My Best Pick 2015

Niraj Dalal

3A Capital Advisors' founder expects Dish TV to cash in on its operational efficiencies and improving cash flows

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Published 6 years ago on Jan 09, 2015 6 minutes Read
Soumik Kar

Whether it is saas-bahu serials, toon series, news or sports channels — cable TV has become an integral part of all our lives, including mine. Living in a joint family poses its own challenges, chief among them being the fight for the remote control and deciding who watches what. To overcome this obstacle and pointless conflict I took an additional cable connection from Dish TV about six months ago.

This was our third cable connection and, strangely, I chose Dish based on a random advertisement I saw somewhere with the tagline Dish Karo, Wish Karo. We had a Tata Sky and a local cable connection in the house already. At the time of taking the additional cable connection and paying the subscription charges, the idea of taking another look at the Dish TV stock struck my mind. Dish TV has always been on my radar but for some reason the stock has not performed well and the numbers have never excited me enough to do a deep-dive.

But the fact that I was buying a premium Dish TV connection, which I was going to pay through my nose for, meant that I had to re-consider the company and its business model all over again. Dish TV is something that I have liked for the past three to four years but negotiating the purchase of my own connection made me dig deeper into the media industry’s dynamics in general and Dish TV in particular. The findings make for a very, very compelling case and I would be surprised if Dish TV’s performance and stock price does not influence people positively in the new year and in future as well. 

The big picture

The Indian paid-television industry is going through a transformative phase, with mandatory digitisation of

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