CAM
CAMS
stock
80.0%
Accuracy
Recent Predictions
Incorrect: 3
Pending: 9
Unrated: 0
Prediction
Author
Predicted at
Status
Video
CAMS aims to increase its non-mutual fund revenue from 13% to 20% and is benefiting from the strong growth in the mutual fund industry, including increasing investor numbers, SIPs, and AUM, with CAMS showing higher unique investor growth than the industry average.
"And they intend to take it to at least 20%, they want to diversify it. Okay. Also, look at the crazy..."
Jun 26, 2025
Correct
A significant portion of the audience identified a 'cup and handle' pattern in CAMS's technical analysis, suggesting a potential bullish continuation pattern.
"I can see so many people typing out cup and handle in the in the comment section though. Really happ..."
Jun 26, 2025
Correct
Planned capital expenditure for CAMS, including investments in data centers and re-architecture, is expected to increase depreciation and potentially impact EBITDA margins. However, the company has a strong pipeline of new Asset Management Companies (AMCs), including Jio Blackrock.
"And because of which their depreciation will increase and they are saying they can have a bigger imp..."
Jun 26, 2025
Correct
Assets Under Management (AUM) for the mutual fund industry have seen significant growth, reaching 72.18 trillion INR in May, representing a 23.18% increase year-on-year, which is highly beneficial for CAMS.
"Oh, Oh, look at the AM data. 69.33 trillion lakh crores to 68.05 67 66 69 and 72. Oh, May. May the d..."
Jun 26, 2025
Correct
CAMS is diversifying revenue streams by entering non-mutual fund services like Alternate Investment Funds (AIFs) and e-insurance policies, demonstrating a proactive expansion strategy.
"And non-mutual funds so basically now they are tapping into something like AIFS alternate investment..."
Jun 26, 2025
Correct
CAMS shows strong financial performance with revenue growth of 25%, EBITDA growth of 29.7%, and PAT growth of 33%, all exceeding the speaker's preferred threshold of 15%.
"Revenue grew by 25%, see I always say if the revenue grows at 15% and above, I I like it. If the pro..."
Jun 26, 2025
Incorrect
Another fundamentally strong stock, which is also a 'pro-investor' stock, will be discussed in a separate video tomorrow.
"One more stock which I feel is fundamentally very strong. Uh and it is one of our pro- investor stoc..."
Jun 26, 2025
Pending
CAMS holds a significant market share of approximately 68%. While the management anticipates a slight drop in EBITDA margin from 46% to 44% due to planned investments in re-architecture and data centers, the projected 44% margin is still considered healthy.
"Market share almost how much? Almost 68%. Fantastic. Now we also have to understand what is a manage..."
Jun 26, 2025
Correct
If Nifty performs well and CAMS remains fundamentally strong, it is recommended to add CAMS to a watchlist to observe its market correlation.
"So what I am uh betting on is that if Nifty performs well and if the stock is fundamentally strong, ..."
Jun 26, 2025
Pending
Monthly mutual fund SIP contributions are increasing, reaching 26,000 crore INR, which is a positive indicator for CAMS's business growth.
"Look at the monthly mutual fund SIP data. Okay. I'm going to paste all these links that I'm showing ..."
Jun 26, 2025
Correct
CAMS is identified as a fundamentally strong stock within the capital markets theme, showing a positive correlation with Nifty's upward trend.
"I'm going to discuss one stock from the capital market space and it is cams. Okay. Now why I thought..."
Jun 26, 2025
Correct
CAMS showed an uptrend, but the trend broke with a confirmation candle, suggesting a potential exit around 4600 after an entry near 2800.
"Now if you can see here assume some person bought the stock here let's say somewhere around 2800 lev..."
May 28, 2025
Incorrect
Tracking AUM growth in the mutual fund industry is crucial, as higher AUM is beneficial for CAMS stock.
"we have to keep on tracking what is the AUM growth in the overall market because higher the AUM bett..."
Mar 14, 2025
Correct
Following a significant fall, CAMS' current Price-to-Earnings (P/E) ratio is trading below its median P/E across one, three, and five-year timeframes.
"Right now, in all three time frames, it is trading way lower than the median P."
Mar 14, 2025
Pending
SIP contributions are continuously growing, reaching ₹26,400 crore monthly as per the latest January data, which is a positive sign for CAMS.
"if you have a look at this chart you can see that SIP contributions have been continuously growing a..."
Mar 14, 2025
Pending
The mutual fund industry experienced sluggishness in AUM growth between January 2024 and January 2025, despite an overall increase from 52.8 trillion to 68.0 trillion.
"from Jan 24 to Jan 25 Even if the overall growth has been from 52.8 trillion to 68.0 trillion what w..."
Mar 14, 2025
Incorrect
Lower Assets Under Management (AUM) will likely lead to lower revenues for CAMS, as a significant portion of its income is asset-based.
"the revenues are also going to be comparatively lower because a major percentage of the revenue come..."
Mar 14, 2025
Pending
Investors should monitor CAMS' ability to achieve its stated revenue targets for non-mutual fund based industries.
"we have to check as an Investor I will check whether they are talking or they are not able to meet w..."
Mar 14, 2025
Pending
The positive correlation between Nifty and CAMS stock has been slightly disturbed in a specific recent timeframe.
"What you can see is that this co-relation has been slightly broken slightly disturbed in this in thi..."
Mar 14, 2025
Pending
CAMS aims to increase its non-mutual fund based revenue from 12.9% to approximately 20% within the next 2-3 years.
"as per the management they plan to take this up from the current 12.9 to roughly 20 in the next two ..."
Mar 14, 2025
Correct
CAMS' Q3 numbers on a quarter-on-quarter basis were not strong, and prior to the 40% stock fall, its valuation was above the median P.
"So, why not three numbers on a qoq basis? We're not that great. And the fourth point that we discuss..."
Mar 14, 2025
Correct
A positive market sentiment and expected market moves would be a good sign for CAMS stock, given its positive correlation with Nifty.
"ideally what we should check is what about the market are some positive sentiments expected in the m..."
Mar 14, 2025
Correct
CAMS stock has historically performed better when market sentiment is positive, and conversely, performs negatively when sentiment is negative.
"When the market sentiment is good Typically we have seen in the past that the stock tends to perform..."
Mar 14, 2025
Pending
CAMS management expects to sustain 47% EBITDA margins.
"On bidda margins, the management's guidance is that CAMS should be able to sustain 47% margins."
Nov 20, 2024
Pending