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
Nine Entertainment Positioned For Upside
Nov 20 2014
Nine Entertainment has guided to difficult, but improving, operating conditions and brokers consider the company is well positioned to leverage the potential upside.
Brokers Cautiously Positive On News Corp
Nov 10 2014
Growth drivers continue to diverge for News Corp with strong online real estate, cable & books overshadowing the struggling news & print empire.
Weekly Broker Wrap: AGMs, AUD, Advertising, Capex, Gaming And ClearView
Oct 10 2014
Looking for guidance at AGMs; Aust dollar needs to fall further; online advertising still taking share; soft contractor conditions continue; opportunity in gaming; and ClearView re-rates.
Are News Corp, REA Making The Right Move?
Oct 02 2014
News Corp and REA Group will partner in the acquisition of US online real estate classifieds business, Move Inc, and brokers ponder the benefits of the deal for both stocks.
Weekly Broker Wrap: Banks, Advertising, Wages And Energy Retailing
Sep 19 2014
CBA appears the clear leader among banks; advertising weak over first half; low inflation key to consumption growth; Snowy Hydro privatisation?
Weekly Broker Wrap: Equity Strategies, Insurers, Electronics and Online
Sep 12 2014
Citi, Deutsche Bank outline Oz equity strategies; Morgan Stanley notes the impact of technology on insurers; CIMB ponders inventory build up in electronics and lack of earnings growth in online media.
Weekly Broker Wrap: Online, Consumers, Retail And High Conviction
Sep 05 2014
Market dominance the key for online classifieds; consumer headwinds abating?; best placed retail stocks; and Morgans’ High Conviction list.
iSentia’s Strong Growth Revealed
Sep 02 2014
Media intelligence service iSentia’s maiden result as a listed entity was ahead of prospectus forecasts. Several brokers analyse its potential.
Has REA’s Upside Been Accounted For?
Aug 11 2014
REA Group’s top line growth was strong in FY14 but brokers are concerned the devil may be in the detail.
Weekly Broker Wrap: Buy-Backs, Electricity, Advertising, Airlines And Retail
Jul 25 2014
Off-market buy-backs; electricity retailers; high conviction ideas; advertising & media, airlines and consumer spending outlook.
