Identifying Multibaggers: DIshTV replaces ABNuvo inTheEquityDesk XI

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DIshTV replaces ABNuvo inTheEquityDesk XI

Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Identifying Multibaggers
Forum Discription: Discuss specific attributes that investors could look at while choosing multibaggers. Also point out certain factors that investors tend to overlook while finding multibaggers.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=966
Printed Date: 07/May/2025 at 7:22am

Topic: DIshTV replaces ABNuvo inTheEquityDesk XI

Posted By: basant
Subject: DIshTV replaces ABNuvo inTheEquityDesk XI
Date Posted: 29/May/2007 at 4:19pm

Originally posted by kulman

Okay, now if one wants to increase positions (during corrections) wouldn't it be better to buy NW18 as compared to TV18? Consider that it is for a diversified portfolio which has more allocation at present to NW18 already.

Dish-TV: you had explained about the opportunity available & visibility. Considering that Birla jee's retail venture MORE is not out of any listed entity, and on top of that this Call Option scare for Insurance JVs, wouldn't it be fair to replace AB Nuvo with Dish TV in TED-XI?

Kulmanjee. Point finally taken. We are replacing http://www.theequitydesk.com/forum/forum_posts.asp?TID=305 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=305 -

Replies:

Posted By: India_Bull
Date Posted: 29/May/2007 at 6:33pm

Hi,

I have already replaced ABN and added GBN sometime back (I dont repent on seeing ABN going high as GBN has also done extremely well)

My reason for ABN out is Birla is laggard in terms of creating shareholder value and I am not interested in other businesses of birla even though I get it as free !!!

About Dish TV, even though it has first mover advantage, how do you analyse the possible entry of Bharti, Sun etc in this space which is likely by end of this year.?

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India_Bull forever Bull !
www.kapilcomedynights.com

Posted By: basant
Date Posted: 29/May/2007 at 7:36pm

http://www.theequitydesk.com/forum/forum_posts.asp?TID=856 - DIsh TV has a head start with 2 million subscribers.The market is just too big. if someone has to think it should be the new comers. Over a period of 3-4 years it would not matter whether you bought dish, nw18 or tv18 - that is my thought for instnace an investor who bought early into the tech cycle would not be complainting if he bought Satyam and missed Infy!!!

KM Birla has been a disapointment. http://www.theequitydesk.com/forum/forum_posts.asp?TID=305 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=305 -

Posted By: vivekkumar_in
Date Posted: 29/May/2007 at 10:41pm

What about credibility of the management of DishTV ? There are some questions since it comes from Zee..

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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch

Posted By: vivekkumar_in
Date Posted: 29/May/2007 at 10:45pm

Originally posted by basant

GBN is the 12th man!!!

Actually would you would put DishTV ahead of GBN ? While DishTV is already in the TED-XI. You are only having GBN as the 12 th man.

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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch

Posted By: nikhil090
Date Posted: 29/May/2007 at 12:34pm

Does Dish TV make a good buy at these prices? what about Network 18?

Posted By: basant
Date Posted: 29/May/2007 at 10:07am

Originally posted by vivekkumar_in

Originally posted by basant

GBN is the 12th man!!!

Actually would you would put DishTV ahead of GBN ? While DishTV is already in the TED-XI. You are only having GBN as the 12 th man.

See DIsh is a new space - distribution. So if ZEE does well or Star or Sony or GBN's new channel all money WILL flow to DIsh. It is really a derisked model hence the idea to get dish ahead of GBN also we are playing a bit of GBN through NW18!

Over a period of 3 years I do not think it should matter because if DIsh does well Tv18 should do well - they would be able to monetise its programmes with digitization.

NW18 looks atrractive.

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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in

Posted By: deveshkayal
Date Posted: 29/May/2007 at 10:16am

I have been thinking of exiting AB Nuvo for the past ten days.Will be deploying the same in NW18 so that it constitutes atleast 5% of my portfolio.I dont hold Dish TV.I see no reason to worry about the management of Dish, Subhash Chandra is more focussed now.There were rumours recently that Pradeep Guha may be quiting.But Zee officials have denied it.PG is a great guy,he is an ex-TOI employee.

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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett

Posted By: vinoodpk
Date Posted: 02/Jun/2007 at 4:03pm

Basantji,

What do you think of wire and wireless. This company too is from Subhash Chandra and they have recently announced their first results though with some good amount of losses. Can you review how this business will perform?

Thanks

Vinod

Posted By: basant
Date Posted: 02/Jun/2007 at 4:39pm

WWIl is good but it needs mandatory CAS to flourish. Ultimately all these distribution businesses will do well but just that WWIL is more dependent on Govt. also if you have seen the recent reports Govt. through TRAI aims to regulate more of the cable TV rather then the DTH platform. Hence that tilt towards Dish Tv.

We have a thread on WWIL and you can go through the same.

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