Several significant corporate transactions saw us add Seven Group Holdings (ASX:SVW) to our portfolio during the September quarter. These included: Show More
seven west media
It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it. The numbers are really quite... Show More
Rhett Kessler, Senior Portfolio Manager at Pengana says that despite being out of favour he really likes Seven West Media (ASX: SWM). He says when Nine roadshowed, pre-listing they trumpeted the strength that Nine has, potentially to the detriment of Seven. We don't think so, but that's ok. If you... Show More