2 Small Cap Stocks | Travel & Tourism Sector | Parimal Ade
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- Опубліковано 2 кві 2024
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DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
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Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
बहुत ही बढ़िया और सार्थक आकलन किया है आपने, बधाई।
4:03 Offsite events sir (HR wale). We had it last in Goa and Kochi in 2 years
Sir easemytrip ka cash conversation poor q hai
thank you sir for ur valuable information 🙏🙏🙏🙏🙏🙏🙏🙏. I eagerly wait for your videos.
Price to sales ratio is 17 , is this valuation is OK?
Moreover FII DII holding is very low, as compared to public holding.
nice video, thanks for ur hard work in reserch
As always very helpful detailed analysis 👍😌🙏
But wht if bigger companies also enter in tge same sector? Won't it effect rategain?
Very interesting analysis. Thank you
Excellent presentation
Thank you !!
Sir your advice n analysis is real 🥇... Fan of your presentation skills..
Very useful information.
Thank you boss.....apke video k baad 4-5 months me stock rocket ban jata he ....
Bhai very good information about the two shares 🎉🎉🎉🎉
Wonderful !
They won't achieve 250CR. Please check the concall. They started the financial year with the guidance of 250CR PAT. Next they have reduced the guidance to 250 CR PBT. Now they are saying 220 CR PBT.
Ease my trip has lot of corporate governance issues too
Thank you parimal Sir
Thanks
Helpful analysis💯👌👌
I would like to know the expected multibggers from Parimalji..
Industry size you talking about in India or overall?
Inke btaye hue stocks chalte h ki nahi ?
Nice analysis sir
What about Thomas cook
Very impressive sir...
Very good analysis
Thisway of giving detail is wonderful just look like class.
Nice work sir
Sir, few queries about Easemytrip:
1. In 2015, revenue was 1000 cr but then suddenly decreased to 100 cr from 2017 onwards. What is the reason for this?
2. Promoters have sold their stake in Sep and Dec 2023 qtrs, so, won't it be a negative thing?
Tabhi toh promote kiya ja raha h... Taki tum aur hum kharide aur fase huya log uchi price m nikal paye
Every other person feels promising about EMT.... But the stock is at same levels even when Nifty is at ATH
Naam k liye Jo aaye the unka kaam pahle 1 min mein ho gaya, but Jo kaam k liye aaye the unka Naam aap k saath aage jayega❤❤ wonderful analysis
Holding both gems in my portfolio apart from EIH, Indian hotels,Wonderla
Waiting for the video on yadnya
What about Mahindra Holidays and Resorts India Ltd (MHRIL)?
Good stock hold for 520 Target
Great sir ji
My experience with EMT, i had booked tickets for family through EMT and some tickets through MMT, airline cancelled the flight 1 day before departure.
Within 1 day I got the refund minus service fee from MMT
EMT refunded they ticket price minus service fee MINUS AIRLINE CANCELLATION CHARGE OF 1000 PER TICKET. Had to go after them for 2 months and after getting the written confirmation from airline that there is no cancellation charge, EMT gave me the airline cancellation charge back.
Now as a consumer I will still book through them if I have more discount but as an investor I will see clever business earning through interest on money kept like this for months.
Good for investors but bad for consumers.
Verry good
I am buying Easemytrip on every Quarter result as they are doing good
Nice i nformation
DHANYAWAD SIR ❤❤
Good information
Sir relating to this Segment any advice on Indian Hotels and EIH
Bonjour~professional channel. have a nice day,;)
Good
Please make the video in Marathi also.
Bahut hi badia
Whatever stocks video they make, they will be part of their model portfolio. Telling from past experience.
its not from model portfolio
Rategain travel looks expensive .....
Sir Rate gain technology , PE is higher side already 66.
Will boom surely
Great
Easemytrip’s promoters are selling continuously in every quarter silently. Also they have changed their revenue guidance (mgt does not do exactly as they promise) also the ayodhya hotel is not a property of the company. The promoter privately own the project, easemytrip is not involved in it.
1. Promoters doing equity deals to acquire smaller companies in travel sector. Not exactly selling but definitely diluting the equity
2. Yes, promoter are not consistent with their guidance.
3. Hotel in Ayodhya is a joint venture between easy trip & Jeewani Hospitality Pvt. Thus, company will benifit from it. Though company is slowly moving away from asset light model.
As travel sector is bound to grow (Number of airports are going to double in next 5 years), I am playing travel sector thought easytrip. Company is still fundamentally sound.
@@iAnshulG Even i do own easemytrip stocks but i am really concerned about management not following guidance. You should take a look of their q3 presentation the bar graphs and pie charts are so misleading, they used cheap tactics to make the graphs look good. Also nishant pitti confirmed that there won’t be anymore promoter selling (during q2) in q3 still the stake was reduced (they call it equity swap) But you can’t ignore the fact that promoters recently have gotten into very very lavish lifestyle (supercars n all). Also their ROE and ROCE are bound to decrease now as they are shifting to own hotels. Also their cash statements are concerning
Sir Easy My trip Cash from Operations are negative. Revenue doubled YoY but receivables increaded 4x+ , working capital days increased 6x times 295 days. Cash conversion cycle is 4 months. Do you still think this company will do well ? Or these are initial troubles for this Co ?
All this points must be covered in detail in next video of parimal sir
These people are sold now
@@drsurakshaI don't think so. I have high respect for them. Mine is a genuine query, not to undermine their comments
can u explain what is receivables?
IPO was the right time to invest.
Indian hotels pe bhi ek video hona chahiye.
It's a request
Great fundamentals . I am holding ihcl from 480 rs
Yes
I bought when it was around 260. Good returns for me
@@sushmitag8463 great🤝
Very knowledgeable videos, will doing sir❤
What about mahindra holiday resort
सर आपका मॉडेल पोर्टफोलिओ एक बार समझाये.चाहे stocks का नाम नही बतावो.
लेकिन आप का मॉडेल पोर्टफोलिओ ,देखकर हमे क्या करना चाहीये? समे स्टोकस लेने चाहीये? पोर्टफोलिओ मे change कब होता है? आप पोर्टफोलिओ से overvalued हो गया तो स्टॉक बाहर कब निकालते ?
एक व्हिडिओ बनाओगे तो अच्छा रेहेगा.
Sir, what about Mahindra Holidays?
Fraud
First 1 mkn mujhe laga ki parampara tut jayegi
Easy trip planner has very high amount of receivables, invest yadhnya should do serious research not superficial one
I have 1000 shares of ease my trip @38
❤❤❤
Your daily attendance will help us a lot ❤
Beard looks good
Literally turning into young modi ji . I was shocked for the first 10 secs 🤣
Hollyshit😂
@@abhisheknarang444 kahe bhaiya Holyshit ,Desi gali de do 😂
Modi aur ji 😂😂😂
😂😂
2002 me Modi ji aise hi dikhte the
Super super super🎉🎉🎉
Naa hobe
सर आप हर बार मार्किट बढ़ने के बाद ही क्यों स्टॉक बताते हो जब गिरता है तब तो ज्यादा सस्ता होता है ना । 😢
आप small cap प र व्हिडीओ करते है,तो disclamer देना पडेगा।
ऐसा हो सकता है, आप पहले पोर्टफोलिओ मे रेकमेंड करते है, ओर बाद मे व्हिडीओ बनाते है.तो स्टॉक बढेगे.
कुछ TV analyst ये चिजे कर चुके है.
Waah Modi ji wah 😅
I like your beard❤
Poor convertion ration and high volatality in business, with no entry barrier and USP - Not right picks. It is good to get to hotel and direct leisure industry, not aggregators and portals/platforms.
Overvalued stock, price more important than business
Bro speak in English!!!
Parimal Sir, I don't agree that the Easy Trip management dealt with the Maldives issue very well. Management must keep the business and politics separate.
And if you look at the recent events of management - getting into the 5-star hotel business. This irrationality will decrease the profitability margins in the future.
Paid promotion
How??
Nice beards paazi
Ease my trip ☠️
Naam an d kaam 😂
First view❤
First❤
First like
Instead of proposed stocks, I will prefare Hotel stocks like Indian Hotel (TATA group) and Lemon tree or Chalet Hotel which are beneficial from tour and travel by Indian/ foreign tourists.
Dono bakwas stock hai