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DTV: Hulu would add to the suite. No risk to the de-equitisation

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Bids for Hulu closed on Friday. DTV is said to have made a bid for the online video service. While details are scant and who will win the bidding process unknown at this juncture we see little risk to DTV’s on de-equitisation. The Hulu transaction,  valuation likely around $1bn, is not likely to dent the $4bn of share-buybacks announced by the company. Indeed, it adds an OTT channel to the product suite, potentially giving a means for the business to address a larger market in the US. We view the company’s ‘moat’ as the provision of high quality content for a relatively affordable monthly fee. Marrying content with distribution has been successful for the likes of Comcast and we believe DTV could follow suit. Stay long DTV.


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