FlyerTalk Forums - View Single Post - Good travel stock opportunities/benefits?
Old Oct 17, 2021 | 6:54 pm
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JapanFlyerT
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Originally Posted by bigmadden
With the borders likely to be opening soon and possible restart of the go2travel promotion I've been considering buying some stocks in the hospitality industry. As Japanese stocks often give benefits for buying them, as I've been doing research I've found some hotel ones are much better than others. Not that I would ever buy a stock just because of the benefit but after doing all the due dilligance, if a stock seems promising then it's certainly a nice bonus!

JAL and ANA give discount coupons, I bought both of them when they were below 2000yen and have done well on that so far, but have found the coupons useless unless you need to book on very short notice, usually any kind booking in advance will have a discount which is better than the shareholder ticket.

Just from looking around, most of them just give you vouchers for a certain amount of yen which are so low as to be useless unless you have thousands of shares and I'm not so optimistic as to bet millions of yen on them. Some like Orix and Tokyu give you set preferential rates, and some like Agora, Kyoritsu, and Royal Hotels give you flat percentage discounts, Royal seems to be the most generous with 50% off the rate. I wonder how useful those are though, I assume you have to book a certain type of rate which would barely beat a normal promotional rate even with the discount.

Samty seems to be the "best" with giving free night tickets, 200 shares for 1 voucher and 300 shares for 2, with additional vouchers having much steeper requirements.

Anyone here have experience with using the shareholder benefits or know of any good ones, or just want to chat about stock opportunities for taking advantage of the reopening?
Good topic.

As you mentioned, a lot of the "discounts" don't pan out to much, but a few have value.

I bought ANA since I figured they had taken a beating but would bounce back. I agree the discount is not the greatest, and I fly for much less on Sky Mark if I get an advanced purchase. I will be getting a calendar though!

I would love get meaningful hotel benefits. Free nights sound solid. Discounts are iffy, as there are always discounts out there. Suite room or free breakfast would be nice.

I see lift ticket discount coupons on Yahoo and I have thought about pursuing that stock, though I think the whole industry (at least in Japan) has a limited future due to climate change.
https://page.auctions.yahoo.co.jp/jp...on/w1006165487

We have Shinki Bus, and they gave us 50% coupons twice last year which are worth ¥3,000 each time to us. They also gave us coupons for cafes they own once (worth ¥3,000). Not sure if that is an annual or just periodic benefit.
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