PVR LIMITED
Prabhudas Lilladhar
| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 19 Oct 2023 | PVR INOX |
Prabhudas Lilladhar
|
1020.00 | 1984.00 | 1744.55 (-41.53%) |
Buy
|
|||||
| 30 Aug 2023 | PVR INOX |
Sharekhan
|
1020.00 | 2200.00 | 1790.95 (-43.05%) |
Buy
|
|||||
| 29 Aug 2023 | Zee Entertainment |
Motilal Oswal
|
90.29 | 320.00 | 264.95 (-65.92%) |
Buy
|
|||||
| 21 Aug 2023 | Zee Entertainment |
Geojit BNP Paribas
|
90.29 | 312.00 | 271.10 (-66.69%) |
Buy
|
|||||
| 15 Aug 2023 | PVR INOX |
ICICI Securities Limited
|
1020.00 | 2240.00 | 1713.55 (-40.47%) |
Buy
|
Content makes a strong comeback ; PVR Inox’s bull case scenario playing out
ICICI Securities Limited
PVR Inox performance update states that they have achieved ‘highest ever daily and weekend admissions and box office’. On 13th Aug’23, PVR Inox had 1.28mn admits and 3.36mn admits over Friday to Sunday with GBO revenue >INR 1bn. We think this implies an occupancy of 72-75% on Sunday and 63-65% over 3 days.
|
||||
| 13 Aug 2023 | Sun TV Network |
ICICI Securities Limited
|
553.50 | 650.00 | 545.05 (1.55%) | Target met |
Buy
|
In-line Q1FY24 performance; ad, subscription revenue outlook improving
ICICI Securities Limited
Q1FY24 ad-revenue growth for Sun TV continued to be muted (+0.2% QoQ/-1.2% YoY) due to media spends diversion to sporting events like IPL. We believe management sounded more confident about the revival in ad spends from Q2FY24. Subscription revenue grew higher than expected at 7% QoQ/ 6% YoY led by 5-6% price hikes as implementation of NTO 3.0 was smoother than envisaged earlier.
|
|||
| 12 Aug 2023 | Sun TV Network |
Motilal Oswal
|
553.50 | 630.00 | 545.05 (1.55%) | Target met |
Buy
|
||||
| 11 Aug 2023 | Zee Entertainment |
Keynote Capitals Ltd
|
90.29 | 317.00 | 270.90 (-66.67%) |
Buy
|
|||||
| 10 Aug 2023 | Zee Entertainment |
ICICI Securities Limited
|
90.29 | 255.00 | 242.25 (-62.73%) | Target met |
Accumulate
|
Green shoots begin to show in ad revenues ; Zee5 drives Q1 beat
ICICI Securities Limited
NCLT order in the matter of the Zee-Sony merger which had been reserved, will be pronounced on 10th Aug’23. We think this could be a trigger for stock re-rating if the judgement is favourable to the merger. ZEEL surprised positively on both revenue and margin front.
|
|||
| 09 Aug 2023 | Zee Entertainment |
Motilal Oswal
|
90.29 | 280.00 | 242.25 (-62.73%) | Target met |
Buy
|
||||
|
more
loading
|
|||||||||||