Krishnan Of Tybourne Capital On Value In Emerging Markets MediaRupert Hargreaves
Ira Sohn London: Eashwar Viswanathan Krishnan, Managing Partner of Tybourne Capital Management Trade
Idea: Media within Asia, Indonesia - PT Media Nusantara Citra TBK (OTCMKTS:PTMEY), Surya Media (SCM) India - Zee Entertainment Enterprises Limited (NSE:ZEEL) (BOM:505537), Sun TV Network Ltd. (NSE:SUNTV)
Themes: Ad spending within most developed nations is around 1% of GDP per year. Within India this is only 0.3%. Pay TV penetration across Asia, with the exception of India, is relatively low. Advertising intensity is low with room . . .
This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email firstname.lastname@example.org and we will get back to you as quick as humanly possible