Discover and read the best of Twitter Threads about #hdfcamc

Most recents (9)

Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked about business going ahead with the merger between HDFC Limited and HDFC bank. Navneet Munot MD said this will facilitate more efficient cross-selling of banking and financial services products that includes insurance and MF.
Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked how the company’s expenses are panning out. Navneet Munot MD replied that opex has been around 13 bp which has been the trend. However, despite business promotion, marketing, NFO etc. HDFCAMC has maintained the expenses.
Read 9 tweets
It's Time to Bargain Hunt 💯
24 Picks to Beat the Market!🚀

Kindly 'Like & retweet' for max reach 🙏

A major thread🧵

@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
1/ RELIANCE INDUSTRIES LTD.

⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months

#RelianceIndustries #nifty50
2/ TATA CONSULTANCY SERVICES

⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.

#TCS
Read 26 tweets
“Last Diwali to this Diwali: Summary of Momentum Investments/ Trades taken (#MostlyMomentum)!!”:

Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:

•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
this (IPOs) helped in a way, best #DMART has still been the best of IPOs I applied for, got allotment, and kept for couple of months and captured fastest 282% of my #StockMarket journey.

• During 2017-18, decided not to go after TV Tips,
and started doing something on my own including a little Option “BUYING” 12, lost some funds in Option Buying, but gained a lot of experience regarding not to so something you don’t know. Alongside this, also started exploring cash market strategies of buying what is going up and
Read 25 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
#HDFCAMC Concall at 6:30 pm.
We would be providing live updates and major highlights. Stay tuned.

@adi2five @Maaachaaa69
@BaluGorade @j4jeswin @JstInvestments @SrishtiSharma_
@analystmohalla
Opening comments
1.24 trillian inflow across asset class.

Closing aum 1378 billion.
70 % income is dependent on equity aum

Large inflow in debt fund.

Most preferred choice in amc

90 percent of transaction processed through internet.
(Whatsapp processing)
14.6 % market share in individual AUM

Due to Covid 19 pandemic
Has affected the equity schemes revenues.
(Decrease of 21%)
Read 20 tweets
What are the Stocks comes to mind to add now...

Write your Fav stocks to add with one line conviction...
#HDFCAMC comes to my mind when market recovers we will see more AUM getting added.
Disclaimer : Only for education purpose and not buy/sell recommendation
Read 3 tweets
👉 AMC biz: High operating leverage
👉 Fixed costs are relatively low in this biz
👉 MF Biz is fundamentally strong due to its high ROE, ROCE & FCF genearation
👉 High Dividend payout due to high FCF
👉 Both HDFC AMC & Nippon Life AMC generated massive >150% returns in past 1 yr Image
👉 India's MF Industry's consistent growth @21% CAGR (From 12.75 Lakh Crs to 27.26 lakh Crs in 2019)
👉 Equity MF and Debt MF grew at 4 year CAGR of 18% and 14% respectively
👉 Clear jump in equity funds and Hybrid funds of 62% to 152% in 2017

#hdfcamc
#Nipponamc
#mutualfunds ImageImage
👉 MF AUM continues to rise
👉 Total AUM as % of GDP is still very low at about 11% vs world average of about 62%

Factors driving growth
👉 Growing middle class with rising disposable income
👉 Large working age population with better job opportunities
👉 Low FD Interest rates Image
Read 4 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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