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Dalal Street Business Journal :: India Equity Research / Investment Analysis | dalalstreet.biz Reviews

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Dalal Street Journal, Indian Economy, Equity, IPO, Mutual Funds, RBI, Macro and Corporate Business Research and Analysis

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Why Citi has set Sensex Target of 33,000 ? | Dalal Street

http://www.dalalstreet.biz/stocktips/2015/05/why-citi-has-set-sensex-target-of-33000

Why Citi has set Sensex Target of 33,000? May 29, 2015. After witnessing Record run in benchmark BSE SENSEX of 40% in the last 12 months, the index cooled a little bit on the back of profit tacking by FIIs. Basically, the over leveraged position got unwound after tepid results from the Indian corporates excluding the Private Banks pack which have grown YoY. Beating the benchmark. However, there is a Silver Lining, the return of Domestic / Retail Investor via Mutual Funds & Insurance products. BSE Sensex ...

2

ITC Cigarette Business - End of An Era | Dalal Street

http://www.dalalstreet.biz/earningsnews/2015/03/itc-cigarette-business-end-of-an-era

ITC Cigarette Business – End of An Era. March 2, 2015. Unlike the previous Corrupt Regime of Congress, the present BJP Govt is highly determined on preserving the Health of the Nation and took another bold with hawkish stance on cigarettes which saw another double digit excise hike. The budget has raised excise duty on cigarettes by 12-22% implying a 14% effective hike for ITC. After 72% hike in Jul-14. The budget also raises concern on other tobacco regulations which impacts legitimate industry (unlike ...

3

Niti Aayog - India's Planning Commission 2.0 | Dalal Street

http://www.dalalstreet.biz/investor/2015/01/niti-aayog-indias-planning-commission-2-0

Niti Aayog – India’s Planning Commission 2.0. January 5, 2015. The government of India has revealed the structure of a new think-tank called NITI (National Institution for Transforming India) Aayog (Niti Aayog means Policy Commission in Hindi), which will replace the now dismantled Planning Commission (PC). The key objectives of the new body are as follows,. Unlike the PC, which focused on five-year plans, NITI Aayog will undertake more ad hoc and long-term policy advisory. The body will foster. Congress...

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India Credit Cards / Personal & Business Loans

http://www.dalalstreet.biz/forum/india-credit-cards

India Investment, Stocks, Credit Card and Retail Forum. Did you miss your activation email. Inactive members - Registered but have not posted any topic will be removed after 6 Months. India Investment, Stocks, Credit Card and Retail Forum. Credit Cards / Loan Products in India. India Credit Cards / Personal and Business Loans. 0 Members and 1 Guest are viewing this board. Want to buy a Harley Davidson. June 14, 2016, 02:54:54 PM. Raghuram Rajan's Payment Bank - Non Starter. May 25, 2016, 12:24:33 PM.

5

Online Selling 10% of Organized Retail

http://www.dalalstreet.biz/forum/india-retail/online-selling-10-of-organized-retail

India Investment, Stocks, Credit Card and Retail Forum. Did you miss your activation email. Inactive members - Registered but have not posted any topic will be removed after 6 Months. India Investment, Stocks, Credit Card and Retail Forum. Retail Forum of India. Indian Retail Forum and Discussion. Online Selling 10% of Organized Retail. Topic: Online Selling 10% of Organized Retail (Read 592 times). 0 Members and 1 Guest are viewing this topic. Online Selling 10% of Organized Retail. Retail Forum of India.

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Dish TV India (DTH - Direct to Home): July 2014

http://dishtvindia.blogspot.com/2014_07_01_archive.html

Thursday, July 24, 2014. TRAI recommendations- Positive for DTH players. The Telecom Regulatory Authority of India. TRAI) today came out with recommendations on issues pertaining to DTH operators, broadcasters and multi-system operators (MSOs). These recommendations will need the Ministry of Information and Broadcasting’s (MIB) approval for implementation. The approval timelines need to be monitored. Positive, since the period is fairly long and imparts visibility. We expect any such broadcaster to retai...

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Dish TV India (DTH - Direct to Home): June 2015

http://dishtvindia.blogspot.com/2015_06_01_archive.html

Monday, June 08, 2015. Is Videocon d2h Market Leader? Videocon d2h believes it is a leader in terms of incremental sub adds in FY15 – net sub base of 10.2m ( 20% YoY) with est. overall share of 20% (Dish is the market leader with 23-25%). Momentum in the overall market growth seems strong – like Dish TV, VDTH expects to sustain the current run-rate in. Subscribe to: Posts (Atom). Dish TV India (DTH - Direct to Home). Is Videocon d2h Market Leader? Broadband / Mobile India. India Real Estate SEZ.

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Dish TV India (DTH - Direct to Home): February 2014

http://dishtvindia.blogspot.com/2014_02_01_archive.html

Wednesday, February 12, 2014. TRAI aggregator norms positive for Dish TV; negative for Zee/Sun. TRAI just a while ago notified amendments to regulations governing aggregators that distribute channels on behalf of broadcasters. Impact Analysis of NEW TRAI Regulations. We view this as negative for broadcasters (such as Zee, Sun TV) who use aggregators (such as Media Pro) to distribute their channels. In our view, the aggregators may no longer be able to bundle channels from. Subscribe to: Posts (Atom).

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Dish TV India (DTH - Direct to Home): January 2015

http://dishtvindia.blogspot.com/2015_01_01_archive.html

Tuesday, January 27, 2015. Reliance Jio Entry into TV will Disrupt Cable and Dish Market in India. Has also applied for a cable MSO license. We believe RJIO has the following connectivity offerings relevant to the space in which HATHWAY operates . RJIO could also launch IPTV services using its cable MSO license once its pipe is present in homes. Monday, January 26, 2015. Cost push for MSO’s is DTH’s gain. Star and Zee are hard-negotiating content deals with MSOs. Zing is positioned for local language con...

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Dish TV India (DTH - Direct to Home): March 2015

http://dishtvindia.blogspot.com/2015_03_01_archive.html

Wednesday, March 04, 2015. Pricing power evident - Dish TV India. Has announced the implementation of differential pricing for subscribers in four key metro cities – Delhi, Mumbai, Pune and Kolkata. The company has raised the tariffs across all packs for new as well as existing subscribers by Rs10 in all the four key metros. Dish TV plans to replicate the move in DAS Phase II cities, subsequent to the roll-out in the four metro cities. Subscribe to: Posts (Atom). Dish TV India (DTH - Direct to Home).

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Dish TV India (DTH - Direct to Home): TRAI Operating Framework for MSOs / LCOs

http://dishtvindia.blogspot.com/2015/05/trai-operating-framework-for-msos-lcos.html

Monday, May 25, 2015. TRAI Operating Framework for MSOs / LCOs. Agreements with the MSOs. Revenue sharing formula mutually agreed between LCOs and MSOs should be mentioned in the interconnect agreement along with explicit provisions for settlement of disputes. The guidelines also lay. Emphasis on payment collection mechanism, complaint handling system, awareness of various schemes and offerings, STB installation and procurement, registration of MSOs and LCOs with government bodies. India Real Estate SEZ.

dishtvindia.blogspot.com dishtvindia.blogspot.com

Dish TV India (DTH - Direct to Home): October 2013

http://dishtvindia.blogspot.com/2013_10_01_archive.html

Thursday, October 10, 2013. Cable Operators Want Last Mile Owners Tag. Local cable operators (LCOs) seem unhappy with the revenue share formulae for the basic tier package and recommended that their share should be between 60-80% , else they could consider providing similar services by putting their own head-end for FTA (Free to Air ) channels. Subscribe to: Posts (Atom). Dish TV India (DTH - Direct to Home). Cable Operators Want Last Mile Owners Tag. Broadband / Mobile India. India Real Estate SEZ.

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Dish TV India (DTH - Direct to Home): DTH Subscribers Gain Momentum

http://dishtvindia.blogspot.com/2015/05/dth-subscribers-gain-momentum.html

Wednesday, May 27, 2015. DTH Subscribers Gain Momentum. The DTH companies are expecting windfall additions in subscribers from Phase 3 and Phase 4. Even if the. DTH players were happy with the Star RIO (Reference Interconnect Offer) deal. They believe that this has forced cable companies to introduce tiering of content and is a precursor to an increase in consumer ARPU. The industry is in wait-and-see mode over the potential entry of Reliance Jio. As a cable MSO. Potential. DTH Subscribers Gain Momentum.

dishtvindia.blogspot.com dishtvindia.blogspot.com

Dish TV India (DTH - Direct to Home): September 2013

http://dishtvindia.blogspot.com/2013_09_01_archive.html

Tuesday, September 24, 2013. DTH Players to Join Hand Negotiate with Broadcasters. The top three DTH players (market share 60%) (Dish TV, Tata Sky, and Airtel Digital TV) are planning to form a JV to jointly negotiate content cost and carriage revenue with the broadcasters. At present, net content cost (content cost less carriage revenue) for DTH is Rs50/sub/month as against Rs5-10/sub/month. Coming quarters on normalisation of advertising expense, operating leverage, and increase in ARPU. Less carriage ...

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Dalal Street Business Journal :: India Equity Research / Investment Analysis

Valuation of Indian Markets & Relentless FII Selling. October 3, 2017. Foreign Institutional Investors have been net sellers in the last two months offloading stocks worth about Rs 24,000 Cr [Aug & Sep] Source: NSDL. Domestic Investors have aggressively bought stocks to ward off free fall in the markets. To us it is a sure sign indication of downward revision of Earnings. For FY 2018 from Rs 1626 to Rs 1601. And further down to Rs 1550 as we start getting the September quarter results. March 5, 2017.

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