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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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   Posted: 27/Oct/2006 at 10:03pm |
I did see Sayaji they were planning to have a chain of restaurants across the country but if I am not mistaken the promoters have consistently diluted their stake over the past few quarters.That is a cause for worry. Stake dilution on fresh equity issue is understandable but stake dilution through outright sale does raise eye brows.
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akash
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Joined: 09/Sep/2006
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Posts: 27
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Posted: 27/Oct/2006 at 10:13pm |
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yes thats what i mentioned in my message but still I feel that the kind of investors like RJ, FII's from Cyprus etc being invested into this stock I feel that it might not be what be the real picture as it looks.
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Akash Bedi
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equity analyst
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Joined: 18/Jul/2006
Location: India
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Posts: 209
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Posted: 02/Nov/2006 at 3:46pm |
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Sir,i have been holding Indian hotels for a time now,i want to add some more at current price of 141,i think Indian hotel is the best among hotel sector and can touch new highs in coming months..but i have seen that very less no of Mutual fund hold indian hotel why its so....and can i add some more at current price..
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"Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home."
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basant
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Posted: 02/Nov/2006 at 4:24pm |
That MF are holding in lesser number is a positive sign. That indicates some kind of potential buyers who would at some time bid the stock up.
During the september Quarter net sales were up 27.82% at Rs 266.7 crore from Rs 208.6 crore in the while net profit increased 74.55% to Rs 46.2 crore from Rs 26.5 crore.The operating margins saw an expansion of 274 basis points to 21.54%.
This is one of the best plays on the Indian hospitality sector and the management says that in future they expect to derive a significant (30% plus) income from internations operations. Makes sense to add at current levels. Also look at Viceroy Hotels - company is getting into a huge expansion programme.
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Naren
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Joined: 27/Oct/2006
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Posted: 03/Nov/2006 at 6:14pm |
Basantji,
I am eagarly waiting for your writeup on viceroy hotels. Te tie-up with hosipitality major should augur well for viceroy. Appreciate if you could analyze the stock for us.
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basant
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Posted: 03/Nov/2006 at 6:22pm |
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Yes it is a good bet . Should be bought, would do the write up.
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bebullish
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Joined: 29/Oct/2006
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Posted: 07/Nov/2006 at 10:09pm |
Will a fresh entry at current levels be advisable? Infact i was having
this one in my mind but was not very much convinced as regards the
levels, but i guess now i am.
This one could be a real outperfomer. Plus low mf holding will go a
long way in having ready buyers when the stock is "discovered". Any
fund, any institution wanting a exposure in this sector will always
have it in his portfolio no matter the levels.
However viceroy could be a high risk higher return stock, but i guess
till basantji and other senior members show us light, i would want to
wait.
HATS OFF FOR ALL THE WONDERFUL WORK BEING DONE BY EVERYONE OVER HERE!!!
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Success is nobody's monopoly. It requires action & imagination only.
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tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 07/Nov/2006 at 4:30am |
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if yu visit www.viceroyhotels.com yu get diretced to hyderabad marriot
,which looks to be really a great prpoerty i feel the tie up with
marriot is going to be big for viceroy.the marriot property in panaji
goa which belongs to the salgaocars maybe at a good price be sold off
who knows maybe viceroy could end up owing it.one question basant is
viceroy planning hotels in tourist spots like kerala,agra, rajasthan?
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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