TOURISM INDUSTRY

judecroos wrote:

rajini wrote:This is the typical retailers mindset. Share market never has been controlled by retailers. It has been always done by the long term and medium term investors. Hotel shares are in the rock bottom due to the lock downs but are there any hotels to be sold ?

The recovery will not take that long. People who got caught to the virus don't need the vaccine. They have the antibodies made by the body. I guess there are more than 500 million total cases up to now. Pandemics gets over even without a vaccine in 2 - 3 years. Once patients get cured they become dead links to the virus.

People including scientists predicted it would take at least 2 years to create a successful vaccine. But less than a year we are having 3 successful vaccines from Russia, China , Pfizer. Moderna, Oxford, Johnson also were promising during the early stages. They also increasing the production capabilities.

Now we will look our inbound tourist share.

EU
India
China
Russia and East Europe
North America
Australia

Most of our tourists will have a vaccine in 2021. There is an issue with Indian tourists.

We should not forget the local tourists and  support from the government to the industry.
Analyze the last quarter hotel revenues

AHPL - 642 million
AHUN - 371
KHL - 600
TRAN -300
JETS - 275

PALM - 180

  In Sri Lanka the tourism sector will not recover for another six months or one year time. And don't get caught to these shares because this sector needs more than two years to recover loses after. The media will make you fool but as I am working in Europe, I can tell you surely Europeans will not visit SRI LANKA in the near future. There are very cheap and good quality service destinations are there now even in Europe. So if the other countries will follow Europeans what will happen to SRI LANKA tourism ?

rajini wrote:

judecroos wrote:

rajini wrote:This is the typical retailers mindset. Share market never has been controlled by retailers. It has been always done by the long term and medium term investors. Hotel shares are in the rock bottom due to the lock downs but are there any hotels to be sold ?

The recovery will not take that long. People who got caught to the virus don't need the vaccine. They have the antibodies made by the body. I guess there are more than 500 million total cases up to now. Pandemics gets over even without a vaccine in 2 - 3 years. Once patients get cured they become dead links to the virus.

People including scientists predicted it would take at least 2 years to create a successful vaccine. But less than a year we are having 3 successful vaccines from Russia, China , Pfizer. Moderna, Oxford, Johnson also were promising during the early stages. They also increasing the production capabilities.

Now we will look our inbound tourist share.

EU
India
China
Russia and East Europe
North America
Australia

Most of our tourists will have a vaccine in 2021. There is an issue with Indian tourists.

We should not forget the local tourists and  support from the government to the industry.
Analyze the last quarter hotel revenues

AHPL - 642 million
AHUN - 371
KHL - 600
TRAN -300
JETS - 275

PALM - 180

  In Sri Lanka the tourism sector will not recover for another six months or one year time. And don't get caught to these shares because this sector needs more than two years to recover loses after. The media will make you fool but as I am working in Europe, I can tell you surely Europeans will not visit SRI LANKA in the near future. There are very cheap and good quality service destinations are there now even in Europe. So if the other countries will follow Europeans what will happen to SRI LANKA tourism ?

No offense but Europeans not sharing their travel plans with unknown people from developing nations including me , you and other people.
Why anyone lives in Europe and invest in CSE ?  You can buy many low risk , liquid shares from there. Europe must be the retailers paradise these days. Indexes are highly fluctuating.

People who didn't talk to you are like to visit Sri Lanka. JKH said winter forward bookings are reaching pre-COVID-19 levels. The tourist industry in the country consist of natural values, nothing artificial.

http://www.dailymirror.lk/business-news/JKH-says-winter-bookings-nearing-pre-COVID-levels/273-196054

But there are challenges for the industry. Airports are closed since March, airlines can't operate with lock downs. These matters can be addressed very easily.

RJ1010 wrote:I can only say some people are living in a fantasy land I will not be touching hotel shares at least until end of 2021. Enough said.
GL to all hotel share lovers.

Thushara Ayya wrote:KHL, REEF, GHLL, AHUN, HUNA will start the game...

RJ1010 wrote:

Thushara Ayya wrote:KHL, REEF, GHLL, AHUN, HUNA will start the game...

Already had a quick rally last week which crash landed in a day. You are expecting another rally? Very risky entering these rallies. Not recommended for newcomers. Old hands may do a quick trade.

sureshot wrote:Hotel shares are trading at a CORONA OFFER "Buy one Get one" Free.

I buy when there is an offer .......

sureshot wrote:Hotel shares are trading at a CORONA OFFER "Buy one Get one" Free.

I buy when there is an offer .......

judecroos wrote:

sureshot wrote:Hotel shares are trading at a CORONA OFFER "Buy one Get one" Free.

I buy when there is an offer .......

Please don't get caught to this tourism sector counters because tourism will not get to normal for another two three years. do your research before you enter.

sureshot wrote:

judecroos wrote:

sureshot wrote:Hotel shares are trading at a CORONA OFFER "Buy one Get one" Free.

I buy when there is an offer .......

Please don't get caught to this tourism sector counters because tourism will not get to normal for another two three years. do your research before you enter.

I have started my research..... 
Hope you have finished your research 

CPGOMEZ71 wrote:Even if our airport is opened, its doubtful that we will get tourist as we used to get during the pre covid era. Thus it may take at least another 12 to 18 months for us to get tourists and for hotels to run with 80-100% occupancy. To make profits after recovering it may take longer than that.

Hence I do agree with judecroos as there are many counters that we could make money rather than hotels at this situation.

judecroos wrote:

CPGOMEZ71 wrote:Even if our airport is opened, its doubtful that we will get tourist as we used to get during the pre covid era. Thus it may take at least another 12 to 18 months for us to get tourists and for hotels to run with 80-100% occupancy. To make profits after recovering it may take longer than that.

Hence I do agree with judecroos as there are many counters that we could make money rather than hotels at this situation.

We should advice our members honestly without any advantage in return. 

Vishwanarth wrote:

samaritan wrote:

Junior investor wrote:I have bought hotel stocks and I will be buying hotels.

මම හෝටල් කොටස් ගත්තා සහා ඉස්සරහට අඩු උනොත් තවත් ගන්නවා.

If you are buying hotels let me be the broker please.

He can get benefits from hotels by 2023 onwards. Some bought hotels by selling EXPO, DIPD, HAYC and now again buying back what they sold.

sureshot wrote:

Vishwanarth wrote:

samaritan wrote:

Junior investor wrote:I have bought hotel stocks and I will be buying hotels.

මම හෝටල් කොටස් ගත්තා සහා ඉස්සරහට අඩු උනොත් තවත් ගන්නවා.

If you are buying hotels let me be the broker please.

He can get benefits from hotels by 2023 onwards. Some bought hotels by selling EXPO, DIPD, HAYC and now again buying back what they sold.

Now Some are ready to sell  Expo.DIPD,Hayc and buying back Hotels 

http://www.ft.lk/top-story/New-guidelines-in-the-offing-to-welcome-tourists-from-1-Jan/26-709594

samaritan wrote:

sureshot wrote:

Vishwanarth wrote:

samaritan wrote:

Junior investor wrote:I have bought hotel stocks and I will be buying hotels.

මම හෝටල් කොටස් ගත්තා සහා ඉස්සරහට අඩු උනොත් තවත් ගන්නවා.

If you are buying hotels let me be the broker please.

He can get benefits from hotels by 2023 onwards. Some bought hotels by selling EXPO, DIPD, HAYC and now again buying back what they sold.

Now Some are ready to sell  Expo.DIPD,Hayc and buying back Hotels 

http://www.ft.lk/top-story/New-guidelines-in-the-offing-to-welcome-tourists-from-1-Jan/26-709594

Expo has bigger opportunity with the transport of vaccines worldwide and to exploit new opportunities in e-commerce. Hayc has an ever growing global demand for activated carbon that has nothing to do with the pandemic.

Revival of tourism is a welcome sign but you will get dividends posthumously with the restrictions imposed.

RJ1010 wrote:Subash completely agree with you. I was also going to mention if someone wants to sell hayc, expo, DIPD to buy hotel shares then that person don’t know anything about investing vs trading and how to manage a share portfolio.

Anyway the news is good for tourism sector. All tourism businesses have suffered too much during this year.
This news might also spark another quick hotel rally.

rajini wrote:The airport opening is just a proposal. Its not a decision.

Vishwanarth wrote:

rajini wrote:The airport opening is just a proposal. Its not a decision.

News trigger up rally. Even today peoples are coming from overseas but they need to undergo 14days. Tourist will be difficult category.