General Trading Chat
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should tag @Smart_trade
i've asked him before but would like to know fresh views.
Comparing your post article, there is a good read here why DMart is competitive
https://economictimes.indiatimes.com/markets/stocks/news/should-avenue-supermarts-investors-worry-about-the-rise-of-reliance-retail/articleshow/78053927.cms#:~:text=DMart has 216 large format,and cash and carry stores.
RIL acquiring Future retail is just inorganic bump up but Fut retail has expensive rent type stores vs DMart's old fashioned owned property at lower costs.
DMart has alot of cash and they are low cost in interiors, operational costs plus i read they pay vendors in less than half the time of industry avg which gets them good purchase prices.
They need volume and fairly good expansion rate to keep up.
To cite an example, Rel Fresh( smaller variant) is as close to TATA retail( star ) but i tend to visit the latter more frequently. They're also potentially looking for expansion, so retail it is not going to be very monopolistic soon.
Add the already online delivery options that are available.
Volume comes from vicinity, nobody goes twice the distance far to buy same FMCG brands every week
Expansion rate is what i'd worry about bcos i dont know much about that rate.
Expansion aside All the players as of today were already doing what they were doing so how is it that suddenly with one party having more cash gets an edge. I dont think anything changed except ppl's anticipation.
i've asked him before but would like to know fresh views.
Comparing your post article, there is a good read here why DMart is competitive
https://economictimes.indiatimes.com/markets/stocks/news/should-avenue-supermarts-investors-worry-about-the-rise-of-reliance-retail/articleshow/78053927.cms#:~:text=DMart has 216 large format,and cash and carry stores.
RIL acquiring Future retail is just inorganic bump up but Fut retail has expensive rent type stores vs DMart's old fashioned owned property at lower costs.
DMart has alot of cash and they are low cost in interiors, operational costs plus i read they pay vendors in less than half the time of industry avg which gets them good purchase prices.
They need volume and fairly good expansion rate to keep up.
To cite an example, Rel Fresh( smaller variant) is as close to TATA retail( star ) but i tend to visit the latter more frequently. They're also potentially looking for expansion, so retail it is not going to be very monopolistic soon.
Add the already online delivery options that are available.
Volume comes from vicinity, nobody goes twice the distance far to buy same FMCG brands every week
Expansion rate is what i'd worry about bcos i dont know much about that rate.
Expansion aside
All the players as of today were already doing what they were doing so how is it that suddenly with one party having more cash gets an edge. I dont think anything changed except ppl's anticipation.
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Strange. CNBC said that TCS results beat street estimates. NDTV says otherwise.
TCS To Buy Back Shares Worth ₹ 16,000 Crore, Quarterly Profit Misses Estimate
https://www.ndtv.com/business/tcs-q...-september-earnings-announces-buyback-2306546
TCS To Buy Back Shares Worth ₹ 16,000 Crore, Quarterly Profit Misses Estimate
https://www.ndtv.com/business/tcs-q...-september-earnings-announces-buyback-2306546
The market missed this news
Pandemic effect: India’s economy set to contract 9.6%, says World Bank
https://www.hindustantimes.com/worl...-world-bank/story-8NLwyerMKzoxqbxebvDRXJ.html
Pandemic effect: India’s economy set to contract 9.6%, says World Bank
https://www.hindustantimes.com/worl...-world-bank/story-8NLwyerMKzoxqbxebvDRXJ.html
Monetary policy : Interest rates unchanged, rest a lot of incentives specially for home loans
https://www.moneycontrol.com/news/b...rbi-governor-shaktikanta-das-mpc-5941191.html
If you understand the policy, please post an explanation here.
https://www.moneycontrol.com/news/b...rbi-governor-shaktikanta-das-mpc-5941191.html
If you understand the policy, please post an explanation here.
Seems like something of a sequel to Hamish McDonald's book 2 decades ago...
Mukesh Ambani: the relentless rise of Asia’s richest man
Reliance operates as an independent state within a state. Ministers are wary of Mukesh Ambani because he is so powerful and there is a sense that he needs to be handled with care.
https://www.ft.com/content/f70b4ab1-6b5e-4130-a968-b4ccedb2cfca
Mukesh Ambani: the relentless rise of Asia’s richest man
Reliance operates as an independent state within a state. Ministers are wary of Mukesh Ambani because he is so powerful and there is a sense that he needs to be handled with care.
https://www.ft.com/content/f70b4ab1-6b5e-4130-a968-b4ccedb2cfca
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