Media giant NEC has enjoyed 40% EBITDA growth for the last half year with most sectors of the business firing well although 90% of earnings still comes from Channel 9 who enjoys over $1bn in advertising revenue. They’ve also done well with online streaming service Stan which now has more than 2m paid subscribers, the model they are using for the Rugby i.e. a combination of free to air and streaming we think is a very good one.
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Performance update for March, stocks that drove returns & our current positioning
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
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Wednesday 24th April – DOW +263pts, SPI +27pts
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MM likes NEC ~$2.34
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Wednesday 24th April – ASX200 +17pts, Silver Lake (SLR), Kogan (KGN) & CPI
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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Wednesday 24th April – DOW +263pts, SPI +27pts
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