For myself NEC is starting to look interesting from an investors point of view.
Structurally I would hypothesize that NEC is the best of business quality from the basket of listed Australian traditional media assets.
Nine entertainment owns:
Channel Nine (2nd best behind channel 7)
Traditional print media: SMH, The Age, Financial Review: after government mandated review sharing with google etc, life has become a bit easier for traditional print media. Regardless of personal political views, SMH and the Age are significant traditional print media assets (and to be fair, their digitisation as effectively meant that physical news paper print is not that important anymore, when was the last time we bought a physical newspaper, but we still view the digital versions!!!). Financial review is unique and very profitable.
Digital properties: nine.com.au, 9 honey, Car advice etc
Radio: talk back radio (which I think will continue to have a competitive advantage, people like engagement, and being stuck in a car, well most the channels I listen to are talk back radio).
Domain: 2nd best of the oligopoly behind Real Estate.com.au
Stan: their pay to view
But one of the key in my opinion to the long term underlying structural value, is the ability to cross advertise accross their national platforms simultaneously. This is very valuable for advertisers trying to reach out in an omni channel approach.
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