New age mattress companies like The Sleep Company have mostly solved the problem of transportation/logistics as their product comes in a rectangular box which is compact and when you open the box within 30 minutes it becomes a full fledged mattress. Old age mattress companies face a trouble of bad publicity when it comes to health issues originating from the continuous usage of foam mattresses(coir is a no go). Hotel mostly use spring based mattresses so there too S/W or Kurl-on don't score much. The unorganised sector still mostly relies on cheap cotton mattresses. The mattress from "the Sleep company" is excellent for who can spend. All in all Sheela foams is missing Moat. Apart from that,No. 3 player in the market selling off entire stake to its competitor is also not very encouraging in terms of mattress market as a whole.
@SSC_Burner6 ай бұрын
Hello sir, your research is good How I can contact you
@cleanerslate10 ай бұрын
An interesting thing to note is that when they had less borrowings they paid more interest but now when they have more borrowings they are paying less interest.
Mostly people use non branded mattresses, even the sellers show sleepwell banner but sell local mattress
@sumeetagr10 ай бұрын
One of the best presentations I have ever heard.
@kausthubh10 ай бұрын
If there is no moat, and so many risks, how is the current PE of 52x a good valuation?
@livingentropy901310 ай бұрын
Sir Aapko sunte sunte neend aajata hai I sleep watching your videos...
@deepenbhanushali817110 ай бұрын
65.48% is latest Promoter Holding as per Sept Filings
@vineetvarshney-se7wc10 ай бұрын
Very well explained thx.
@Ravindraacharya10 ай бұрын
Excellent analysis,great job
@aazibification10 ай бұрын
Filhaal to mere paas branded gadda nahi hai but future me branded lene ka irada hai
@travelwithshahid280710 ай бұрын
Very good analysis sir, thank you Sir Please do continue analysis like this
@abhaykumartripathi267510 ай бұрын
Thanks Jain Sahab for such a detailed informative video. This require lot of research.🙏🙏
@divyanshujain310 ай бұрын
Thanks Gaurav. It’s a good analysis. I just purchased some shares of Sheela foam when it was in bottom and continuously add as of now.
@PRINCEKUMAR-rk5nr9 ай бұрын
Not good results bro ,,
@sauravgaba870310 ай бұрын
Love u gaurav sir for this video ❤
@nawneetpatel10 ай бұрын
Definitely a good video sir 👍
@jayeshkakaiya405110 ай бұрын
Very good Analysis Sir, the presentation covers all aspects in systematic way. Thank You. Similarly, Could you please present analysis on Vascon Engineers?
@tusharrami302410 ай бұрын
Thank You for sharing your recearch and knowledge
@SanjayPatel_plus10 ай бұрын
Sleepwell is a very good mattress in market leader
@maakirey38710 ай бұрын
Wakefit killing it in south India
@Knowledge-gh4nj10 ай бұрын
Promoter recently sold 11% stake in qip at 1078 rupees per share for clearing the debt and for operation work. This stock is in my portfolio since 3 months.
@PRINCEKUMAR-rk5nr10 ай бұрын
This share I kept for 6 month , I buy in January , I m in big loss what to do
@MrDheeraj77710 ай бұрын
very good job thanks
@rajeshpankan146710 ай бұрын
Excellent job 👏👏👏
@gouthampai505510 ай бұрын
Thank you gaurav sir
@AnilK-qs9mg10 ай бұрын
Sir permoter holding sep qtr me 7.5% decrease Hui hai ab65.5 hai ❤
@Rockstar_london10 ай бұрын
Excellent analysis ❤
@aazibification10 ай бұрын
I really needed this video.. Thanks sir
@amaxrai634010 ай бұрын
Promoter holding has decreased over last quarter: -7.47% ; any comments ! 🙏🙏
@rishikeshnishad724810 ай бұрын
Sir village me abhi log use nahi karte hain . Log village me sasta khojte hain.
@gauravgupta349610 ай бұрын
Village me palang todane ke karayekaram chalte rahte hain 😜😜
@MrMallu.10 ай бұрын
it will blast when users would shift to organised sector for that price is main...
@raftar_the_explorer8 ай бұрын
Sir things are changing on ground ,they are so many un organized players like it would be difficult for the unorganized players to survive, if you check a lot of mattress came and go shut in not a long time, people look for cheap mattress and if they come with cheap mattress surely their product would be hit becoz uorganized players provide mattress without any warranty and gurantee wheres as sleepweel, kurlon godrej provide mattress with warranty and gurantee,there is a lot of scope for them to imporev
@sachinkarambe921310 ай бұрын
I think if they use their brand to enter into the other business that may help to good growth 📈.
@KumarSomnath1110 ай бұрын
Maine wakefit ka liya hai. But mere ghar par sara local se liya hua hai.
@rohit597159715 ай бұрын
Any idea why promoters selling its stake ?
@rameshkharat555810 ай бұрын
Sir ROC and ROCE is 14 to 15 so it can be reason...
@waryamsingh10 ай бұрын
using sleepwell
@santoshlodha434510 ай бұрын
Sir share ka rate kab 1500 tak jayega
@rohitsingh773410 ай бұрын
In affle India what is going wrong.
@niravbhanushali540210 ай бұрын
Sir, Kaynes technology ke upar banao na. New entrant in semiconductor and signed various MOU's with state government of South.
@PRINCEKUMAR-rk5nr10 ай бұрын
Buy signals
@jagdishkumarmalhotra75057 ай бұрын
Good analysis of company with all pros and cons. Thanks❤
@FaceTheHarshTruth10 ай бұрын
❤💙
@abhaykumartripathi267510 ай бұрын
Wakefit is giving tough competition
@fcaarchit10 ай бұрын
Reason is management which isn't good
@SubiFoa10 ай бұрын
231-463 is real value of this stock i guess
@hussainhussain-kz9hz10 ай бұрын
Shukra huzur ❤
@anildsouza552010 ай бұрын
Why promoter sold stake❤
@therandomchannel33310 ай бұрын
BALAJI AMINES
@santoshlodha434510 ай бұрын
One year se hoding hai
@mv255210 ай бұрын
❤
@shivkumarkataria7159 ай бұрын
I have four kurlon mattress in my house
@panwardeepak798 ай бұрын
🤔👌
@drthiruna10 ай бұрын
Sheela Foam Ltd
@SUNILPAWAR-gk2qq10 ай бұрын
DO NOT MISGUIDE 😊😊😊😊😊😊😊😊😊
@prashantbhatt202010 ай бұрын
Sir faaltu video hai. Isse toh accha koi dusre stock k baarein mein video banate Kaun leyega aisa stock jiske future ki koi guarantee nahin hai. Sir aise video please please na banao. Paka diya aapne.😢😢
@gauravgupta349610 ай бұрын
Ye pakata jyada h 😢
@maakirey38710 ай бұрын
iska bhi baat karenge uska bhi baat karenge.. sirji Abhi karlo video khatam Ho jayega 😂😂
@shivkumarkataria7159 ай бұрын
I don’t like local brand in my home
@viveksamant788210 ай бұрын
Branded
@MiraSook10 ай бұрын
Life is easier when the cash keeps popping in, thanks to Mrs Mary Margaret Schimweg services