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Sri Lanka Equity Forum » Stock Market Talk » Hotel and Travel Sector

Hotel and Travel Sector

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61Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Thu Oct 24, 2019 1:16 pm

Rare


Equity Analytic
Equity Analytic
Yes dear winner.

62Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Thu Oct 24, 2019 5:46 pm

glad


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Winner123 wrote:Hotel sector warming up
Any reason why? Any new tax incentives to hotel industry?

63Hotel and Travel Sector - Page 4 Empty cargo boat on Thu Oct 24, 2019 7:12 pm

abey


Manager - Equity Analytics
Manager - Equity Analytics
silent buying Laughing Laughing Laughing

64Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Thu Oct 24, 2019 7:23 pm

abey


Manager - Equity Analytics
Manager - Equity Analytics
royal parm beach hotel reach rs 20-22 short term (low selling presure)yoyr attension

65Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Fri Oct 25, 2019 9:37 am

God Father


Manager - Equity Analytics
Manager - Equity Analytics
Hotels and travel sector will take at least 4 financial quarters to recover pre April levels. By that time all hotels will be over valued.

66Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Fri Oct 25, 2019 10:07 am

Rare

Rare
Equity Analytic
Equity Analytic
@abey wrote:royal parm beach hotel reach rs 20-22 short term (low selling presure)yoyr attension
Book Value: 48

67Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Fri Oct 25, 2019 10:59 am

Arrowrisk

Arrowrisk
Manager - Equity Analytics
Manager - Equity Analytics
@abey wrote:silent buying Laughing Laughing Laughing
It may reach Rs.30 prior to election...

68Hotel and Travel Sector - Page 4 Empty Tourist arrivals dip 9.5% in November on Thu Dec 05, 2019 12:56 pm

Quibit

Quibit
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics



  • Cumulative 11-month figure down 19.6% to 1.7 m
  • Analysts say SL unlikely to meet most recently revised 1.9 m arrival target for 2019
  • SLTDA releases limited data; International Relations and Research team on study tour


Cumulative 11-month figure down 19.6% to 1.7 m

Analysts say SL unlikely to meet most recently revised 1.9 m arrival target for 2019

SLTDA releases limited data; International Relations and Research team on study tour

 By Charumini de Silva

Tourist arrivals in November were down 9.5% and in the first 11 months by 19.6% from a year earlier, confirming a continuing downturn following the Easter Sunday terror attacks.

According to limited data released by the Sri Lanka Tourism Development Authority (SLTDA) yesterday, November arrivals were 176,984 as against 195,582 a year earlier.

The cumulative 11 months haul was almost 1.7 million compared to 2.08 million in the corresponding period of 2018.

Earlier the SLTDA revised the annual projection to 1.9 million from the previous forecast of 2.1 million under the previous regime, but considering the data analysts said that Sri Lanka t will not be able to even reach its most recently revised target for this year.

Tourist...

Interestingly this time, the SLTDA has released November data sans its usual comprehensive report with the breakdown of figures and markets on its website, as the team in-charge of compiling the monthly report has gone on a study tour to Australia, the Daily FT learns.

Following the Easter attacks, tourist arrivals slumped by 70.8% to a record low of 37,802 in May. The change in arrivals between 2018 and 2019 was 57% in June, 46.9% in July, 28.3 % in August, 27.2% in September, 22.5% in October and 9.5% in November.

Though chasing growth, officials took comfort from the fact that the pace of decline was waning. However, the industry has been critical over the delay in the launch of an aggressive public relations and marketing campaign in the aftermath of the Easter Sunday attacks.

In April, soon after the Easter Sunday attacks, tourism officials estimated a $ 1.5 billion revenue loss this year, while projecting a 30% drop in arrivals.

Sri Lanka originally planned for 2.5 million tourist arrivals, but post-Easter Sunday terror attacks, the SLTDA revised the target in August, stating that it hoped to get around 2 to 2.1 million tourists compared to the 2.3 million visitors recorded in 2018, representing a 10% decline in arrivals.



According to limited data released by the Sri Lanka Tourism Development Authority (SLTDA) yesterday, November arrivals were 176,984 as against 195,582 a year earlier.

The cumulative 11 months haul was almost 1.7 million compared to 2.08 million in the corresponding period of 2018.

Earlier the SLTDA revised the annual projection to 1.9 million from the previous forecast of 2.1 million under the previous regime, but considering the data analysts said that Sri Lanka t will not be able to even reach its most recently revised target for this year.

Tourist...

Interestingly this time, the SLTDA has released November data sans its usual comprehensive report with the breakdown of figures and markets on its website, as the team in-charge of compiling the monthly report has gone on a study tour to Australia, the Daily FT learns.

Following the Easter attacks, tourist arrivals slumped by 70.8% to a record low of 37,802 in May. The change in arrivals between 2018 and 2019 was 57% in June, 46.9% in July, 28.3 % in August, 27.2% in September, 22.5% in October and 9.5% in November.

Though chasing growth, officials took comfort from the fact that the pace of decline was waning. However, the industry has been critical over the delay in the launch of an aggressive public relations and marketing campaign in the aftermath of the Easter Sunday attacks.

In April, soon after the Easter Sunday attacks, tourism officials estimated a $ 1.5 billion revenue loss this year, while projecting a 30% drop in arrivals.

Sri Lanka originally planned for 2.5 million tourist arrivals, but post-Easter Sunday terror attacks, the SLTDA revised the target in August, stating that it hoped to get around 2 to 2.1 million tourists compared to the 2.3 million visitors recorded in 2018, representing a 10% decline in arrivals.

69Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Thu Dec 05, 2019 2:26 pm

ResearchMan


Equity Analytic
Equity Analytic
9.5% in November(single digit & good recovery).

70Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Thu Dec 05, 2019 4:36 pm

Teller

Teller
Moderator
Moderator
Dont touch Anilana. The number one manipulators


_________________




Teller said is said..

71Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sun Dec 29, 2019 6:40 pm

bhanu


Manager - Equity Analytics
Manager - Equity Analytics
Ahun.n0000 looking good.. they have better business currently comparing to other. They will make a profit in upcoming report

72Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sun Dec 29, 2019 9:40 pm

Teller

Teller
Moderator
Moderator
Anila is no 1 manipulated share. People loss millions on Anilana IPO


_________________




Teller said is said..

73Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Mon Dec 30, 2019 1:39 am

fireshelter

fireshelter
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Then Teller What you predict now as good at this point

74Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Jan 04, 2020 6:08 am

ResearchMan


Equity Analytic
Equity Analytic
Tourists Arrivals
December 2018:253,169
December 2019:241,663

75Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Jan 04, 2020 9:37 am

Teller

Teller
Moderator
Moderator
There is a big difference 2019 vs 2018 ernings. As per 2019 revenue genarations based on ARR and occupancy , its look like star class hotels suffers a lot. Touching shares are in hotel related is a risk. Remember arrivals and occupancy ,2 different scenario. If want to know more contact me personally


_________________




Teller said is said..

76Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Mon Jan 06, 2020 2:48 pm

ThilinaM

ThilinaM
Vice President - Equity Analytics
Vice President - Equity Analytics
how to contact you personally

77Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 2:29 pm

bhanu


Manager - Equity Analytics
Manager - Equity Analytics
Huge loses are expected for this year. Most shares will hit all time low

78Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 2:43 pm

Junior investor


Manager - Equity Analytics
Manager - Equity Analytics
I bought keels hotels, ahungalla, jetwing yesterday and will buy more in future. can you believe that ahungalla at Rs 15?

79Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 3:20 pm

bhanu


Manager - Equity Analytics
Manager - Equity Analytics
Ahungalla is one of the best hotel plc but don't expect them to make any profits. They have a huge over head cost which can't be controlled. With or without gusts they have keep hotel running which is extremely costly

80Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 3:52 pm

Junior investor


Manager - Equity Analytics
Manager - Equity Analytics
yes ahungalla is not doing well at the moment, in fact their Eps is negative but I do long term. if they can't survive this temporary situation then nobody can.

81Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 4:51 pm

ColomboCSE


Manager - Equity Analytics
Manager - Equity Analytics
my advise is don't touch hotels now... it will come down more...

I have sold all except OSEA...

82Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sat Mar 14, 2020 7:48 pm

bhanu


Manager - Equity Analytics
Manager - Equity Analytics
Hotels will come down more.. till next year they may have to run on loan so we all know what it will lead to. I'm employed in hospitality industry and I know why is coming

83Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sun Mar 15, 2020 1:41 am

Teller

Teller
Moderator
Moderator
The worse time will come for finance, plantation,hotels..depositors be careful of your deposits.


_________________




Teller said is said..

84Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sun Mar 15, 2020 6:43 am

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Teller wrote:The worse time will come for finance, plantation,hotels..depositors be careful of your deposits.
Hotel will be the direct impact for sometime.....other sectors could be back to normal with efficient new government...if same group of GR,MR,NR,BR,CR..etc then Srilanka doom

85Hotel and Travel Sector - Page 4 Empty Re: Hotel and Travel Sector on Sun Mar 15, 2020 9:20 am

Hope123


Senior Equity Analytic
Senior Equity Analytic
it's nothing to go further down, and along with the ASI accumulation, shares would readjust to the price where it was. If you are in position to buy them now, we could urn some in this readjustment.

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