REEF - CITH - CITW ජන්ක් කියන අය ජරාව කියන අය දන්නේ නැ

bhanu wrote:I had a very bad experience staying at their hotels. Also they are trying to promote some religion which I don't have a idea of..

kalu351 wrote:

bhanu wrote:I had a very bad experience staying at their hotels. Also they are trying to promote some religion which I don't have a idea of..

sorry to hear that - but we the family ahd a wow type stay at waskkaduwa
 Not clear your idea what you say is all customer service issues nothing related to investments - u may say service is related to profits and then u can get bad experience even at sharngrilla 
reply to the article and topic

dayandacool wrote:IMO, Covid effect will be there for next 2-3 years with all the hotels not only the above mentioned lot. Recovery from this slump will take sometime and there are many more attractive shares are there in the market. If one is looking at a long term prospect of 5-10 years, then yes hotels are a go to stock. but then again, there are better and proven hotels at discounted prices with better BV and asset base.

bhanu wrote:I had a very bad experience staying at their hotels. Also they are trying to promote some religion which I don't have a idea of..

kalu351 wrote:

[ltr]පුරුදු කොටුවෙන් පිට හිතලා බලපු කතාවක් - වරදින්න පුලුවන් -අදහ්සක් විතරයි ප්‍රවර්ධනයක් නොවේ

REEF-CITW -CITH ජන්ක් කියන අය ජරාව කියන අය දන්නේ නැ - මේ රජය යටතේ මුල්ම තැන ගන්න හෝටල් සමුහය වෙන්නේ මෙම සමූහය කියල ඉදිරි වසර 10 ටම ඒ ආසියාවේ දේශපාලනය හැටි අනික මෙම හෝටල් තරු පන්තියේ යම් තාක් තාක්ශනිකව ඉහල මට්ටමේ හෝටල්
වසර ගනනවක් පොදුජනපෙරමුණ ගොඩ නගන්න දෙරණ නාලිකා සමූහය කළ අප්‍රතිහත වැඩකොටස ඒ වගේම මෙම සමූහයේ අයිතිකරු පොඩි තැන ඉදලා ආපු - කොටුවෙන් පිට හිතන වියාපාරිකයෙක් - මේ කාරනා නිසා ඉදිරියේ දී සන්චාරක කර්මානත්ය පටන් ගත්තු විට ලන්කාවේ ඉදිරියටම එන හෝටල් සමූහය වෙන්න පුලුඅව්න් මෙම සමූහය
වසර 10 -15ම මෙම පක්සයේ පාලනයක් පැවතුන හොත් - කීල්ස් හෝටල් සමූහය පරදා යන්න බැරිත් නැ - මේ මගේ අදහසක් - ප්‍රවර්ධනයක් නෙවෙයි ආසියාවේ වෙන දේ හිතුවම ලන්කාවේ පසුගිය කාල වල වුනු දේ හිතුවම මේ වගේ සමාගම් වලට රුපියල් 4-5 ගානේ ආයෝජනය කරල කොටස් අරන් වසර 3-4 තියල තියනකොට සමහර විට 100% -200 % වගේ මහ විශාල ලාබ ලබන්න පුලුවන් වෙන්නත් පුලුවන් - සැබැ ආයෝජකයන් ගොඩාක් දුර බලලත් 40% 35% තම ආයෝඅජන කළ යුතුයි - කොටස් වෙළදපොළ කැසිනෝ සූදු පිටියක් කරගන්නේ නැතුව

ඒ එක්කම මෙම සමාගම් වල කොටස් වල දේපල වල වටිනා කම නැ නේ කියන අයට කියන්න තියන්නේ ගොඩාක් වෙලාවට වසර 2-3 යනකොට අප නොහිතන ආකාරයේ වටිනා දේවල් මෙම හෝටල් සමූහයට එකතු වෙලා කොටසකට අයිති දේපල වල වටිනාකම් අපි නොහිතන ලෙස වැඩි වෙන්න බැරි නැ - බලන් ඉමු - කොටස් වෙලද පල ආයෝජනත් එක්ක 65 % - 35% වගේ වෙළදාම් කරන්න පුරුදු වෙන්න

In Asia Politically connected companies and people will get benefit like anything so Mr.Dilith Jayweera who owns REEF -CITH -CITW is the one who owns Derana Media and Triad Advertising (Pvt) Limited & many more is a high heavy weight behind this government and he helped the podu jana peramuna like anything - so no issue if he gets the benefits and country goes on the right track


So i am bloody sure these chain of hotel will boom with the sri lankan tourism hand in hand and will expand may over ride cinnamon group may be in 10-15 years - he the owner is a very smart business man a sri lankan own man

For those who worries about NAV of the shares of these REEF -CITH -CITW - I think my own way they will add value also and more and more properties also so for sure the assets will grow and grow and first batch of share holders will get a huge potential in every way

May be 2020 investment of LKR 4-5 rupees per share in REEF group of hotels will get you 100% -200 % income in 3-4 years as these prices are bloody cheap and they will develop and add assets to the chain and the hotels [/ltr]

dayandacool wrote:How can hotels owned by DJ get a move on if the election is won by SLPP? as for my understanding for a hotel share to move, tourism should pick up which we all know will take sometime. I can understand investing in a share which the government can wholly support; for an example AEL (I am not holding AEL and no hopes of buying in future either). If the government wins, there is a distinct possibility that the mega construction projects may be awarded to them. But i can't comprehend how a particular set of hotels can be supported by a government?.. having said that REEF, CITH,CITW can very well skyrocket and speculators can earn big and it has happened in the past. but I just don't get the thinking behind such speculations.

kalu351 wrote:

dayandacool wrote:IMO, Covid effect will be there for next 2-3 years with all the hotels not only the above mentioned lot. Recovery from this slump will take sometime and there are many more attractive shares are there in the market. If one is looking at a long term prospect of 5-10 years, then yes hotels are a go to stock. but then again, there are better and proven hotels at discounted prices with better BV and asset base.

You have completely forgotten the political power that will have with this group in the coming weeks and months 

and Tourism will see it will not take years to bounce back yes we will have dull situation till 2021 first season but then after that when things fall ok it will bounce back strongly

any way due to the strong political power behind this group these hotel will be having priority in all ways
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Exactly my point. Can a government force a tourist to stay at a hotel of governments choice?? They may have backing of the government, but there are classier hotels for tourists to choose. But I know these shares are highly speculative and traders could earn big money. I just mentioned that I don't get the speculation behind it.!!

Equityinvestor wrote:

dayandacool wrote:How can hotels owned by DJ get a move on if the election is won by SLPP? as for my understanding for a hotel share to move, tourism should pick up which we all know will take sometime. I can understand investing in a share which the government can wholly support; for an example AEL (I am not holding AEL and no hopes of buying in future either). If the government wins, there is a distinct possibility that the mega construction projects may be awarded to them. But i can't comprehend how a particular set of hotels can be supported by a government?.. having said that REEF, CITH,CITW can very well skyrocket and speculators can earn big and it has happened in the past. but I just don't get the thinking behind such speculations.

You are thinking too much.

Study the trend and Know when to exit. Thats it. Up to you.
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I am not a speculative trader. All my investments are for medium to longer term. Yet,I like to see trends and learn. but I never trade them. What I mentioned is that I don't get the speculation behind the Hotel shares of this group cos a hotel is a choice of the tourist who stays at them be it a local or a foreigner. therefore how a government backing for a hotel could make a tourist stay in a particular hotel is in comprehensive. I very well know that these shares may well get the traders their 20% quick gain. I just said i don't see the reason behind such speculation.   

dayandacool wrote:

Equityinvestor wrote:

dayandacool wrote:How can hotels owned by DJ get a move on if the election is won by SLPP? as for my understanding for a hotel share to move, tourism should pick up which we all know will take sometime. I can understand investing in a share which the government can wholly support; for an example AEL (I am not holding AEL and no hopes of buying in future either). If the government wins, there is a distinct possibility that the mega construction projects may be awarded to them. But i can't comprehend how a particular set of hotels can be supported by a government?.. having said that REEF, CITH,CITW can very well skyrocket and speculators can earn big and it has happened in the past. but I just don't get the thinking behind such speculations.

You are thinking too much.

Study the trend and Know when to exit. Thats it. Up to you.
-------------------------------------------------------------------
I am not a speculative trader. All my investments are for medium to longer term. Yet,I like to see trends and learn. but I never trade them. What I mentioned is that I don't get the speculation behind the Hotel shares of this group cos a hotel is a choice of the tourist who stays at them be it a local or a foreigner. therefore how a government backing for a hotel could make a tourist stay in a particular hotel is in comprehensive. I very well know that these shares may well get the traders their 20% quick gain. I just said i don't see the reason behind such speculation.   

rajini wrote:

dayandacool wrote:

Equityinvestor wrote:

dayandacool wrote:How can hotels owned by DJ get a move on if the election is won by SLPP? as for my understanding for a hotel share to move, tourism should pick up which we all know will take sometime. I can understand investing in a share which the government can wholly support; for an example AEL (I am not holding AEL and no hopes of buying in future either). If the government wins, there is a distinct possibility that the mega construction projects may be awarded to them. But i can't comprehend how a particular set of hotels can be supported by a government?.. having said that REEF, CITH,CITW can very well skyrocket and speculators can earn big and it has happened in the past. but I just don't get the thinking behind such speculations.

You are thinking too much.

Study the trend and Know when to exit. Thats it. Up to you.
-------------------------------------------------------------------
I am not a speculative trader. All my investments are for medium to longer term. Yet,I like to see trends and learn. but I never trade them. What I mentioned is that I don't get the speculation behind the Hotel shares of this group cos a hotel is a choice of the tourist who stays at them be it a local or a foreigner. therefore how a government backing for a hotel could make a tourist stay in a particular hotel is in comprehensive. I very well know that these shares may well get the traders their 20% quick gain. I just said i don't see the reason behind such speculation.   

Hotel business is suck.
But they have 20% in CLND. That's where all the speculations are generated.

~~ Rajini Khan ~~
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Thanks for sharing this. This is what I wanted. Cos we all know that hotels will take sometime to recover from the 2 major setbacks of Easter disaster and Covid. Thanks!!!

rajini wrote:

dayandacool wrote:

Equityinvestor wrote:

dayandacool wrote:How can hotels owned by DJ get a move on if the election is won by SLPP? as for my understanding for a hotel share to move, tourism should pick up which we all know will take sometime. I can understand investing in a share which the government can wholly support; for an example AEL (I am not holding AEL and no hopes of buying in future either). If the government wins, there is a distinct possibility that the mega construction projects may be awarded to them. But i can't comprehend how a particular set of hotels can be supported by a government?.. having said that REEF, CITH,CITW can very well skyrocket and speculators can earn big and it has happened in the past. but I just don't get the thinking behind such speculations.

You are thinking too much.

Study the trend and Know when to exit. Thats it. Up to you.
-------------------------------------------------------------------
I am not a speculative trader. All my investments are for medium to longer term. Yet,I like to see trends and learn. but I never trade them. What I mentioned is that I don't get the speculation behind the Hotel shares of this group cos a hotel is a choice of the tourist who stays at them be it a local or a foreigner. therefore how a government backing for a hotel could make a tourist stay in a particular hotel is in comprehensive. I very well know that these shares may well get the traders their 20% quick gain. I just said i don't see the reason behind such speculation.   

Hotel business is suck.
But they have 20% in CLND. That's where all the speculations are generated.

~~ Rajini Khan ~~