Rajandran R FollowCreator of OpenAlgo - OpenSource Algo Trading framework for Indian Traders. Building GenAI Applications. Telecom Engineer turned Full-time Derivative Trader. Mostly Trading Nifty, Banknifty, High Liquid Stock Derivatives. Trading the Markets Since 2006 onwards. Using Market Profile and Orderflow for more than a decade. Designed and published 100+ open source trading systems on various trading tools. Strongly believe that market understanding and robust trading frameworks are the key to the trading success. Building Algo Platforms, Writing about Markets, Trading System Design, Market Sentiment, Trading Softwares & Trading Nuances since 2007 onwards. Author of Marketcalls.in
Zee News Ltd (ZNL) operates a unique bouquet of channels comprising six regional entertainment channels and four news channels. The key revenue contributors are Zee News, Zee Marathi and Zee Bangla, with the latter two channels having made tremendous gains in viewership to achieve and consolidate their leadership positions. While Zee Gujarati is being revamped, the new businesses of Zee Telugu, Zee Kannada, Zee 24 Taas and Zee 24 Ghanta are making steady progress.
Strong traction in ad revenues:
ZNL is focusing hard on improving programming of the existing channels and gaining a much higher contribution from the new channels as they stabilise and gain traction in viewership. Powered by these efforts ZNL's ad revenues are expected to grow at a CAGR of 33% over FY2007-10.
Being part of the Zee group is an advantage:
Of the ten channels that ZNL operates eight are pay channels. The packaging of the ZNL channels with Zee TV, the flagship channel of the Zee group, allows ZNL to garner higher pay revenues. Also, the infusion of addressability in television distribution system on account of the digitisation of CAS and the expansion of DTH is likely to ensure sustained improvement in the pay revenues of ZNL .
Margins to improve substantially:
As the new businesses achieve a critical mass of viewership, we expect a substantial growth in the revenue contribution from these channels. We expect the company to achieve operating profit margin of 20.6% by FY2010.
Attractive valuations:
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Rajandran R FollowCreator of OpenAlgo - OpenSource Algo Trading framework for Indian Traders. Building GenAI Applications. Telecom Engineer turned Full-time Derivative Trader. Mostly Trading Nifty, Banknifty, High Liquid Stock Derivatives. Trading the Markets Since 2006 onwards. Using Market Profile and Orderflow for more than a decade. Designed and published 100+ open source trading systems on various trading tools. Strongly believe that market understanding and robust trading frameworks are the key to the trading success. Building Algo Platforms, Writing about Markets, Trading System Design, Market Sentiment, Trading Softwares & Trading Nuances since 2007 onwards. Author of Marketcalls.in
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