Media Companies

With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. continue…

by Stuart Jackson Posted in Media Companies.

• save this article
• POSTED IN Media Companies

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is bad news for banks and other organisations that are being put under the microscope.  But it’s been a boon for advertisers, who have enjoyed a boost in ad spending as financial services businesses seek to prop up their brands. continue…

by Stuart Jackson Posted in Media Companies.

• save this article
• POSTED IN Media Companies

As traditional media users and advertising spending shift to digital platforms, it’s causing advertising budgets to shrink. This effect has been called digital deflation. And it’s causing massive headaches for traditional media, advertising  and marketing businesses worldwide. continue…

by David Buckland Posted in Media Companies.

• 2 Comments
• save this article
• POSTED IN Media Companies

In past posts, we have discussed the outlook for the outdoor advertising industry in Australia. There are a number of reasons why the outdoor advertising industry should grow its share of the overall advertising pie over the next five to ten years. continue…

by Stuart Jackson Posted in Media Companies.

• 2 Comments
• save this article
• POSTED IN Media Companies

Today, digital disruption is everywhere. We’ve written about this previously  – and talked about the massive shift in advertising dollars from old to new media. With TEN group entering voluntary administration, we thought we’d have a closer look at what’s happening, and the prospects for mainstream media. continue…

by Lisa Fedorenko Posted in Media Companies.

• save this article
• POSTED IN Media Companies

If you ever feel overwhelmed by the daily avalanche of news – real and fake – you’re not alone. Information overload can be quite a burden, and can make it hard to understand an issue and make good decisions about it. So, how might an investor cut through the noise? One strategy is to use news aggregator applications. continue…

by Ben MacNevin Posted in Insightful Insights, Media Companies.

• save this article
• POSTED IN Insightful Insights, Media Companies

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.

• 9 Comments
• save this article
• POSTED IN Editor's Pick, Media Companies, Technology & Telecommunications

Fairfax Media Limited (ASX: FXJ) announced yesterday that it has acquired 100% (up from 50%) of the shares on issue of Metro Media Publishing Holdings (MMPH). You can read the announcement on the ASX here.

In a nutshell, Fairfax will issue 68.5 million new shares which implies a transaction value of $72 million (including $18.5 million in cash). The firm’s current shareholders will receive 65% of their consideration in shares and the remaining balance in cash. continue…

by Scott Shuttleworth Posted in Companies, Media Companies.

• 3 Comments
• save this article
• POSTED IN Companies, Media Companies

Just the other day we met with two executives from Village Roadshow Limited (ASX: VRL), Graham Burke, Managing Director and Adrian Fernando from investor relations, to discuss some of the trends in their business. It was quite an interesting meeting.

Although it was a bit of speed date – trying to fit in six company meetings in a day – we did spend a reasonable amount of time understanding not only their opportunities for development of theme/water parks in South East Asia, but also on the future of content delivery in Australia. continue…

by Scott Shuttleworth Posted in Companies, Media Companies, Technology & Telecommunications.

• save this article
• POSTED IN Companies, Media Companies, Technology & Telecommunications

You never really know what you might uncover about a business by reading the annual report of another… continue…

by Ben MacNevin Posted in Media Companies.

• save this article
• POSTED IN Media Companies