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. Read more...
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. Read more...
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. Read more...
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. Read more...
IRESS: Merger bonus 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. Read more...
REA Group: Stalled but hopeful 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. Read more...
REA Group: Defying the odds 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 Read more...
REA Group: New listings at record lows By Ivor Ries 27 March 2019, 10:43 AM We view any short term share price weakness as an opportunity for long term investors Read more...
oOhmedia: The great digitiser By Ivor Ries 20 March 2019, 11:58 AM We initiate coverage with an Add recommendation Read more...
LiveHire: US market entry By Ivor Ries 13 March 2019, 9:54 AM First US customer offers significant potential Read more...