Still high PE. 200-250 better price. It’s expensive now. Just look sector PE to Campus PE. Again they don’t make a lot of profit as compared to Relaxo. Campus faces stiff competition in 500-1000 price range. However Campus rules in that price range. I know these statements are contrary. If relaxo decides to lower Sparx range then campus will have sure hard time. I wear both Sparx and Campus. Both are excellent in this price range.
extremely helpful analysis with proper detail. i have been using relaxo's 250 rs slipper and will have to say they are very consistent with quality. its amazing how they are managing with such a small price. other brands also doing good as well. Thanks again for sharing this knowledge.
Mr. Gaurav, your videos are amazing especially the value chain series. I work for one of the biggest (and best) PMS house of the country and I must say you and your team are the only one who talk sense- the "finfluencer" have no clue what they are talking about. They have made their careers by talking about compound interest over and over again (wont deny that they helped in strong retail flow)..Keep up the good work. Cheers!
Your analysis is very good. But no guidance on future financials. Take the case of campus actiwear. It is very good brand. FIIs have increased their stake. Ist qtr of 23 is very dismissal & share price is hovering around 52 weeks low. What went wrong with campus which should have been analysed by you. Hoping to get new video on campus with future implications soon.
Great, yet another knowledgeable video from Gaurav Sir. Sir please make quantitative analysis & future plan video of Vedant fashion, Royal orchid hotels, lemon tree hotels & Barbecue nation
I am watching this stock for the past few weeks. Good financials and roce, yet valued at only about 25x p/e, meanwhile bigger companies are valued much higher. Don't know anything about governance yet I believe it's a stock worth discussing
Teji se bhagne wale stocks sabko pasand aa jate hain jis samye stocks performe nahi kar raha tha ua time eska nam bhi nahi pata tha, Esi ko kahte haim chutea retailer, bhagta stock ko pakdo aur gire to market ko gali do 😂🤣
Sir jaisa apne kaha ki boht fast growing sector hai Mujhe relaxo pasand hai investment k liye but agar koi second company me bhi investment krna ho to kon c company jyada attractive hai??
Puma Skechers nike … unfortunately they are not listed… their shows r available from 2k.. puma are even available from 1.5k. They are desirable not campus. Affordable also
Campus has a max. potential to grow from here, rest already expanded alot.
Still high PE. 200-250 better price. It’s expensive now. Just look sector PE to Campus PE. Again they don’t make a lot of profit as compared to Relaxo. Campus faces stiff competition in 500-1000 price range. However Campus rules in that price range. I know these statements are contrary. If relaxo decides to lower Sparx range then campus will have sure hard time. I wear both Sparx and Campus. Both are excellent in this price range.
@@chintakgurjar8426 right
Relax boys bhai ne campus ke share kharida hai 😂😂
@@chintakgurjar8426 its treading at 200-250 levels now.
extremely helpful analysis with proper detail.
i have been using relaxo's 250 rs slipper and will have to say they are very consistent with quality. its amazing how they are managing with such a small price. other brands also doing good as well.
Thanks again for sharing this knowledge.
Asli ID se aao Saurabh Mukherjee
@@TheSatyarocks haha.. I am a random person. It is not my opinion regarding their stock price or performance . Just about product :)
Appreciate your research and analysis... Backend team great work
What is expected me is the video.
We don't need buy or stocks picks but needed what you have shared case studies..
Great analysis! Thank you!
second like, but may be the first one to be waiting to hear for CAMPUS ! thank you again
A Big Thanks to Anus & Gaurav 👍👍 The Best " QUALITY " Comparison I Have Come Across 🍻
Yes need these type of analysis with different brands pls make on IT sector as well with midcaps n largcaps as well
Great analysis dear Gaurav sir, keep it up with all other sector analyses this was great learning.
Most waited analysis. Thank you sir
Super.. And easy explain it and understand anlize 🙏🙏🙏
Great video Gaurav...Very good analysis👍
Good WORK Mr.ANUSH. GOT FEW INSIGHTS
One suggestion. You can use a cursor or a highlighter when going through the charts and tables. I think it'll be helpful.
Excellent & Detailed work done !!
Such a wonderful video thanks for sharing.. so much detailed analysis 👍
Mr. Gaurav, your videos are amazing especially the value chain series. I work for one of the biggest (and best) PMS house of the country and I must say you and your team are the only one who talk sense- the "finfluencer" have no clue what they are talking about. They have made their careers by talking about compound interest over and over again (wont deny that they helped in strong retail flow)..Keep up the good work. Cheers!
Thanks a lot. Big complement for us
Can you guide how to get a job in PMS
@@rohitasharora007 I dont know your edu background, but an MBA in Finance, CA or CFA would help.
Super video…Best wishes…God bless 🙌
Fantastic Analysis
बहुत ही बढिया विडियो है. बहुत बधिया जानकारी है.
Your analysis is very good. But no guidance on future financials. Take the case of campus actiwear. It is very good brand. FIIs have increased their stake. Ist qtr of 23 is very dismissal & share price is hovering around 52 weeks low. What went wrong with campus which should have been analysed by you. Hoping to get new video on campus with future implications soon.
Best Analysis 👌
Amazing analysis sir
Well Analysis, Thankyou 🙏
Appreciate your efforts for bringing all the competitors business model in one plate.
Nice presentation & full knowledge about footwears industry
Superb explanation!!
Pls do quantitative analysis that u used to do for banks & other sectors as well
Out of four one should invest in which company for long term point of view, please share your experience,thanks.
In this footwear sector there will be one Don only, that is market leader Relaxo will get bigger and better
Market leader is Bata. Bigger than relax in terms of market capital, revenue and profits
One consumer durable analysis
After one year a updated video is required as version 2.0 & so on is win win scenario both for subscribers & channel growth
Very informative. Thanks
Great, yet another knowledgeable video from Gaurav Sir. Sir please make quantitative analysis & future plan video of Vedant fashion, Royal orchid hotels, lemon tree hotels & Barbecue nation
V nice analysisnsir
MIRZA international should be included in analysis as small cap mutual funds have maximum exposure in mirza international.
Yes..mirza international
I am watching this stock for the past few weeks. Good financials and roce, yet valued at only about 25x p/e, meanwhile bigger companies are valued much higher. Don't know anything about governance yet I believe it's a stock worth discussing
Promoters are also increasing their stacks .
Mirza is a third class stock. He very well knows which are good ones to discuss n not waste time on third class stock
Teji se bhagne wale stocks sabko pasand aa jate hain jis samye stocks performe nahi kar raha tha ua time eska nam bhi nahi pata tha, Esi ko kahte haim chutea retailer, bhagta stock ko pakdo aur gire to market ko gali do 😂🤣
Very good research and analysis sir
So nice analysis
Sir jaisa apne kaha ki boht fast growing sector hai Mujhe relaxo pasand hai investment k liye but agar koi second company me bhi investment krna ho to kon c company jyada attractive hai??
Very good research!
Superb analysis
Brilliant analysis
which one is bst for long trm
Overall Relaxo has more business advantages over other because their major segment is
Knowledge wal video for
Footwear index
Which company do they have in model portfolio....any insiders???
F
Campus
Hello Sir, should we exit or avg out JUBILANT FOODWORK
Nice comparing sir
sir Mirza international pe v btao kuch thier online business doing well
Sir mere pass Mirza international hai...🥺 Loss ho rha hai
Please make a video on Relaxo Footwear Ltd
Puma Skechers nike … unfortunately they are not listed… their shows r available from 2k.. puma are even available from 1.5k. They are desirable not campus. Affordable also
You are doing a great job sir you and your team . Keep it up . Can you make a comparison video of top small cap funds?
Nice video Sir
Nice video
Plz make detail video on relaxo please
Tussi great Ho sir ji
Where is red tape please do analysis
Very informative video…..what site did u mention ? Please write it
Check Upper right corner
InvestYadnya.in
Thank you sir.
Can you plz share this slides?
Wow! It seems Relaxo can easily replace Bata & Metro in future.
Yes.
And unorganized players be like: hum jhukega nehi sla 😂😂😂.
Mirza seems to be a future multibagger 🙂
Which one is most popular brands?
METRO vs CAMPUS vs BATA vs RELAXO
Thanks
Sir, 80000 ke shoes kaha pe millenge 😂😂😂
Where is Woodland
Thank you sir
Cement sector par sir g 🙃🙂😀
Relxao k shoes 500 m nai aate sabse economical campus hai. ..
Campus is now at good price to enter...
So basically campus and metro is complementary
Thank u sir
Thanks sir
Guru Ji financial to Bata do ❤
Why blame only relaxo if everyone is falling..
Campus down by 37
Bata is down by 28
Till relaxo is best .koi ek fund manager nikal diya to kya company bura ho gaya kabhi nahi..
it's down 40 percentage
If everyone is down then that's fine..
Campus down by 37
Bata is down by 28
I didn't got a video on comparison over chemical sector..... do u have that much of guts
I always buy campus shoes
Sir good evening
What is the conclusion it seems zero
I know students wearing metro brand shoes.
Sir mirza international reh gaya
Barsati mendhak hai wo abhi nikala hai fir apne raste oe chala jaega 😂🤣
Thanks sir 🙏😊
Thank you sir