ASX:SKT

SKY NETWORK TELEVISION 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

Collections
Livewire Exclusive

For decades, the prevailing view of financial markets was one of rational actors creating efficient prices. In recent years, particularly in the wake of the GFC, investors have increasingly adopted a very different view of how markets operate. Loss aversion bias, anchoring, and herding (among others) have all become popular... Show More

Education
Simon Shields

In my 30 years as an analyst and fund manager, I have seen recurring business situations and patterns of behaviour that often lead to mispricing by the market. This attracted me to the idea of behavioural economics, as a validation of some of these insights. So, like behavioural economists, we are... Show More

Mathan Somasundaram

Local market gave up early gains on weak employment data and PBOC rate rise. US Fed wimped out on upgrading rate rise…basically poured cold water on potential fiscal stimulus delivering growth upside…USD fell and Gold rose!!! Chinese PBOC has now delivered short term borrowing rate rise…that is three in a... Show More

Morgans Financial Limited

In this presentation, Vince Pezzullo, Deputy Head of Equities for Perpetual Equity Investment Company (PIC), reviews the portfolio including its largest position, Woolworths: “Woolworths had a decent first half. We’re actually surprised at the speed of the turnaround. It’s been quite remarkable in the space of nine months.“ He also... Show More

Monash Investors Pty Limited

Reading between the lines of company guidance can reveal a great deal, explains Simon Shields, Principal at Monash Investors. “Ardent Leisure’s Main Event business in the United States provides family entertainment centres with bowling, rock climbing, etc. Ardent bought this business when there were only five centres in Texas and... Show More

Monash Investors Pty Limited

Simon Shields, Principal at Monash Investors, knew there was something wrong at Sky Network TV (which is listed on both the ASX and NZX) when they posted their first fall in subscriber numbers in 20 years. Upon investigation, they found that NZ brokers were hesitant to say anything negative about... Show More