Hi Ayush
Would like to understand how do you mean ~2x valuation. Looking at screener PE or PEG is not available. Could you please explain that a bit?
Samhi Hotels – Turnaround with Tailwinds (05-10-2024)
It’s nearly ~2x valuation (if compared to current market cap).
But considering they plan to double the room count(of acquired entity) and Bangalore land prices increased significantly in past couple years. Seems fair valuation.
Burger King ~ Whopper of an Opportunity (05-10-2024)
Yeah I get that but
Considering the amount written off in P&l is way too high.
They have assets of 2300cr only and dep is 350 cr.
Where as jubilant has 6000cr of assets and dep exp is only around 170-200cr.
Compare it with other QSRs also its way too high!!
Samhi Hotels – Turnaround with Tailwinds (05-10-2024)
They have surplus land along with permission to extend the room count which is very good sign. Also Whitefield is prominent location for IT in Bengaluru.
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Samhi Hotels – Turnaround with Tailwinds (05-10-2024)
The property could be poorly managed and Samhi could bring efficiency and utilise the property efficiently to maximise the revenue.
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