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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
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Posts: 1882
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   Posted: 04/Feb/2011 at 7:41pm |
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India outbound tourism is a strong long term consumption story.So lets stop looking on Q on Q basis & take a 5 year view.
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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hit2710
Senior Member
Joined: 15/Jun/2009
Location: India
Online Status: Offline
Posts: 4013
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Posted: 04/Feb/2011 at 10:22pm |
Originally posted by TCSer
Even though its peer Thomas Cook quotes at a PE of 70 |
I couldn't figure out this PE of 70.  You seem to be way off the mark.
Thomas Cook cmp 46
Sep 2010 ended 9 months EPS is at 2.1 --Even standalone eps is at 1.67 per share.(year ending Dec for Thomas cook and they are going to present audited results for full year)
46 divided by 2.1 comes to less than 23 and we dont seem to count whatever little earning which might accrue from last quarter.
And brand strength wise I think both TC and Cox seem to be on same footing.
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Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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subu76
Senior Member
Joined: 25/Feb/2008
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Posts: 5709
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Posted: 04/Feb/2011 at 11:51pm |
Originally posted by commnman
Thanks rajnsharma and Basant ji.
I am indebted to TED and paying back in small installments 
Earlier I just used to trade, i.e. buy something based on Quarterly numbers. Then wonder - this company has posted 90% jump in profits and why is it still going down after I buy it.
Also, I go thru lot of emotions when computing these numbers and just sharing it with fellow TEDs. |
He He....Your predicament reminds me how I went about buying stocks about 2 years back.... 
Once i bought Financial Technologies since it's PE fell drastically after it announced fat earnings (the earnings was because it sold off something and it was one time)...The day before i thought FT was expensive...
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subu76
Senior Member
Joined: 25/Feb/2008
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Posted: 04/Feb/2011 at 11:52pm |
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To add to Hitesh's point Thomas Cook has the added attraction of being a buy back candidate
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
Online Status: Offline
Posts: 1882
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Posted: 05/Feb/2011 at 6:42pm |
Originally posted by hit2710
[QUOTE=TCSer]Even though its peer Thomas Cook quotes at a PE of 70 |
I couldn't figure out this PE of 70. You seem to be way off the mark.
This would have been the PE of TC in Jan 10 which would have come down now.
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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kmp_saij
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Joined: 19/Feb/2010
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Posts: 277
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Posted: 22/Nov/2011 at 5:38pm |
Parent company of Thomas Cook India is on verge of bankruptcy
how this can impact Cox and Kings?
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Own whatever’s feared, shun whatever’s beloved.
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TCSer
Senior Member
Joined: 17/Mar/2008
Location: India
Online Status: Offline
Posts: 1882
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Posted: 22/Nov/2011 at 6:48pm |
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Cox & King shud benefit from woes of its main rival TC.
But the co performance itself is average to say the least. Its Indian outbound operations have performed well when compared to its overseas subsidiaries performance.
Its recent takeover of UK co Holiday seems to be make or break issue for it.has anybody analysed it recently? MS is still positive on Cox & Kings.
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Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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