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)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2577347939"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2577347939\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2577347939?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-23 10:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2577347939","market":"other","top_or_hot":-1,"title":"REA Bears Continue to Prefer News Corp for Exposure -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0226 GMT - REA Group's bears at Jarden continue to see a holding in majority owner <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> 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 &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>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>REA Bears Continue to Prefer News Corp for Exposure -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nREA Bears Continue to Prefer News Corp for Exposure -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-10-23 10:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0226 GMT - REA Group's bears at Jarden continue to see a holding in majority owner <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a> 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 &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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7038","symbol_name":"出版","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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7038":"出版","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4588":"碎股","NWS.AU":"NEWS CORP - CLASS B- CDI","BK4585":"ETF&股票定投概念","NWSA":"新闻集团","NWS":"新闻集团","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","REA.AU":"REA GROUP LTD","BK7002":"互动媒体与服务","BK7503":"科技股","BK4111":"出版"},"translate_title":"REA空头继续更喜欢新闻集团的风险敞口——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NWSA":0.9,"NWS":0.9,"NWS.AU":0.9,"REA.AU":0.9},"content_text":"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) \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"}}}