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tigershark
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Quote tigershark Replybullet Posted: 03/Nov/2006 at 5:25am
thks for the info.thats exatly my point all we can do is beleive the mngmnt when they say heavy adv costs  or are they not showing everything as profits, only time will tell otherwise the story does make sense.how they tackle cheap chinese imports  and deal with the unorganized sector will be a key to profitability.the quqlity of their products is no doubt very good,showrooms are attractive.and on a mkt cap basis it is undervalued.i do own the stock at around the current levels
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 kulman Replybullet Posted: 05/Nov/2006 at 8:52am
  • Couple of days back there was a news item of Rel Capital's buy out of Kuoni's Travelmate Services, which is into money changing/forex svcs.

 

Hotel rooms in Kolkata are all sold out. Not just for the next few days but for months. Rooms in elite clubs of Kolkata have a long waitlist from now right through December and beyond.

All 240 rooms at the ITC Shonar Bangla Sheraton Hotel & Towers are sold out. ITC Shonar Bangla is currently host to a CLSA Investors' Conference.
All 213 rooms at the Hyatt Regency are sold out.
The Park Hotel, located in the heart of city, is also overbooked. All 149 rooms at the star property are occupied.
"The demand for hotel rooms in Kolkata is there to stay for at least the next three-four years. Even if we start building new properties now, they will not be ready before 2008-09. The crunch for rooms in top-grade hotels is going to continue," said a hotel industry veteran here.
 
------------------------------------
All pointers indicate the huge opportunity in this sector.
 
Basantjee, could you please inform us how ITC's Hotel division could be valued?
 


Edited by kulman - 05/Nov/2006 at 8:54am
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BubbleVision
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Quote BubbleVision Replybullet Posted: 05/Nov/2006 at 9:06am
Kulman.... ITC Sonar Bangla and Hyatt both are located near BasantJi's house.... and CLSA conference there... Interesting....
Park Hotel is really a prime land in Kolkata....
You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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basant
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Quote basant Replybullet Posted: 05/Nov/2006 at 9:39am
Basantjee, could you please inform us how ITC's Hotel division could be valued?
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No idea really. How many rooms do they have any idea on that? Itc has  market cap of more then US $12 billion so irrespective of what their hotel venture would be valyued at it would be less then Indian Hotels menaing it is insignificant to the whole broad story.
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reetesh
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Quote reetesh Replybullet Posted: 03/Dec/2006 at 6:09pm
Sir, what is your view on Tourism sector and precisely on tour operator like Thomas Cook?You must have read that they bought TCI and they are now leader in inbound tourism also, how is visibility in terms of earning for this sector and in patricular Thomas Cook?
When going gets tough, that’s when tough (people) gets going.
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basant
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Quote basant Replybullet Posted: 03/Dec/2006 at 9:12pm
Originally posted by reetesh

Sir, what is your view on Tourism sector and precisely on tour operator like Thomas Cook?You must have read that they bought TCI and they are now leader in inbound tourism also, how is visibility in terms of earning for this sector and in patricular Thomas Cook?
 
Yes, good business to own at least better then the the luggage companies buit do not look at EPS and PE take a 3 year view and stay put.
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kulman
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Quote kulman Replybullet Posted: 03/Dec/2006 at 6:57am
Yes, good business to own at least better then the the luggage companies......
--------------------------------------------
Basant jee, there seems to be a lot of confusion.
 
That luggage company's TV Advt showed a good looking model with background song: BUY BUY, BUY BUY, BUY BUY, BUY BUY BUY BUY....
 
Whereas you seem to have misunderstood the same as: BYE BYE, BYE BYE, BYE BYE, BYE BYE BYE BYE....
 
By the way, if I put a gun to your head, what would you choose: VIP kaa luggage yaa phir VIP* ki Chaddi-Baniyan?
 
 
 
*VIP undergarments by Maxwell Industries
----------------------------------------------------------------------------
Disclaimer/Disclosure: This post has no intention of hurting anyone's feeling, either living or dead. Still if someone takes it personally, ....................................................... the hell with him.
 


Edited by kulman - 03/Dec/2006 at 7:12am
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basant
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Quote basant Replybullet Posted: 03/Dec/2006 at 7:52am
Hey, people have gone grossly wrong predicting things with Guns on their head. A couple of them whom I know have seen their recommendation have turned into gas.  
 
"Chaddi-Baniyan"  is what I would go for. The luggage business is value no doubt but how that value would be unlocked is still unclear to me.


Edited by basant - 03/Dec/2006 at 8:56am
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