Saturday, April 24, 2010

>MEDIA PRINT SECTOR (KOTAK SECURITIES)

Stick with the top guns: Our analysis of the areas of poeration (print markets), print players' position with markets and advertising potential of markets validates the dominant position of top Hindi print players and widening gap over small competition. We highlight the key drivers of Indian print media over the next several years (1) rising prominence of regional print, (2)emergence of niche print, (3) diversification into new media platforms, (4) emerging advertising categories as well as (5) benign newsprint cycle and its impact.

Print leadership index validates dominant position of top Hindi players
Stick with the Top Guns as they continue to outperform smaller players
Advertising revenues: Regional print, niche print, diversification and emerging advertisers
Benign newsprint cycle and growth differential betwwen India and the world

To read the full report: MEDIA SECTOR

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