Jio, Airtel, Vi witness subs losses in Sept: TRAI data
Expanded Creative Minds of Tomorrow edition inaugurated at IFFI
ZEEL’s Punit Goenka steps down as MD, retains role as CEO
Kevin Vaz, Kiran Mani, Sanjog Gupta to head 3 verticals of JioStar
WBD elevates Deepa Sridhar to Senior Director – Corporate Communications, South Asia
‘Bhagam Bhag 2’ returns after 18 years
Babil Khan’s ‘Log Out’ to premiere at Argentina’s Mar del Plata International Film Festival
Tips Music presents ‘Love Garage’
Fox, Hulu ink $1.5bn streaming content partnership
(Market Cap – INR 19 | Rating – BUY | Target Price – INR 350 ) View TVT has reported an in line quarter 4.4%YoY ad revenue growth despite 1) high revenue base last year and 2) blackout of BARC data for news genre; we maintain our view that incumbents like Aaj Tak will have no negative impact on ad. revenues due to the BARC...
COVID-19, a global infectious disease, migrated to India from abroad as people travelled to India --- knowingly or without knowing they were carriers of the virus. The virus, which originated in China, started showing up in India sometime in early 2020 even as it travelled to other parts of the globe slowly engulfing...
Zomato – Table d'hôte Zomato is well positioned to take advantage of India’s food delivery market, growing way faster than other EMs. The company is planning to raise INR 82,500mn through an IPO to invest in its current business and initiate new delivery-focussed business streams (scaling to delivering any product). Concerns p...
Mcap: INR 8bn | Sell | TP: INR 14, CMP: INR 24 | Downside: 42% §Q4FY21 revenues declined 7.4% YoY to Rs 425mn despite a low base, as traditional verticals were continuously under strain, losing to the digital amidst COVID. However, it grew 4.5% QoQ in Q4, contributing 11% YoY to overall volume growth. EBITDA stood at INR 29mn...
Digital business remains a drag View Zee has reported a domestic ad revenue decline of 20% YoY, largely in line with industry estimates, despite a hefty ad revenue gain due to Zee Anmol moving towards FTA in June ’20. Ad growth challenges are expected to persist throughout H1FY22 due to lock-down in most sta...
Existing subscribers form a large chunk of views on Zee5 Salman starrer Radhe released yesterday on Zee5/Zee Plex platforms; our channel checks indicate that the film is expected to garner almost 2.5-3mn views in the first weekend, however a large portion of this are expected to be through existing Zee5 subscribers; we expect...
