Category: Article
TV Today Network – Q2FY22 Update | Mcap: INR 19bn | Buy, TP: INR 400 | Upside: 28%
Hindi genre leadership drives outperformance
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TVTN continued to outperform on ad growth versus peers due to its strong brand recall over peers in the Hindi news genre. This was despite black-out of BARC data in the news genre. We believe, growth momentum may continue near term, led by festive season demand. Aaj Tak has po...Media Sector – TV Industry Channel Check Series – Update & Our view
We conducted channel checks across various segments of TV/digital to gauge near term business prospects and impact of Sony/Zee merger if it goes through; enclosed below are some snippets from our conference
Snippets from our channel check series (TV industry and Zee/Sony Merger) and our view
...Guest Column: A new perspective on b’band to rural India
India’s telecom regulator TRAI has been making recommendations from time to time on ways to increase broadband connectivity, including high-speed, in the country. So much so that it has redefined what could be now called broadband, upping the speeds to keep pace with time. TRAI’s thoughts on broadband penetrations is important as the Indian d...
Guest Column: Zee-Sony merger is a potboiler in the making
“Takes a licking and it keeps on ticking”. In 1956, and for decades thereafter, this was the tagline that sold millions upon millions of Timex watches. For all time, though, the line is now a proverb.
For the spirit of indefatigab...
Industry Expert: A CRITICAL ANALYSIS OF NEW TRAI REGULATION JUDGMENT