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Strategies & Market Trends : Timeshare Companies - OWN FFD TWRI VSTN SVR BXG
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To: Grommit who wrote (19)5/20/1999 10:05:00 PM
From: Grommit  Read Replies (1) of 55
 
I just received a mailing from OWN.

It contains a bunch of the most recent analyst reports. Of particular interest are the general industry discussions & interviews that I received.

One from Jefferies discuses the consolidation / acquisition expected by hospitality companies -- they mention Hilton, Promus (PRH), Starwood (HOT). They call FFD and VSTN the best candidates for takeover due to marketing organizations. Rate OWN lower because OWN has the best existing resorts and is pursuing a strategy as an independent. I guess the hospitalities want the organizations and not the resorts.

One report by BT Alex Brown, Mentiones that Vistana and PRH have a relationship. But he also says that Vistana and Sunterra share exclusive franchising rights for Embassy from Promus. Huh? He says he thinks Sunterra or Vistana would be the best takeover candidates for Starwood or Patriot (PAH). He really likes Vistana. Expects consolidation to occur this year. Says the buyout multiples will help the whole industry. Says if the buyouts do not occur they "expect these companies will continue to generate exceptional earnings growth, which should ultimately be a source of higher timeshare company stock prices."

more later....
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