All posts by Ivor Ries
Senior Analyst
Sectors Covered: Information Technology, Online Media
By Ivor Ries
09 April 2020, 11:20 AM
"I'm still happy to own both companies long term, and when the crisis is over, these stocks should run as hard if not harder than the market in general."
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By Ivor Ries
26 February 2020, 1:00 PM
SEEK has suspended formal earnings guidance as China’s coronavirus crisis makes revenue forecasting impossible. We maintain a REDUCE recommendation.
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By Ivor Ries
25 February 2020, 2:24 PM
The company has pared back operating costs but is still investing in capacity
expansion. If and when economic conditions improve, OML is well placed to catch
the revenue growth.
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By Ivor Ries
11 February 2020, 2:18 PM
Morgans Senior Analyst Ivor Ries shares a preview of the Online Media sector ahead of Reporting Season.
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By Ivor Ries
10 February 2020, 10:20 AM
The national drought in for sale listings, now at 50-year lows, continues to grind down REA’s revenues.
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By Ivor Ries
03 December 2019, 2:30 PM
Mergers between major industry superannuation funds continue to work in favour
of IRESS’ Acurity administration system. The merger will increase total funds administered on the Acurity platform to more
than A$250 billion.
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By Ivor Ries
13 August 2019, 4:27 PM
REA's powerful Australian residential marketplace franchise delivered another year of strong growth, against the odds, in FY19.
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By Ivor Ries
13 May 2019, 10:18 AM
REA continues to deliver revenue and earnings growth despite the worst residential listings environment in decades
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By Ivor Ries
27 March 2019, 10:43 AM
We view any short term share price weakness as an opportunity for long term investors
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By Ivor Ries
20 March 2019, 11:58 AM
We initiate coverage with an Add recommendation
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