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SWM
Seven West Media Ltd
Media
·
Communication Services
About Seven West Media Ltd
SOURCE
ACTION
FUND MANAGER
DATE
30 Sep 2025
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Quarterly Report
Commentary
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Frequently asked questions about Seven West Media Ltd (ASX:SWM)
Frequently asked questions
Who is investing in Seven West Media Ltd (ASX:SWM)?
Fund managers including Collins St Asset Management and Forager Funds have invested in Seven West Media Ltd (ASX:SWM).
What opportunities or catalysts do fund managers highlight for Seven West Media Ltd?
Collins St Asset Management, commenting around September 2025, noted Seven West Media traded at a very low ~3.9x P/E versus peers at roughly double, with positives including reduced debt, improved liquidity, controlled costs and strong digital growth; second-half profit growth for the first time in three to four years was seen as evidence of an advertising revenue recovery that disproves a structural decline narrative, leaving Collins St seeing 'extremely cheap' valuation with meaningful upside if re-rated. In its quarterly report, Collins St detailed H2 EBITDA growth of 6% and H2 underlying NPAT growth of 33%, the best half-year growth outcome since FY22, with total TV advertising revenue down just 1% in H2 thanks to a 41% increase in 7plus digital revenue; on 30 September, SWM announced a Scheme Implementation Deed to merge with Southern Cross Media. Separately, commentary highlighted SWM's 7Plus app data on 13.8 million users and its use of AI for media planning to drive engagement and retention, alongside a 26% FY25 uplift in advertising revenue growth to leverage as the ad spending cycle turns.
What are the key risks to the Seven West Media Ltd investment thesis, according to fund managers?
Collins St Asset Management flagged that Seven West's revenue still declined 4% to $1.59 billion, and that no dividend has yet been reinstated (though management may do so in FY26). It also noted that reported advertising revenue was distorted by the May 2025 Federal election, with an upswing in March/April followed by a measurable decline afterward. On the proposed Southern Cross Media merger, Collins St said it was 'not impressed,' viewing the terms as unduly favouring Southern Cross shareholders, and said it would like to see a competing offer emerge for SWM.
What is the short interest in Seven West Media Ltd (ASX:SWM)?
According to ASIC filings, there is negligible or no short interest in Seven West Media Ltd (ASX:SWM).
What does Seven West Media Ltd (ASX:SWM) do?
Seven West Media (ASX: SWM) is one of Australia’s leading media companies, reaching more than 19 million people each month across broadcast television, publishing, and digital platforms. The company provides media content and audience reach through its national television, print, and online operations.