Posts tagged Indian Hotels
| Indian Hotels ARR continues to inch higher. Buy for Target Price of INR410 (+36%): Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | February 1, 2023 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 36% |
| Summary: | We expect the strong momentum to continue in FY23-25, led by: a) a further improvement in ARR and occupancy due to favorable demand-supply dynamics; b) higher income from management contracts; and c) unlocking value by launching the reimagined and new brands. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal |
| Thematic report on the Hotels Sector (Indian Hotels & Lemon Tree) by HDFC Sec | |
| Company: | Indian Hotels, Lemon Tree Hotels, Model Portfolio |
| Brokerage: | HDFC Sec |
| Date of report: | January 27, 2023 |
| Type of Report: | Sector Report |
| Recommendation: | Buy |
| Upside Potential: | 44% |
| Summary: | India’s hotel industry has witnessed a robust turnaround in demand after the pandemic, led by the rising discretionary spending on tours and travels, revenge tourism, improving economic environment fuelling corporate travels and revival of mega wedding season and other cultural events |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Lemon Tree Hotels, Model Portfolio |
| Indian Hotels is rapid scaling up margin-accretive new businesses. Buy for target price of Rs 390: Motilal Oswal | |
| Company: | Indian Hotels |
| Brokerage: | Motilal Oswal |
| Date of report: | December 19, 2022 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 19% |
| Summary: | Indian Hotel’s (IH’s) new and re-imagined businesses Ama Stays, Qmin, Chambers, and Management contracts are expected to scale up rapidly on the lower base and high growth runway. These businesses are margin accretive with higher margin flowthrough, thereby driving up the RoCE. The new business is expected to contribute ~26% to the company’s operating profits by FY25. |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Motilal Oswal |
| Indian Hotels Company Research Report By Nirmal Bang | |
| Company: | Indian Hotels |
| Brokerage: | Nirmal Bang |
| Date of report: | September 5, 2019 |
| Type of Report: | Result Update |
| Recommendation: | Buy |
| Upside Potential: | 26% |
| Summary: | Cost optimization – driver of profitability |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Nirmal Bang |
| Five Best Hotels To Buy Now | HDFC Research Report | |
| Company: | EIH, EIH Associated Hotels, Indian Hotels, Lemon Tree Hotels, TajGVK Hotels & Resorts |
| Brokerage: | HDFC Sec |
| Date of report: | October 9, 2018 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 30% |
| Summary: | Best Hotel Stocks To Buy Now: Make hay while the sun shines. Industry at an inflection point |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | EIH, EIH Associated Hotels, Lemon Tree Hotels, TajGVK Hotels & Resorts |
| Best Hotel Stocks To Buy Now For Up To 54% Gain By IIFL | |
| Company: | EIH, Indian Hotels, Model Portfolio, Oriental Hotels, Royal Orchid Hotels |
| Brokerage: | IIFL |
| Date of report: | August 28, 2018 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 54% |
| Summary: | Hotel industry has witnessed overall improvement in occupancy ratio over last four quarters with demand outpacing supply growth |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | EIH, IIFL, Model Portfolio, Oriental Hotels, Royal Orchid Hotels |
| Top Investment Ideas For 2018 By Stewart & Mackertich | |
| Company: | Bharat Forge, Indian Hotels, Jindal Saw, Model Portfolio |
| Brokerage: | Stewart & Mackertich |
| Date of report: | December 7, 2017 |
| Type of Report: | Model Portfolio |
| Recommendation: | Buy |
| Upside Potential: | 40% |
| Summary: | Beginning of an up-cycle |
| Full Report: | Click here to view full post with link to download pdf file |
| Tags: | Bharat Forge, Jindal Saw Limited, Model Portfolio |