Roger Montgomery

Today's results from REA were in-line with consensus expectations demonstrating the well-known and widely-articulated platform’s ability to grow and raise prices. However, we think there are several things the market has yet to price in, as we outline here. Show More

NAOS Asset Management

Could REA/Domain Face Pricing Pressure from Agents? On June 12th Soufun announced that it will be lowering their secondary listing service pricing by 40% nationally from June 1 2014 to December 31 2014. Soufun is the number #1 property portal in China and has been facing increasing pressure from agents... Show More