Hotel & Hospitality Sector Analysis in India | Indian Hotels, EIH Hotel, Chalet Hotels, Lemon Tree
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The Indian Hotel Industry has had a tough 3 years but it now well on it's path to recovery and progress. With over 50 hotel and hospitality stocks to choose from, it is important to understand the most important metrics that affect the hotel business. And so in this video, I analyse the hotel industry in India and narrow down the information into 6 valuation metrics every investor should consider when investing in hotel stocks. We shall be examining four Indian hotel chains:
a) IHCL i.e. Indian Hotels Company Limited (incl. The Taj Hotel, Vivanta, Ginger Hotel etc.)
b) EIH Limited (incl. The Oberoi Hotels, Trident Hotels, Maidens)
c) Chalet Hotels (incl. Marriott, Novotel, Four Seasons, Westin)
d) Lemon Tree Hotels (incl. Lemon Tree Premier, Red Fox Hotels, Aurika Hotels)
👉 Video Chapters:
00:00 Welcome to Hotel California
00:52 Macro View of Hotel Industry in India
04:56 1. Key Performance Indicators
07:53 2. Profitability Metrics
09:29 3. Leverage & Debt Servicing
10:50 4. Strong Parentage
12:14 5. Brand & Competitive Advantages
13:19 6. Risk Management
15:29 Valuation & Shankar Checking Out
👉 Some Useful Resources & Readings:
‣ Where to find Shankar Nath? https://bio.link/shankarnath
‣ Dr. Vijay Malik's Analysis on Hotel Business (must read): https://www.drvijaymalik.com/hotels/
‣ India Hotel Market Review: https://cdn.horwathhtl.com/wp-content...
‣ Hotel Industry Metrics: https://www.altexsoft.com/blog/revpar...
‣ Hotel Sector Update by ICICI Direct: https://www.icicidirect.com/mailimage...
‣ IHCL (Indian Hotels Company Limited) Report by Sharekhan (Aug 2022): https://images.moneycontrol.com/stati...
‣ IHCL Detailed Coverage by Ventura: https://ventura1.com/calltracking/Tec...
‣ Chalet Hotels Research Report by Prabhudas Lilladhar: https://www.plindia.com/samplereports...
‣ Lemon Tree Hotels Research Report by Ventura: https://ventura1.com/calltracking/Tec...
#hotelindustry #indianhotels #lemontree #ihcl #hospitalityindustry #tajhotels
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5
► 26,000+ readers have joined my Investing Newsletter
Subscribe Now : http://shankarnath.com
The Indian Hotel Industry has had a tough 3 years but it now well on it's path to recovery and progress. With over 50 hotel and hospitality stocks to choose from, it is important to understand the most important metrics that affect the hotel business. And so in this video, I analyse the hotel industry in India and narrow down the information into 6 valuation metrics every investor should consider when investing in hotel stocks. We shall be examining four Indian hotel chains:
a) IHCL i.e. Indian Hotels Company Limited (incl. The Taj Hotel, Vivanta, Ginger Hotel etc.)
b) EIH Limited (incl. The Oberoi Hotels, Trident Hotels, Maidens)
c) Chalet Hotels (incl. Marriott, Novotel, Four Seasons, Westin)
d) Lemon Tree Hotels (incl. Lemon Tree Premier, Red Fox Hotels, Aurika Hotels)
👉 Video Chapters:
00:00 Welcome to Hotel California
00:52 Macro View of Hotel Industry in India
04:56 1. Key Performance Indicators
07:53 2. Profitability Metrics
09:29 3. Leverage & Debt Servicing
10:50 4. Strong Parentage
12:14 5. Brand & Competitive Advantages
13:19 6. Risk Management
15:29 Valuation & Shankar Checking Out
👉 Some Useful Resources & Readings:
‣ Where to find Shankar Nath? https://bio.link/shankarnath
‣ Dr. Vijay Malik's Analysis on Hotel Business (must read): https://www.drvijaymalik.com/hotels/
‣ India Hotel Market Review: https://cdn.horwathhtl.com/wp-content...
‣ Hotel Industry Metrics: https://www.altexsoft.com/blog/revpar...
‣ Hotel Sector Update by ICICI Direct: https://www.icicidirect.com/mailimage...
‣ IHCL (Indian Hotels Company Limited) Report by Sharekhan (Aug 2022): https://images.moneycontrol.com/stati...
‣ IHCL Detailed Coverage by Ventura: https://ventura1.com/calltracking/Tec...
‣ Chalet Hotels Research Report by Prabhudas Lilladhar: https://www.plindia.com/samplereports...
‣ Lemon Tree Hotels Research Report by Ventura: https://ventura1.com/calltracking/Tec...
#hotelindustry #indianhotels #lemontree #ihcl #hospitalityindustry #tajhotels
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
2 سال پیش
در تاریخ 1401/11/07 منتشر شده
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