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shivkumar
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Quote shivkumar Replybullet Posted: 13/May/2010 at 1:03am
Agree with Basant on hotels being capital intensive. But Kamat Hotels depends more on managing hotels by third parties on contract. The fee income is more stable. But hotel industry as such is facing plenty of headwinds due to over capacity.

Kamat Hotel management has indicated that ARRs may not increase all that much over the next few quarters though utilization of rooms have increased and remain at around 80 per cent plus levels.

From the look of it revenue growth seems to be capped in the foreseeable future.

 
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vivekbhauka
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Quote vivekbhauka Replybullet Posted: 13/May/2010 at 9:15am
already bought at 30-38 levels.
and thinking og selling half to make other shares virtually free.

rather than going much into analysis arr research etc etc ...its simple o buy stocks in bear markets and hold for good times to sell.

research etc etc should not be made in good times because u will end buying a stock high.this is my 18-20 yrs experience.in bull market fair markets--its just about getting 10-20% here there because over there u can get 1-=25% returns per year.but its nt worth taking that risk for 15-20%.
network 18 ccps in bse listed at 100,is giving risk free at 17-18% so why.

im waiting for mkts to correct 20%,large caps 30-40%.

hence im selling puts of 4000-4400 between.for next 3 months.instead to buying much.although i have my long term investments.that is different story.
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Quote vivekbhauka Replybullet Posted: 13/May/2010 at 9:33am
u dont need to be a mastermind to earn money in stocks.
i have know people inactive and just bought 10000 shates of tisco at 150 and forgot.he never sell.may be he will buy if comes to again below 225.he has never dealt in shares whole life and no idea of eps book value roi etc etc.
he just lives in jamshedpur,where tisco is.and he knows the real worth of tisco as it owns half the city.u cant replace that city.probably best 10 cities of india.

the message is clear.u need not be a brain applier ....but buy basics in bear markets.now the main thng is to understand what phase markets are.
u earn 10-20% in good markets of ur total fund ..but that can continue as lonh bull market good market.but after 3-5 yrs u will be stuck.
but buying in bear market gives returns of above 30-40% ...and ur not stuck,
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Quote self research Replybullet Posted: 13/May/2010 at 10:47am
very good posting this is real investing otherwise u book profit in bull mkt and buy another share at higher price mean u have not book profit ever.
and u buy less worthy company then u sell in bull mkt.
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Topic: Kamat Hotels
Posted: Today at 9:33am By vivekbhauka
u dont need to be a mastermind to earn money in stocks.
i have know people inactive and just bought 10000 shates of tisco at 150 and forgot.he never sell.may be he will buy if comes to again below 225.he has never dealt in shares whole life and no idea of eps book value roi etc etc.
he just lives in jamshedpur,where tisco is.and he knows the real worth of tisco as it owns half the city.u cant replace that city.probably best 10 cities of india.

the message is clear.u need not be a brain applier ....but buy basics in bear markets.now the main thng is to understand what phase markets are.
u earn 10-20% in good markets of ur total fund ..but that can continue as lonh bull market good market.but after 3-5 yrs u will be stuck.
but buying in bear market gives returns of above 30-40% ...and ur not stuck,
- DONOT FOLLOW ANY BIG MAN THEY HAVE VERY LESS HEART.THEY R HEARTLESS MAN -
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Quote ashokpatil Replybullet Posted: 04/Jun/2010 at 4:27pm
    basantji you are right hotel industry is capital intensive and return on capital is low. but kamat hotels are also in resturent business. they have about 100 resturents on highways under banner vihal kamat. if you are in bombay try thier food in balwas, satkar, sanman etc rsturents.Resturent business seem to have highgrowth in india, and the margins are high. kamat hotel was good and is good. i purchasedat 12 ,six to 7 years back.vithal kamat familly are one of the oldest hottelier familly in bombay.they have thier own resturents also    
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shivkumar
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Quote shivkumar Replybullet Posted: 04/Jun/2010 at 4:54pm
restaurants account for a small portion of the revenues. the hotel near Mumbai airport is still the biggest earner.

Exited  Kamat hotels fully after I realized that tariffs remained steady to increase room occupancies.

Now the number of hotels in Mumbai are increasing putting pressure on ARRs and the company is selling land to retire debt.

One will have to look at a major down cycle to accumulate this stock, but there are other plays that are on the upward curve - power and road stories.
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