iProperty Group operates in what Credit Suisse considers is the most attractive vertical online market. The broker initiates coverage on the stock.
El Nino underway; small caps underperform; reasons to buy Oz equity; wages; federal budget and health care; free-to-air TV; online trends.
Demand for Oz housing; resilient infrastructure; transport toppy; insurance expensive; outbound travel; TV audience; mobile phone plans.
The Chartist reports a lengthy consolidation pattern for Seek suggests an upside break may soon be nigh, albeit patience is required.
Implications from Oz housing boom; gaming in Hong Kong/Macau; accounting changes in retail; Nine & Southern Cross; weak outlook for fertilisers; QCLNG a benchmark.
Renewal of Microsoft contracts for Appen; Mobile drives wagering growth; Medicare review called; More TV options fragment the market; and NSW storm impact.
Brokers welcome the strong performance of iCar Asia across its three markets in the March quarter.
Morgan Stanley upgrades media; My Net Fone acquisition; Myer and A-REITs; pressure on life insurers; inbound tourism and food exports benefit from weaker Australian dollar.
APN Outdoor is well placed as the emergence of digital billboards provides a catalyst for growing the advertising market.
Weak outlook for supermarkets; international industrials key picks for Macquarie; packaging outlook positive; airlines rebound; health insurer claims rising; and media soft.