Hi @Chandragupta I have been following your posts and comments. They are always insightful and most of the times I learn something or the other from them!
I am holding Indian Hotels since the covid lows and am obviously sitting on decent multibagger gains. I attended the investors call and the Management seemed confident about the long term, structural kind of a growth in Industry and an industry leading growth in Indian Hotels. As many of us believe that hotels specifically are highly cyclical and it seems that the boom upcycle post covid is getting over since the triggers are diminishing for the earnings to grow more than 20-30%, in my view.
What is your take on the Hotel industry as a structural play on premiumisation and increase in per capita income? Should one hold the stocks for, per se, 2-3 years from now?
Disclosure: Invested, since lower levels of covid.
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