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Showing posts from September, 2025

INDIAN HOTEL COMPANIES LIMITED: INITIATING COVERAGE REPORT!

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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...

LEMON TREE'S EARNINGS CALL REPORT - Q1! (Part 2)

  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...