Комментарии:
I think if dmart is not entering in digital retail market your assumption will be wrong
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ОтветитьCan you pls make a video on page ind?
ОтветитьDMart is rhe Cosco of India. Or Walmart. Keep adding
ОтветитьSir This quarter d mart added 18 stores.. Na.
ОтветитьEven after this much correction in dmart still it's PE at 100. The growth of 20% is not satisfactory
ОтветитьThank you parimal Sir and Anush
ОтветитьSir
Very good video on
Dmart👌smart updates
Thanks🙏
Thank you very much for detailed analysis
ОтветитьLove watching your videos, please keep it up, it's extremely educating. Investing India needs financial gurus like you. Thank you 🙏
ОтветитьBest companies so far identified by you. Presentation on Asian paints, Bajaj finance and Dmart - superb. Keep it up.
ОтветитьHard work and analysis on Dmart is really worth praising. Appreciate your data collection and presentation. Farach chhan.
ОтветитьHaha, ye sahi hai, har do din me Nazar me badal jata h
ОтветитьTrent ka valuation to Dmart se b jyada jai
ОтветитьExcellent analysis.
ОтветитьTysm for all information
Ответитьif 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
Thanks for super se upper anylisis sir please make bajaj finance
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ОтветитьOHH
OMG
IT MEANS ALLOCATION IS TO BE REDUCED
SELL CALL FOR ENROLLERS
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
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 😢
please make video on lic
ОтветитьOne word Excellent
Please make analysis video on ABFRL
धन्यवाद
Ответитьcontain driven analysis, thank you sir and team.
ОтветитьI feel organized players such as zepto, blinkit etc will be impacted because they aren't able to show profit
ОтветитьThank 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
ОтветитьDmart focus on rural retail? Else how they control realty price rises
ОтветитьVery 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.
Sir,
If possible discuss divis lab
Thanks
Appreciate the honest analysis 🙏
ОтветитьAfter 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.
Ответить42 tak damani ji jinda rahnege?
ОтветитьWaah... 25% profit, 20% profit kya maska way hai valuation dene ka.. 😂
Salute bhaiyaji.. 👏👏😂
Mast chomu bana rahe ho viewers ko
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 🙏
ОтветитьThanks for this video Sir. I think PE ratio after 20 years could 70 to 80. I think 20% cagr possible.
ОтветитьBhai 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..
ОтветитьPersonally 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
ОтветитьWeekday m 10 minutes tk line lagna padta hai even having 24 counter
ОтветитьKeep adding one day yahi analyst ayege and positive bate krege ..😅
ОтветитьCrisp and clear explanation sir appreciate ur efforts
ОтветитьLagta hai app sir buy kar Raha ho
ОтветитьSir pl make video on Neogen Chemical
ОтветитьI stopped going to d mart as same discount is given by other online delivery, ab dmart ki que me koun ja raha hai..?
ОтветитьPoor explanation, try to make more easy.
ОтветитьThe last part of valuation is the best thing I have seen in recent times!! That's how we do value investing 😊
ОтветитьExcellent
ОтветитьIn FY42 Piramal Sir would be watching this and say they mis-calculated the Marketcap . My estimate would be 1.5 Crore crore.
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