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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
Message Icon Topic: Viceroy Hotels - Time to check in! Post Reply Post New Topic
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basant
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Quote basant Replybullet Posted: 06/Mar/2007 at 7:41am
Vceroy is a bit longer term call since the company seems to be getting its act together - property expansion is happening and also none of the big FII's and MF's are invested in this one so whenever they start showing returns that side of the market will act as potential buyers. On the other hand with Leela it is already owed so at most we could do a above market return.
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Quote tigershark Replybullet Posted: 13/Mar/2007 at 8:28pm
at the current price which is close to rjs entry point does viceroy make a compelling investment descision.wat could be the mkt cap in say 3-4yrs from now.yu had made an inital reco at 90 odd .so at 77 has this idea only got better? basant could yu pl answer

Edited by tigershark - 13/Mar/2007 at 8:29pm
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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Quote tigershark Replybullet Posted: 22/Mar/2007 at 3:35pm
did a check up on the holding pattern of viceroy looks like some mutual funds have got on this trainthey are as follows:hsbc midcap eq fund641022shares 1.71%hsbc taxsaver fund198004shares,sundaram leadership fund157454,sundaram smile fund159147wheras pruicicihas sold aliitle over 4 lac shares in two ofits funds.the buying has occured between nov and feb while the selling occured in dec.source money control.com
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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Quote basant Replybullet Posted: 22/Mar/2007 at 4:08pm

HSBC is a smart fund. As i indicated above it does seem interesting at these prices.

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Quote newbie Replybullet Posted: 24/Apr/2007 at 5:40pm
Do you think Viceroy is still aworthy share to buy.It has not responded in the last few months or so to the high and low of SENSEX?
Do you think it stilla good buy or do you suggest an exit ?
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Quote basant Replybullet Posted: 24/Apr/2007 at 6:23pm
Originally posted by newbie

Do you think Viceroy is still aworthy share to buy.It has not responded in the last few months or so to the high and low of SENSEX?
Do you think it stilla good buy or do you suggest an exit ?
 
Viceroy is still in the buildup stage. It is more of a longer term play rather then otherwise. guess we need to give it time.ALso it should not occupy the top position but should be bought in smaller percentage to Indian Hotels which is the sector leader in this category.
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Quote tigershark Replybullet Posted: 24/Apr/2007 at 10:01pm
hotels will also be affected by the rise of the rupee.ultimately almost every indian co will have tobear the consequences of a rising rupee expect the large importers
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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Quote tigershark Replybullet Posted: 01/May/2007 at 9:46pm
for march ending 07 viceroy has increased it sales by almost 50% to51.7 crs compared to 34 crs in06 net profit has increased to4.68 crs compared to 1.71 crs.the restuarant business  is yet to be amalgamated with viceroy hotels. does any body have any idea how many hotels are fully operational and how many are yet to be
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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