Media Industry (Print, Publishing, Digital etc.)

Re: Media Industry

Postby winston » Wed Mar 01, 2017 8:50 am

4 Media Stocks That Will Win BIG on Fake News Accusations

Media stocks had nowhere to go until fake news and "The Donald" arrived

By Josh Enomoto

Source: Investor Place

http://investorplace.com/2017/02/4-medi ... LYaavl96M8
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Re: Social Media

Postby winston » Mon Apr 10, 2017 12:01 pm

Can Chinese Internet Stocks Still Win from Online Advertising?

By Isabella Zhong

Online advertising dollars have been one of the most exciting growth drivers for Chinese Internet companies like Tencent (700.HK) and Weibo (WB) in recent years.

But how much room is left for China’s online advertising market to grow further?

The good news: China’s total ad spending as a percentage of GDP still lags well behind that of the U.S. (0.6% versus 1%).

Jefferies analyst Karen Chan argues the gap should narrow as China transitions to a more consumption and service-driven economy.

The not-so-good news: The ad spending share for mobile is quickly approaching its time spent share. Mobile has been a key battleground for Chinese Internet companies as it continues to capture a greater share of attention spans from PC despite slowing growth in the overall amount of time spent online by Chinese netizens.

But Chan argues mobile time spent share isn’t necessarily a cap to mobile ad spending share given ad effectiveness can be better measured and enhanced through mobile-only targeting.

Mobile ad spending share has already or is expected to surpass its corresponding time spent share in markets including U.S. and UK.

We estimate 80% of China’s total media ad dollars will be spent on digital by 2020, among which mobile will account for 80%.

Chan expects mobile in-feed advertising such as the Moments ads in Tencent’s WeChat messaging app to be the fastest-growing ad format.

According to iResearch, China’s mobile in-feed ad is expected to reach RMB46.1bn in 2017, +72.6% YoY, representing 13% of total online ad and 20% by 2020.

Going forward, we expect mobile in-feed ad to be more integrated with multimedia formats or click-to-action buttons, and in most cases, both.

Mobile short video is also poised to be a bright spot. Chan expects mobile short video to take a higher share of video-based ad dollars as eyeballs shift from TV to online.

With online representing almost 1/3 of video-based attention but only 1/4 of video ad spending, we believe declining TV time spent share will be reflected in advertiser behavior.

Product placement and program sponsorship should become alternative ad revenue sources for long-form online video platforms as increasing mix of pay-to-view online video content cannibalizes ad slots.

At the other end, high-frequency content consumption of mobile short video on social platforms such as Weibo and Momo should attract increasing ad dollars.

Importantly, eyeballs aren’t the only driver of advertising dollars: monetization efficiency – or how well eyeballs are converted into ad dollars – also play a key role.

Although China’s major social apps are catching up with global peers in MAU base, their monetization efficiency is still at a nascent stage. Ad revenue/MAU of Tencent and Weibo is at a 70%+ discount to Facebook and Twitter in 2016.

Meanwhile, we expect BAT to continue dominating China’s online ad market with close to 60% aggregate market share.

Chan’s top picks among Chinese Internet stocks outside of e-commerce are Tencent, Weibo and Momo (MOMO). The analyst has a buy rating on all three and sees upside of between 17% and 34% for the stocks.

Source: Barron's Asia

http://blogs.barrons.com/asiastocks/201 ... vertising/
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Re: Social Media

Postby winston » Sun Jun 04, 2017 5:54 pm

“State of the Internet” in 3 Charts

By Louis Basenese

Source: Wall Street Daily

http://www.thetradingreport.com/2017/06 ... -3-charts/
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Re: Media Industry

Postby winston » Wed Apr 24, 2019 11:23 am

The iShares Evolved U.S. Media and Entertainment ETF ( IEME )

The iShares Evolved U.S. Media and Entertainment ETF is an actively-managed, thematic ETF, with market cap of approximately USD 5.54 million and expense ratio of 0.18%.

The fund offers exposure to U.S. companies with media and entertainment including various content providers to streaming-video service providers.

More traditional media giants have planned to engage into the streaming-video market.
Disney, AT&T and Apple will join Amazon and Netflix with services featuring original content.

The success of market leader, Netflix can be greatly attributed to its popularity of original content library. In order to drive subscribers` growth in growing crowded market, it is necessary for Disney, AT&T, Apple and other streaming-video providers to create content library through M&A.

According to a 2018 report from Park Associates, 36% of U.S households with broadband have two or more OTT subscriptions. It is believed that the streaming market won`t be a
zero-sum game because consumers likely subscribe multiple services.

Therefore, investors can capitalize the growth of streaming-video market via IEME.

Recommend to buy at $27, target price $30.97, cut loss if drop below $26.46.

Source: Phillips
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Re: Social Media

Postby winston » Wed Jul 01, 2020 2:21 pm

US Technology Sector – #SpotlightonSocialMedia

As we have written about previously, regulatory pressures on large internet companies are indeed par for the course in an election year.

The latest high-profile regulatory development involves the Justice Department’s proposal to rollback some Section 230 protections, which specifies that Internet companies are generally not held liable for the actions of their users.

While firms like Facebook, Alphabet and Twitter, have already begun to self-police, a further increase in headcount and related investments could pose an expense risk.

Still, as we understand, this proposal would need to be adopted by Congress before taking effect; while there appears to be some form of bipartisan support for this type of reform, the legislative process is likely to be slow.

Volatility for many internet firms could ensue in the months ahead, but this latest development broadly sits within the realm of investors’ expectations.

What has been unexpected was the pressure on social media firms extending beyond regulators, as evidenced by the recent boycott by numerous advertisers of a number of platforms, with Facebook and Instagram as the primary targets.

While this appears to be a major issue for Facebook, Morningstar believes that the current movement does not represent a significant risk for the firm given:-
(a) its fundamental appeal to advertisers arising from its captive and sizeable base,
(b) the manageable risk to the top-line, and
(c) potential ad inventory buying by smaller advertisers with direct-response campaigns who can take advantage of lower prices.

On the other hand, the risks are likely to be greater for Twitter, given the high degree of brand spend and its function as an open town hall.

Still, there could be some names that are relatively better positioned within the social media space.

Snap is likely to stack up better than Twitter as it is more direct-response driven, and its platform delineates personal chat from professional content and news, the latter of which is curated.

Snap, as well as Pinterest and Alphabet (YouTube) could see advertisers switching over to them from Facebook and Twitter.

With the recent sell-off, we recommend gaining tactical exposure to Pinterest, while waiting for additional pullback before adding to quality franchises like Facebook and Alphabet.

All-considered, we recognise the landscape for large internet firms can be challenging to navigate, and we thus believe that investors should also consider compelling picks within the Software-as-a-Service (SaaS) sector.

Over the course of the latest earnings season, it is clear to us that the sector has been relatively resilient, and this reflects the criticality of numerous software categories as individuals and business adjust for more distributed workforces, as well as more automated workflows and processes.

Unlike some of its internet peers, SaaS names also attract significantly less regulatory scrutiny and pressure.

Our picks within the sector are Salesforce.com for its improving pipeline and close rates, as well as Adobe for the tailwinds arising from the work-from-home environment.

We also continue to like ServiceNow for its importance in powering digital transformation, and recommend adding to the name on pullbacks.

Source: OCBC
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Online Video Industry

Postby winston » Fri Aug 06, 2021 2:38 pm

CN Official Press: Online Video Rout Warrants Attention; Operators Should Return to 'Content Primal'

The rout in online video industry in China warrants attention since innumerable videos not only present indecent and exaggerated contents but also promote ignorance of health and life safety, entailing negative impact on the public, as a official Chinese media said in its commentary.

The commentary opined that video platform operators should be clear about the causal relationship between content and internet traffic, and return to the correct direction that "content is primal".

UBS: CN Internet Regulation May Last into Yr-end, Sector Yet to Hit Bottom; Restates UW on Dotcoms

Source: AAStocks Financial News
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Re: Online Video Industry

Postby winston » Fri Aug 13, 2021 11:53 am

People's Daily Article: Live-streamers' Flirting, Luring for Reward Are Bad Orientation for Minors

In an article titled "Zero Tolerance for Three Online Vulgarities", People's Daily blasted certain shady mechanisms and contents on video streaming platforms.

For instance, live-streamers are flirting with users and luring them to give rewards, which will orient minors towards detrimental behavior.

Particularly, the "Zuan culture" characterized by foul language has been spreading across game communities, social media and video platforms, jeopardizing minors who are weak at discerning good from evil.

Source: AAStocks Financial News
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Re: Media Industry

Postby behappyalways » Wed Sep 21, 2022 6:55 pm

"The Environment Has Gotten Worse": TV & Film Industry Sputters As Cost Cutting And Layoffs Take Hold
https://www.zerohedge.com/markets/envir ... -take-hold
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Re: Media Industry

Postby behappyalways » Tue Oct 18, 2022 10:02 am

Netflix Vs Disney: Who's Winning The Streaming War?
https://www.zerohedge.com/technology/ne ... eaming-war
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Re: Media Industry

Postby behappyalways » Sun Jul 02, 2023 10:17 am

Tears of the times! National Geographic magazine will stop selling paper copies next year after its first publication 135 years ago.

It will be awarded the "Window of the World" record in the world.

The most famous green-eyed girl in Afghanistan

時代眼淚! 國家地理雜誌創刊135年明年停售紙本 受封"世界之窗"紀錄全球 阿富汗綠眼少女最著名|記者 黃語暄|【國際大現場】20230630|三立新聞台

https://m.youtube.com/watch?v=c9qvoNdWusQ
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