Dark Future of Dmart? 🤯 Is Dmart Really Crashing?🤔| Reality Check-up 🧐
ฝัง
- เผยแพร่เมื่อ 9 พ.ค. 2023
- Join "Finance Club by Prasad"
👉finclub.finnovationz.com/
The Complete Course on the Indian Stock Market
👉courses.convey.in/
The Complete Course on Options Trading by Convey
👉courses.convey.in/options_course
******************************************************
Convey News App
👉bit.ly/ConveyNewsAPP
Convey Simulator App
👉 bit.ly/onlyforbigbulls
******************************************************
Subscribe To Our Convey Pitchers Newsletter.
Withdraw all the knowledge you need.
bit.ly/theultimatefinancenews...
FREE Stock Market Crash Course TH-cam Series
bit.ly/stkmktcrashcourse
**********************************************
Join Us On Telegram
t.me/finnovationzindia
********************🙏🏻********************
You can follow us on 👉🏻 Social Media handles for more content
-----------------------------------------------------------------------------------------------------
👉🏻 Instagram: / namaskarprasad
👉🏻 Facebook: / namaskarprasad
👉🏻 Twitter: / conveyofficial
WhatsApp newsletter: chat.whatsapp.com/GUPHv5ProJB…
Some day visit Dmart and Reliance Mart of Chinchwad station pune... You will realise whichone is growing faster....
On Weekends you don't even get space to park Vehicles in Dmart.... And just the opposite in Reliance mart staff playing online games 😂
Really
Reliance ka har jagah jehi haal hai bhai .....i liv in small town ....baht kam log jtte hai reliance mein
Nobody can beat DMart in offline and now online too. If Amazon fresh don't offer cashbacks and promotions then many would buy from DMart. Reliance rates are not competitive and they keep lesser known brands more in stock. Big basket will gain more share due to Tata Neu now.
Did you use Tata neu?
And if dmart doesn't offer a discount we as customer will again move to other 😅
@@SpecyBox my sense is Tata Neu is no competition to amazon, Dmart in pricing comparison
*_Most Imp fact is that dmart doesn't have to pay rent for its stores as they all are owned by the company, but in other companies like reliance, their stores are in rented accommodations...so ultimately, the profit margin will always be greater than others_*
How it's fixed asset not liquid, while if you take on rent and put the same amount in mutual fund still you have the cash, but once you have a fixed asset than your money can only be liquified once you sell it.
Big bazaar failed due to there investment in insurance which back fired and suffered hughe losses.
@@sumitbhattacharya4402 look bro, u seem to be of accts background, ur fixed assets , liquid all sound Greek n latin to me....all I can say, see the financial statements of reliance retail and dmart....rel retail has better sales, more no of stores and all that. But when u see the profit margin, the key lies in that. It is lower than dmart. On further analysis, u can find that the rel retail is paying huge sums of money for rent which is eating into their margins. Radhakrishna Damani on the other hand, owns the stores which are one time investment. But Reliance keeps on paying rent which appreciates with time. So, the breakeven, if considered, is shorter for dmart and after breakeven, all that comes in is profit only.
do u suggest Reliance does not hav cash to buy stores ?? and similar other companies and only Dmart has cash but from where Smart got this cash ??
@@vineetgupta4391 where did i suggest that?
@@vineetgupta4391 u seem to have come in a confrontational mood...y don't u go n do ur research first? Yes, all rel trends stores are in rented accommodation. And all dmart stores are owned. If a company decides to operate 5000+ stores in India can it buy 5000 + accommodations? RKD is a real estate man, first go n find out abt him. Dmart has 400-500 stores, all of them are owned. From where he has got his cash is not my concern. And whoever gave u the idea that I'm forcing anyone to buy dmart stocks? I'm just stating the facts
Very well explained and analyzed sir....
Dmart moat is always
"Everyday low cost and eveyday low price where they pay suppliers within 48 hrs, and take bulk discount and pass that discount to customers, leading to more volume growth and revenue, followed by profit ( as incremental costs are low)
And also their store expansion is slow but they own The entire real estate for those 300+ stores..
Am super bullish on dmart and been an investor since last 3 years and it's gonna be a multi generational wealth creator for sure....
These times is just a PE downgrading due to tough Competition, hindering earnimgs growth but I am super bullish ....
By Max 2030, dmart would cross 1000 stores
I like dmart too.
@@vivek7298 awesome... 🥳
@@nistalasuresh5837 but i have only 10 shares hehe
@@vivek7298 no worries... U gonna build good wealth..
@@nistalasuresh5837 your name is very good nistala i have heard this first time.
dmart should also keep small packegings of the products, Because middle class & poor peoples never buys big pack of products, for them money(or saving at the end of the month) is bigger than discount.
Bhai ye bada city mai koi chota packet koi nahikharidta
What color is your Mart?
@@vansh9484 red is the colour of my mart, that i holding in my portfolio
@@osamaobama1574 city me bhi gareeb rehta hai bhai
I think chota packet rakhenge toh bill per customer kum ho jayega aur koi chote packet ke liye etni dur d mart kyu jayega they only want family aaye aur pure month ka saman ekdum leke jaye revenues per customer badh jaye baki chote packet ke liye toh local kirane wale hain hi
It is valuation correction. Not many people talk about how free money after Covid fuelled the rally in the stock prices. Now that money is being pulled back. Hence, people are now booking profit and exiting. 2022 was very bad in terms of interest rate hikes. My own experience at D Mart stores are doing well.
I didn't watch the full video actually. This is a result of observing a number of stocks like Tata Elxsi, some Chemical stocks, some pharma stocks, etc
Free money?? Did not understand. Except in western economies no one in India got anything for free no cheques from government in india
DMART comparison with reliance growth is like we are comparing RABIT VS TURTLE RACE.. DMart's growth is steady and subtle with time they are reading the market well and they are growing with a healthy pace where with market correction there valuation is just correcting precisely.. But reliance is taking debt and they just want to ride and show aggressive growth to kick out competition and in this process after some time their service quality is degrading.. And for this reason I think Dmart Is the better option for long term
❤❤❤
Amazing
Appreciate your effort..
But it's a good analysis after incident.
When every channel (including yours) was appreciating business model, big players were booking profits that time..
Jai hind guruji,aapki video ka hmesa intezar rehta he
Thank You Tazeem
In my city we had only one Dmart ehich despite being far in the outskirts still was overcrowding now another store opened last month and the new store has waiting line of 2hours so I feel Dmart is strong player in retail
pahile dmart me sabkuch sasta rahta tha, ab kuch kuch sasta rahta hai.
Sahi kaha...
Mai 2007 se d mart me shoping shuru kiya tha tb aisa koi nhi tha compition me pr ab har koi hai. D mart me vo bat nhi rhi
Ab sab kuch bahar shoppe jo price par milte usi price par dmart mil rha hey
Sahi bat h Bhai...💯
Modi Government responsible. Ache din ka kamaal hai petrol 60/- & LPG gas cylinder 500/- Rupees mai mil Raha hai 😡😡😡😡
You can also add this point that Dmart is focusing on adding their own brands in all the most sold items
Reliance retail and dmart are like Asian paint and Berger paint. Both will grow.. expecting 25% cagr in long run..
Reliance is strong competitor but Dmart is king in retail(also in future) becz of price range.😎😎
D Mart and reliance industries both in my portfolio 😊💯
Great Analysis 👍🏻
I feel 20 to 30 percent revenue and profit growth is very good. That growth is there after buying real estate also . So if we combine both the points valuation is not that expensive.
Real estate ka expense nahi dikate hai books mein woh
Damani ka real state property is not investors anyway. Another, investors are sacrificing the dividend and now profits too to Damani. What lollipop you Investors are expecting in the long run in the stereo type business model. Damani need for research based expansion for long perspective covering pan India. Limiting to 10-15 states will not bring prosperity at all after sometime.
Ek advise hai. Video ka pace fast krdo please. I am dam. Sure channel will grow more. Just like Colgate ne apnea toothpaste pack ka hole ka size badha diya Jisse sales increase hue. Content great hai. Thumbnail great hai. Story great hai but slow hone ke wajah se boring bn Jata hai.
And ha video me ek twist element ki bhi kmi hai. Bs hr video ki story me ki ek twist Dalo.
And ha make sure to present stories like this in mysterious voice tone.
What if TATA joins hands with Dmart😊
Max no
Nice proposal....it would then be the topmost retail chain arguably in the world
Bigbasket he TATA ka khud ka
Maza aa jaega 😅
Your content is so pure 🤌🏻🙇🏻
I also like to analyse the Business across the sector and feels good when I found some who doing same thing which I do 🙏🙏🙏🙏
Really good explanation dada.
U should make a video on Harshad Mehta and Rakesh Jhunjhunwala; comparing their work and ethics because I have seen many youngsters looking at Harshad as inspiration. Considering him as a Real Big Bull.
Quick Commerce will not survive more than 1-1.5 Years. Only Dmart is the true Face of Retail sector.
my city have 500000 ppl in it and we one d mart (outside city) store but 2 reliance(inside city) store and one mega reliance(out side city) store so this kind a factor can effect because ppl generally prefer to go near by places
Superb analysis sirji 👍🏼 👌
Earlier I used to prefer Dmart , but now in every 2 kms I see Reliance smart points. The price of the products is the same instead Reliance started rewarding users with cashback. I find reliance more convincing than Dmart as it's nearby and cost effective.
But If you compare prices D Mart is king
@@AbhishekYadav-ir9bq it depends on product
But D Mart offers cheaper prices than Reliance. Personally moved more products to D Mart comparing both.
Thank you sir ...thanks for the most important informative video.🙏🏻
Also small shopkeers give credit
to people & offers small quantity
After corona competition
Badh gayi hai
For long term no other retail strategy is near to dmart now in India. They know very well about their target audience.
I appreciate your valuable content and effort. I was thinking about dmart only why is this falling day by day?
In Bengaluru near Spice garden Marathahalli: Tata's Star Quick mall and Dmart is very near to it (approx 2km) but still Start outlet gives really tough competition in lots of ways.
Good job prasad....
dmart is doing good.just need to fine tune their strategies with time.
I have a dmart shop in 4km and reliance, more, Vishal Mart at 2km.
Once a month i go to Dmart for monthly purchase and whenever needed i go to other Mart. Just because of 1or 2items dmart is not worth, due to long line and too much time
start again with hedge fund series its really informative!!!
FY 24 forward PE for DMart is 68. Which is VV attractive. . Will reach 400 stores this year. 6000 by next Year April
Thanks for information
Nice and informative analysis Can you analysis all nifty 50 stocks
@PRASAD ! I believe you made a mistake in the "Dmart Ready" section. They have reported a loss of Rs 80.62 Cr. Not profit. Correct me if I am wrong ! 😅
The video is quite informative. I have a question regarding the impact of real estate growth on D Mart's share price compared to its peer companies, particularly Reliance.
It is evident that D Mart possesses substantial real estate assets, which hold a high market value when compared to its competitors. However, I've noticed that this considerable real estate growth does not seem to be fully reflected in D Mart's share price performance, unlike companies like Reliance.
I would greatly appreciate it if you could shed some light on why the impact of D Mart's real estate growth doesn't seem to have a proportional effect on its share price as compared to Reliance. What factors might be influencing this disparity?
Normally real estate holdings in such companies never shows up in their share prices. There are many such cases in US, and in US then some hedge players come and they sell unlock value by selling real estate separately.
Very nice video, nice explanation, thanks 🙏 alot
video quality and colour grading increased ⬆⬆
It was never Dmart,
All were betting on Damani ji.
And I believe that he will continue the growth in the long term even if it requires the whole transition of business.
Damani kab Tak Zinda rhega...time ho gaya uska
@@Fearlesstrader_AAP jab Tak Zinda rehenge usse tho 1-2 saal jyada rahega Mr.Damani 😊😊😊
@@CharismaticChandra11.11 lol....u don't know my age....hahahah
Been to Xion Mall, Pune last month. When D-mart was crowded, entire Reliance Fresh had only me as their customer. People can't keep on comparing things offline. People trust D-mart. That can't happen overnight :)
2:08 Hamare yaha pe dmart and reliance fresh 2 KM ke radius main hain
we cant allow reliance to monopolise in every sector
Heard the latest? Reliance is in talks with some company to enter into auto industry .... _* Jack of all trades Master of none i guess*_
Please make more video on growth stocks
Hey Prasad Bhai mere pass dmart ke 2 share hai agar kal ko ye bankrupt hua to mujhe konsa warehouse milega inka 🤔
😂😂 Mumbai wala
Haha
@@keshavpisal9280 bhai Mumbai wala dur padega papa jaane nahi denge, Ludhiana wala dilwa dete
@@Ekchutkisindurkikimat Mumbai me property zyada paisa degi bhai😂
Underrated comment 😂
Finally got share which will give me 20% stable return annually... I think d-mart is HUL in retail
Bhiya vdo ka audio quality utna achha nai h, sound kaafi low hai, please address this
very nice detailed informetion.....easy to understand....i am very much bullish on indian reatil sector.....so i am buying both reliance and d-mart...so i cover 95% of retail sector big players. and whenever it comes down i will buy more for investment for 15-20 years.
Reliance is playing in hot markets and taking hit in margins, still it is a good business of volumes, however Dmart is situated at outskirts of the city that's the problem
bohot sundar jaankari... 👌👌
Cagr graph kita complex karn ka dekhvla sir
In RAIGAD district DMART is opposed by local shops committees
The kirana shop in my colony (in Hyderabad) gets Bisleri 5 litre bottle for Rs 65 from the dealer and sells it for Rs 70 MRP. Dmart sells it for Rs 50.
How can the Kirana store survive ??
Wrong. Margin is much more than Rs 5. It is 100%
Real winner is value investing principle. Anything overvalued is corrected
it is not a good comparison esp. knowing fully well that Dmart is more of a Grocery Store wherein Reliance Retail is a conglomerate of all retail businesses such as grocery, apparel, shoes, foreign brands, furniture, 10mins delivery app etc...
WELL EXPLAINED
D-Mart strategy of Expansion with earned profit is great and experience of D-mart's Promoter is far more than peers. One request to you is please keep uploading videos frequently on fundamentally strong stocks.
D-mart is lacking behind because their presence are less in Bengal & even in Kolkata but reliance is really growing like anything & even local player like Spencers & Aditya Birla More are there in Kolkata region.
Also in Delhi(NCR) there is only one store in Ghaziabad and no Store in Delhi. Even nearby me there are three Massive Reliance Smart Bazaar but miss dmart 😢.
should have done with real estate as consideration
Bhai kuch month phle aapne hi dmart k stock suggest kia th
Thank you very much sir
Good Good information video
In future, I see Dmart in India something like Costco or SamsClub are in the USA now.
Great analysis of finovation Prasad
can you share some information on Jubilant food.
Sunday ko line lagti he lambi cash counter pe
After watching the video time to add on some shares of Avenue Supermarket Jai Ho 👍
Similar to ITC
Sir make on a video on airline company. Why r they buying huge no of planes?
Where can we find where dmart is opening future stores?
Ground level info can only give you answer.
I saw construction of Dmart in Akola some time back.Maybe it may have opened by now or will open soon.
Very nice video thanks
Hello sir
Sorry to say sir
You always told us about long term investment but now
You are asking about option
You surely now how option market is dangerous for retail investors
Kam se kam aap to ye baatein mat bolo sir
Nice explanation but as a consumer what I personally felt is there’s one more big reason you missed. Time being customers are understating the quality of products, no doubt it’s cheapest one but not upto mark quality. India’s economy is growing and now people can afford quality products. Customers are expecting better quality products which I believe dmart is not offering at the moment. Their main consumer base was middle class, now it’s lower middle class. I might be wrong as I’m not an expert but that I personally realised and infact lots of my known told the same thing
Yes you are correct it feels they are made seperately for dmart with bad quality
@@muditrathi not made separately...look carefully. Dmart replaced most products in grocery with its own inhouse brands. Same is with Reliance Smart retail.
Yeah you are wrong
@@007_Sun_Tzu I stopped visiting cause its very far from my hometown
Pricing power of Dmart is not matchable!!!!💯
I was waiting your video
Inshort DMART GROWING SUSTAINABLY WITHOUT DEBTS
Sir aap ka course hindi me hai ya English me mujhe hindi me purchase karna hai
Hi guru ji namaskar
Good analysis
D Mart ka Same strategy reliance retail ku nhai apnati hayy??
If the opportunity is so big, then pls make a video on Trent - Star bazzar - Tata Group company
Bro there is any process to sue against Future retail. Can you make a video about this ( for sue against future retail, because it's fools and frauds lots of people by making a 10000 rs card). Still that company never returns our money. Please help us about this. Lots of people loose their sweat money.
Sir, can you please consider to improve your audio quality?
At present its difficult to beat Dmart. Share price is different matter.
Stock market valuation ka khel hai Jab company ka valuation hi slow Chale to profit kaise hoga, chalo valuations slow hai to bhi chalega lakin dividend to milna cahiyea.
Per store growth sabse important hai
May to Dmart hi looga .kyoki maine Dmart me logo ka mela laga rahta hey saman lene ke liye.our discaunt to sabase jayda deta hey.
Dmart ka property value bhi teji se badh ra hai....aur rent to dena nhi parta ...aab ispe bhi focus krna chahiye.....dmart is one the best stock listed in india
Most important Damani throw all his share market experience and business strategy put in Dmart
One side you have reliance retail store other the D mart , where will you go?
💁🏻♂️You have got the ans to which share to buy👍
Much needed video
Prasad sir... Please have respect for photo for Dammani sir... Please do some changes in thumbnail
Good Analysis
Sir make 1 video On ITC hotel demarge
Tanay like background
Yeh India ka Walmart Hai.. Iska future dekhne keliye Walmart ka analysis karna chahiye.. Bahat jaldi 10000 aanewala hai iska😊😊
@Finnovationz by Prasad ⨁①④⓪⑧③⑦⑤⓪⑦②③ 😂👌😂👌
I generally feel big bazaar goods feel more premium than Dmart.
Dmart all locations which I have visited are always crowded with people. People buy in bulk and are satisfied with dmart products.
Better valuation and better return stock please make video
If they start service station in parking it will add revenue.
Very nice video Sir 👌👌👌