Podcast - Company Updates: Seek and REA Group - Ivor Ries, Senior Analyst By Ivor Ries 09 April 2020, 11:20 AM Morgans Senior Analyst Ivor Ries shares an update on Seek (ASX:SEK) and REA Group (ASX:REA). Read more...
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...
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...
Webjet: Thomas Cook finally loses the battle By Belinda Moore 24 September 2019, 12:25 PM Thomas Cook, a customer of WEB's WebBeds B2B business, has entered into Compulsory Liquidation. 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...
LiveHire: US market entry By Ivor Ries 13 March 2019, 9:54 AM First US customer offers significant potential Read more...
Domain Holdings Australia By Ivor Ries 31 December 2018, 1:08 PM Tough market conditions dictate price moderation Read more...