Good travel stock opportunities/benefits?
Oct 16, 2021, 8:27 pm
#1
Original Poster
Join Date: Jul 2018
Location: HND
Programs: Delta Gold, Accor Gold
Posts: 30
Good travel stock opportunities/benefits?
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?
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?
Oct 17, 2021, 12:53 am
#2
Join Date: Jan 2017
Location: NGS
Programs: UA Silver, ANA MC, HH Diamond, Hyatt Discoverist, Bonvoy Plat, IHG Plat, Shangri-La GC, Hertz PC
Posts: 1,255
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?
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?
Last edited by Nagasaki Joe; Oct 17, 2021 at 1:01 am
Oct 17, 2021, 6:10 am
#3
Join Date: May 2017
Posts: 2,023
Shareholders who are not based in Japan also need to ask if they can even obtain the discount coupons as the shares probably would be deposited in a brokerage account in your home country. If you put foreign shares in a brokerage account, then it seems that you are often anonymous to the company, so the company may have no idea where to send the discount coupons.
Oct 17, 2021, 6:54 pm
#4
Join Date: Feb 2008
Location: Kobe, Japan
Programs: Bonvoy Platinum, IHG Diamond, Hyatt Discoverist
Posts: 1,547
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?
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?
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.