Technology & Telecommunications
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Is it time to buy Vocus and TPG?
Scott Shuttleworth
December 16, 2016
Since September, shares in Vocus Communications (ASX: VOC) and TPG Telecom (ASX: TPM) have been savaged by the market. Margin pressure coupled by the possible entry of new competitors has led to a wave of selling. The upshot is that these telcos are now trading on seemingly attractive multiples. So, is it time to buy? continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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Like, wow! Global Internet users just hit 3 billion
David Buckland
August 29, 2016
In what seems like the blink of an eye, the number of global internet users has just reached 3 billion – that’s just under half the estimated world population. And a third of the world owns a smartphone. The trends for activities like photo-sharing and e-commerce are just as explosive. continue…
by David Buckland Posted in Technology & Telecommunications.
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TV reaches a big audience, but a TV doesn’t know who it’s talking to
David Buckland
August 11, 2016
Sam Courtenay from “In the Black” recently interviewed the Managing Director of Facebook and Instagram in Australia and New Zealand, Stephen Sheeler. Sheeler said he wanted to persuade businesses of all sizes that they can be as close to their followers as the local café that knows all its customers by sight. Traditional media has failed to pinpoint its customers. continue…
by David Buckland Posted in Consumer discretionary, Technology & Telecommunications.
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A False Start with Carsales’ Result
Ben MacNevin
August 9, 2016
Carsales (ASX: CAR) announced solid growth in its core business for 2016, yet it was news concerning its rival CarsGuide that initially caught the market’s attention. continue…
by Ben MacNevin Posted in Companies, Technology & Telecommunications.
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The headwinds affecting Australia’s Free to Air Television are strengthening
David Buckland
August 3, 2016
Name the Company which has been Australia’s number one player in its field for ten consecutive years, has recorded $2.54 billion of “Significant Losses” in the past four financial years and will likely see its Earnings Before Interest and Tax (EBIT) (excluding Significant Items) decline by 45 per cent over the five years to June 2017? continue…
by David Buckland Posted in Editor's Pick, Media Companies, Technology & Telecommunications.
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Vocus Communications
Scott Shuttleworth
August 2, 2016
The ACCC has launched its investigation into Vocus Communications’ acquisition of Nextgen Group, calling for industry submissions into how the deal could impact competition in the sector. In this video, Scott Shuttleworth outlines Montgomery’s thinking on Vocus.
by Scott Shuttleworth Posted in Technology & Telecommunications, Video Insights.
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Stocks We Like: Why we like Isentia
Roger Montgomery
July 26, 2016
The share price of media monitoring company, Isentia, has jumped around 50 per cent since listing in mid-2014. We’ve had a look at the company’s diverse businesses and international reach, and despite the price movements in 2016, we think there’s plenty for investors to be excited about.
by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.
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MEDIA
Monitor the media monitors: iSentia
Roger Montgomery
July 25, 2016
In this article for the Switzer Super Report, Roger writes about iSentia Group, a growing media intelligence software-as-a-service provider, catering to a large array of corporate and government clients. Read here.
by Roger Montgomery Posted in On the Internet, Technology & Telecommunications.
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An in-depth look at iSentia
Scott Shuttleworth
July 15, 2016
With the recent commentary around iSentia and its future prospects, it seemed a timely occasion to provide some clarity and answer some questions regarding our thesis to investors and blog readers. continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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What’s the Go with Pokemon?
Ben MacNevin
July 15, 2016
You may be wondering why Pokemon is suddenly everywhere. Wasn’t that a fad 20 years ago? The popularity of the Pokemon Go app has not only turbo-charged Nintendo’s share price. It has also shown us, yet again, the significance of the ‘network effect’ – where a good or service becomes more valuable when more people use it. continue…
by Ben MacNevin Posted in Companies, Editor's Pick, Technology & Telecommunications.
