NEC 3.93% $1.46 nine entertainment co. holdings limited

Poke the bear- A short-ish opinion, page-20

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    Domain and Macquarie Radio were down. But will grow in next half. A lot of customer boycott in TV advertising and Radio advertising. Tabcorp didn’t like SMH report linking Tabcorp to animal cruelty. As ratings of Nine and Radio remains high, revenue should pick up to its normal levels. Stan and NineNow are growth areas. Easy to talk NEC down when one part of the business is down by 6%.
 
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