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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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1. J P Associates Ltd (Rs.19.25), still has a debt of around Rs.30000 crore; against this, it has an order book of around Rs.10,000 crore. The share price has a face value of Rs.2. There were talks of two crucial deals -cement sale to UltraTech for Rs.16,200 crore and the Rs.13,000-crore land bank arrangement with the bankers, but nothing happened till now. Do you think that the shares of a company which has so much  debt can trade at around Rs.100 (if we take Rs.10 as the Face Value)? Exit!!

2. Reliance Industries Ltd (Rs.822.45) continues to get pumped up by the vested groups, even through the International crude oil prices are not going anywhere and its telecom segment is making losses. The stock could see sudden correction. When the shares of RIL starts to rise continuously, it means we are at the end of current rally... 

3. Reliance Communications Ltd (Rs.17.05), says the application for withdrawal of tower biz demerger filed on Oct 3, RITL tower demerger scheme will be taken up later with required changes. Stay Away. 

4. The stock price of Unitech Ltd (Rs.6.55, Face Value: Rs.2) and J P Power Ltd (Rs.7.35) has not gone anywhere, after sell calls were given at Rs.7.40 and Rs.8.20 respectively in this blog last month. While in case of Unitech Ltd, the Chandra brothers, are continuously in news for wrong reasons, apart from its humongous debt pile, J P Power is likely to get  affected due to its associate with J P Associate and fall  in the Wind Power tariffs. Stay Away.

5. The stock of B F Utility Ltd (Face Value: Rs.5) is still trading at around Rs.408.45, even as the wind power tariffs are sinking. The stock could see swift correction to around Rs.340.

6. Jaydev Mody-owned Delta Corp Ltd (Rs.208.80), Face Value: Re.1)  is  undoubtedly one of India's largest gaming and hospitality companies, but it has an EPS of Rs.2.84 and book value of Rs.34.58. Do you think the current price of justifies its valuation?


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