Original article by Stewart Oldfield
The Australian Financial Review – Page: 24 : 3-May-17

Deutsche Bank estimates that based on forecast earnings for 2018, online classified advertising companies REA Group, Seek and Carsales are trading at a 70 per cent premium to the broader industrial sector. However, while rising share prices have seen their combined market capitalisation top $A17bn, the three dominant players in real estate, jobs and automotive classifieds face potential headwinds, including competition from new and established rivals and a growing threat from social media companies such as Facebook.

CORPORATES
REA GROUP LIMITED – ASX REA, SEEK LEARNING PTY LTD, CARSALES.COM LIMITED – ASX CAR, DEUTSCHE BANK AG, FACEBOOK INCORPORATED, MORGANS FINANCIAL LIMITED, DOMAIN.COM.AU, FAIRFAX MEDIA LIMITED – ASX FXJ, COX AUTOMOTIVE, AUTOTRADER, CARSGUIDE, MORGAN STANLEY AUSTRALIA LIMITED, MAVERICK STRATEGIES, CITIGROUP PTY LTD, MONSTER WORLDWIDE INCORPORATED, INDEED INCORPORATED, CAREERBUILDER, RANDSTAD HOLDINGS NV