Discover and read the best of Twitter Threads about #CAMS
Most recents (11)
If ever leave Twitter, will be proud of 2 things
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
When will PPFAS will launch a new scheme?
Only if, PPFAS is excited about putting their own money & can add value to investors
Right now, there is no plan to cut any more expense ratio.
#PPFAS
#NewFundoffer? nops
Only if, PPFAS is excited about putting their own money & can add value to investors
Right now, there is no plan to cut any more expense ratio.
#PPFAS
#NewFundoffer? nops
Sharing 50+ colorful charts as I promised in this thread.
#Breakout stocks
#ASALCBR
#SPECIALITY
#KAMATH
#HCC
1/n
#Breakout stocks
#ASALCBR
#SPECIALITY
#KAMATH
#HCC
1/n
STRONG #MONOPOLIES
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#Coalindia >80% market share in coal production in India.
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#NRBBearings >70% market share in needle roller bearings.
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
STRONG MONOPOLIES :
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#CAMS
(Business - Case Study) 👨🎓
Please Read Full Thread for Best Knowledge.🙏
#CAMS:Computer Age Management Service Incorporated 1988 in Chennai
✨Company is Technology Driver Financial Infrastructure and Service Provider to Mutual Funds & Other Financial Institutions..
1/n
(Business - Case Study) 👨🎓
Please Read Full Thread for Best Knowledge.🙏
#CAMS:Computer Age Management Service Incorporated 1988 in Chennai
✨Company is Technology Driver Financial Infrastructure and Service Provider to Mutual Funds & Other Financial Institutions..
1/n
In Simple Terms,
#CAMS is Service Solution Partner to Mutual Funds Industry..
Also Serving Service to Financial Institutions With 2+ Decades Track Records..✨
🔹 CAMS is "MARKET-LEADING" Register & Transfer Agent to Mutual Funds Industry of India Serving 70% of Total AUM..
2/n
#CAMS is Service Solution Partner to Mutual Funds Industry..
Also Serving Service to Financial Institutions With 2+ Decades Track Records..✨
🔹 CAMS is "MARKET-LEADING" Register & Transfer Agent to Mutual Funds Industry of India Serving 70% of Total AUM..
2/n
~ CAMS Bring Ability to Serving B2C (Direct to Customer) of Every Mutual Funds, Insurance & Other Financial Services..
🔹Highest Technological Competitive Advantage..👨💻
Technology is Core of #CAMS Service..
~ Company has Own Data Center as Well as Build Very Well RPA*.
3/n
🔹Highest Technological Competitive Advantage..👨💻
Technology is Core of #CAMS Service..
~ Company has Own Data Center as Well as Build Very Well RPA*.
3/n
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.
@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra
Thread coming.👇
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.
@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra
Thread coming.👇
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC
He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.
2/n
He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.
2/n
#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.
3/n
3/n
#CAMS Concall highlights Q2fy21
CAMS serviced assets now at ~70% industry assets
Key properties - myCAMS,GoCorp,edge360
UPI Autopay mech offered by CAMSPay enabled for SIP investors
2Q industry Aum 27.6 trillion, up 7% you, 12% wow,equity assets were muted
#Nifty #sensex
CAMS serviced assets now at ~70% industry assets
Key properties - myCAMS,GoCorp,edge360
UPI Autopay mech offered by CAMSPay enabled for SIP investors
2Q industry Aum 27.6 trillion, up 7% you, 12% wow,equity assets were muted
#Nifty #sensex
CAMS serviced funds & assets at 19.4 trillion or 19.4 lakh crore, up 8.6% yoy, up 11% qoq ,share at 70%
Outflow in equity assets,mainly lump category,investors timing the market taking money out
Majority growth non equity,mainly debt,liquid fund flattish,overall equity contractd
Outflow in equity assets,mainly lump category,investors timing the market taking money out
Majority growth non equity,mainly debt,liquid fund flattish,overall equity contractd
Overall transaction volumes 79 mlln plus,5 % up QoQ
SIP book,expanded 5% yoy,1% qoq
Live investors folios up 4% yoy about 40 mlln
Unique serviced investors expanded to 16.2 mn,6% yoy growth
H1fy21 AUM muted at 26.1 trillion, 2% up yoy, equity down 5.2%
SIP book,expanded 5% yoy,1% qoq
Live investors folios up 4% yoy about 40 mlln
Unique serviced investors expanded to 16.2 mn,6% yoy growth
H1fy21 AUM muted at 26.1 trillion, 2% up yoy, equity down 5.2%
Heard on Street (not confirmed)
CAMS #IPO
Dates: 21-23 Sep
Price band: around Rs 1225
Grey market activity is sporadic, expect to get more active next week
CAMS #IPO
Dates: 21-23 Sep
Price band: around Rs 1225
Grey market activity is sporadic, expect to get more active next week
CAMS #IPO
Issue size is expected to be 1.5x of share of DHRP
this is unprecedented...
feel is promoters market timing/gaming exit
Grey market prices have crashed quite a bit from
500->400->350 to around 330 now
Most selling is from Kota/Jaipur
#greymarket #GMP #kostak
Issue size is expected to be 1.5x of share of DHRP
this is unprecedented...
feel is promoters market timing/gaming exit
Grey market prices have crashed quite a bit from
500->400->350 to around 330 now
Most selling is from Kota/Jaipur
#greymarket #GMP #kostak
Date for CAMS #IPO confirmed
21-23 Sep
Issue size: 18.2 million shares in latest (see image)
vs
in DHRP was 12.1 million
Link:investmentbank.kotak.com/downloads/comp…
Issue size increased by 50%
21-23 Sep
Issue size: 18.2 million shares in latest (see image)
vs
in DHRP was 12.1 million
Link:investmentbank.kotak.com/downloads/comp…
Issue size increased by 50%
1/5 Interesting #dust blob off Florida coast. Where will the #SaharanDust that crossed the US go next? Will it make it to Europe? On 27 June #dust extends from Cuba to North Carolina, still up to nearly 5km altitude.
2/5 28 June, #SaharanDust spreads westwards over Atlantic, upper boundary still 4-5km on leading edge
