By
19 March 2021, 4:00 PM
Large classified players remain on a HOLD, but we are starting to see value emerge and near term expectations look well supported for the Online and Emerging Technology sectors.
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23 February 2021, 8:00 AM
Seek has reported a very strong 1H21 result, with market recovery coming quicker than expected. However, the announced sale of a stake in Zhaopin below our previously assumed value overshadowed this result.
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By
07 February 2021, 4:00 PM
REA Group’s 1H21 result was a beat, with domestic cost containment and a surprisingly strong result from associate MOVE Inc being the key areas of surprise.
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By
24 January 2021, 9:00 AM
Livehire has set a solid foundation to attack the North American direct sourcing opportunity. Despite still being in its infancy, early signs on the revenue trajectory are promising and outperforming our expectations.
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By
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
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
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
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 Belinda Moore
24 September 2019, 12:25 PM
Thomas Cook, a customer of WEB's WebBeds B2B business, has entered into Compulsory Liquidation.
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By
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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