RESIDENTIAL CRUISER
Is buying just hotel stocks better or a collection of stocks which gain from travel hungry Indians? 17 stocks from the whole tourism ecosystem
There can be a debate on whether, after the run up that hotel stocks saw in the last three years, are they cheap or not, and whether one should buy them now. But when it comes to tourism and the possibility that it will grow at a much faster rate, there is little room for debate. Now the question is if one buys only one set of stocks, for example hotel stocks, they come with their own plus and minus, right from the business risk of that industry to the fact that in tourism business, there are many segments, so there is a premium segment, there are travelers who travels by train and stay in medium size hotel which are not even listed. But then he has spent money in booking his ticket which has been captured on a railways ticketing platform. So, why not have that railway ticketing platform in a small portion of the portfolio.
Living on a cruiser cheaper than in London? US couple sell everything to live on cruise ship forever
In a rather surprising incident, a couple who previously lived in the US have now sold everything off and bought tickets to a residential cruise and will bask under the sea sun for the next few years.
Time to check in again? 10 hotel stocks across market cap, one with an upside potential of up to 27%
One of the sectors which has got strongly re-rated in the last four years has been hotel and tourism. Whenever there is a re-rating of a sector, it is the leader of that sector which tends to get re-rated first. So, it was the stocks of Indian hotels, which led the rally and then others joined the bandwagon. Now whether the industry has got re-rated should be judged by how the numbers have panned out across the companies in the sector. If there is an improvement across the board, then it is sectoral re-rating which is sustainable. If only one or two players have shown improvement then it is probably because the management of those companies have adopted a clever business strategy. Now the question is whether the re-rating will sustain or not. Second, whenever the markets are falling should one buy hotel stocks? The answer to these questions lies in looking at the fundamental numbers across the players in the industry. We take a look at 10 stocks, some of which are not rated, but their overall score is positive to neutral.
Macro tailwinds continue; 7 hotel stocks from large, mid and smallcap space, one with upside potential of up to 27%
Thirty years back in 1994, when the Indian market witnessed the first round of bull run after the Harshad Mehta scam, the sector which was on top gainer list was the hotel sector. In those days, the logic given in the brokerage research reports, which used to come out very infrequently and were miniscule in numbers, was that as the Indian economy opens up, more foreign business travellers would be coming to India. That will lead to higher occupancy and it is not easy to set up a 5 star hotel so the demand supply equation would be in their favour. Today there is an element of foreign travellers but more importantly, the unstoppable traveling Indians along with domestic business travellers who are creating a situation where once again demand is higher than supply leading to a situation which is favorable for the bottomline of hotel companies. The question is are the valuations cheap, surely not, but is the growth likely to be stronger and stable? The answer is probably yes. We take a look at 7 stocks, some of which are not rated, but their over score is positive to neutral.
Party continues! 4 hotel & related service stocks with upside potential of up to 33%
What appeared as revenge traveling post covid, turned out to be unstoppable traveling Indian. Probably that is the reason that in order to take advantage of our insatiable desire to travel some of the countries have removed the requirement of advance visa for Indians. If one goes by airline ticket prices, room rent and occupancy level of hotels it is very clear that both airlines and hotel prices have remained higher than normal in all seasons of the year, whether busy or off season. If one looks at the results of the hotel companies, they have turned better on many counts.
There is nothing called off season? 4 hotel stocks with upside potential up to 33%
If one goes by airline ticket prices, room rent and occupancy level of hotels it is very clear that what appeared as revenge traveling in early phases when covid get over has more to it. Both airlines and hotel prices have remained higher than normal in all seasons of the year, whether busy or off season. Going by the changed preferences and all the challenges right from tech aggregator and others, there is a good chance that large chains with asset light model along with own asset have high probability of doing well.
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Time to extend your stay? 4 hotel stocks with upside potential of up to 19%
Travel tourism and airlines, everything related to the hospitality sector suffered the maximum damage due to Covid-19. But as they say, tough times bring the best out of some. Some hotel companies used the Covid crisis to put their house in order. Their stocks have done well and have got re-rated on the street. Is this re-rating for good and here to stay is the question, answers have a shade of gray.
Hospitality sector: G-20 tailwinds, 5 stocks with an upside potential upto to 33%
Hotels and airlines are the ones which see a busy season normally in the third quarter. Both holiday travel and leisure travel are at their peak during this period. However if one goes by how airline fares have shot up even for summer months of 2023 and hotel rates which have gone up, thanks to G-20 meeting and related events, both sectors could throw a surprise.
G20 Tailwinds! These 5 stocks from hospitality space can rally up to 36%
Hotels and airlines are the ones which see a busy season normally in the third quarter. Both holiday travel and leisure travel are at their peak during this period. However if one goes by how airline fares have shot up even for summer months of 2023 and hotel rates which have gone up, thanks to G-20 meeting and related events, both sectors could throw a surprise.
Holiday season starts with airlines getting full; 5 travel & hotel stocks to bet on for up to 38% gains
Given the cyclical nature of consumption in some industries, there are particular quarters in which their performance stands out. Hotels and airlines are the ones which see a busy season normally in the third quarter. Both holiday travel and leisure travel are at their peak during this period. However if one goes by how airline fares have shot up even for summer months of 2023, it is an indication that travel with vengeance which had started after covid might be continuing.
Chain of events in Moscow assassination read like a Hollywood spy thriller
The FSB claimed Vovk rented an apartment in Darya's block and secretly followed her around Moscow for several days. In a bid to back this up with evidence, Russian officials shared footage supposedly recorded by a security camera inside a plush Moscow residential building showing Vovk. The service also released what it claimed was her Ukrainian military documents, including a passport-style photo of her.
Ukraine says fighting 'deadlocked' ahead of visit by UN chief
U.N. Secretary-General Antonio Guterres will meet Ukrainian President Volodymyr Zelenskiy and Turkish President Tayyip Erdogan later on Thursday in the western Ukrainian city of Lviv.
Russia takes losses in failed river crossing, officials say
Ukraine's airborne forces command has released photos and video of what it said was a damaged Russian pontoon bridge over the Siversky Donets River .
Ukraine puts Russian soldier accused of war crime on trial
The trial of a Russian soldier accused of killing a Ukrainian civilian opened Friday, the first war crimes trial since Moscow's invasion of its neighbor. Scores of journalists packed inside a small courtroom in the Ukrainian capital where the suspect appeared in a small glass cage for the start of a trial that has drawn international attention amid accusations of repeated atrocities by Russian forces.
Punjab polls: Navjot Singh Sidhu declares assets worth Rs 44.63 crore
The Congress leader has also declared his total income for the financial year 2020-21 at Rs 22.58 lakh, down from Rs 94.18 lakh in 2016-17, according to his affidavit.
Realty tops Ministers' asset chart; Few invested in stocks
Most of the ministers have jewellery, while the real estate properties including houses and flats account for the bulk of their total assets.
Budget 2013: Guide to indirect tax
The Union Budget 2013 rolled out many provisions for indirect taxes. Here's a look at some of these proposals and their impact:
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