REA Bears Continue to Prefer News Corp for Exposure -- Market Talk

Dow Jones

2025/10/23

0226 GMT - REA Group's bears at Jarden continue to see a holding in majority owner News Corp as the best way for investors to gain exposure to the Australian real-estate advertiser. Jarden analysts are underweight on REA ahead of its 1Q update, telling clients in a note that their annual Ebitda forecast is 1.3% lower than consensus. They see 1Q ad volumes falling 8% and wonder if the company might lower annual volume guidance if the soft listings trend continues. They remain overweight on News Corp. They expect strong 1Q momentum at the media conglomerate's professional information services business and 6.8% on-year revenue growth at its Dow Jones unit. Dow Jones & Co. is publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

October 22, 2025 22:26 ET (02:26 GMT)

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Jarden analysts are underweight on REA ahead of its 1Q update, telling clients in a note that their annual Ebitda forecast is 1.3% lower than consensus. They see 1Q ad volumes falling 8% and wonder if the company might lower annual volume guidance if the soft listings trend continues. They remain overweight on News Corp. They expect strong 1Q momentum at the media conglomerate's professional information services business and 6.8% on-year revenue growth at its Dow Jones unit. Dow Jones &amp; Co. is publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 22, 2025 22:26 ET (02:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7002","symbol_name":"互动媒体与服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577347939","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577347939","pubTimestamp":1761186360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0226 GMT - REA Group's bears at Jarden continue to see a holding in majority owner News Corp as the best way for investors to gain exposure to the Australian real-estate advertiser. Jarden analysts are underweight on REA ahead of its 1Q update, telling clients in a note that their annual Ebitda forecast is 1.3% lower than consensus. They see 1Q ad volumes falling 8% and wonder if the company might lower annual volume guidance if the soft listings trend continues. They remain overweight on News Corp. They expect strong 1Q momentum at the media conglomerate's professional information services business and 6.8% on-year revenue growth at its Dow Jones unit. Dow Jones & Co. is publisher of The Wall Street Journal and Dow Jones Newswires. 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They see 1Q ad volumes falling 8% and wonder if the company might lower annual volume guidance if the soft listings trend continues. They remain overweight on News Corp. They expect strong 1Q momentum at the media conglomerate's professional information services business and 6.8% on-year revenue growth at its Dow Jones unit. Dow Jones & Co. is publisher of The Wall Street Journal and Dow Jones Newswires. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 22, 2025 22:26 ET (02:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}