THL - Tourism Holdings

[sammiesmiles]

i looks like ACC fund managers start to accumulate THL now

[golden city]

could THL be the next target of takeover after atm

[sb9]

Hmmm, hope not. Can't give everything to Aussies, gotta have some good ones for us, ey gc?

[sb9]

Selling pressures all gone

Not quiet GC, told ya....

[sammiesmiles]

sigh, when gc was optimistic, the sp dropped...

(sorry, no offence gc)

[golden city]

Haha...very unfortunate

[sammiesmiles]

Guys have you read this news yesterday?
The upside to a dropping dollar: Tourism gets a lift

http://www.nzherald.co.nz/business/n...ectid=11469973

Also, THL has losts of profitable businesses in USA, UK and Aussie. Hence, low NZD actually benefits them a LOT.

[DarkHorse]

It certainly helps, although a fair chunk of campervan market is aussie visitors to NZ and visa-versa ...
A less obvious play on booming tourism and the falling kiwi and aussie dollars I like is Comvita - a fair portion of sales from Asian visitors to NZ (esp with new airport outlet) and Australia:
many more of them X many more NZD each to spend = great prospects

[noodles]

It certainly helps, although a fair chunk of campervan market is aussie visitors to NZ and visa-versa ...
A less obvious play on booming tourism and the falling kiwi and aussie dollars I like is Comvita - a fair portion of sales from Asian visitors to NZ (esp with new airport outlet) and Australia:
many more of them X many more NZD each to spend = great prospects

Agree on cvt. Dgl and scl are massive beneficiaries.

New thread required

[golden city]

nzr's engine is starting to work nicely