Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
NWS [neutral]
News Corporation
Author Info
No bio for this author
Company Info
News Corporation, a media and information services company, creates and distributes authoritative and engaging content, and other products and services for consumers and businesses worldwide.
Market Cap
$17.6B
Pitch Price
N/A
Price Target
N/A
Dividend
0.68%
Sector
Media
Category
special_situation
AVI Global Trust Portfolio Holding: News Corporation
NWS (holding update): +65bps contribution with 8% weight. Sold 65% Foxtel stake to DAZN at $2.1bn EV (7x EBITDA), highlighting undervaluation of other assets at implied 5.1x EBITDA. REA Group (61% stake) = 72% of market cap. Sale clears path for structural changes. Dow Jones (34% of NAV) offers growth while awaiting re-rating catalyst. Position = 7% of NAV.
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