We believe the significant skew of VPN access in Asia to entertainment demonstrates a hidden appetite for Western media content, supporting our thesis on Zoo Digital. In our view, streaming demand growth will be driven by urbanisation and globalisation trends outside of North America and Western Europe. We believe Zoo Digital is well positioned to exploit such trends and reiterate our Buy rating.
11 Feb 2019
From Asia with Love
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From Asia with Love
ZOO Digital Group plc (ZOO:LON) | 35.5 0 0.0% | Mkt Cap: 34.7m
- Published:
11 Feb 2019 -
Author:
Kartik Swaminathan -
Pages:
8
We believe the significant skew of VPN access in Asia to entertainment demonstrates a hidden appetite for Western media content, supporting our thesis on Zoo Digital. In our view, streaming demand growth will be driven by urbanisation and globalisation trends outside of North America and Western Europe. We believe Zoo Digital is well positioned to exploit such trends and reiterate our Buy rating.