Dual tailwinds propel media stocks: OML, APO, QMS

Exposure to the out-of-home media thematic, namely APN Outdoor (ASX:APO), oOh!Media (ASX:OML) and QMS Media (ASX:QMS), has proven to be extremely rewarding for investors throughout the 2015 calendar year. These stocks have each experienced ongoing positive share price momentum into December, posting double-digit gains for the month. Despite the strong share price performance, we remain attracted to these companies longer term. All three are benefiting from dual tailwinds, namely an increasing audience driven by a rising population that is increasingly ‘out and about’ (while competing mediums, such as television and print, face structural decline) and a strong revenue and margin uplift that comes from converting static billboards to digital billboards. (VIEW LINK)