CAMS Bottomed Out? | Reasonable PE Valuation? | CA Rachana Ranade

"as per the management they plan to take this up from the current 12.9 to roughly 20 in the next two to three years"

"we have to check as an Investor I will check whether they are talking or they are not able to meet what ever they had decided"

"if you have a look at this chart you can see that SIP contributions have been continuously growing as per the latest Jain data our SIP stands at 26400 crore on a monthly basis"

"we have to keep on tracking what is the AUM growth in the overall market because higher the AUM better it is going to be for ten stocks"

"ideally what we should check is what about the market are some positive sentiments expected in the market or not is some positive move expected in the market or not if yes would that be taken as a good sign for CAMS absolute yes"

"Right now, in all three time frames, it is trading way lower than the median P."

"So, why not three numbers on a qoq basis? We're not that great. And the fourth point that we discussed was about the valuation, and in valuation, we said that the value was above the median P, quite above the median P, until the stock was trading above the almost 40% fall."

"the revenues are also going to be comparatively lower because a major percentage of the revenue comes as an asset based revenue"

"from Jan 24 to Jan 25 Even if the overall growth has been from 52.8 trillion to 68.0 trillion what we can see is that there was a sluggishness here 68.5 68.0 5 an increase to 69.3 but again a decrease to 68.0"

"What you can see is that this co-relation has been slightly broken slightly disturbed in this in this specific time frame"

"When the market sentiment is good Typically we have seen in the past that the stock tends to perform better When the market sentiment is good Obviously the stock also starts performing in a comparatively negative way"