HUL doesn't seem to be suceeding so far in whatever they are doing to stem their share loss. Is a more aggressive HUL here? They can either cut prices or increase ad and promotion expenses aggressively, or both. Or they might not do anything despite what they say - which would be good news for Godrej Consumer and Colgate.
Zee reported results two days back. Their subscription revenues are now more than ad revenues - that is something I didn't realize would happen so soon. Ad revs are down massively yoy, and that is probably the case for a lot of media companies right now in India. Can there be a sudden ad upsurge in India?
What is a good media play in India? Problem with Zee is that it is not what it seems - it will be investing in DishTV and WWIL whenever they run into problems.