Sun Tv - Will the sun keep shining?
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=987
Printed Date: 21/Apr/2025 at 2:45pm
Topic: Sun Tv - Will the sun keep shining?
Posted By: vnstks
Subject: Sun Tv - Will the sun keep shining?
Date Posted: 14/Jun/2007 at 2:14am
| Sun TV has announced stock split and bonus shares. It recently cooled off after tiff between its management and ruling party in TN. They have recently signed a deal with Nimbus to broadcast Cricket on Sun News(Tamil) with tamil commentary and similarly in its other southern regional language channels. Anybody following Sun TV? |
Replies:
Posted By: s_praharaj
Date Posted: 15/Jun/2007 at 11:22pm
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Sun TV has announced 1:1 bonus.
But when did they announce the stock split.
Whether this stock split is prebonus or post bonus.
Whether Sun TV has got any rights in the film "Shivaji".
Though the differences with Karunanidhi is not visible in the open,
they are far from died-down.
I have started tracking the stock recently, but the political implication of difference with ruling DMK, is difficult to assess. I don't know, whether at this point of time, the stock is a good buy or not. ------------- Shashi Praharaj |
Posted By: deveshkayal
Date Posted: 15/Jun/2007 at 11:29pm
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I dont think political differences will affect SUN TV..I think GV Films has got the right for Sivaji.. ------------- "You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett |
Posted By: vivekkumar_in
Date Posted: 15/Jun/2007 at 11:44pm
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The newly launched Raj TV group's Kalaignar TV (which now has blessings of ruling DMK) has acquired the rights of Shivaji... However this should not affect SunTV .. SunTV has about 70% viewership in Tamil Nadu and its next competitor is far behind Nevertheless while it may be a good company to own.. I have my concerns whether minority share holders will be benefited.. ------------- Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch |
Posted By: basant
Date Posted: 15/Jun/2007 at 9:27am
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DO you think that the Marans as promoters are not as fair as they ought to be. ANy reference that you might put out for it. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: jstk
Date Posted: 15/Jun/2007 at 11:14am
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Kalanidhi Maran is a visionary & an aggressive Manager.
He knows what he is doing and if you see how they have expanded their footprint over the last decade, it is really fantastic!
They enjoy tremendous pricing power, reach & frequency that many others ( anywhere in India )cant even dream about
Though the DMK feud is something which does not look like something which will be resolved very soon, i feel one should not be worried too much about it affecting Sun Tv's commercial operations / profitability.
Afterall, they came out stronger even after 5 years of Jaya rule.
Anyways, Kalaignar TV is now being launched as a 100% Karunandihi family venture with Stalin & Azhagiri's mother holding 60%, his daughter, Kanimozhi holding 20% & Sarath holding 20%
http://www.mumbaimirror.com/net/mmpaper.aspx?page=article§id=3&contentid=2007061502444071817ccf176 - http://www.mumbaimirror.com/net/mmpaper.aspx?page=article§id=3&contentid=2007061502444071817ccf176
regarding minority shareholders, my feeling is there is frankly nothing they have done as of now to warrant any apprehensions.
jayendra ------------- If you buy for a non-value reason, you will end up selling for a non-value reason. |
Posted By: PKB2000
Date Posted: 25/Aug/2007 at 12:53pm
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HDFC security Puts BUY on SUN TV
Target is INR450.00. Interesting. ------------- I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso |
Posted By: India_Bull
Date Posted: 26/Aug/2007 at 2:40pm
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I wont be suprprised to see Sun TV goes beyond 500 by the March 08 since there are multiple triggers in the coming months.
------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: PKB2000
Date Posted: 27/Aug/2007 at 9:10pm
I also feel strongly on your view,though CLSA maintain a sell call on it and expect to go down to 285 level. I wish to think that if it comes down to 285 then they may buy again
 , (besides I have a doubt on their publicity on buy and sell call as they were putting buy call on HLL - since then the script always vibrates in the range of 200 within a tolerance of +-5% DO THEY REALLY BUY HLL?) ------------- I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso |
Posted By: kattur
Date Posted: 27/Aug/2007 at 12:07pm
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The Marans going public with Sun was a smart move and it won't be easy to dislodge them from their top spot. Even Star and Zee do not have the kind of reach that Sun and its group channels have. And they are available in most part of the world, particularly popular in the Far East and many States in the US and Europe. I would definitely buy it on every dip.
The stock split and Bonus were announced at the same time. ------------- kattur |
Posted By: dhanabbal_g
Date Posted: 28/Aug/2007 at 1:37pm
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Rightnow they are clear leaders.Now star vijay is giving them a good fight. This can be clearly seen in sun imitating/copying star vijay's programs. |
Posted By: PKB2000
Date Posted: 30/Aug/2007 at 12:36pm
And now they are with RED FM joint ventures
As per TV18
(SunTv up today by 10%
So its peer ENIL is also up by 10%)
 ------------- I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso |
Posted By: PKB2000
Date Posted: 11/Sep/2007 at 10:27pm
As I heard Sameer Aurora likes FM radio and he is a fan of FM radio etc.(Reference Tv18 Udyan Vs Aurora- the asian tiger). Though He has not told us whether he likes SUN Tv for that purpose in addition to ENIL or not. He did not take the name of ENIL either. ------------- I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso |
Posted By: vivekkumar_in
Date Posted: 11/Sep/2007 at 11:48pm
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ENIL is more FM play than SunTV. ENIL is for one Pan India. But for TV channel nothing can beat SunTV in general entertainment in South India. They have a great moat. When made a pay channel no package in South India will be there without SunTV group of channels in it. ------------- Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch |
Posted By: dhanabbal_g
Date Posted: 12/Sep/2007 at 11:12am
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Sun tv's kids channel "chutti tv" is number one in that space in tamilnadu now. their plan is to replicate this in the neighbouring states... source : latest business today |