Morgans Blog | Morgans

All posts by Ivor Ries

Former Senior Analyst

Sectors Covered: Information Technology, Online Media

Podcast - Company Updates: Seek and REA Group

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."

SEEK: A riddle, wrapped in an enigma

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.

oOh!Media: Flying blind

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.

Sector Update: Online Media

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.

REA Group: Optimistic, with a caveat

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.

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.