands its digital billboard offering.
Weekly Broker Wrap: Trends, Tourism, TV, Clothes, China Steel And A-REITs
Aug 21 2015
AUD underpinning tourism, farming; the plight of TV broadcasters; strong winter clothing sales; Chinese steel exports surge; robust returns continue in A-REITs.
Weekly Broker Wrap: Retail, Energy, Newspapers, Real Estate Ads And Top Picks
Aug 07 2015
Retail sales growth; Positioning for low oil price; valuing newspapers; real estate listings improve; brokers update top calls.
Weekly Broker Wrap: Insurers, Banks, Utilities, Online Portals And iSelect
Jul 31 2015
Insurer rankings; banks move on loans; potential in regulated utilities; online portal wars; capital management prospects for iSelect?
Weekly Broker Wrap: FY15 Preview, TV, Fund Managers, Retail And Cancer
Jul 24 2015
FY15 results likely flat; FTA TV structurally challenged long term; mobile competition high; Macquarie ranks funds managers; Oz retailers; key oncology stocks.
Seek Sell-Off Excessive
Jun 24 2015
Brokers consider the sell off in Seek after the downgrade to FY15 estimates overdone, as despite the difficulties in the learning segment, the business outlook remains firm.
Can Nine Entertainment Achieve Market Share Target?
Jun 09 2015
After a downgrade to FY15 guidance brokers suspect soft TV advertising is not the only issue weighing on Nine Entertainment.
Weekly Broker Wrap: Oz Insurers, Techs, Advertising, Papers And Solar
May 22 2015
Insurer fall out in FY15; Bell Potter updates key picks; changing face of advertising; newspaper decline slows; and opportunity for solar batteries.
Analyse The Market From A Different Angle
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