Toh hua kya, ki budget mein yeh TCS wala rule badla gaya hai. Pehle alag alag rates the, 5% aur 20% tak, par ab sabko fix karke 2% kar diya hai. Isse logon ke liye foreign trips book karna thoda aur aasan ho gaya, aur companies ke cash flow par bhi achha impact pada hai.
Stock Market Reaction Kya Raha?
Budget aate hi travel stocks mein toofani tezi dikhi. Easy Trip Planners toh lagbhag 11% tezi se badh kar ₹7 ke aas paas trade kar raha tha. Wahi, Thomas Cook (India) bhi 5% se zyada jump maar kar ₹129 ke level par pahunch gaya. Yeh sab tab hua jabki baaki market mein budget ke baad thoda giraavt dekhne ko mili thi.
Kaun Kaisa Perform Kar Raha Hai?
Thomas Cook (India) jiska market cap lagbhag ₹5,774 crore hai aur TTM P/E ratio 22.40x hai, yeh ek established player hai. Company par debt bhi na ke barabar hai aur ROE 10.69% hai.
Wahi, Easy Trip Planners ka market cap around ₹2,295 crore hai aur yeh ek online travel agency hai. Iska ROE 16.2% hai, jo ki achha hai, aur yeh bhi debt-free hai. Par iska TTM P/E ratio kaafi high hai, lagbhag 43.2 se 166.83 ke beech, matlab investors is par zyada bhav de rahe hain.
Tourism Sector Ka Future Kya Hai?
Government ne tourism ko boost karne ke liye aur bhi plans banaye hain. Jaise ki paanch medical tourism hubs banane ki baat hai, aur ek National Institute of Hospitality bhi kholne ka proposal hai. Isse tourism industry aur professional banegi. Saath hi, UDAN jaise schemes se connectivity badhegi. Aise mein, experts expect kar rahe hain ki agle paanch saal mein tourism sector 9% CAGR se grow karega. Budget 2023 mein TCS 20% tak badha diya gaya tha, jiske baad ab yeh reduction ek bada policy shift hai.