ASX:NEC

NINE ENTERTAINMENT CO. HOLDINGS LIMITED

Equities
Buy Hold Sell

For many years, Fairfax enjoyed its famous ‘rivers of gold’, the seemingly endless cascade of revenue pouring in from its online advertising pages. These 'rivers' have long since carved their own channels though, and as Matthew Kidman from Centennial Funds quips in this entertaining episode of Buy Hold Sell, ‘the... Show More

Equities
Zach Riaz

At the start of every year we publish our Equity Strategy Key Themes report, which as the name suggest discusses the key themes our team believes will impact asset prices and our equities portfolios over the coming 12 months. Within this report we also nominate a bucket of stocks (typically... Show More

Asset Allocation
Rob Tucker

Entering the local reporting season it’s unlikely that sentiment toward the domestic housing market could be much worse. By and large, we share the popular concerns with our base premise being, without significant foreign capital or an RBA intervention, Australian house prices must mean revert towards a sensible valuation range... Show More

Education

An unconditional offer is the holy grail of mergers and acquisitions, but such deals are rare, says Luke Cummings, CIO at Harvest Lane Asset Management. In this short interview, Luke runs through his checklist for finding the perfect deal and outlines three live deals that he thinks could get sweetened.... Show More

Welcome to the FNArena Reporting Season Monitor for the August result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 3 is now available with coverage of 213 stocks. Show More

Luke Cummings

Regular readers of Livewire may recall some of our previous comments on Fairfax Media early last year, then subject to multiple private equity bids from both a TPG consortium and Hellman & Friedman. Last week, the market awoke to news of a Nine Entertainment (NEC.ASX) and Fairfax Media (FXJ.ASX) merger... Show More

NAOS Asset Management

"We're facing a perfect storm here in the Australian agricultural market, with the dry conditions leading to a poor winter crop, an over-supply of products and increased competition across our sector. The whole agricultural supply chain is feeling the impact of this year's extremely dry conditions” Greg Hunt, CEO, Nufarm Show More

Marc Whittaker

The merger announced today between Nine Entertainment and Fairfax Media is the most recent instance of corporate activity in a rapidly consolidating Media sector. The combined group will combine Nine’s free-to-air TV network, a portfolio of digital businesses (including listed property portal Domain, the Stan streaming business and the 9Now... Show More

Chris Stott

Around 12 months ago, I shared my 10 predictions for FY18. These included a peak for the housing market, struggling retail stocks, and global macroeconomic strength. It was great to see that a lot of these predictions proved true. With FY18 now over, Livewire have asked for my predictions for... Show More