Discover and read the best of Twitter Threads about #CDSL
Most recents (22)
Hi i am adding some recent example of #climax bar for more clarity all credit @iManasArora as i learning from him only
This study will save you many times if you will apply it properly
#cdsl
This study will save you many times if you will apply it properly
#cdsl
15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect
Disc: Not a reco
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect
Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)
2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
My understanding of #CDSL #IEX and #Saregama & #Tips 🎵🔌⚡💻
Can #CDSL & #IEX reinvest the earnings in the business ? These businesses won't need much cash to grow.
#CDSL have market linked revenue so business will have some cyclicality. Opportunity size is huge
Can #CDSL & #IEX reinvest the earnings in the business ? These businesses won't need much cash to grow.
#CDSL have market linked revenue so business will have some cyclicality. Opportunity size is huge
#IEX
1. Revenues are not linked to market.
2. Excellent business model with super high margins and ROCE and it don't need any capital to grow.
3. But govt regulation can be a double edged sword which keeps the competition away but also can kill you.
1. Revenues are not linked to market.
2. Excellent business model with super high margins and ROCE and it don't need any capital to grow.
3. But govt regulation can be a double edged sword which keeps the competition away but also can kill you.
#CDSL Q3 2022 ConCall Highlights
Like & Retweet for better reach !
Numbers Update-
1. Demat accounts across both the depositories stands at 8.4cr,
2. CDSL has 70% of the share at 5.8 cr accounts.
Like & Retweet for better reach !
Numbers Update-
1. Demat accounts across both the depositories stands at 8.4cr,
2. CDSL has 70% of the share at 5.8 cr accounts.
3. The revenue for the Q3 was 151 cr up by more than 50% YoY
4. Number of Demat AC opened as of Dec 21 is more than 29 Lakhs.
5. EBITDA for the quarter stood at 87.42 cr and PAT stood at 63.76 cr
6. The revenue from transaction charges stood at 52.7 cr
4. Number of Demat AC opened as of Dec 21 is more than 29 Lakhs.
5. EBITDA for the quarter stood at 87.42 cr and PAT stood at 63.76 cr
6. The revenue from transaction charges stood at 52.7 cr
7. CVL contributed 33.6 cr of the revenues
8. IPO charges contributed 23.41 cr of revenues
9. Annual issuer charges contributed around 28.98 cr of revenues
10. The 9M debtors provisions stands around 8 cr compared to 7.34 cr previous year.
8. IPO charges contributed 23.41 cr of revenues
9. Annual issuer charges contributed around 28.98 cr of revenues
10. The 9M debtors provisions stands around 8 cr compared to 7.34 cr previous year.
Mutual Fund & Investment Basic- Part 2
Part - 1 இங்க படிங்க: tamilhollywoodreviews.com/2021/11/mutual…
இந்த முறை Direct #MutualFund வாங்குவது எப்படி என்பதை பற்றிய போஸ்ட் போடலாம் என நினைத்தேன்
ஆனால் மார்க்கெட் மற்றும் அதைப் பற்றிய அடிப்படை விஷயங்களை தெரிந்து கொள்ளாமல்
#MutualFundsSahiHai
Part - 1 இங்க படிங்க: tamilhollywoodreviews.com/2021/11/mutual…
இந்த முறை Direct #MutualFund வாங்குவது எப்படி என்பதை பற்றிய போஸ்ட் போடலாம் என நினைத்தேன்
ஆனால் மார்க்கெட் மற்றும் அதைப் பற்றிய அடிப்படை விஷயங்களை தெரிந்து கொள்ளாமல்
#MutualFundsSahiHai
நேரடியாக இன்வெஸ்ட்மென்ட் செய்ய ஆரம்பிப்பது நல்லது கிடையாது. அதுக்கு முன்னாடி கொஞ்சம் அடிப்படை விஷயங்களை தெரிந்து கொள்ளலாம்.
எப்பவுமே உங்களுடைய #stocks and #MutualFund unit களை #DEMAT அக்கௌன்ட்ல வைப்பது நல்லது. ஆனால் #stocks வாங்கனும்னா கண்டிப்பாக #DEMAT account இருக்க வேண்டும்.
எப்பவுமே உங்களுடைய #stocks and #MutualFund unit களை #DEMAT அக்கௌன்ட்ல வைப்பது நல்லது. ஆனால் #stocks வாங்கனும்னா கண்டிப்பாக #DEMAT account இருக்க வேண்டும்.
#MutualFund ஆரம்பிக்க #DEMAT அக்கௌன்ட் அவசியம் இல்லை .
ஆனால் நான் #Zerodha வில் அக்கௌன்ட் வைத்து உள்ளேன் மற்றும் #MutualFund களை அதனுடைய #coin App வழியாக வாங்குவதால் நேரடியாக #DEMAT account ல் கிரடிட் ஆகிவிடும். மற்ற ஆஃப்கள் எப்படி என்று தெரியவில்லை.
ஆனால் நான் #Zerodha வில் அக்கௌன்ட் வைத்து உள்ளேன் மற்றும் #MutualFund களை அதனுடைய #coin App வழியாக வாங்குவதால் நேரடியாக #DEMAT account ல் கிரடிட் ஆகிவிடும். மற்ற ஆஃப்கள் எப்படி என்று தெரியவில்லை.
Swing Trading Strategy
That can help you generate 3 to 5% Monthly
A thread 📕
Using RS , MACD , 21 EMA and Price Action
All Concepts Explained !
RETWEET AND SHARE !
#StockMarket
@kuttrapali26 @ArjunB9591
1/n
That can help you generate 3 to 5% Monthly
A thread 📕
Using RS , MACD , 21 EMA and Price Action
All Concepts Explained !
RETWEET AND SHARE !
#StockMarket
@kuttrapali26 @ArjunB9591
1/n
UNDERSTANDING MACD
Moving average convergence divergence (MACD) is a trend-following momentum indicator that shows the relationship between two moving averages of stock.
It is calculated by subtracting the 26-period exponential moving average (EMA) from the 12-period EMA.
2/n
Moving average convergence divergence (MACD) is a trend-following momentum indicator that shows the relationship between two moving averages of stock.
It is calculated by subtracting the 26-period exponential moving average (EMA) from the 12-period EMA.
2/n
The result of that calculation is the MACD line. A nine-day EMA of the MACD called the "signal line," is then plotted on top of the MACD line, which can function as a trigger for buy and sell signals.
3/n
3/n
🌟Looking forward to #MuhuratTrading?
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
✨@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
✨ @MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
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
My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
Low-risk, High-return stocks are what we look for relentlessly
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
What I mean by “high-return”?
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
What do We Mean by “low-risk”?
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
1/ About the Company
CDSL is one of the two securities depository in India
A depository is a facilitator for holding of securities in the dematerialised form and an enabler for security transactions
BSE Ltd is the promoter of the company and owns 20% of the company
CDSL is one of the two securities depository in India
A depository is a facilitator for holding of securities in the dematerialised form and an enabler for security transactions
BSE Ltd is the promoter of the company and owns 20% of the company
2A/ Number crunching
Annual Issuer Charges for FY21 – INR 861M (+11.6% YoY)
CAGR 13.7% FY17-21
5% CAGR in no. of securities
8% CAGR in folio charges
1.23Crores Demat accounts added during FY21
First Indian Company to reach 3 Cr. Demat accounts
Annual Issuer Charges for FY21 – INR 861M (+11.6% YoY)
CAGR 13.7% FY17-21
5% CAGR in no. of securities
8% CAGR in folio charges
1.23Crores Demat accounts added during FY21
First Indian Company to reach 3 Cr. Demat accounts
Small info about #CDSL business Model which will tell why price turned 4X after march
Data Source: Annual Report Finology Blog and Google
CDSL is one of the two security depositories which holds securities in an electronic form, same like a bank account which holds our money
Data Source: Annual Report Finology Blog and Google
CDSL is one of the two security depositories which holds securities in an electronic form, same like a bank account which holds our money
2.
In Securities market investors needs to go through an intermediary known as DP (Known as Broker)
Revenue Source
•Annual issuer charge: Every issuer (Listed securities) is required to pay an annual fee to the depositor, which is decided by the market regulator
In Securities market investors needs to go through an intermediary known as DP (Known as Broker)
Revenue Source
•Annual issuer charge: Every issuer (Listed securities) is required to pay an annual fee to the depositor, which is decided by the market regulator
3.
Transaction Charges: holdings r kept by the Depository, but transaction is carried through the broker, any transaction done by an investor, the broker has to pay a fixed amount.
Online data charges:CDSL is engaged in KYC services through its subsidiary CDSL Ventures Ltd (CVL)
Transaction Charges: holdings r kept by the Depository, but transaction is carried through the broker, any transaction done by an investor, the broker has to pay a fixed amount.
Online data charges:CDSL is engaged in KYC services through its subsidiary CDSL Ventures Ltd (CVL)
#lauruslabs 401
#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire
#Q4updates🐝
#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire
#Q4updates🐝
#CDSL Thread 💰
India’s only listed and largest(no. of accounts) securities depository
Current BO Accounts: 2.89 Cr
BO accounts grew at a CAGR of 19% from 1.08 cr in FY 2015-16 to 2.12 cr in FY 2019-20
@Atulsingh_asan @caniravkaria @Coolfundoo @saketreddy @Jitendra_stock
India’s only listed and largest(no. of accounts) securities depository
Current BO Accounts: 2.89 Cr
BO accounts grew at a CAGR of 19% from 1.08 cr in FY 2015-16 to 2.12 cr in FY 2019-20
@Atulsingh_asan @caniravkaria @Coolfundoo @saketreddy @Jitendra_stock
#CDSL (2/n)
ROCE 5Yr -22.7 %; ROE 5Yr -17.0 %
CDSL market share of investor accounts stands at 54% in FY20
CDSL incremental market share stands at 78% for FY20
Works similar to a bank but holds stocks and securities, not money
@vetris_stocks @ThetaVegaCap
ROCE 5Yr -22.7 %; ROE 5Yr -17.0 %
CDSL market share of investor accounts stands at 54% in FY20
CDSL incremental market share stands at 78% for FY20
Works similar to a bank but holds stocks and securities, not money
@vetris_stocks @ThetaVegaCap
#CDSL (3/n)
~35% of the revenue is an annuity in nature and ~45% is market-linked (Transaction, IPO/corporate action, and KYC)
Aadhaar based e-KYC for account opening, which will further boost CVL-KYC volumes.
28 lakh accounts added in last quarter alone
~35% of the revenue is an annuity in nature and ~45% is market-linked (Transaction, IPO/corporate action, and KYC)
Aadhaar based e-KYC for account opening, which will further boost CVL-KYC volumes.
28 lakh accounts added in last quarter alone
#CDSL 👨💻
(#TechnoFunda Analysis)
Please Read Fully Thread..🧵🙏🤞
~ CDSL Incorporated in 1999 under Depositories act,1996 with Some Unique Business Model..🤩
~ Almost Recession Free Business is Key Factor...🔆🌟
~ Provide Depositories (Opening DEMAT) Related Services.
(1/n)
(#TechnoFunda Analysis)
Please Read Fully Thread..🧵🙏🤞
~ CDSL Incorporated in 1999 under Depositories act,1996 with Some Unique Business Model..🤩
~ Almost Recession Free Business is Key Factor...🔆🌟
~ Provide Depositories (Opening DEMAT) Related Services.
(1/n)
Financials:📑
~ Revenue Comes from Diversified Source:
🔹E-KYC (CDSL Venture)
🔹Transaction Fees
🔹Annual Charges
🔹IPO Listing
~ OPM are 55% (May Rise More in Q3)
~ Expenses are Mostly Fixed and Main things is that Revenue Growth is NOT Linked with Capex.
✅(Big +ve)
(2/n)
~ Revenue Comes from Diversified Source:
🔹E-KYC (CDSL Venture)
🔹Transaction Fees
🔹Annual Charges
🔹IPO Listing
~ OPM are 55% (May Rise More in Q3)
~ Expenses are Mostly Fixed and Main things is that Revenue Growth is NOT Linked with Capex.
✅(Big +ve)
(2/n)
🔰Important:
~ Diversified Business is Key for This Company..
~ Almost "0️⃣" Working Capital Required,
So Have V.well Free Cash Flow and Investment.🤞
~ Strong Balance Sheet and Ratio's
~ Pure Debt Free..💪(No Int. Cost)
~ Almost 6️⃣5️⃣% Reserve on Balance Sheet..
(3/n)
~ Diversified Business is Key for This Company..
~ Almost "0️⃣" Working Capital Required,
So Have V.well Free Cash Flow and Investment.🤞
~ Strong Balance Sheet and Ratio's
~ Pure Debt Free..💪(No Int. Cost)
~ Almost 6️⃣5️⃣% Reserve on Balance Sheet..
(3/n)
It seems Inter-depository off-market transfer (IDT) of Sovereign Gold Bond (#SGB) from #NSDL to #CDSL is a cumbersome process.
A Thread:
A Thread:
The client need to submit duly filled Rematerialisation Request Form for Government Securities’(RRF-GS) along with a ‘Request Letter for Inter SGL Transfer for Rematerialisation to your #NSDL DP where the govt Bonds are held.
Simultaneously,client are also requested to submit DEMAT req to the respective DP under #CDSL. Based on the REMAT req received,ur DP will generate remat req in NSDL depository system&will provide details of remat req generated to NSDL via email at ipay@nsdl.co.in.
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
Did a 11 years #dataanalysis to find out what are some of the well known brands that has gone for #IPO and what would have been the returns if we have bought them on listing day instead of IPO, and hold onto it for a month. #IRCTC #ipoinvestment #investment #nifty #stockstowatch
And here's the list of IPOs and its monthly returns sorted based on recent listing period. #INDIGO #DMART #RBLBANK #INDIAMART #PNB #CDSL #THYROCARE
The detailed article can be accessed from this link squareoff.in/single-post/Bi…
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
