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Television media companies- Rivals or partners?

Sep 9, 2011

This article discusses the impact of Zee-Star alliance on the industry and the companies involved in the deal.

Is Facebook the new company website?

Apr 11, 2011

This article discusses that social media is now a new medium of advertising.

The era of Mobisodes and Webisodes is here

Mar 2, 2011

This article discusses the latest trends in the media industry- new media platforms.

Indian media: What lies ahead?

Jul 10, 2010

Equitymaster discusses the growth drivers which will propel the Indian media industry.

The money is in Indian languages

Dec 11, 2009

Equitymaster presents examines the increasing dominance of regional media and why the money is in Indian languages

DTH: The road ahead

Dec 15, 2008

Television media is among the fastest growing industries in India. Its value chain consists of three parts -content providers (production houses), distributors (channels) and platforms (cable, DTH or Direct-To-Home). All three are witnessing massive investments and severe competition. In this article, we shall compare the DTH space with the telecom industry in search of lessons for the road ahead.

Balaji Telefilms- Putting it all together

Dec 13, 2007

Over the past few weeks, we analysed the company's performance on a year-by-year basis starting from FY04. In this 'summing it all up' article in the series, we shall see how Balaji Telefilms has evolved over the last four years to become the leading television entertainment content provider.

Balaji Telefilms: A rear mirror gaze IV

Dec 11, 2007

This article is the last in our series of annual report analysis of Balaji Telefilms. In an earlier article, we had analysed the FY06 annual report of the company. In this article, we shall analyse the FY07 annual report.

Balaji Telefilms: A rear mirror gaze - III

Dec 5, 2007

We have started a series of annual report analysis of Balaji Telefilms in order to understand how Balaji has evolved to become the largest television entertainment content producer.

Balaji Telefilms: A rear mirror gaze - II

Nov 29, 2007

Balaji Telefilms is entering an exciting phase of growth with the demand for content rising and the company foraying into the new businesses of broadcasting and film production. The scrip is touching new highs on the bourses.

Balaji Telefilms: A rear mirror gaze - I

Nov 22, 2007

Balaji Telefilms, one of India’s leading content providers has had a dream run on the bourses recently. However, this is not without reason. With broadcasters making a beeline for launching new channels, especially in the general entertainment space, demand for content providers with a proven track record is on the rise.

TV Media: To broadcast or to produce

Nov 21, 2007

In the previous article we had mentioned ways in which one could participate in the media growth story. In this article, we shall see how the companies in the two major subsegments of the television media industry viz.

Media: Television Vs the Rest

Nov 8, 2007

The Indian entertainment and media Industry is divided into different segments of television, print, filmed entertainment, radio, music, live entertainment and internet. In this article, we shall see how television stacks up against other media such as print, radio, internet, cinema in terms of reach, average time spent and projected revenue share.

DISH TV: Not palatable as yet…

Oct 23, 2007

Operating revenues decline by 15% compared to 1QFY08 due to the decline of 15% in revenues from the DTH segment and change in the accounting policy of taking carriage fees as a part of revenues. 54% growth in DTH subscriber additions in 2QFY08 compared to 1QFY08 ARPU’s decline by 25% over 1QFY08 leading to a decline in revenues. Results not comparable to the previous fiscal due to limited operating history.

TV 18: Revolutionizing business news…

Oct 15, 2007

TV18 is a part of the Network 18 group that has interests in business broadcasting, general news broadcasting, personal finance portals, home shopping network and a film production business. The Network 18 group is the India partner for two of the world’s largest media conglomerates – CNBC – a subsidiary of NBC Universal – a US$ 13 bn company – and CNN – a subsidiary of Time Warner – the world’s largest media conglomerate. Raghav Bahl and Sanjay Ray Chaudhuri, both of whom started their careers

Zee Entertainment: Porter analysis

Oct 12, 2007

In the previous article, we had analysed Zee Entertainment by doing a SWOT analysis on the company's business. In this article, we shall profile the television broadcasting sector and Zee in that context by applying the Michael Porter's 5 forces analysis.

Zee Ent.: SWOT Analysis

Oct 10, 2007

In the previous article we had a look at the demerger process of the erstwhile entity Zee Telefilms and the value unlocked from it. In this article we shall do a SWOT analysis of Zee Entertainment.

Zee Ent: Value unlocked…

Oct 8, 2007

In the previous article we provided an overview of the business operations of Zee Entertainment. In this article we shall have a look at the demerger process of the erstwhile entity Zee Telefilms, the value unlocked and provide an overview of the businesses of the different demerged companies.

Zee Ent: The broadcasting pioneer

Oct 3, 2007

Company overview
Zee Entertainment Enterprises (ZEEL) is a broadcasting company with its operations spread across more than 10 countries worldwide including India, USA, Europe, Africa, Caribbean, Canada, Australia, Middle East and many South Asian countries.

Television Media: Who's watching?

Oct 1, 2007

The growth of the television broadcasting sector depends on the penetration of television sets in India. Increase in the penetration of television sets would shore up the advertisement and the subscription revenues of the broadcasters enabling them to spend more on content.


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