Anthony Porto discusses the upcoming results and likely topics of interest for the online classifieds sector. The sector in aggregate has underperformed the market since releasing their 1H21 results, despite market conditions (excluding the short-term impact of lockdowns) generally becoming more favourable in the period. Current preference for CAR and SEK followed by REA and DHG. In Anthony’s small cap coverage universe, FDV, BKG, ART and CAT are discussed as looking attractive.

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