Тёмный

The Untold Story of Dmart's Valuations | Dmart Detailed Analysis | Avenue Supermarts Analysis 

Parimal Ade
Подписаться 565 тыс.
Просмотров 77 тыс.
50% 1

Опубликовано:

 

28 сен 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 124   
@devendersingh4303
@devendersingh4303 Год назад
Dmart is a good stock for any long term portfolio,but it's weight in portfolio should be around 2 to 3% only,just personal view ,no recommendation.
@Raga_Rahul
@Raga_Rahul Год назад
Personally muje d mart pasand because jao car unke parking m khadi kro items purchase kro bharo le chalo . Malls m parking ke enter exit ke apko 30 min jata hi hai
@krishnaniyer2895
@krishnaniyer2895 Год назад
Walmart , Amazon is more attractively valued. Dmart is always more crowded than competition even on weekdays. ...pricing is unmatched
@pradeep_davda
@pradeep_davda Год назад
Very good analysis Sir ❤️ From 10 years point of view... Considering 25% growth... EPS would be 175... Considering it would trade at 60 PE after 10 years... Stock Price would be around Rs. 10500... Which would be 12% CAGR.
@alwayslearner4950
@alwayslearner4950 Год назад
I really appreciate the way you're handling your team, by giving them good exposure and screen time. Much appreciated.
@nishantneogy6700
@nishantneogy6700 Год назад
Focus on investing
@NneilPatel
@NneilPatel Год назад
@@nishantneogy6700 😂😂😂
@bhaghwanmhetras4250
@bhaghwanmhetras4250 Год назад
You have calculated the valuations on the basis of growth 20 per entand cagr 16% pe 20.wuen market capital grows it is diffoclt to maintain cagr if we take in to considerAtion inflation 8% the valuations will automaticaly will go up even sales growth % remain same.
@rahuldamani4987
@rahuldamani4987 Год назад
V good video.. 34 lakh market cap Means Abhi 2.25 hai Share price around 60000 hoga 😊
@Raga_Rahul
@Raga_Rahul Год назад
Bhai online se issue. Agar aap D Mart jate ho to aur aap 2 item lene ke liye but agar discount dekh dekh kr log bhar bahr kr item le lete hai trolley m... Online m kya hai aap wahi discount hai but aap limited item purchase krte hai online off line me unlimited purchase kr lete hai..
@3ree238
@3ree238 Год назад
You should have included trent,Electronic Mart, and Aditya birla fashion and retail
@VikasSinghMinimalist
@VikasSinghMinimalist Год назад
Appreciate how you provide exposure to your team youngsters
@ajsujit
@ajsujit Год назад
Will the company do well when rk damani is not running it? Long term projections are tricky. So many factors to consider.
@kirankoti6316
@kirankoti6316 Год назад
Rightly pointed out Succession should be looked at too
@Go_195
@Go_195 Год назад
One word Excellent Please make analysis video on ABFRL
@SAMPATHKUMAR-qx1mb
@SAMPATHKUMAR-qx1mb Год назад
Dmart focus on rural retail? Else how they control realty price rises
@allwynpinto8151
@allwynpinto8151 Год назад
Love watching your videos, please keep it up, it's extremely educating. Investing India needs financial gurus like you. Thank you 🙏
@gouthampai5055
@gouthampai5055 Год назад
Thank you parimal Sir and Anush
@RiseOfHinduAgain
@RiseOfHinduAgain Год назад
DMart is rhe Cosco of India. Or Walmart. Keep adding
@Raga_Rahul
@Raga_Rahul Год назад
Weekday m 10 minutes tk line lagna padta hai even having 24 counter
@TheAbinash007
@TheAbinash007 Год назад
contain driven analysis, thank you sir and team.
@abhijeetsingh115
@abhijeetsingh115 Год назад
Parimal sir how do you see competition from blinkit swiggy zpeto since mostly young people are lazy they stay on phone only. How much discount on PE should we expect
@anikettiwari6885
@anikettiwari6885 Год назад
This is the best series
@rkg3902
@rkg3902 Год назад
nice analysis... also make a video on Tejas networks and centum electronics
@Milind323
@Milind323 Год назад
Very good explanation as usual. Your knowledge is osume. Explanation of a stock in a manner which began from start of company. The video is very good example how to study the company 🙏
@rohinihari
@rohinihari Год назад
Is this a huge rrtail sector disruption
@shanurrahman7614
@shanurrahman7614 Год назад
Thank you very much for detailed analysis
@jayeshkhara1425
@jayeshkhara1425 Год назад
Sir, If possible discuss divis lab Thanks
@dinobandhumondal1927
@dinobandhumondal1927 Год назад
Excellent
@shubhamkhedkar2188
@shubhamkhedkar2188 Год назад
Dmart
@bon_jovi933
@bon_jovi933 Год назад
25 % aur 20 % ka growth? Bohot unrealistic liya hai.
@Another_possibility
@Another_possibility Год назад
Trent ka valuation to Dmart se b jyada jai
@bismaulfat7613
@bismaulfat7613 Год назад
Me kabi ne investment krogi d mart me bcz. Online shopping mantra Amazon flipkart mishoo.......
@sammmy1168
@sammmy1168 Год назад
Par online sab kuch milta nahi hai I recent tried to order something but as I was browsing the catalog I couldn't find the items which I was searching it basically provides grocery and few limited items in snacks and ready to eat food . And it will take some time to catch up with retail market tab tak retail business bahut badi hojayega
@SUNILPAWAR-gk2qq
@SUNILPAWAR-gk2qq Год назад
IF THE PE COMES TO 40 OF D MART AND 20% GROWTH IN REVENUE THAN PAT WILL BE AROUND 7 % HOW COME MARKET CAP WILL BE 35 LAKHS ARE YOU CERTIFIED ANALYST? CONFUSED WITH RAPID DIGITAL EXPLANATION BLOWS BY THE WAY IT SOUNDS GOODY AND HILLLARIOUUUUS
@livingwithme2928
@livingwithme2928 Год назад
❤❤❤
@mrsaurabhkumar3771
@mrsaurabhkumar3771 Год назад
Valuation guru attendence here 😂😂
@jassiaurdevishkipathsala6415
Poor explanation, try to make more easy.
@neerajchetani6282
@neerajchetani6282 Год назад
Really appreciated for your team's hardwork
@rajatsingh3195
@rajatsingh3195 Год назад
D Mart is more valued, 1. because of Store which DMart itself owns rather than setting a store via lease 2. Good profit margins 3. Strong footing in fastest growing large retail market
@Sports_talk
@Sports_talk Год назад
Bajaj Finance, Asian Paints, Dmart, Hdfc Bank, Nestle, LTIM, Titan, Infy or TCS, Divis and Tata motors (next Tesla) This is my Top 10 stocks for next 10 to 15 years
@JasbirSingh-hc7bw
@JasbirSingh-hc7bw Год назад
Nestle shord sub my pass hie
@indianchannel1391
@indianchannel1391 Год назад
Tesla is a technology company and Tata motors is a automobile OEM. I suggest you to do perform fundamental analysis on both .
@Sports_talk
@Sports_talk Год назад
@@indianchannel1391 First you do your analysis before suggesting. Tata motors is like Tesla in EV space
@sauras2
@sauras2 Год назад
​@@Sports_talkTesla is not just an automobile company like Tata motors.. Tata motors can never become 1% of what Tesla is currently 😂
@Sports_talk
@Sports_talk Год назад
@@sauras2 ok then you dont invest 😀😀😀
@srinivasnayak9674
@srinivasnayak9674 Год назад
if we take base case analysis 20 cagr first 10 years 15 cagr next 10 yrs . eps = 900 no dilution or less pe 40 = 40 * 900 = 36000 pe 50 = 50 * 900 = 45000 12% cagr easily in base case with long term over view of 20 years . in bull case may be you can expect 15% cagr. in bear case expect 9/8 cagr easily in the long term . only considering eps growth & valuation considering price 3600
@chetanahire2653
@chetanahire2653 Год назад
Thanks for fantastic analysis.. next 20 yr market cap calculation was cherry on the cake.. could you please do it for other companies that will be discussed further?
@BeNOone902
@BeNOone902 Год назад
Appreciate the detailed video. Empowering the team is super good. Gratitude:-)
@chiragsavajiyani3000
@chiragsavajiyani3000 Год назад
Even after this much correction in dmart still it's PE at 100. The growth of 20% is not satisfactory
@arvinndwaikar851
@arvinndwaikar851 Год назад
Best companies so far identified by you. Presentation on Asian paints, Bajaj finance and Dmart - superb. Keep it up.
@sanjeevbjain
@sanjeevbjain Год назад
Sir ji 20 years is too long a period give projections only for 10 years at a time to make it more realistic.
@satishgondhali1853
@satishgondhali1853 Год назад
Sir This quarter d mart added 18 stores.. Na.
@gourav740
@gourav740 Год назад
These is called quality content ❤
@vinayakkale6347
@vinayakkale6347 Год назад
Thank u Parimal watching u after 3-4 mths, was bored with Satsang n repetitive new joiners’ questions. Wonderful insights for those who focus on weekends. Great work, series, n initiative
@Another_possibility
@Another_possibility Год назад
Haha, ye sahi hai, har do din me Nazar me badal jata h
@sourenpal5891
@sourenpal5891 Год назад
Sir dmart 5900 highest geya tha😂😂
@rohitjagdale4648
@rohitjagdale4648 Год назад
Good Analysis !!! Request you to analyse Trent in comparison to Dmart.
@straightlinesmackdown
@straightlinesmackdown Год назад
Please cover pidilite
@SUNILPAWAR-gk2qq
@SUNILPAWAR-gk2qq Год назад
OHH OMG IT MEANS ALLOCATION IS TO BE REDUCED SELL CALL FOR ENROLLERS
@anikettiwari6885
@anikettiwari6885 Год назад
I feel organized players such as zepto, blinkit etc will be impacted because they aren't able to show profit
@SUNILPAWAR-gk2qq
@SUNILPAWAR-gk2qq Год назад
THE ONLY KING PARAMETER ON WHICH STRENGTH IT IS HANGED & HOLD HIGH IS ONE & ONLY D E B T F R E E BEING IN RETAIL BUSINESS OR ELSE 😢
@virandervimal7352
@virandervimal7352 Год назад
Just one word for you and your team 'FANTASTIC'
@rohinihari
@rohinihari Год назад
Sir sab kuch teek hai for dmar huge future opportunity, but recently i buy a bulk purchace of karyana and food items in my village in kerala through flipcart owned by walmart its only 12 hours to get all items with huge margin in this future digital world dmart is very poor showing in digital platform they dumb all items in a zonal hub this is my issue kindly reply sir
@Intellectual_Humility
@Intellectual_Humility Год назад
sir FMCG contract manufacturing stock analys kijiye....??
@arvinndwaikar851
@arvinndwaikar851 Год назад
Hard work and analysis on Dmart is really worth praising. Appreciate your data collection and presentation. Farach chhan.
@bismaulfat7613
@bismaulfat7613 Год назад
Mantra flipkart Amazon online shopping. Bhoot barda threat hai
@anuragratnawat1
@anuragratnawat1 Год назад
long term this are not profitable businesses
@rajnikantdivecha1833
@rajnikantdivecha1833 Год назад
Sir Very good video on Dmart👌smart updates Thanks🙏
@viralvasoya1
@viralvasoya1 Год назад
please make video on lic
@thepratikkulkarni3088
@thepratikkulkarni3088 Год назад
Can you pls make a video on page ind?
@mitratayt3481
@mitratayt3481 Год назад
Rajratan global wire ki baremai v video banaya ji
@avijitguha1586
@avijitguha1586 Год назад
Spectacular analysis❤
@ajsujit
@ajsujit Год назад
Is it fair to compare to walmart and costo? they are american companies
@kaustubhdalvi9715
@kaustubhdalvi9715 3 месяца назад
In FY42 Piramal Sir would be watching this and say they mis-calculated the Marketcap . My estimate would be 1.5 Crore crore.
@virulekkihal5537
@virulekkihal5537 Год назад
Tysm for all information
@rajiv8827
@rajiv8827 Год назад
All are too far fetched hypothesis
@rahulmukundjagtap6616
@rahulmukundjagtap6616 Год назад
धन्यवाद
@javeedtech
@javeedtech Год назад
I stopped going to d mart as same discount is given by other online delivery, ab dmart ki que me koun ja raha hai..?
@abkreations3666
@abkreations3666 Год назад
Very nice explained by you sir. Appreciates!!
@Sawantg358
@Sawantg358 Год назад
Thanks for super se upper anylisis sir please make bajaj finance
@ShrenikBhandariYadnya
@ShrenikBhandariYadnya Год назад
Bajaj Finance was the first video of our new series. You can check it out here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-3cimiGheeoE.html
@gulshanbisht
@gulshanbisht Год назад
Excellent analysis.
@RohithKK-uh7pp
@RohithKK-uh7pp Год назад
Dmart is very expensive and no point in buy. It's an avoid for me.
@mrsaurabhkumar3771
@mrsaurabhkumar3771 Год назад
Agar valuation ke bare me, fundamental ke bare me janana hain na to basant maheshwari ke channel pe jake live section me 2 hour ka vedio hai pira dekho sab samgh aaega
@anuragratnawat1
@anuragratnawat1 Год назад
may be you never been to dmart thats why
@RohithKK-uh7pp
@RohithKK-uh7pp Год назад
😂😂😂don't loose your hard earned money man.....one advice check pe, peg, cash conversion and delta sales before you get in to any shares.
@FinExTraining
@FinExTraining Год назад
👍
@mayuranand3344
@mayuranand3344 Год назад
Keep it for lt
@asha9107
@asha9107 Год назад
BSE k bare me kuch batao
@parikhjignesh
@parikhjignesh Год назад
Sir pl make video on Neogen Chemical
@kishorekumar8080
@kishorekumar8080 Год назад
Pls add subtitles bro
@drnavin1012
@drnavin1012 Год назад
Good Morning Primal sir
@mintu.imagine9234
@mintu.imagine9234 Год назад
Lagta hai app sir buy kar Raha ho
@sunilkumar-gk4mq
@sunilkumar-gk4mq Год назад
Amazing analysis Sir👍
@krishnakumarpandey122
@krishnakumarpandey122 Год назад
Extremely useful and elaborate analysis on the the subject ,I have been waiting for.Thanks n regards 🙏🙏
@AnushMokashi
@AnushMokashi Год назад
Thank You
@saurabhrajput1188
@saurabhrajput1188 Год назад
Thankyou Sir
@mitratayt3481
@mitratayt3481 Год назад
Rajratan global wire ki baremai v video banaya ji
@ShaikhNadeem
@ShaikhNadeem Год назад
Waah... 25% profit, 20% profit kya maska way hai valuation dene ka.. 😂 Salute bhaiyaji.. 👏👏😂 Mast chomu bana rahe ho viewers ko
@mv2552
@mv2552 Год назад
@skdiary5068
@skdiary5068 Год назад
❤️❤️❤️
@phiroze110
@phiroze110 Год назад
After DMart IPO this is the first analysis video of the company I watched it without fast forwarding or on high speed mode 😊 👏 Bravo! Amazing! Excellent efforts 👌 keep it up.
@manojchoudhari416
@manojchoudhari416 Год назад
Thanks for this video Sir. I think PE ratio after 20 years could 70 to 80. I think 20% cagr possible.
@amz3792
@amz3792 Год назад
The last part of valuation is the best thing I have seen in recent times!! That's how we do value investing 😊
@Raga_Rahul
@Raga_Rahul Год назад
Keep adding one day yahi analyst ayege and positive bate krege ..😅
@shameemahmed8666
@shameemahmed8666 Год назад
Crisp and clear explanation sir appreciate ur efforts
@salmanhaidr
@salmanhaidr Год назад
42 tak damani ji jinda rahnege?
@ishaanreddy6039
@ishaanreddy6039 Год назад
Appreciate the honest analysis 🙏
@ankitjakhmola3486
@ankitjakhmola3486 Год назад
Wipro share price kb jyga 4000
@rahul_bob.
@rahul_bob. Год назад
In ur dream carona trader
@templogical3095
@templogical3095 Год назад
lol 4000 ka pata nahi 40 ja sakta hai
@orthoknee5125
@orthoknee5125 Год назад
Not possible
@orthoknee5125
@orthoknee5125 Год назад
Sell and buy l&t tech , Mphasis
@rohinihari
@rohinihari Год назад
I think if dmart is not entering in digital retail market your assumption will be wrong
@re2612
@re2612 Год назад
Customers do not have any brand loyalty. Big Bazaar was also huge at one time. I don't trust Dmart to grow as fast as real estate cost will increase and they won't be able to buy land
@girishdubey1405
@girishdubey1405 Год назад
Timing is more important..! Dmart is growing in the right time with right direction.
@rajiv8827
@rajiv8827 Год назад
Absolutely
@ZaikaBiharka29
@ZaikaBiharka29 Год назад
Oky bhai koi nhi company ki achhai burai dono dekh ke paisa lagao
@apurbasamanta8060
@apurbasamanta8060 Год назад
AMAZING CONTENT !!
Далее
ТАРАКАН
00:38
Просмотров 531 тыс.