Smallco takes position in iSentia (ASX:ISD) saying it's well positioned in terms of scale in an industry with high barriers to entry

Livewire Equities

Livewire

Smallco takes position in iSentia (ASX:ISD) saying it's well positioned in terms of scale in an industry with high barriers to entry. ISD is the leading player in the media intelligence industry in both Australia and the relatively immature Asia Pacific region. It has 28% market share across the Asia Pacific region, over four times its nearest competitor. ISD's business involves tracking what is happening across all forms of media, filtering the data and presenting the relevant information to organisations in a very timely manner. It requires not only an efficient automated collection system, but significant human intervention. Consequently, it has considerable scale benefits and consequently high barriers to entry. The regional industry over the last few years has been growing in excess of 15% pa. Over the last few years it has made a number of acquisitions to position itself in the more rapidly growing Asian market.(VIEW LINK)


Livewire Equities
Livewire Equities
Livewire

The Livewire Equities feed brings you a range of insights that relate to Australian equities

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment