Technology & Telecommunications
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Chasing Viewers – Part 3
Russell Muldoon
June 29, 2015
It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it.
by Russell Muldoon Posted in Insightful Insights, Technology & Telecommunications.
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Australia’s demand for data is off the charts!
Scott Shuttleworth
June 24, 2015
As we have previously noted, the demand for data in Australia (and the world) is growing at an exponential rate and the statistics are staggering. IBM notes here that “Every day, we create 2.5 quintillion bytes of data — so much that 90% of the data in the world today has been created in the last two years alone.”
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Burson revs up its engine
Scott Shuttleworth
June 18, 2015
On Monday it was announced that Burson Group Limited (ASX: BAP) had agreed to acquire the automotive division of Metcash Limited (ASX: MTS). Below we’ve included some of our notes on the transaction as a summary. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Chasing viewers – Part 2
Russell Muldoon
June 11, 2015
What a difference a few months can make in the share market. Back in February this year, we penned a short piece on Nine Entertainment (ASX: NEC), concluding that despite their shares looking cheap in a market which offered little in terms of value, it was a valuation that we believed the business probably deserved. continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Consolidation in the corporate telecom space
Scott Shuttleworth
June 9, 2015
As many readers will know, Vocus Communications Limited (ASX: VOC) has been the potential acquirer of Amcom Telecommunications Limited (ASX: AMM) for quite some time. This has been speculated since Vocus’ October 2014 10 per cent acquisition of the shares outstanding in Amcom. We thought it may be worthwhile to review the timeline of events up to now and consider what this means for the future. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
READ HERE -
Bricks and Mortar v Online Retailing
David Buckland
May 29, 2015
In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents. As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. continue…
by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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TPG ups it’s bid for iiNet
Scott Shuttleworth
May 7, 2015
We mentioned in a blog the other day our view that the market would be likely see TPG Telecom Limited (ASX: TPM) return with a new bid for iiNet Limited (ASX: IIN) – and yesterday morning they did. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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NewCarSales.com?
Ben MacNevin
April 29, 2015
Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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An audacious bid for iiNet?
David Buckland
April 29, 2015
I have always admired Vaughan Bowen, the founder of M2 Telecommunications (ASX: MTU). In the ten and a half years since listing at $0.25 per share, M2 has paid out a total of $1.23 in dividends and its share price has grown 44 fold to $11.00, making it one of the best performing companies in the ASX. In 2011, twelve years after founding M2, Vaughan stepped down as CEO, passing the baton to Geoff Horth, and fortunately for the business he remained an Executive Director with a focus on acquisitions. continue…
by David Buckland Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Should you take a byte out of the market?
Roger Montgomery
April 28, 2015
Shares in US pop culture and technology company Apple are on the cusp of producing a market capitalisation of A$1 trillion. As the Nasdaq technology index closed at a record high last week – above the pre Tech Wreck highs for the first time – you might be interested in some bullish and bearish perspectives currently occupying the minds of more learned observers than us. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
