Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 07/Nov/2006 at 10:52am
Did not hear of that but they are expanding at a schorching pace.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
Posted: 08/Nov/2006 at 7:35pm
I have stayed in Viceroy in Hyd for 2 months during a project. The hotel mgmt is good and its quite popular ,very high occupany rates ...They even surprisingly presented me with a Momento...
Since RJ has put his hands in it, hope it shd create wealth for us....
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 08/Nov/2006 at 8:09pm
That was a good feed back. Personally I am getting little info on this company that I can base my calculations on but Viceroy as a business model/expansion etc looks good.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Posted: 08/Nov/2006 at 8:44pm
did yu notice that indian hotels has not fallen today in a falling mkt
usually a good sign.basant if yu had a choice which one would yu choose
indan hotels or viceroy or both pl reply
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 08/Nov/2006 at 8:48pm
Both in the ratio of 65: 35 (value wise) towards the bigger company.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Posted: 08/Nov/2006 at 9:43pm
crustum products pvt ltd a group co of viceroy is being merged into
viceroy.cpp has taken franchisee rights from singapore based
bakery boutique chain bread talk and they plan to open 40outlets
all over india in next 5 yrs.this is some news i could muster
bout vice hope itis useful -source bseindia .com
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606
Posted: 08/Nov/2006 at 2:37am
Hi Basantji,
I see Internal Business Travel &
Tourism to be a big driver for Hotels in India rather than external
tourism. reason being for external tourism , except few states like Kerala & Rajasthan other states are
not doing much to attract tourists. Would you agree on that point - internal or external tourism to be biggest drivers?
With consumer spending and disposable
incomes, People could get in habit of vacations at least once a
year and many others taking long week end trips etc... So Hotels is one
booming Service sector in India which is yet to catch up..
I see your Super XI to be well
thought potential multi-baggers...Looks like you are not that
optimistic on hotels ... What are the points you think you are less
optimistic on hotels in India..say in terms of penetration or
addressable spend or PE or ROE or cyclic nature etc...
I have gained from your research and conviction on TV18. Some
insights on the level of your conviction on Indian Hotels would help..
Regards,
Vivek
Edited by vivekkumar_in - 08/Nov/2006 at 2:39am
Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 09/Nov/2006 at 1:44pm
You know I fully agree on your thought on internal travel but I am equally bullish on Indian Hotels just that in a team we can take only X! players and many time the selectors do make some adjustments (experience/young blood).
That team was made with an idea of keeping the cyclicals out and that is why I did not include Indian Hotels. Now at least in India it is not a cyclical for the next 5 years but Hotel as an industry is cyclical as I thought.
Indian Hotels is a classic property cum consumption play.
Edited by basant - 09/Nov/2006 at 1:48pm
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
IP Logged
