Excellent analysis. Inclusion of valuation analysis matrix based on current performance and projected one would have helped the viewers on comparatives.
Thanks! Yes, I left that out on purpose with an indication that EV/EBITDA is what analysts look for. Because a) it can be easily viewed over any screening platform (while finding occupancy rate, RevPAR etc. is tougher) and b) more importanly, the hotel company's financials (trailing 4 quarters) haven't yet normalized. I was afraid it might lead to an incorrect interpretation as a majority of investors look for shortcuts & that table would not qualify as one
My pleasure, Santosh. Glad you liked it and I sincerely hope it's these details which'll help invest our hard earned money in the right security, in the right way and and the right time
This is excellent stuff sir. I have deeply read about this sector recently as it is in an upcycle and i must say this video instills my understanding after gaving read in 5 Annual reports 15 presentations and 10 concalls of various companies. Would love to hear more from you about sectors and specific players similarly
Thanks for the video 👍. It would be great if you can make a video of Stock lending and borrowing (SLB) process to generate regular income from portfolio stocks.
@@shankarnath Thanks sir.. really appreciate your response.. true their are many videos on this TH-cam. However, i would specifically want to know the risk factors involve in this process? U r opinion on how safe this process is? Taxation part of it? Any issues with this at the time of dividend, bonus, stock split and very important can I do it through ICICI Direct? And any additional points which you think can be a good add on this topic. I really appreciate your deep knowledge sharing. All the best sir 👍
@12:25 'Pricing power gets reflected in the occupancy rate' saying it that way makes it seem like it leads to higher occupancy while I think it would be the other way around.
Excellent analysis sir👍 Sir currently I am investing via et money Genius portfolio in mutual funds as well as in stocks as I have watched your all previous videos on et money channel. Need your review on et money Genius portfolio coz as on date you are different entity from et money 😄
Hello Himanshu - two important points: 1. If you are already invested in the Genius portfolio, then you should be able to see how your portfolio is performing against the benchmark. That should give you a very good idea of how things are proceeding 2. The way Genius is designed: very user has a slightly different allocation, different set of stocks/funds, different SIP dates (which makes a difference), different tenures and there are 6 different portfolios within it. Your experience might be totally different than mine. On my part, I can tell you that the returns on my Genius portfolio are in line with my expectations. The rest is upto you -- which you can easily check on the ET Money app
@@shankarnath thanks alot sir for your response actually my return is not as I am expected but that's too early to judge genius portfolio so I just want to know your views about genius.
Thank you for being consistent with the quality and as always detailed analysis and for sharing your knowledge with us.
My pleasure! Glad you liked it
Couldn't wait to watch the full video as soon as the notification bell rang!
Thank you so much for thus amazing content
Hope you enjoyed it! Sincerely appreciate your kind words
Your videos are world class. Now I'm in love to understand businesses models. Thank you so much for instilling this curiosity.
My pleasure! Glad you like them
Always amazed the way u explain...Ur simplicity is ur best asset
Thank you Dr. Diwakar. Glad you liked it
Top quality, very informative, and most importantly unbiased content.
Much appreciated! Thank you Vikram
As usual, very detailed and informative. Will look forward to hear from you similarly on defence sector
Thank you for your suggestion
Truly impressive thank you for sharing such info.
Looking forward for more such sector analysis videos.
You are superb sirji🎉🙏
Thank you very much for your kind appreciation 🙌
Very good analysis. Thanks, needed it!
Very welcome! Glad it was helpful. Even I enjoyed making this one
One year ago he has made this video so nice. Am just watching it after all the stock are runned up..
Excellent analysis. Inclusion of valuation analysis matrix based on current performance and projected one would have helped the viewers on comparatives.
Thanks! Yes, I left that out on purpose with an indication that EV/EBITDA is what analysts look for. Because a) it can be easily viewed over any screening platform (while finding occupancy rate, RevPAR etc. is tougher) and b) more importanly, the hotel company's financials (trailing 4 quarters) haven't yet normalized. I was afraid it might lead to an incorrect interpretation as a majority of investors look for shortcuts & that table would not qualify as one
@@shankarnath Yes, I would agree with you.
You always provide valuable content, thank you 🙏
My pleasure, Santosh. Glad you liked it and I sincerely hope it's these details which'll help invest our hard earned money in the right security, in the right way and and the right time
Exceptional! Superb content!
Much appreciated! Glad you liked it
Great content again, a good time to invest
Thank you very much, Vinkal.
Great presentation, thank you.
Most welcome!
Please make a fundamental analysis video of when the stock is hammered down!!! How to differentiate if we are trying to catch a falling knife or not.
Thanks for your suggestion, I'll add it to my content queue
Nailed the thumbnail game as usual 😋
Thanks
Hi Shankar, Very well explained. Your videos are superb. Request to make one on Alcohol Industry in India
Thanks for your appreciation and suggestion. I'll add it to my content queue
Love your content. Please put atleast two videos per week.
Thanks, I'll try
Thank you sir, awesome 💯 content...
Most welcome. Vijetarvind. So nice of you
This is excellent stuff sir. I have deeply read about this sector recently as it is in an upcycle and i must say this video instills my understanding after gaving read in 5 Annual reports 15 presentations and 10 concalls of various companies. Would love to hear more from you about sectors and specific players similarly
Thanks!
One way to increase occupancy rates is to destigmatise and legalise premarital relations!
Thanks for the video 👍. It would be great if you can make a video of Stock lending and borrowing (SLB) process to generate regular income from portfolio stocks.
Most welcome Kaustav. I see there are many videos on this subject on TH-cam .. what are the 5-6 points specifically you'd want me to address?
@@shankarnath Thanks sir.. really appreciate your response.. true their are many videos on this TH-cam. However, i would specifically want to know the risk factors involve in this process? U r opinion on how safe this process is? Taxation part of it? Any issues with this at the time of dividend, bonus, stock split and very important can I do it through ICICI Direct? And any additional points which you think can be a good add on this topic. I really appreciate your deep knowledge sharing. All the best sir 👍
@12:25 'Pricing power gets reflected in the occupancy rate' saying it that way makes it seem like it leads to higher occupancy while I think it would be the other way around.
❤
Excellent analysis sir👍
Sir currently I am investing via et money Genius portfolio in mutual funds as well as in stocks as I have watched your all previous videos on et money channel. Need your review on et money Genius portfolio coz as on date you are different entity from et money 😄
Hello Himanshu - two important points:
1. If you are already invested in the Genius portfolio, then you should be able to see how your portfolio is performing against the benchmark. That should give you a very good idea of how things are proceeding
2. The way Genius is designed: very user has a slightly different allocation, different set of stocks/funds, different SIP dates (which makes a difference), different tenures and there are 6 different portfolios within it. Your experience might be totally different than mine. On my part, I can tell you that the returns on my Genius portfolio are in line with my expectations. The rest is upto you -- which you can easily check on the ET Money app
@@shankarnath thanks alot sir for your response actually my return is not as I am expected but that's too early to judge genius portfolio so I just want to know your views about genius.
@@9454095591 Most welcome
why not itc hotels in this? They have tied up with marriott too
I've looked at the top 4 listed companies in this space. Don't think other brands like Le Meridien Group, ITC Hotels, The Leela or OYO are listed yet.
Outstanding presentation, analysis, and thumbnail.
Thank you for the wonderful content🙏🙏
Thank you very much, Nayana