ASX:NEC

NINE ENTERTAINMENT CO. HOLDINGS LIMITED

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
Livewire Exclusive

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

Rudi Filapek-Vandyck

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

Buy Hold Sell
Buy Hold Sell

The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have... Show More

Chris Stott

Expectations of accelerated interest rate rises sent equity markets into a tailspin in February, impacting the first quarter and setting the tone for the calendar year. The good news is that it’s not all doom and gloom and investors can look to the media and retail sectors for opportunities over... Show More

Premium
Buy Hold Sell

It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More

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Andrew Mitchell

While the month-end reports for February will indicate the ASX Small Ordinaries finished the February reporting period dead flat, it would be difficult to find any smaller cap investors this month that would summarise the reporting period as dreary. Show More

Livewire Exclusive

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 0.2% in February, an almost flat close to a turbulent month and leading into a weak start to March. Heightened volatility in early February arising from concerns over the prospect of accelerated interest rate rises faded as the month continued. A slightly... Show More

James Gerrish

The ASX was strong in early trade today before some selling kicked in and we traded down ~20pts from the highs, however when considering that S&P Futures in the US were trading -0.32% during our afternoon, we fared well in a relative sense. A similar story played out yesterday, and... Show More

Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More