Reputable lenders use a rigorous due diligence process to give them the best chance at consistently identifying any downside risk. Andrew Lockhart, Managing Partner at Metrics Credits Partners breaks it down into these key items; Do customers value the service or product being delivered? Is the business model robust and sustainable? Does... Show More
The media market is rapidly evolving, as traditional media makes way for new digital formats. Unfortunately, industry regulation is slow to catch up, with outdated ownership laws that predate the advent of the internet. The ACCC's raised concerns of the proposed merger between APN Outdoor and oOh! Media sets a... Show More
Swift's debut up ~ 56% in two days has been strong, but the question we want to task: "Is there more behind it?" The sector as a whole (TV2, ONE, XTV) has recently been re-rated significantly, but more importantly, SW1 is a key standout vs. its peers, trading at ~... Show More
Macro outlook: Central banks return to currency war with BOJ, ECB and PBOC looking to further easing bias while US Fed has turned substantially dovish on interest rate cycle. China, Japan and Europe will need more stimulus to work through further growth slowdown while the US economy will also run... Show More
Nick Griffin, Portfolio Manager at K2 Asset management, explains why he sees a massive shift away from traditional media spends into digital and social channels. When looking at the global digital distribution Griffin sees acceleration at a frightening rate as some of the biggest brands communicate to him that they... Show More
The potential takeover of Ten Network Holdings Limited (ASX: TEN) is top of mind for investors speculating on corporate activity in the media sector, but this isn't the only deal we are likely to see this year. I suspect Australia's largest advertising and marketing services company, STW Communications Group Ltd. (ASX:... Show More
