MMYT MakeMyTrip Limited Loading... : Investor Sentiment and Bull/Bear Views
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Time
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Company / ticker
Signal
Since call
Position
Source
05:34
Sep 28
Sep 28
r/ValueInvesting
MMYT: forced seller overhang, India travel growth
The author, an American living in India for four months, argues MakeMyTrip's platforms (including BookMyShow) are the only services that have worked seamlessly for him, supporting a durable product moat. He cites forced selling by the largest Chinese shareholder and early investor for geopolitical reasons, with remaining large holders like RBC and Fidelity net buyers, as a supply overhang that should clear. The company is now profitable and reducing share count, while millions of Indians gaining disposable income and a boom in live performance venues expand ticketable events. Main stated risk: hospitality/leisure stocks get punished severely in a global economic downturn, so a better entry point may exist.
23:51
Aug 17
Aug 17
CNBC
AI worries and high valuation limit upside.
The stock has been beaten down by AI displacement worries and is no longer cheap at 33 times earnings, making it less attractive than its peers.
About MMYT Investor Commentary
Across the available history and selected sources, Buzzberg tracks MMYT (MakeMyTrip Limited) across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: u/37902, Jim Cramer.