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Nomura Securities Maintains a 'Neutral' on Scripps Networks (SNI); 4Q Review: Lower Revenue and EBITDA at Lifestyle Media

February 9, 2012 5:17 PM EST
SNI Hot Sheet
Rating Summary:
    4 Buy, 8 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Nomura SecuriNomura Securities maintains a 'Neutral' on Scripps Networks Ities maintains a 'Neutral' on Scripps Networks Interactive (NYSE: SNI) price target of $45.00.

Analsyt, Michael Nathanson, said, "SNI reported adj. 4Q EPS of $0.84, $0.02 better than our $0.82 (in line with consensus) estimate. The beat was driven entirely by equity in earnings of affiliates as Lifestyle Media EBITDA of $281mn missed our estimates by $14 million or 5%. The miss was driven by lower-than-expected advertising and affiliate fee revenue while segment expenses were higher."

"SNI is trading at 12x our last published 2013E earnings. We will revisit estimates following the earnings call. We still prefer media companies with big sticks to wield like Disney (NYSE: DIS) and News Corp. (Nasdaq: NWSA)."

For an analyst ratings summary and ratings history on Scripps Networks Interactive click here. For more ratings news on Scripps Networks Interactive click here.

Shares of Scripps Networks Interactive closed at $44.41 yesterday, with a 52 week range of $33.82-$53.66.


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