27 replies to this topic

[gamma]

I think you got the obvious ones.

What about secondary services that service the airline industry? Not sure how much impact a company like bidvest will experience but perhaps smaller similar companies exist?

[Stefan]

Hi guys

 

I think SA's tourism and leisure industries are in for a boom. Or perhaps not a boom but definitely a sure growth period in the medium term.

I work in the airline industry and I've got a good degree of what the view points and strategies are for the time to come. Both Cape Town and Johannesburg are at the top of the list with regard to current targets to expand Longhaul frequencies and aircraft size. In short, more people will be flying here.

Here's why:

 

In recent time South Africa has spent some serious time in the spotlight post football world cup and also the passing of Mr Mandela putting us more on the map. CPT was also recently voted as no1 destination to travel to in 2014 by the NY Times.

Then there's looking at the state of the Rand, the cost for the international holiday maker (especially from the recovering European countries) is cheap as chips!

AND since overseas is more expensive for us, locals will also be more inclined to holiday in South Africa rather!

 

What I'm describing isn't a flash in the pan occurance like the FIFA world cup was with a flock of people to SA for a few weeks. I'm talking about a sustained period of SA becoming a ever popular destination for traveling for Americans and Europeans and also us.

 

 

To then bring things back to what matters - making money of this situation. Where is best to take advantage of this from a investment point of view? Specifically in shares.

Here are my thoughts but I'd love to hear other views.

 

SUI - Sun International - Both hotel and gambling industry. Owns hotels in western cape, including garden route, and obviously Sun City up north.

TSH - Tsogo Holdings - Also hotel and casino. Quite diversified geographically but mainly gauteng and also kwazulu natal. 

COM - Comair - This is the only SA airline I would touch. Code share with Kulula and UK management influence keeps this one attractive.

 

I'm sure there are a few more that would benefit both directly and indirectly.

Flexbender, have a look at Cullinan Holdings(CUL)

This is exactly the type of company that will benefit most if tourism increases

[HendrikB]

Are there any companies in the Film industry listed on the JSE?

 

The film industry is the last place you should be investing right now.  They are bleeding money.  Could well be dying a slow death?  Social media is king.

Edited by HendrikB, 17 January 2014 - 03:03 PM.

[HendrikB]

Who owns the most popular golf courses and who makes the most money from golf??

 

donald trump and tiger woods

[BBW]

Are there any companies in the Film industry listed on the JSE?

[BBW]

I like this ... compelling argument!

 

I don't particularly like airliners ... but I'll definitely look at the other two.

 

Great post!

Who owns the most popular golf courses and who makes the most money from golf??

[ThatBlackGuy]

Hi guys

 

I think SA's tourism and leisure industries are in for a boom. Or perhaps not a boom but definitely a sure growth period in the medium term.

I work in the airline industry and I've got a good degree of what the view points and strategies are for the time to come. Both Cape Town and Johannesburg are at the top of the list with regard to current targets to expand Longhaul frequencies and aircraft size. In short, more people will be flying here.

Here's why:

 

In recent time South Africa has spent some serious time in the spotlight post football world cup and also the passing of Mr Mandela putting us more on the map. CPT was also recently voted as no1 destination to travel to in 2014 by the NY Times.

Then there's looking at the state of the Rand, the cost for the international holiday maker (especially from the recovering European countries) is cheap as chips!

AND since overseas is more expensive for us, locals will also be more inclined to holiday in South Africa rather!

 

What I'm describing isn't a flash in the pan occurance like the FIFA world cup was with a flock of people to SA for a few weeks. I'm talking about a sustained period of SA becoming a ever popular destination for traveling for Americans and Europeans and also us.

 

 

To then bring things back to what matters - making money of this situation. Where is best to take advantage of this from a investment point of view? Specifically in shares.

Here are my thoughts but I'd love to hear other views.

 

SUI - Sun International - Both hotel and gambling industry. Owns hotels in western cape, including garden route, and obviously Sun City up north.

TSH - Tsogo Holdings - Also hotel and casino. Quite diversified geographically but mainly gauteng and also kwazulu natal. 

COM - Comair - This is the only SA airline I would touch. Code share with Kulula and UK management influence keeps this one attractive.

 

I'm sure there are a few more that would benefit both directly and indirectly.

 

I like this ... compelling argument!

 

I don't particularly like airliners ... but I'll definitely look at the other two.

 

Great post!

[flexbender]

Hi guys

 

I think SA's tourism and leisure industries are in for a boom. Or perhaps not a boom but definitely a sure growth period in the medium term.

I work in the airline industry and I've got a good degree of what the view points and strategies are for the time to come. Both Cape Town and Johannesburg are at the top of the list with regard to current targets to expand Longhaul frequencies and aircraft size. In short, more people will be flying here.

Here's why:

 

In recent time South Africa has spent some serious time in the spotlight post football world cup and also the passing of Mr Mandela putting us more on the map. CPT was also recently voted as no1 destination to travel to in 2014 by the NY Times.

Then there's looking at the state of the Rand, the cost for the international holiday maker (especially from the recovering European countries) is cheap as chips!

AND since overseas is more expensive for us, locals will also be more inclined to holiday in South Africa rather!

 

What I'm describing isn't a flash in the pan occurance like the FIFA world cup was with a flock of people to SA for a few weeks. I'm talking about a sustained period of SA becoming a ever popular destination for traveling for Americans and Europeans and also us.

 

 

To then bring things back to what matters - making money of this situation. Where is best to take advantage of this from a investment point of view? Specifically in shares.

Here are my thoughts but I'd love to hear other views.

 

SUI - Sun International - Both hotel and gambling industry. Owns hotels in western cape, including garden route, and obviously Sun City up north.

TSH - Tsogo Holdings - Also hotel and casino. Quite diversified geographically but mainly gauteng and also kwazulu natal. 

COM - Comair - This is the only SA airline I would touch. Code share with Kulula and UK management influence keeps this one attractive.

 

I'm sure there are a few more that would benefit both directly and indirectly.