Zee-Sony – A Strong Force In The Making: Motilal Oswal

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.The proposed merger between Zee Entertainment Enterprises India Ltd. and Sony Pictures Networks India), which was recently approved by the National Company Law Tribunal, is expected to create a dominant player in the media industry. A war chest of $1.6 billion (capital infusion) and steady annual Ebitda generation capability of ~Rs 40-50 billion from the linear business should enable Zee Entertainment to compete within the high-growth digital segment and to fund its recent foray into the sports segment. Further, Zee’s deep understanding of the Indian entertainment market, better bargaining power, and ability to produce a strong line-up of content should allow it to have a strong play within the OTT space. We believe the current valuations do not fully capture the combined entity’s potential growth catalysts. While there has been some stability in subscription revenue with the implementation of National Tariff Order 3.0, the persistent softness in the ad market and the company’s decisions on content investment would be the key factors to watch out for..Click on the attachment to read the full report: .What’s Ailing The German Economy?.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Zee-Sony – A Strong Force In The Making: Motilal Oswal

Emerging strong player in the broadcasting space.

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