Shuchi Nahar's Weekend Blog!

Media Sector - Opportunity ! Shuchi.P.Nahar To understand the sector ,here is my article to understanding in depth media sector Part1:  https://myweekendspot.blogspot.com/2020/03/understanding-media-sector.html Part2: https://myweekendspot.blogspot.com/2020/03/understanding-media-sector-part-2.html Digital communication was anyway becoming the way of life, a reality that has accelerated amid the COVID19 crisis. Amid the lockdown in India which is our primary market, people have been spending more time on digital media. As we enter 2020, it’s clear that the growth of  video streaming  will continue to explode. In fact, in most recent Digital Media Trends Survey, more respondents indicated that they have at least one streaming video subscription (69%) than possess a traditional pay-TV subscription (65%). At the same time, an all-out streaming war is underway, with virtually every media company looking to establish direct relationships with consume...

Understanding the Basics Of Media Sector - Part 2 Shuchi. P. Nahar This blog is in continuation  with the previous blog post , link to my previous article :  https://myweekendspot.blogspot.com/2020/03/understanding-media-sector.html  This article will help us understand the core metrics to track , various moats and most importantly checklist to follow before you dwell deep into the media sector.   OutLook for Media Industry in India The world has recognized the fact that India offers a huge market which is extremely diverse and spans across virtually every type of media. Despite the current vibrancy and strong progress, the growth story is far from peaking. Advertising spends as a percentage of GDP in India are still relatively low.  Further, the uptick in wireless broadband connectivity and infrastructure seen alongside the country’s predominantly young demographics presents a vast new opportunity. According to a PWC report, ‘Globa...

Understanding the Basics Of Media Sector - Part 1 Shuchi. P. Nahar Companies in the media sector offer ample opportunity for great term investment gains , but successful investing in media stocks takes more than just picking the next hit TV show, predicting the next blockbuster movie, Or finding a new best selling book. Of the two dozen media companies that we follow, only some of them have economic moats. The key is to identify those companies that will continue to grow consistently and churn out lots of cash for years to come. Many companies in media sector benefits from competitive advantages such as economies of scale and monopolies, which makes it easier to sustain excess profits for long periods of time. The strong showing in the media sector can be traced to a number of factors, but we will argue that the two most important factors are appealing economics and significant competitive advantage. Differentiated and focused products give media firms competitive advanta...