Digitization- A game changer for TV18?

Stock Opportunities
110

Anyone knows how tv18 saw big jump in reserves and big reduction in borrowing ?

IMG_20240111_215618
IMG_20240111_2156181080×1562 254 KB

1 Like
111

Anybody tracking this?
How the recent JV with jiocinema n hotstar gonna affect TV18?
Charts didnt show any reaction as such.

112

Can someone please help me understand what exactly is happening in Tv18 & why is stock down 40%?
What is the latest nclt filing for?

113

Post the merger of network 18 and TV 18, the combined entity will have the following
1.Money control
2. News 18 with 14+ regional channels
3. BookMyShow 39% stake
4. Forbes India overdrive and better photography magazines
5. CNBC - Four channel
6. CNBC web And first post web
7. CNN
8. 51% stake in history TV
9. 50% joint venture with via com 18 - India cast
10. 24.5% take in Eenadu Four Telugu channels
11. Colosseum media - famous for Coke studio, roadies splits villa and Masterchef

  1. The most important of all New joint venture of Viacom 18 And Disney star

According to media sources, network 18 will hold 13.64% of Viacom 18

The new joint venture -
46.4% Viacom 18
16%. Reliance Industries
36%. Disney star

This new venture has following in their buckets

  1. Colours
  2. MTV
  3. Nick Sonic
  4. Comedy Central
  5. Star - 56 different channels
  6. Star sports - Channels
  7. National geographic

OTT and Content platforms like

  1. Disney Hotstar
  2. Voot
  3. JioCinema
  4. Star Studios
  5. Marvel
  6. HBO
  7. Max
  8. Paramount
  9. Viacom Studios
  10. Pixar
  11. Balaji films
  12. Warner Bros

With A brand like this, this company can rule the media space in India in the days to come
With a consolidation of the ventures content, it will be the direct competitor to the biggest like Amazon, prime and Netflix

2 Likes
114

In addition to what @Niranjan_Bhat have mentioned which was so to the point. The article from Economic times of today covers the major developments related to the merger between Disney’s Star India and Viacom18. Key points include:

  1. Board Appointments: Nita Ambani and Akash Ambani, along with key figures from Disney Star and Bodhi Tree, have been appointed to the board of Viacom18 ahead of the merger. The article also mentions the inclusion of other influential members like James Murdoch (Bodhi Tree) and Mohammed Ahmed (QIA).
  2. Combined Entity: Post-merger, the combined entity will hold a significant position in the media industry, with a portfolio that includes Disney+ Hotstar, JioCinema, and other major content platforms.
  3. Ownership Structure: Reliance Industries is expected to nominate six members to the Viacom18 board, while Disney Star will have three members, reflecting a major strategic collaboration.
  4. Viacom18’s Future: The merger solidifies Viacom18’s leadership in the Indian media market, combining traditional TV channels with new OTT platforms to compete with global giants like Netflix and Amazon Prime.

In short, the merger will create a powerful media conglomerate, expanding its influence across TV and streaming services.

2 Likes
115

TV18 Broadcast Limited (TV18) has announced the completion of the merger with Network18 Media & Investments Limited (Network18). The Ministry of Information and Broadcasting has approved the transfer of TV18’s news channel licenses to Network18. Network18 will issue 100 equity shares for every 172 shares of TV18 held by shareholders other than Network18. The Record Date for determining eligible shareholders is Wednesday, October 16, 2024.

Viacom 18 and Disney star merger also expected to complete by Diwali - Interesting to read updated annual report and stake holding of network 18 in new Disney merger

Hope shareholders get some value - Ambani famous for not creating any wealth for its shareholders

2 Likes
117

2024-2025 has been very bad year for TV18 / Network18 shareholders

  • Stock came down to 40 which is TV18 Price
  • 40 is price which was paid by Ambani during 2014 ( 11 year lost of wealth )
  • Reliance converted preference shares in December and totally snatched the revenue generator from NW18 Basket
  • Reliance got asset and NW18 shareholder got what ? A Morning robbery by Ambani
  • What did Network 18 now left with - CNBC , NEWS 18 , Moneycontrol , Firstpost , 39% Bookmyshow and 6% JIOSTAR

Let’s do some calculation - Now merge entity has 154 Crore outstanding shares
To reach all time High company need
|PE Ratio|EPS Needed|Net Profit Needed (154 Cr shares)|
|20. |₹30. |₹4,620 Cr|
|30. |₹20. |₹3,080 Cr|
|40. |₹15. |₹2,310 Cr|

Let’s take PE 80 then also Company need annual profit of 1,155 crore annual Profit

This doesn’t seem to happen even in dreams looking at current earning and profit that too with assets left with company

What could go well with Network 18 which could give at least some good returns are

  1. Merge Den Network and Hathway - Debt free and cash rich company with good annual profit
  2. In future if we see IPO of Bookmyshow and JIOSTAR
  3. Moneycontrol to achieve Fintech revolution

Only 3 things that could bring better deal to NW18 apart from that everything is absorbed

Company might use merger synergy and does cost cut and can become profitable but we don’t see any hope from it’s current business which can help to cross even 100 per share

  • Network18 unless they pivot their business from typical news media to some Tech company they can’t create any value
  • Adaptation of AI can bring some cost cut but will they able to attract Advt going forward ?

Network 18 need to innovate themselves into new venture or investing

  • Start own venture capital firm to invest in Startup’s
  • Buying significant stake in companies like PVRINOX or Similar media companies which can add some value to chain
  • Acquisition of any existing companies from other sector

or at least need to follow what worked for US media companies like

  • Comcast 145B Mcap - NW18 is not even 1B mcap
  • Bloomberg
2 Likes