@Cshar; you have executed what an old wise man once said” buy a wonderful company at a fair price”; Agree it enjoys monopolistic position in Corporate Travel where they made two interesting acquisition a) Tata Corporate Travel services and b) DNATA (Emirates group). There is a very interesting peer American Express Corporate Travel Services (not sure if got listed vide a SPAC route) but a recollect having read their DRHP equivalent from the SEC site. @jigneshsuhani unfortunately not sure if one can compare Thomas Cook as a company but part of Corporate Travel at TC can surely be compared. Additionally, Balmer Laurie also has a corporate travel division which services the PSUs.
The Digiphoto thesis might play out very differently over time due to social media presence. This segment did not exist before the advent of social media. The Tiktok and Reels crowd would be using this Digiphoto route in times to come – my limited assessment.
| Subscribe To Our Free Newsletter |
