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Restaurant Brands Asia
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Dine-In Expansion Will Drive Success
Key Takeaways Strategic focus on dine-in traffic and new product introductions aims to diversify income and drive revenue growth. Digital transformation and cost reduction efforts target operational efficiency and profitability improvements across regions.
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₹109.10
FV
23.7% undervalued
intrinsic discount
17.36%
Revenue growth p.a.
Set Fair Value
0
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6
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5 days ago
author updated this narrative
Chalet Hotels
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Opening Of Mumbai And Delhi Airports Will Improve Future Occupancy
Key Takeaways Expanding airport capacity and strategic renovations could boost Chalet Hotels' occupancy rates, ADRs, and revenue growth. Strong commercial leasing and residential expansion are expected to drive rental revenues, bolster earnings, and improve EBITDA margins.
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₹1.08k
FV
13.7% undervalued
intrinsic discount
20.38%
Revenue growth p.a.
Set Fair Value
0
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0
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6
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5 days ago
author updated this narrative
Wonderla Holidays
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Chennai Park Will Begin Operations Next December, Adding Income Stream
Key Takeaways The Chennai park launch and strategic investment in current parks could enhance revenues, diversify income, and improve guest experiences. Digital transformation and non-ticket revenue growth aim to increase profitability through operational efficiencies and higher margin streams.
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₹915.76
FV
28.7% undervalued
intrinsic discount
20.74%
Revenue growth p.a.
Set Fair Value
0
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0
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7
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5 days ago
author updated this narrative
TBO Tek
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
15 New Markets And Digital Integration Will Expand Future Horizons
Key Takeaways Expansion into new regions and strengthening of international sales teams are set to drive broader market reach and increase revenue per customer. Focus on high-margin services, digitalization, and value-added programs is improving profitability and supporting long-term earnings growth.
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₹1.51k
FV
8.4% undervalued
intrinsic discount
18.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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5 days ago
author updated this narrative
Lemon Tree Hotels
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Fleur Hotels Listing And Market Expansion Will Support Future Prospects
Key Takeaways Strategic expansion through management and franchise deals and renovations is poised to enhance future revenue and earnings, emphasizing asset-light growth. The potential listing of Fleur Hotels is anticipated to reduce debt, strengthening finances and improving net margins.
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₹179.85
FV
13.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Sapphire Foods India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Global Expansion And Operational Excellence Will Drive KFC's Future Success
Key Takeaways Focus on value offerings, product innovations, and expanded day parts aims to boost customer frequency and profit margins. Accelerated store expansion and digital kiosk rollouts are expected to improve accessibility and operational efficiency, sustaining revenue growth.
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₹365.49
FV
8.5% undervalued
intrinsic discount
14.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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4
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5 days ago
author updated this narrative
Thomas Cook (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects
Key Takeaways Consolidating the Nature Trails brand could boost domestic revenue through Thomas Cook's strong distribution network. Growth in financial services and leisure expansion through an asset-light model may enhance revenue and improve earnings.
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₹234.17
FV
24.3% undervalued
intrinsic discount
12.58%
Revenue growth p.a.
Set Fair Value
0
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0
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13
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5 days ago
author updated this narrative
Easy Trip Planners
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Middle East Expansion And OLX India Partnership Will Improve Future Market Presence
Key Takeaways Expanding non-air segments and international operations, especially in the Middle East, could drive significant revenue and profitability growth. Strategic partnerships and digital initiatives, along with high-impact marketing, might enhance brand recognition and user engagement, boosting revenue and earnings.
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₹18.60
FV
43.2% undervalued
intrinsic discount
14.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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31
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5 days ago
author updated this narrative
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
520-Key Resort Expansion Will Enrich Guest Experiences In India
Key Takeaways Expansion with new resorts in India and strategic upgrades could boost revenue and long-term property value. Focus on premiumization and digital member acquisition strategies may enhance margins and cash flow while reducing marketing expenses.
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₹480.00
FV
25.6% undervalued
intrinsic discount
-9.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
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5 days ago
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