Birthday Special Stocks | CA Rachana Ranade

"I'm going to discuss one stock from the capital market space and it is cams. Okay. Now why I thought of discussing cam that oh video lag is that so let me check I'm I'm exactly in the same place through which I did my morati live stream actually but yes uh discussing it one more time u so as I was saying that cams why cams because uh I saw a very nice correlation between cams and nifty Okay and we have been talking about nifty it has already gone from a lower high lower low to an upward trending theme."

"So what I am uh betting on is that if Nifty performs well and if the stock is fundamentally strong, we can definitely add it to our watch list to understand how does it move. Does it move in tandem with the market or not?"

"Revenue grew by 25%, see I always say if the revenue grows at 15% and above, I I like it. If the profit grows by 15% and above, I like it. And here the growth is like 25% for revenue. E IBIDA growth is 29.7%. Profit uh after tax grew at 33%. So growth of revenue, IBIDA and PAT all are good."

"And non-mutual funds so basically now they are tapping into something like AIFS alternate investment funds they are also now going to do all the records online and CAMS can be a service provider. One more example can be like LIC of India now they have signed up for repository services basically now you will have e policies e insurance policies and CAMS has currently a market share of more than 40%."

"And they intend to take it to at least 20%, they want to diversify it. Okay. Also, look at the crazy growth. Everyone knows mutual funds are hitting all-time highs. Number of investors are growing, number of SIPs are growing. Every month we get to see a new record. uh the SIP amounts are also increasing like anything. So you can see here new highs in transaction volume 49% growth in transaction volume uh 29% growth in equity AUM unique investor growth is like 26% for the company versus 22% for the industry."

"Market share almost how much? Almost 68%. Fantastic. Now we also have to understand what is a management commentary. Okay, currently IDIDA margin is around 46%. But management is saying it could drop to 44%. So 2% 2%age drop in the IBIDA. Uh of course not a good sign but still 44% is not bad."

"And because of which their depreciation will increase and they are saying they can have a bigger impact financial year 26 onwards but of course depreciation is a non-cash item so nothing to worry too much about but their ebita margins could go down from 46% to 44% is what they're saying okay they're saying we'll have seven new AMC's to will to arrive five more in the pipeline including go black rockck fantastic"

"Look at the monthly mutual fund SIP data. Okay. I'm going to paste all these links that I'm showing you right now in the pin comment description box. Don't worry. See if you see here when the market had hit all-time high 24,59 cr rupees SIP contribution monthly contribution okay 24,000 cr 25 2,000 cr it has been increasing 26,000 crores this was fin this was the previous year now let's check from current financial year 26,000 cr 26,000 crores I feel this number is just going to go up bigger this number better it is for a company like 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 data has been crazy. 72.18 trillions in May. So basically if I were to check May 25 versus May 24, it is a 23.18% increase. Crazy, isn't it?"

"I can see so many people typing out cup and handle in the in the comment section though. Really happy with so many people actually giving answers. Um wow super super really happy with so many people answering with full jo very nice travel with joy uh oh sorry travel with joy uh how much time it will take to complete each of your courses see every course typically is around 15 to 16 hours okay"

"One more stock which I feel is fundamentally very strong. Uh and it is one of our pro- investor stocks. Uh but I can I can do a shoot and release tomorrow."

"Now ideally uh Nifty should go stronger by the day. Whatever were the obstacles be it uh geopolitical tensions, be it crude, be it the weakening rupee, be it uh any other sort of geopolitical tensions all are now almost ticked off and now we can focus on our fundamentals. So now uh the Q1 results will start coming up next month. That should be the next big trigger for the market. Um and if these results start coming up nicely, then we may hit all-time highs soon."

"I have received a lot of request on AI in stock market. Planning to do a separate webinar on that."

"On demand from all my invest in India community members I'm going to take a session on how AI can be used in stock analysis."

"Nifty can reach alltime high. Of course, why not?"