Jet-Set Gains: Analysts Recommend Travel Stocks Before Holiday Surge

As the holiday season is near, analysts suggest selectively investing in travel stocks to ride the "revenge travel" wave. Stocks of firms such as VIP Industries, TBO Tek, Yatra Online, Safari Industries, and SpiceJet have declined 16-42% in 2025, offering value investors a chance. Hotel stocks such...

As the holiday season is near, analysts suggest selectively investing in travel stocks to ride the "revenge travel" wave. Stocks of firms such as VIP Industries, TBO Tek, Yatra Online, Safari Industries, and SpiceJet have declined 16-42% in 2025, offering value investors a chance. Hotel stocks such as Kamat Hotels and Taj GVK Hotels have risen up to 32%, beating the Nifty50 index. HDFC Securities' Devarsh Vakil suggests taking a look at aerospace giants such as InterGlobe Aviation (IndiGo), which offers a margin of safety relative to its peers. In the hotel industry, Lemon Tree Hotels are reasonably priced. For the bag stocks such as Safari and VIP Industries, analysts recommend that deep discounting can have an impact on profitability in the short term. Travel aggregators such as Yatra.com and ixigo are recommended for technology and user experience enhancement. Source: Business Standard