[dgm]

I also agree. Company is trying to win investor confidence since some time.
I request somebody to bring out salient points for the understanding of others.
Regards.

[dgm]

Volumes have been very large in last few days. And significant actual buying happened even today when pause button was forced.

[dgm]

1. Average holding increases to 2.85 lakhs for 352 large investors compared to 2.70 lakhs for 330 large investirs.
2. Average holding of small investors is a meagre 1900 for 27795 investors.
3. One new large investor Geeta Patheja with 1.05% holding.
4. There may be some more holding just below 1% apart from 5-6 Goenka members leaving most medium investors with average 1-1.25 lakh holding.
5. Overall very positive picture so far as shareholding is concerned.
6. Large investors showing faith so far.

[dgm]

I would like to add – Analyst presentation did not include preferrential placement as an outstanding issue.

[dgm]

TTD trading above 75 pe
Affle trading at 50 pe
Markets finding these worth in current scenario.
Many advertising avenues such as sports, sign boards etc. out of picture.
Digital marketing seems to be best possible for quite sometime now.
However resolution of issues may take sometime now. But how much that matters? Is not the business sufficient to support at least 5-6 pe
This is no price for this company based on the available information.

[dgm]

I am sharing one very simple information. Price of TTD has halved during the stock market crash in USA, approximately from 150 PE to 75 PE.
However, presently it is rising, target of 225 given (present 170), and is among Top 10 Buy recommendations.
I am no expert on equity, but shall the digital marketing business not increase during these times of stay at home and social distancing?
All information based on Google Search. Please assess at your end.

[dgm]

I think marathon analyst meet followed by qa is a clear indication of company being ready with all the answers and issues will be a past in not too far time.

[dgm]

Very elaborate,detailed,lengthy,open conference call after a long time.

[Author]

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