Wonderla Holidays


(mashasoman) #309

@aravindaryan excellent read thanks for sharing. Great way to bring up the business by Mr. Chitlappilly


(axiskumar) #310

I used Screener down load and updated numbers as per suggestion given in excel where went wrong in the numbers…it shows as per intrisic value is should show 600 cr…is that correct?

Please find the attached numbers and tell me where went wrong in numbers.Wonderla Holiday.xlsx (111.4 KB)


(Vivek) #311

They seems to be shuffling the shareholding pattern between promoters.
Mr Arun has transferred 4.67 % to Arav Chitillapally Trust

what could be the reason? Arun has taken his holding to less that 10% now, Does anyone think there is any family issues playing in wonderla?

more transfers today also: https://www.bseindia.com/xml-data/corpfiling/AttachLive/FAD8EB6F_BE5F_4F2E_95A0_A8309F91D101_120345.pdf


(nvkl) #312

Hi, seems he has just created a trust in his son’s name & transferred the shares.
The company has clarified the the nature of the transaction on the exchange today.


(IcyHot) #313

The story seems intact regardless of such transactions.Havent heard of any misgovernance news so far. Below 270 its a deal (as per 2016 EM analysis) so adding more as it goes below 265…
Disc:Invested


(anandrkris) #314

Q3 Results, decent recovery compared to Q2 which suffered a blow due to KL floods.


(anandrkris) #315

Q3 ‘19 Investor Presentation - unfortunately Chennai Park plans seems to be in limbo.


(IcyHot) #316

At the recent Investor meet at NDMC Center in C. P, Delhi somebody pointed that Disney is moving away from amusement parks business because footfalls could be affected by various problems like bad weather, terrorism, isssues like GST… or people can simply get bored with the rides and if they do get bored there will certainly be a capex to replace the rides etc… so Disney is moving away from parks towards movie production and its purchasing movie rights, (btw a Marvel comics adoptation makes superb business sense). Zee entertainment’s new app has become the second most popular app online…after Netflix and so biggies like Jio content would be eager to purchse movie rights from them… so no doubt zee will get a buyer soon…
So is this consumer aspect a threat for amusement parks (Wonderla) in Indian context? or should we rubbish this argument because amusement park industry is in growth state (& not in maturity like disney)


(Growth_without Debt) #317