Ce IPO d'Août 2010 me semble intéressant maintenant...les derniers chiffres de Février sont bons...Q3 Revenue was $35.79 million, up 56.7% from $22.84 million in the year-ago ...WATCH LIST.
Kaufman Bros. initiates coverage on MakeMyTrip MMYT.q with a Buy rating and $43 price target.Kaufman Bros. expects strong 40%+ top-line growth for a number of years, driven by:
1-) India''s travel and tourism industry forecasted to grow at a 10% CAGR through 2020 (second fastest globally after China), which is due to the rapid expansion of India''s middle class and growing disposable income;
2-) growing Internet penetration, with a lot of headroom for growth (India at 7% vs. China at 32% and U.S. at 77% and);
3-) growing online penetration in travel (25% for India vs. 54%-57% for U.S.), leading to online travel growing at a 27% CAGR for the next two to three years.
http://www.makemytrip.com/
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