In the next few weeks, India will be done with its national elections and Eros Plc. (NYSE:EROS) is well positioned to benefit from resumption of media & entertainment consumption, after months of news & current events dominating the national media. The near-term boost is an opportunity to take a closer look at this recently listed (In the U.S.) business and a great play on domestic media & entertainment consumption in India.
Besides the strong macro trends favoring the industry, recent efforts by the company to monetize its large library of films, expanding distribution channels and a decent line-up of new releases bode well for the coming quarters. The Eros model is much more conservative, compared to a typical...
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