#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)
(#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)
~ 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)
~ 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)
💠 Holding:
BSE: 20%
MF: 11%
DII: 31.8%
FII: 10.03%
~ Ratio's:
🔹ROE: 15.33%
🔹ROCE: 19.6%
🔹ROA: 13%
💠 Positive:
~ There are only 2 Company in Whole Market for DEMAT Securities Related Sagement..
1) CDSL
2) NSDL
~ CDSL Mostly Focus in Retail DEMAT Opening...👨💻
(4/n)
BSE: 20%
MF: 11%
DII: 31.8%
FII: 10.03%
~ Ratio's:
🔹ROE: 15.33%
🔹ROCE: 19.6%
🔹ROA: 13%
💠 Positive:
~ There are only 2 Company in Whole Market for DEMAT Securities Related Sagement..
1) CDSL
2) NSDL
~ CDSL Mostly Focus in Retail DEMAT Opening...👨💻
(4/n)
~ Duology Market
~ New Firm's Entry is Prevented...
~ High MOAT (+ve)
~ CDSL has Higher Market Share Compared to NSDL and it Continues Rising..⬆️
~ Out of Both, Only #CDSL Listed (Than No Peers Comparison)..😎
~ Company's bBusiness Have A Brightest Future..😇
(5/n)
~ New Firm's Entry is Prevented...
~ High MOAT (+ve)
~ CDSL has Higher Market Share Compared to NSDL and it Continues Rising..⬆️
~ Out of Both, Only #CDSL Listed (Than No Peers Comparison)..😎
~ Company's bBusiness Have A Brightest Future..😇
(5/n)
🔆Potential Growth Trigger:
~ New DEMAT Opening is Rising Repidly
~ 22% Growth on New DEMAT Opening in 2020.
~ No.Of New IPO's Increased.⬆️
~ Digitalization is Must Key Trigger.
🔘I'm Not Surprised If Stock Goes Up to 5️⃣ Digit at end of Decade.
🔘Share My Views Only.
6/n.
~ New DEMAT Opening is Rising Repidly
~ 22% Growth on New DEMAT Opening in 2020.
~ No.Of New IPO's Increased.⬆️
~ Digitalization is Must Key Trigger.
🔘I'm Not Surprised If Stock Goes Up to 5️⃣ Digit at end of Decade.
🔘Share My Views Only.
6/n.
Hope You all Enjoy Thread.🙂
I Try Best to Share Some Knowledge in Simply Way😇
Thank You❤️
@Investor_Mohit @Rishikesh_ADX @RajarshitaS @CAPratik_INDIAN
@VRtrendfollower @Atulsingh_asan @Jitendra_stock @MarketScientist @Stockstudy8 @nishkumar1977 @caniravkaria
#RETWEEET 🎗️
I Try Best to Share Some Knowledge in Simply Way😇
Thank You❤️
@Investor_Mohit @Rishikesh_ADX @RajarshitaS @CAPratik_INDIAN
@VRtrendfollower @Atulsingh_asan @Jitendra_stock @MarketScientist @Stockstudy8 @nishkumar1977 @caniravkaria
#RETWEEET 🎗️
Try to Going More Depth in CDSL's Business in Day by Days Ahead...😊
Will Share Technical Chart also Once That Ready.🙂
Stay Tune Ahead :)
Thank You...❤️
Will Share Technical Chart also Once That Ready.🙂
Stay Tune Ahead :)
Thank You...❤️
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