EPISODE 367 - PETER STAMOULIS
On the Thursday edition of the Morning Mail, David is joined by Evans and Partners Research Analyst Peter Stamoulis.
We cover scenario analysis that Peter has completed on Seek Ltd. A large portfolio of the company’s earnings (~75%) is linked to the Australian employment market. Peter has modeled three scenarios to consider – a bear case scenario, a base case scenario and a bull case scenario – all linked to employment advertising volumes. We discuss these scenarios this morning.
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