ASX:OML

OOH!MEDIA LIMITED

NAOS Asset Management

CEO’s and business leaders' comments can provide valuable insights and provide a greater understanding of the current investment environment and key trends that may be emerging. Below are 22 quotes from the week which in our view detail some of the most important and prominent industry trends and economic factors... Show More

Buy Hold Sell
Buy Hold Sell

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Key Points Janus Henderson is trading at about 14x earnings while growing at around 5%. This compares... Show More

Clime Asset Management

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 Unfortunately, industry regulation is slow to catch up, with outdated ownership laws that predate the advent of the internet.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

UBS Asset Management

Our small cap investment process involves building our own cash flow based valuation models and ranking stocks on a balance of growth, operating margin and capital required. We are very careful to account for the amount of cash required for fixed assets, working capital and intangibles. This process often keeps... Show More

UBS Asset Management

This week two of our significant investments announced a merger of equals and both announced earnings upgrades. It was a nice Xmas present for UBS Small caps. To recap. We are long term believers in the outdoor media space for a variety of reasons. I outline the key reasons below.... Show More

Following reporting season, a number of previously well-loved sectors have fallen out of favour with the market. Outdoor advertising, aged care operators, and telecommunications companies have all seen falls of around 30%. Despite the well-established difficulties of operating in the aged care sector, investors got “over-excited” about this area and... Show More

Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks the Australian market is fairly priced at its current PE of around 15-16 times - slightly above the long-term average. With rate hikes due in the US opening the possibility of a short-term correction, plus the expectation of further rate... Show More