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Saturday, October 3, 2009

Asian Hotels Ltd:Future outlook and analysis

Scripscan:Asian Hotels Ltd
cmp:370
Code:500023

Story:Asian Hotels (AHL) is a strong niche player at the premium end of the hotel industry with strategically located properties at Delhi, Mumbai, and Kolkata.AHL entered into a technical tie up and marketing agreement with Hyatt Hong Kong which allows it to use the Hyatt brand name on its properties enabling it to earn relatively higher ARRs.AHL‘s properties are strategically located in the cities of Mumbai, Delhi and Kolkatta. Hotels in the metros are key links to business as well as tourist travelers. Thus, occupancy rates are much higher than hotels in the other regions. Though occupancy rates and numbers with respect to the growth in average room rates (ARRs) of the company are not available, the growth has to be viewed with respect to increased economic activity in the country and significant growth in domestic travel (both business and leisure). Also, the favourable demand-supply dynamics currently prevailing in the industry led to higher ARRs as well (rooms are in short-supply in Delhi). Its presence in key gateway cities is a big positive and we expect occupancy rates to remain robust in the next three years.The hotel sector is a high fixed cost industry and thus benefits from operating leverage (profits improve sharply once the business generates enough revenues so as to meet the fixed costs and any incremental business revenues flow straight through to the bottomline).The company does not have any major concrete expansion plans, but is actively pursuing opportunities in key cities like Bangalore. So, growth in the next one to two years will be largely driven by existing properties (we expect significant upsides in Delhi and Kolkata).Despite the promising growth prospects, we are cautious on the current valuations.A hold as of now.

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