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NAB Preview: Policy to Drive Media Reshuffle

We acknowledge that most investors today are either searching for the playbook for the trade war end game (there isn’t one) or taking Buffet’s advice and reading Kipling’s “If.” But there will continue to be other events that will affect stocks. As we have discussed many times, while all sectors are impacted by Trump’s policies, the sector we follow most likely to be materially affected by non-tariff, tax, and immigration policies will be broadcast television. Further, those policies will have collateral consequences for others, including cable and telco multi-channel video program distributors (MVPDs), equipment manufacturers, wireless companies, and others. Next week, the National Association of Broadcasters (NAB) will hold its annual meeting in Las Vegas. Traditionally, this is a show where policy makers and industry leaders discuss the policy issues on the table and their impact on the business. In this note, we discuss ten questions that, if answered, will provide a map for how the policies and affected businesses will interact and drive large changes over the next 24 months.
Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Blair Levin

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