Media

Nine Entertainment has guided to difficult, but improving, operating conditions and brokers consider the company is well positioned to leverage the potential upside.

Growth drivers continue to diverge for News Corp with strong online real estate, cable & books overshadowing the struggling news & print empire.

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.

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.

CBA appears the clear leader among banks; advertising weak over first half; low inflation key to consumption growth; Snowy Hydro privatisation?

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.

Market dominance the key for online classifieds; consumer headwinds abating?; best placed retail stocks; and Morgans’ High Conviction list.

Media intelligence service iSentia’s maiden result as a listed entity was ahead of prospectus forecasts. Several brokers analyse its potential.

REA Group’s top line growth was strong in FY14 but brokers are concerned the devil may be in the detail.

Off-market buy-backs; electricity retailers; high conviction ideas; advertising & media, airlines and consumer spending outlook.