10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Archives : Old artciles

Saturday, July 16, 2011

Kamat Hotels India Ltd:-Buy/sell/,growth prospects and recommendation,news and results,target price and analysis,views and outlook,multibagger

Calls review:Kamat Hotels India Ltd
Recommended price:36(19.5.09)
Present price:94

Scripscan:Kamat Hotels India Ltd
Traded in:Nse-bse

Story:The Orchid - is the flagship hotel for Kamat Hotels ( India ) Ltd. The company is seeing average occupancy level of over 65%-80 for some time now. Also average room rates are seeing an uptick of over 10-15% at Rs. 4500 / room. Apart from that; Kamat is also managing some hotels like Rhodes, Uppal and Doodies at various locations. This is asset light strategy which the company intends to follow that can add to bottomlines. The company is located next to Mumbai airport.The company's 5-star segment rooms fetch 50% operating margins.Valuations are much less than peer group. The stock has seen re-rating due to turnaround and lower valuations and has priced in positivespartially.However, bullish macro conditions indicate good meridum term business visibility.The Travel and Tourism industry is expected to witness approximate 10% annual growth in tourism demand, 8% growth in tourism related GDP, 11% annual growth in overseas visitors, 7.5% increase per annum in capital investment in tourism and 5.5% annual growth in government expenditure on tourism. With the economy slwoly on an upswing, hotel and travel tourism segments are doing well and India is now being looked at as a market with tremendous growth potential. With the continuing economic reforms, growing economy and major restructuring of the Company's business the future outlook of the Company looks promising.Considering all these the stock holds lot of potential and can be bought at present levels.

Present update:With hotel sector expected to hog the limelight in near future kamat should scale new highs.

No comments:

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner