Dish TV Stock Analysis
Dish TV Stock Analysis
Analysis: Dish TV is a Buy
Dish TV Analysis: Investment Rationale
Warren Buffet has said that he invests in businesses that he understands. Let us try to understand the Dish TV business
- Dish TV provides clear, DVD quality video transmission, and stereophonic sound/audio transmission for most of India’s satellite channels
- Dish TV has more reach than traditional cable
- Medium Income Group households who prefer quality and ease over price (the non price sensitive market) will certainly opt for a DTH service. Dish TV has the advantage of being an early mover and having a host of value added services (integration with travel, matrimony and job products). Being close to profitable, DishTV can easily handle the price wars in the DTH market
- Dish TV has shown thought leadership in this space by tying up with Indian Railways for DTH services in Rajdhani etc.
- Dish TV has a strong brand ambassador in Shahrukh Khan
- First mover advantage – ~1 year lead over nearest competitor and ~ 3 year lead over others
- Leader in the DTH industry – largest subscriber base ~ 5.5 mm (Jun-09)
Ok, why will Dish TV be successul against the likes of Bharti, Tata Sky, Reliance and others?
Thats the question that Dish TV’s management would have to answer for itself. For us, Dish TV is the only listed player in the space and the space is too big to ignore else why would Bharti, Reliance etc. would have wanted to enter this space.
The summary of Dish TV analysis is that the stock is Dish TV is a buy. You can search for more short and medium term stock tips on Dish TV elsewhere on the internet, but purely from the perspective of an emerging the business, the DTH business is very exciting and has huge market potential.
Dish TV is in my portfolio, but that by no means is an indication or a suggestion for you to buy it. You should consult a certified financial planner before dealing in any security.
dish tv - Google News
©2010 Google
Dish TV eyes 10 million subscribers by March 2011 - Indian Express
Buy Dish TV for one-day trade target of Rs 56: Sandeep Wagle - Economic Times
Buy Dish TV for target of 58: Sandeep Wagle - Economic Times
Dish TV can test Rs 57-60: Kulkarni - Moneycontrol.com
Web TV revolution looms large - Hindustan Times
Dish TV crosses 8 mn subs, scales up growth forecast - Indiantelevision.com
Not much upside left in Dish TV: Sandeep Wagle - Economic Times
Top 3 Games Week 1 College Football TV Schedule - TV.com
'Mobitisements' ring in the future - Hindustan Times
Buy Dish TV for the target price of Rs 52 with a stop loss of Rs 49.80: ICICI ... - Sify
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