Is This A Trillion Dollar Opportunity? Vijay Kedia On Why Tourism Stocks Are Tricky

요약 보기

결론: 인도 관광산업은 장기적으로 매우 큰 기회지만, 지금 당장 투자할 구체적 종목은 없고 관련 테마를 주시만 하겠다는 입장이다. 관광 테마 개요: 인도는 강, 산, 바다, 사막, 유산, 녹지 등 관광자원이 한 나라에 모두 있다는 점을 강조했다. 과거 4년 전에도 인도 국내 관광 잠재력을 트윗으로 언급했고, 향후 4~5년간 호스피탈리티 및 국내 관광이 성장할 것으로 봤다. 관광 시장 규모가 1조 달러(약 $1 trillion)까지 커질 수 있다는 전망도 제시했다. 전제 조건: 인프라(교통, 숙박 시설)와 관광객 응대 수준이 부족해 정부 차원의 정책과 투자가 있어야 실현된다고 강조했다. 개인 투자자의 바람만으로는 되지 않으며, 정부가 의지를 갖고 제도를 만들어야 한다는 입장이다. 투자 관점: 현재 이 테마를 기준으로 어떤 주식을 살지에 대한 구체적 아이디어는 없다고 밝혔다. 과거 3~4년 전 항공주를 매수했던 사례를 들었으나, 항공사는 수익화까지 시간이 오래 걸리고(문제 해결에 약 3개월 이상, 정상화에 약 1~2년) 최근 에어인디아가 손실을 보고하는 등 리스크가 크다고 경고했다. Mahindra Holidays 같은 종목 언급도 있었으나 포트폴리오에 담을지는 명확하지 않았다. 리스크 및 결론: 관광 테마는 장기 관점에서 주시할 가치는 있으나 단기 수익을 장담할 수 없고, 정책 및 실행 속도에 크게 의존한다. 명확한 답은 아직 없다는 입장이며, 기회가 오면 투자할 수 있도록 레이더에 두라고 조언했다. 언급 자산 및 방향: 인도 관광·호스피탈리티 관련 종목은 장기 상승 기대(방향: 상승, 기간 장기)이나 구체적 매수 추천은 없다. 항공주는 단기 리스크 강조.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. But I am going to start with the in-house team at NDTV Profit a question then you will have to sing a song, I am not able to sing but sir you had tweeted very well that the tourism sector of India, summer vacation is also coming and of course we are not perfect in the tourism sector think the entire hospitality industry, domestic tourism will be in the next four to five years ?

02. Look, I feel that we could have done this thing long ago and I had also tweeted four years ago that you get everything inside India. There is a river , there are mountains, there is an ocean, there is a desert , there is heritage, there is greenery, at people go to see in the world. We said let's go and see the broken houses of 200, 300 years.

03. In Spain and here and there in Italy. This was 250 years, 400 years ago before the war and before that. You will get all these things in India. But the problem is we do n't have infrastructure. There is no means to reach there. There is no proper hotel there. There is a problem with the accommodation and the way tourists are treated is also a bit of a problem.

04. So now perhaps awareness is coming within the government, so this sector will become very big. It seems like if really, then I had tweeted that this could be a $1 trillion sector. If we focus on this properly, then what is the benefit of this? We understood this. Well, this can happen and will happen only when the government wants.

05. Nothing will happen just because you and I want it. If the government wants, it will provide such facility. If you make rules and laws in that way, then the work will be done. But if you want to ask how do I take advantage of this as an investor, then I will tell you. Right now, I do not have any idea in my mind as to which shares to buy keeping that theme in mind.

06. Before I understood this, I took a stock of airlines three-four years ago. Well, you also talked about Mahindra Holidays. Now in that I went on holiday. I've been having holidays ever since I took it. Will there be a holiday in your portfolio profits within that ? don't know what is inside me. So by saying this, you read any news or there is any information or you understand something that this story is going to happen in the future.

07. This became an issue. How do I take advantage of that as an investor? , it is a very good thing to think that was also a message from the Prime Minister that you should not go out this time, if possible then you should take a holiday in India only. How does an investor , how can I take advantage of it as an investor, to get it back to me.

08. This is very different mathematics. So I bought those airline prices go like this and what happens inside the airlines is that they have problems for three months, then it takes them 13 months to rectify it. It takes them 2 years. Recently Air India has reported . The company has incurred a loss of the amount for which he purchased the airline.

09. So this is a big trick. So in this I have taken off, I do n't know about what is inside him. Similarly, whatever you want to think about, hotels etc. will be do n't know today how to make money from it. You should keep it on your radar so that if you ever get such an opportunity, you can invest in it.

10. There is no clear cut answer to this yet tha. Hmm, okay, one more question from the from our team here.