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basant
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   Posted: 18/Apr/2007 at 11:12pm |
Tigershark: I am absolutely in agreement with Manish Chokhani's view. We have been discussing Dish here but what I meant to suggest was that this stock could go nowhere for 12-24 months and that is what we should be ready to face if we invest in this one. Remember that Bharti also went down to Rs 20 after getting listed at Rs 45.
At the end of it it would not matter whether you bought Tv18 or Dish or Zee because when a sector explodes a person holding Satyam does not complaint because he did not buy Infosys with that money.
Edited by basant - 19/Apr/2007 at 2:44pm
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tigershark
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Posted: 18/Apr/2007 at 9:26am |
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see some vehicle has to take cnbstv18 and cnn ibn and of course the others to more indian homes now one of that vehicle is DTH it is also a vehicle which yu control sitting at home.so not only the stake holders but even the content providers,andtelevision cos would like to see this business grow of course the local cablewallah would hate to see a dish sticking out of your roof!
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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basant
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Posted: 18/Apr/2007 at 10:21am |
I understand all that but it is very important for us to know that DISH is no magic wand. If you have seen SSKI's report they are predicting an EPS of Rs 2.43 for Fy 10.
See Manish Chokhani could not talk negative yesterday. He had done a placement to a group of FII's at Rs 113 I am not doubting his credentials but just trying to put the facts straight so that we investors understand that there could be a period of underperformance in Dish.
Even if you see Bharti (I have followed it very closely) the stock did fall after all institutions got their bit so it is not that DIsh is going on a one way ride from today.
Long term media will explode and that is what we are all focused on!!!
Edited by basant - 18/Apr/2007 at 11:23am
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basant
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Posted: 19/Apr/2007 at 1:34pm |
I was thinking about DIsh vis-a-vis a Bharti and it appeared that the comparision though compelling is a bit beyond the point. Bharti controls 21% of the entire mobile telepohony market whereas Dish by 2010 will control 25% of the DTH market - the cable homes are different and still there would be homes which have no cable and no Dish.
Also the number of mobile phones in each home is always more then the number of Tv sets!!!
All said and done Dish does remain a great bet!
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praveenmbd
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Posted: 19/Apr/2007 at 1:40pm |
Originally posted by basant
I understand all that but it is very important for us to know that DISH is no magic wand. If you have seen SSKI's report they are predicting an EPS of Rs 2.43 for Fy 10.
See Manish Chokhani could not talk negative yesterday. He had done a placement to a group of FII's at Rs 113 I am not doubting his credentials but just trying to put the facts straight so that we investors understand that there could be a period of underperformance in Dish.
Even if you see Bharti (I have followed it very closely) the stock did fall after all institutions got their bit so it is not that DIsh is going on a one way ride from today.
Long term media will explode and that is what we are all focused on!!!
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As per SSKI DTH penetration will be 16 mn households by 2010 and Dish tv share will be 4.4 mn whereas Mr Subhash Chandra claims thaese figures at 30 mn and 10 mn respectively. There is huge variation in estimation. If SSKI estimation comes out to be true, this will be bad for dish tv.
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vip1
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Posted: 19/Apr/2007 at 2:18pm |
Basant,
But with IPTV the big players like Bharti, Rcom can easily ramp up there systems and give a serious threat to Dish and Tata sky.They would not let such a revenue addition to bottomline go by so easily ?
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basant
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Posted: 19/Apr/2007 at 2:40pm |
IPTV will grow but it would certainly grow that much to make a dent to DTH or Cable. ALl delivery mediums will exist.
I would believe more in what the management says but I just wanted to state what SSKI has in mind.ALso if it does not happen by 2010 it will happen in 2012. The question is one of time only.
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tigershark
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Posted: 19/Apr/2007 at 3:20pm |
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i do agree with yu basant, there is no hurry to buy this stock but it needs to be kept right there on our radar as i say the cheaper we buy it the higher are our returns.i wonder what SSKI would have said about dish if they had made the placement intead of enam?
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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