Wonderla Holidays - Attractive business model

Discussion in 'Stock Picks Of Wizards' started by Manish Chopra, Jun 7, 2016.

  1. Manish Chopra

    Manish Chopra New Member

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    Hi, sharing an interesting note by Stalwart Advisors, valuations may be a bit on the higher side now but the post is very insightful when it comes to explaining the business model, size of the opportunity and the management quality, so those of us who do not have it can add it on watchlist and keep a track on valuations.
    http://stalwartvalue.com/what-makes-wonderla-holidays-an-amazing-business/

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  2. Investor_Hemant

    Investor_Hemant New Member

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  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Motilal Oswal has downgrade stock because of headwind

    Multiple headwinds ahead
    Cutting estimates; downgrading to Neutral

    Post our recent conversation with the management, we surmise that footfall growth
    at WONH’s recently launched Hyderabad Park would be slower than we had
    anticipated.
    Footfalls at its Bangalore and Kochi Parks have been impacted by the ongoing heat
    wave and forecasts of an above-average monsoon do not portend well.
    Launch of new park coupled with lower than average price hikes (~5% against
    historical levels of ~10%) in existing parks will lead to EBITDA margin decline of
    450bp in FY17.
    We are cutting our estimates and downgrading our stock rating to Neutral in light of
    the near-term challenges

    http://www.motilaloswal.com/site/rreports/HTML/635971686251920943/index.htm
     
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