Technology & Telecommunications
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How network effects are made – and broken
Lisa Fedorenko
May 10, 2017
Look at any tech IPO nowadays and I bet you come across the term “network effects”. Network effects give a business a strong competitive advantage and are a source of value creation. So, what are they, how do they come about, and how can they be disrupted? continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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Telstra and TPG, who will win share?
Stuart Jackson
April 18, 2017
TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per cent since TPG’s announcement. continue…
by Stuart Jackson Posted in Editor's Pick, Technology & Telecommunications.
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With advertising going digital, what now for traditional media?
Lisa Fedorenko
March 24, 2017
Few industries have been as radically transformed by the internet as advertising and, in turn, traditional media (newspapers, TV and magazines). A couple of decades ago, print media was critical to reaching an audience; now it’s relevance has significantly declined. And this switch in advertising spending from traditional media to digital media shows no sign of letting up. continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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Why Chorus Limited looks undervalued
Tim Kelley
March 16, 2017
One slightly unusual holding in our domestic funds is Chorus Limited (CNU), New Zealand’s largest owner of telecommunications networks. CNU has had a bumpy ride this last year, but we think the market has marked it down too far due to regulatory uncertainty. If we are right, then the company should re-rate. continue…
by Tim Kelley Posted in Companies, Technology & Telecommunications.
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What you need to know about blockchain
Lisa Fedorenko
January 17, 2017
Back in 2008, Satoshi Nakamoto conceptualized the first blockchain. The following year, he used it as a core component of the digital currency, bitcoin. Since then, blockchain has become something of a buzz word. So what is it, and why does it matter?
continue…by Lisa Fedorenko Posted in Market commentary, 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.
