Telematics coming to Australia, media reform potential, telco broadband slows, diversified financials and transport outlook.
Advertising momentum picked up in June, largely because of increased spending by the government. Other categories were subdued and the this trend may continue post-election.
Employment classifieds are depleting in a deteriorating economic environment and brokers look at how SEEK will weather the current climate.
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Online real estate leader REA Group is looking to change its business model which sees UBS enthusiastically upgrading earnings expectations.
Ford shuts shop in Australia, Australian dollar forecasts are reviewed and brokers ask when the rally in Australian banks will end.
Ten Network has come in third again, producing a weak half year report. Brokers believe the network will find it hard to turn things around.
Yield versus growth in infrastructure as European interest in Australia grows. There’s pressure on retailer margins while insurers, transport outperform and who gains from media reform?
The Commonwealth will put its media reform proposals before parliament in two weeks. Brokers assess the potential implications.
Seven West Media has proven that free to air television is not dying within today’s wider media landscape, it just needs decent ratings.
Japan is impacting on the Aussie, Pharma tops investor popularity, advertising spending stays modest and Aldi gives local supermarkets a headache.