Nuggets of a Neophile

Disclaimer:  This blog is not intended to provide any form of investment advise and is strictly for personal and academic goals of reinforcing learning. My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in  this video . You can find the links to all articles cited hyperlinked within the article! IHCL'S INITIATING COVERAGE REPORT 2022 BY AXIS SECURITIES ! This article intends to answer 3 basic questions: 1) What about IHCLs operations (or predicted operations) makes it the biggest hotel chain in the country? 2) How do I compare IHCL's operations with Lemon Tree's? 3) What are some leading current affairs that will affect their business in a big way? WHAT IS IHCL AND WHAT MAKES IT SO BIG? The Indian Hotel Companies Limited (IHCL) hotel chain is the largest hotel chain in the country. It operates in the luxury, upscale and lean luxe segment. The lean luxe segment was coined by the...

  Disclaimer:  This blog is not intended to provide any investment advise and is strictly for personal and academic goals of reinforcing learning. My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in  this video . You can find the links to all articles cited hyperlinked within the article! LEMON TREE'S EARNINGS CALL REPORT - Q1 2025! Where is the hotel industry of India headed? The hospitality industry is one sector that gets a lot of clout in capital market discussions, mostly because its natural trajectory can reveal a lot of stories about the underlying health of the economy. Take for example, the statistics provided by Mr Patanjali Keswani , the current MD of the Lemon Tree group, who says that the single biggest market in India will be of the 2-3 star unbranded hotel sector. He says the Indian government is placing shrude focus on highway construction, growth in airlines a...

Disclaimer:  This blog is not intended to provide any investment advise and is strictly for personal goals of reinforcing learning :) My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in  this video . You can find the links to all articles cited hyperlinked within the article! LEMON TREE'S EARNINGS CALL REPORT - Q1 2025! Today's reading largely focussed on Lemon Tree , a hospitality chain based in India who largely cater to the economic and midscale market segments . They do have a few offerings to the premium segments as well, and their concall gave a fresh perspective into their growth prospects in India! STRATEGIC STRENGTHS OF Q1 1) Not holding back on CapEx The concalls clearly seemed to reflect a planned focus towards maximizing capital expenditures . Unlike Hilton's case, Lemon Tree has a large number of asset heavy hotel chains that is owned and operated by the company. Ho...

Disclaimer: This blog is not intended to provide any investment advise and is strictly for personal goals of reinforcing learning :) My intention is to summarize my readings for the day, and some of the facts I found most interesting. You can understand more about this concept in this video . You can find the links to all articles cited hyperlinked within the article! KPMG'S ANALYSIS REPORT FOR HOSPITALITY IN DUBAI Today's reading was indeed super eye opening and extremely exciting. Industry analysis reports always excite me, but seeing so much information compacted into a consize 17 pager, with such a nuanced structuring made it all the more intriguing! KEY FEATURES FUELING THE GROWTH IN DUBAI There were some interesting insights in this report on why it believes hospitality might be Dubai's next big thing: 1) Highly supportive political environment The D33 agenda of the Dubai government explicitly highlights its objective of making Dubai among the Top 3 superpowers when i...

Hello there! I am Priya, and thank you so much for reading this blog. I'm so excited to welcome you here!  For the new ones, this is my comfort space on the Internet, where I try to decode the new affairs in the business world, and (try) to demystify seemingly complex ideas. To build an easy-to-follow structure, I'm working on picking 1 sector, every quarter, and will bring something new about it each day! DISCLAIMER :  This is NOT intended to provide any purchase/sell/hold recommendation for any financial instrument/product/virtual asset, nor am I qualified enough to provide investment advise.   All opinions expressed here are my own, and are highly subjective.  This information should only be read to gain some additional perspective into these sectors, and NOT as financial advise. With that out of the way, I wish you a very happy learning! :) SOURCE: THE EFFECTS OF TARIFFS ON THE SEMICONDUCTOR INDUSTRY BY MCKINSEY THE FLASHBACK I'm sure most are aware of the crazy ...

Hello there!  I am back after a significantly long break, and pumped up with extremely electrified neurons, bursting with new ideas for how I want this blog to go! I am really excited to bring this as a part of my routine again. As always, my quick disclaimer here: This is NOT intended to provide any purchase/sell/hold recommendation for any financial instrument/product/virtual asset, nor am I qualified enough to provide investment advise. This will simply be an exerpt of my readings for the day, how I interpret the events this industry is currently experiencing, and what I think would be its key performing indicators. This information is highly subjective and should only be read to gain some additional perspective into these sectors. With that out of the way, let's begin on a new leaf... THE HOSPITALITY INDUSTRY OF 2030 My day started off by reading McKinsey's article of what it thinks will be the future of the hospitality industry and what it will evolve into by 2030. Ther...