Asian Hotels (Hyatt) can make u warm this winter
This festive season will be home coming for many NRI's & Foreign tourists.
Swine flu will act as an advantage to Asia tourism & India will definitely benefit from it.
5 point Advantages:
1) People would prefer travelling to Warm Countries than Cold countries.Reason being Swine flu on their mind.
2) Local residents with huge spending appetitie will avoid travelling to European/American countries.
3) Improvised Security arrangements to counter Terrorism isalready factored in Operating Cost since last 2 Qtrs.
4) For me this industry runs on Monoplistic Competition environment with few Niche players
5) Economy in Developed world is recovering which means more travels & more spendings...
Disadvantages:
Low Rerating after Nov'08 Attacks & Swine flu.
Conclusion:
I have compared Taj,Leela & Asian Hotels for my analysis.
I see Asian Hotels as medium to long term investment opportunity for reasonable gain of 30-50%.
I have not invested in this script as I need Cash to Invest..
Swine flu will act as an advantage to Asia tourism & India will definitely benefit from it.
5 point Advantages:
1) People would prefer travelling to Warm Countries than Cold countries.Reason being Swine flu on their mind.
2) Local residents with huge spending appetitie will avoid travelling to European/American countries.
3) Improvised Security arrangements to counter Terrorism isalready factored in Operating Cost since last 2 Qtrs.
4) For me this industry runs on Monoplistic Competition environment with few Niche players
5) Economy in Developed world is recovering which means more travels & more spendings...
Disadvantages:
Low Rerating after Nov'08 Attacks & Swine flu.
Conclusion:
I have compared Taj,Leela & Asian Hotels for my analysis.
I see Asian Hotels as medium to long term investment opportunity for reasonable gain of 30-50%.
I have not invested in this script as I need Cash to Invest..
Indian hotels would be a better bet. Could consider that also for a medium to long term view. In short term, hotel stocks are unlikely to do well.
ReplyDeletefriend that's rite we should take chances when people aren't. remember when 29/11 happened Hyatt was not physically damaged. Similarly the property valuations they have in form of landbank makes a good bargin. Difference between us n TV analyst should be that, we should be able to buy stocks at discount, take sometime to rise & not rise & then people get stuck at high prices for 5% gain.
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