Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Media: Sector Outlook
The Media sector remains one of the best ways to exploit the investment opportunity fuelled
by domestic growth, in our view, and is a play on the Indian consumption story.
⇒ Advertising to GDP spend still low – ample headroom to grow. Our economics
team estimates India’s GDP growth to be 8.5% in FY12. The charts below highlights
the tight correlation between advertising spend growth and GDP growth. Hence, we
believe that Indian media stocks will post buoyant performance, given the underlying
current in Indian economy
We have divided our media coverage universe under two headings:
⇒ Broadcasters: Offer twin levers of growth - advertising and subscription
⇒ Distribution: Prefer DTH platform over cable operators
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Media: Sector Outlook
The Media sector remains one of the best ways to exploit the investment opportunity fuelled
by domestic growth, in our view, and is a play on the Indian consumption story.
⇒ Advertising to GDP spend still low – ample headroom to grow. Our economics
team estimates India’s GDP growth to be 8.5% in FY12. The charts below highlights
the tight correlation between advertising spend growth and GDP growth. Hence, we
believe that Indian media stocks will post buoyant performance, given the underlying
current in Indian economy
We have divided our media coverage universe under two headings:
⇒ Broadcasters: Offer twin levers of growth - advertising and subscription
⇒ Distribution: Prefer DTH platform over cable operators
No comments:
Post a Comment