Krishnan Of Tybourne Capital On Value In Emerging Markets Media

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 . . .


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