Thomas Cook (India)

Here is a list of travel stocks that are in the limelight, and may gain from easing geopolitical tensions and summer travel demand.

While the demerger hopes to unlock value with a higher strategic focus, investors need tangible progress on the ground before sentiment can turn around.

Here’s a quick look at stocks likely to be in focus in today's trade.

Sumeet Bagadia recommends five breakout stocks to buy today: Emcure Pharmaceuticals, Thomas Cook (India), Schneider Electric Infrastructure, Pennar Industries, and Shanthi Gears.

While the company has not officially disclosed the issue size, a person with direct knowledge of the matter said it could be in the range of ₹ 3,200-3,500 crore. Orkla India declined to comment on the projected issue size.

Breakout stocks to buy or sell: Sumeet Bagadia recommends five shares to buy today — Honasa Consumer, eClerx Services, Thomas Cook (India), D P Wires, and BLS E-Services.

International travel is expected to grow 4-5% this summer, aided by a relatively stable US dollar vs the rupee, although the euro's rise may affect European travel demand, said Mahesh Iyer, managing director and CEO of Thomas Cook India.

Tourism New Zealand has signed joint venture agreements with nine Indian travel companies, including EaseMyTrip, MakeMyTrip, SOTC Travel, Thomas Cook India and Kesari Travels. These partnerships will focus on developing curated travel experiences that align with Indian traveller preferences.