Will Media company be in focus for coming financial year ?
Is NEC a good buy now ? Quite good dividend and Olympic taking place in July . The company is buying back shares as well.
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Is NEC a good buy now ? Quite good dividend and Olympic taking place in July . The company is buying back shares as well.
Hi John,
We do see value in NEC, particularly their streaming business STAN. On 11x and likely to yield 6.43% FF this coming 12-months, there is value there ~$1.40. We do own Nine (NEC) in our Emerging Companies Portfolio.
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