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Domain Holdings Australia
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Aging Australian Demographics And Mounting Costs Will Pressure Margins
Key Takeaways Weak demographic trends and worsening affordability may stall property transactions and reduce Domain's core revenue growth in residential listings and advertising. High costs, competitive pressures, and uncertain uptake of premium products risk shrinking margins and threaten Domain's pricing power and long-term profitability.
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AU$2.70
FV
63.0% overvalued
intrinsic discount
5.30%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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5 days ago
author updated this narrative
PlaySide Studios
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Original IPs And Nintendo Switch 2 Will Secure Success
Key Takeaways Developing multiple original IPs and launching on a new platform aims to capitalize on established fanbases and expand market reach. Investments in high-quality demos and marketing efforts focus on attracting partnerships and driving sales, enhancing earnings potential and net margins.
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AU$0.50
FV
55.0% undervalued
intrinsic discount
13.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Airtasker
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
UK And US Expansion Will Fuel Global Market Success
Key Takeaways Expansion into the U.K. and U.S. markets and strategic partnerships aim to boost revenue growth and market share. AI integration and innovative media partnerships target increased efficiency, brand recognition, and reduced marketing costs.
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AU$0.53
FV
46.2% undervalued
intrinsic discount
17.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
GTN
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Florianópolis Expansion And Australian Brand Refresh Will Boost Global Presence
Key Takeaways Strategic investments and brand enhancements are expected to drive revenue growth through increased audience reach and advertiser attraction. Leadership changes and operational optimizations aim to improve profitability and shareholder returns through enhanced margins and capital management.
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AU$0.65
FV
4.7% undervalued
intrinsic discount
4.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Seven West Media
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Securing Premium Sports Rights And AI Partnership With Databricks Will Boost Future Audience Engagement
Key Takeaways Strategic investments in premium sports rights and digital content are driving audience growth and higher advertising revenue, targeting a valuable demographic. Effective cost management and new technologies aim to optimize revenue, improve net margins, and enhance audience engagement, boosting overall operational efficiency.
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AU$0.19
FV
21.5% undervalued
intrinsic discount
-0.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
oOh!media
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Key Takeaways Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams. Cost reduction and restructuring efforts are projected to improve margins and enhance market share through efficient asset deployment.
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AU$1.75
FV
1.4% undervalued
intrinsic discount
6.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
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AU$1.96
FV
12.4% undervalued
intrinsic discount
1.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
IVE Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lasoo Platform Expected To Reach Profitability By FY '28 As Traction Increases
Key Takeaways Expansion in packaging and Third Party Logistics is expected to drive significant revenue growth and enhance earnings. Integration and consolidation efforts aim to improve service offerings and efficiency, positively impacting operating costs and future earnings.
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AU$3.07
FV
1.3% undervalued
intrinsic discount
1.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
Domain Holdings Australia
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In AI And Platinum Edge Will Drive Future Potential Despite Valuation Concerns
Key Takeaways Strategic investments in technology and AI aim to boost future revenue and operating margins through product innovation and enhanced user engagement. Partnership with Nine and premium product adoption enhance branding and pricing power, supporting stable revenue and earnings growth.
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AU$3.84
FV
14.5% overvalued
intrinsic discount
6.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
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