Podcast - Company Updates: Seek and REA Group 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." 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...