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Equity Analyst, LightStream Research

Chacko Jacob

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

India Diversified telecommunication services / Thematic (Sector/Industry)

<p><strong>With a number of reports on Jio's (<a href="https://www.smartkarma.com/entities/198" target="_blank" data-smartkarma-citation="entities:198:1">Reliance Industries Ltd (RIL IN)</a> ) tentative entry into the TV content distribution sector, we decided to look at the DTH segment and what it would take for the company to disrupt it. </strong></p><h2><strong>Sector Overview</strong></h2><p>Direct-to-Home (DTH) technology allows broadcasters to beam television signals to subscribers via satellites rather than transmit it through cables. DTH services were first approved by the Government of India in November 2000 and three years later, <a href="https://www.smartkarma.com/entities/7710" target="_blank" data-smartkarma-citation="entities:7710:1">Dish Tv India Ltd</a>…</p>

With a number of reports on Jio's (Reliance Industries Ltd (RIL IN) ) tentative entry into the TV content distribution sector, we decided to look at the DTH segment and what it would take for the company to disrupt it. Sector OverviewDirect-to-Home (DTH) technology allows broadcasters to beam television signals to subscribers via satellites rather than transmit it through cables. DTH services were first approved by the Government of India in November 2000 and three years later, Dish Tv India Ltd…

Friday Musings: Is Jio Mobilising to Disrupt Direct-To-Home Services Next?