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Ishaan (on for Sidney Ho)

Vice President and Equity Research Analyst at Deutsche Bank Ag\

Ishaan (on for Sidney Ho) is a Vice President and Equity Research Analyst at Deutsche Bank, specializing in the technology sector with a focus on semiconductor, hardware, and electronics companies. He covers major firms such as Applied Materials, KLA Corporation, Apple, and Entegris, and has delivered a strong performance with a 68% success rate and an average return of approximately 27.7% per recommendation, ranking among the top analysts on TipRanks. Ishaan began his analyst career in August 2016 and rose to his current role after accumulating experience in industry research and investment analysis. He holds professional FINRA registration and maintains the requisite securities licenses for equity research analysts.

Ishaan (on for Sidney Ho)'s questions to VCSA leadership

Question · Q4 2023

Inquired about the future trajectory of pricing, specifically whether it needs to revert to 2019 levels to find a bottom, and questioned why falling prices aren't leading to higher occupancy.

Answer

The company will not predict where pricing will stabilize but noted the decline is an industry-wide issue they are adapting to by focusing on cost control. Regarding occupancy, they explained that Nights Sold were down 5% YoY, in line with the 5% decline in home count, meaning Nights Sold per home was relatively flat. The revenue management team is constantly adjusting prices to find the optimal mix to maximize gross booking value.

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