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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
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.
#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.
Read 22 tweets
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
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
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
Read 20 tweets
🌟Looking forward to #MuhuratTrading?

🙌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
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries

💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 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
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
#jubilantingrevia is creating buzz all over.
In Bull 🐂 market everyone forgets the risks.
So,let us discuss it's key risks:
1. Government regulations on its factories.
2. Margin is either low like #laxmiorganics or moderate like #artiindustries and not like High margin as (1/n)
Of #DeepakNitrite
#cdsl
#happiestmind
#DIVIS .

3. It's margin is cyclical.
Sometimes only 4%.
Sometimes #jubilantingrevia margin 10%.
4. #jubilantingrevia has overdowersified portfolio like #ITC which may be huge impedance for growth in future.

Study well before INVESTING (2/
Thanks for your time ✍️🙏.
Not a recommendation for educational purposes only.
#jubilantingrevia
Read 3 tweets
#cdsl INVESTORS today.
CDSL(1/n)
Those who are waiting for NSDL and NSE to list
#nsdl
#NSE
#nseindia
#cdsl (2/n)
People like me who missed the live rally due to other priorities.
#cdsl
CDSL rocks😊.
Read 3 tweets
Valuation of stocks is a very vast subject.
You have to spare at least a decade to realise that.
A few days ago when I mentioned #deepaknitrite as undervalued,1 oversmart brat trolled me badly.
Today disclosing some more names.
1.
#Larsen and toubro
2.
#polycab
3.
#happiestmind
Now have some funda regarding debt to equity.

A debt free company nowadays are treated by #Robinhood traders as volatile and bad.

Today I conducted a poll where they voted for #unilever as high debt company where the main competitive advantage of HUL is cash cow 🐄 nature.

Sad
Again when I asked about #saregama they answered it highly unreliable,high debt and dangerous with no future!

@NeilBahal !

May be I know nothing.

BUT balance sheet of @saregamaglobal says it's a debt Free company!

Guys,if you wanna stay in market for decades n Don't wanna
Read 4 tweets
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):
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
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
Read 14 tweets
A thread on Central Depository Services (India) Ltd
#CDSL #Depository
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
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
Read 9 tweets
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
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
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)
Read 10 tweets
#mastek above 1300
#lauruslab above 385

Watch them go
#Q4updates🐝
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 401

#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire

#Q4updates🐝
Read 4 tweets
#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
#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
#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
Read 7 tweets
#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)
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)
🔰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)
Read 8 tweets
It seems Inter-depository off-market transfer (IDT) of Sovereign Gold Bond (#SGB) from #NSDL to #CDSL is a cumbersome process.

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. ImageImageImage
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.
Read 10 tweets
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)
#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)
#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)
Read 7 tweets
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets
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 Image
And here's the list of IPOs and its monthly returns sorted based on recent listing period. #INDIGO #DMART #RBLBANK #INDIAMART #PNB #CDSL #THYROCARE Image
The detailed article can be accessed from this link squareoff.in/single-post/Bi…
Read 3 tweets
#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.
Read 9 tweets

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