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MUMBAI: Share prices of some media companies have soared nearly 60% in March alone owing to the rapid growth in demand for movies and entertainment content from subscribers amid an aggressive expansion of 4G<\/a> services by telecom operators such as Bharti Airtel, Vodafone and Idea.\n
\nAnalysts expect content owners with movies and entertainment libraries to gain significantly as they are expected to monetise their assets. Telecom operators with 4G services and distribution platform companies such as Hungama and Hooq are increasingly looking to bolster their content offering as the number of subscribers is growing fast.
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Mukta Arts has surged 58% in March so far this year, while Shemaroo Entertainment<\/a> 29.5%, Eros International Media<\/a> has rallied 29%, Raj Television Network has gained 23%, Saregama India<\/a> 20%, and Tips Industries<\/a>, Balaji Telefilms and Sun TV Network<\/a> have appreciated nearly 15% each. All these stocks have outperformed the Nifty Media Index that has gained about 6.5% this month so far.
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\n\"The media and entertainment companies with a movie library are expected to receive significant one-time boost from the 4G services launch by telecom operators,\" said Anand Shah, chief investment officer with BNP Paribas Mutual Fund. \"However, investors should remain very selective about stocks and evaluate whether companies can sustain their future earnings momentum with newer properties,\" he said.
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\nBharti Airtel, India's leading telecom operator, is offering value-added services through Wynk Music and Wynk Movies app for 4G subscribers for streaming and downloading music and movies.
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\nVodafone is offering 4G subscribers Hungama play and Hooq app for entertainment and streaming of movies, live TV shows, music and full length content. Idea, through a similar strategy, is providing music and movie content in association with Hungama and Eros Now. Analysts are betting big on the launch of Reliance Jio, which is planning to make 4G network commercial later this year and has similar plans for subscribers.
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\n\"Companies with strong legacy are expected to monetise their assets while those with robust pipeline are expected to find value in the market,\" said Sanjay Chawla, director research at JM Financial. \"Some of the media and entertainment companies will definitely see value unlocking as telecom companies are planning to bundle up their services through the 4G operations,\" he said.
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\nShemaroo Entertainment, one of the key content players, had earlier signed a 1,000-movie title partnership with HOOQ, a joint venture between Warner Bros, Singtel and Sony Pictures. Analysts expect more similar partnerships of this nature owing to increase in smartphone penetration and improved bandwidth speeds.
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\nNetflix, the America-based video streaming content producer and distributor giant recently launched its services in India. Analysts remain positive about local media and entertainment companies as global players may tie up for local content.\n\n<\/body>","next_sibling":[{"msid":51498807,"title":"Persistent Systems announces leadership and organisational restructuring","entity_type":"ARTICLE","link":"\/news\/persistent-systems-announces-leadership-and-organisational-restructuring\/51498807","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":51498842,"entity_type":"ARTICLE","title":"Buoyed by 4G, share prices of media companies soar","synopsis":"Analysts expect content owners with movies and entertainment libraries to gain significantly as they are expected to monetise their assets.","titleseo":"telecomnews\/buoyed-by-4g-share-prices-of-media-companies-soar","status":"ACTIVE","authors":[{"author_name":"Biswajit Baruah","author_link":"\/author\/479229259\/biswajit-baruah","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479229259.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479229259,"author_name":"Biswajit Baruah","author_seo_name":"biswajit-baruah","designation":"Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2016-03-21 20:28:09","lastupd":"2016-03-21 21:40:05","breadcrumbTags":["Internet","Sun TV Network","Tips Industries","4G","Shemaroo Entertainment","Eros International Media","Saregama India"],"secinfo":{"seolocation":"telecomnews\/buoyed-by-4g-share-prices-of-media-companies-soar"}}" data-authors="[" biswajit baruah"]" data-category-name="" data-category_id="" data-date="2016-03-21" data-index="article_1">
孟买:一些媒体公司的股价飙升近60%仅在3月由于快速增长的电影和娱乐内容需求用户积极扩张4 g服务等电信运营商Bharti Airtel,沃达丰(Vodafone)和想法。分析师预计,与电影和娱乐库内容所有者获得显著,因为他们预计将资产变现。电信运营商与4 g服务和分销平台等公司的Hungama和Hooq越来越希望提高他们的内容提供随着用户数量的快速增长。
艺术Mukta 3月份上涨了58%,今年迄今Shemaroo娱乐29.5%,厄洛斯国际媒体已经上涨29%,Raj电视网络已经上涨23%,Saregama印度20%,建议行业、巴拉电视片和太阳电视网络升值近15%。所有这些漂亮的媒体股的表现指数本月已上涨约6.5%。
“电影图书馆的媒体和娱乐公司预计从4 g服务接收重要的一次性增加由电信运营商推出“Anand Shah说,与法国巴黎银行(BNP Paribas)共同基金首席投资官。“然而,投资者对股票应该保持非常挑剔和评估公司是否能够维持他们的未来盈利增长势头与更新属性,”他说。
Bharti Airtel,印度领先的电信运营商提供增值服务通过Wynk Wynk音乐和电影应用4 g用户流和下载音乐和电影。
沃达丰提供4 g用户的Hungama玩耍和Hooq娱乐和流媒体应用的电影、电视直播节目,音乐和完整的内容。的想法,通过一个类似的策略,提供音乐和电影内容与现在的Hungama和厄洛斯。分析人士推出信实Jio上下了很大的赌注,这是计划今年晚些时候让4 g网络商业和用户有相似的计划。
“公司强大的遗产将资产变现而健壮的管道预计将在市场中发现价值,”桑杰·乔说,JM金融研究主管。“一些媒体和娱乐公司肯定会看到价值开启电信公司正计划将其通过4 g服务业务,”他说。
Shemaroo娱乐,球员的一个关键内容,早些时候签署了一项1000 -电影标题与HOOQ合作,华纳兄弟之间的合资企业,新加坡电信和索尼影业。这种性质的分析师预计会有更多类似的伙伴关系由于智能手机普及率的增加和改进带宽速度。
Netflix,美国的视频内容生产商和分销商巨头最近在印度推出了它的服务。当地媒体和娱乐公司分析师依然看好全球玩家可能把本地内容。
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