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
Read 26 tweets
PPFAS AGM 2021 #PPFAS

8th edition.
@PPFAS

1/n
2/n

Soulful music by none other than @VijayKedia1 before the AGM kicks off

check this one: @vijaykedia1 at his best
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
Read 63 tweets
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
#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
#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
Read 10 tweets
Mission 1 Lakh share price

#Honeywell Automation
#3MIndia
#Abbott India
#Tasty Bite
Mission 20K share price stock list

#Bajaj Finserv
#Bajaj Finance
#Sanofi
#India Mart
#Naukri (Info Edge)
#LTI
#Affle India
#LTTS
Mission 10K share price stock list

#CAMS
#HDFC AMC
#Amber Enterprises
#Asian Paints
#Pidilite
#Fine Organic
#Dmart
#Gland Pharma
#GMM Pfaudler
Read 6 tweets
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.
#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.
#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.
Read 11 tweets
#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
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 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
Read 14 tweets
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.👇 Image
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
#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
Read 25 tweets
#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 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
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%
Read 10 tweets
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 Image
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
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% Image
Read 20 tweets
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
3/5 29 June, #dust patchy over Atlantic but still present. (No #calipso images in yet). OMPS AI left, MODIS Terra AOD right.
Read 6 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!