Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

CLSA on ZEE Ent
Buy, Target Price Rs 316
CCI approves Zee-Sony merger
Merger will be a stock rerating catalyst
Post-merger, Sony will hold majority 51% & merged co, will have cash of $1.5bn
Valuation compelling, currently trading at a 15x PE for FY24CL

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!