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00:00is
00:30I am very comfortable in the first point of view.
00:34The other thing is that I have so many commentary that in the hotel sector,
00:40the demand overshoot the supply.
00:46By great, great margin.
00:48You can understand that the supply is behind.
00:53But what is happening?
00:55When the demand is created,
00:58when the demand is created,
01:00then the demand is created in the sector.
01:03Till the time that capacity creation happens,
01:06then the demand factor,
01:08the price and the valuation,
01:11the two high rates.
01:12Like the management,
01:15whether it is an Indian hotel group,
01:18we will say that
01:21foreign
01:24foreign
01:35foreign
01:39foreign
01:44foreign
01:49which is the demand to the category.
01:53So, luxury premium margin profile will be better.
01:56And normal category will be better.
02:05So, you can compensate for that.
02:10Yes.
02:11So, the name of the name is Lamentary, Royal Orchid and Samhi.
02:17In Encl Twilight,
02:19where I think it can be better than the case and there.
02:27This is difficult, I want to tell you.
02:30But I want to tell you something.
02:33Samhi is more than the lemon.
02:37Or lemon tree.
02:39And now the third thing is,
02:41Royal Orchid.
02:47you
02:53oh
02:57so
02:59if you look at isolation
03:01you can see royal orchid valuation
03:03is the best
03:05but
03:07I think it will be deep
03:09because
03:11valuation
03:13is relatively better better I think it is a second of the
03:18some
03:28he he he he he he he he he he better better I'm sorry royal orchid better better relatively
03:53here on the bike and I'm and of sales there's a few on the other side and there to change
04:00that so we will be able to do theของ this one and we're when to see the
04:07future the second one is for the last 90.000 the next 2-1-2-3.000 the next one is for
04:10the second one's overall with the central to the north of the south of the machining
04:13Yes, if you look at sales growth, you can see sales growth as well as a small company.
04:22Yes, there is a different business model.
04:29The main thing is that if you look at ROE or ROC level, then the Royal Orchid is better.
04:38If you look at sales growth, you can see sales growth.
04:59If you look at sales growth parameter, then the price of ROE or ROE or ROE or ROE or ROE or ROE.
05:17If you look at sales growth, then the price of ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE.
05:24But when you look at it, you can see that ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE or ROE REE.
05:31I think the red fox in the normal
05:59foreign
06:07foreign
06:11foreign
06:15foreign
06:27foreign
06:46I think it's a big deal.
06:53If you look at the chart, it looks like it's a big deal.
06:59It's a big deal.
07:04It's a big deal.
07:09Yeah, okay.
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