Karan Taurani

Author

Karan Taurani is VP – Research Analyst (Media & Consumer Discretionary) Elara Securities (India)

Latest Articles By Karan Taurani

Zee-Sony Merger: An Unfavourable End Game; Zee Target Price Could Slip To Rs 130-170

Media analyst Karan Taurani writes that the merger failure can negatively impact both parties due to competition from digital media and potential threat from the merger of RIL & Disney over the near term

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ZEE Re-enters Sports

Initial views on ZEE's desperate content strategy to gain back TV viewership share; earnings look dilutive

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Digital Yorker Seals ‘IPL Auction’ Innings

Some verticals such as fintech, commerce, ed-tech and EV will see a rapid shift to digital, whereas FMCG and auto may continue to rely heavily on TV for their mass campaigns

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TV18 Q4FY22 Result First Cut – Tepid Ad. Revenue Growth For TV Largely In Line

TV18 has underperformed vs industry averages, as large scale GEC content has struggled in terms of advertisement pricing growth; overall ad. revenue for FY22 remains 4% lower vs pre-COVID levels (FY19)

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Strong Content Pipeline In March Helps Report A Healthy Growth Quarter

There was a strong recovery in sales as the business resumed normalcy, which led to an increase in overall expenses with exhibition costs and other expenses being close to pre-pandemic levels

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PVR To Merge With Cinepolis: What To Expect?

This will lead to the multiplex industry seeing a rapid shift towards duopoly - Expect 10-12% upgrade on our TP of 2,575

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Budget 2022 Impact Analysis- All Things Digital

Taurani talks of how the budget's focus on 'digital' will play out for the overall benefit in a big way

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Direct Release Economics Unfavourable For Indian Market

Karan Taurani, VP- Research Analyst (Media & Consumer Discretionary) Elara Securities shares his views on Amazon and MGM's merger agreement

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