Seven West Media (SWM) +6.38%: looked a good result for Seven with lower costs helping the first half beat to earnings. Digital revenue growth remains a large driver though the outlook for TV is improving with the market believing it could capture a bigger share of the market though to 2022 – starting with the Olympics this year. An improving balance sheet & keeping costs under control will be key moving forward, however they’re talking a better game in the 2H as good momentum builds.
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QBE Insurance (QBE) v Australian 3-Year Bonds
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Performance update for March, stocks that drove returns & our current positioning
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
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Market Matters Research Lead Shawn Hickman with David Koch
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Friday 19th April – DOW up 22pts, SPI down -55pts
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QBE Insurance (QBE) v Australian 3-Year Bonds
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
Podcast
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Fri 19th April – ASC200 -117pts, Pilbara (PLS), Whitehaven (WHC) & Woodside (WDS)
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
Podcast
LISTEN
Friday 19th April – DOW up 22pts, SPI down -55pts
Daily Podcast Direct from the Desk
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