Birthday Special Stocks | CA Rachana Ranade

Brief Summary

In this birthday special live stream, CA Rachana Phadke Ranade discusses a fundamentally strong stock, CAMS (Computer Age Management Services), from the capital market space. She highlights its positive correlation with Nifty, strong financial growth, and dominant market share. She also shares details about birthday discounts on her courses, including a new Hindi course on stock market basics, and announces a session on AI in stock analysis for Invest in India members.

  • CAMS discussed as a fundamentally strong stock with a positive correlation to Nifty.
  • Birthday discounts and new Hindi course announced.
  • Session on AI in stock analysis for Invest in India members.

Introduction and Birthday Wishes

The live stream begins with Rachana acknowledging birthday wishes from viewers and expressing gratitude. She mentions celebrating her birthday with friends and family. She also notes the coincidence of her birthday and Thursday live stream aligning, last seen in 2014 and next expected in 2031. Rachana expresses appreciation for viewers joining her memberships and for the birthday gifts of memberships for others.

Birthday Special Stock: CAMS

Rachana introduces the main topic: a fundamentally strong stock from the capital market space, CAMS. She clarifies that this is not a stock recommendation but an analysis of a company with good fundamentals. She highlights the positive correlation between CAMS and Nifty, suggesting that CAMS tends to move in tandem with the market.

Course Announcements and Discounts

Rachana announces the launch of her first Hindi course, "Basics of Stock Market," and highlights the launch offer price. She also mentions the last few hours of her birthday discounts on all courses, offering 15% off on single courses and 20% off on combination courses. She encourages viewers to check out beginner, intermediate, and advanced courses and provides a WhatsApp number for inquiries.

Community and Learning Experiences

Rachana shares anecdotes about her community, including families learning about finance together and people gifting courses to others. She emphasizes the value of her courses, noting that many long-time followers have benefited from them. She also mentions a special 20% discount, the highest she has ever offered, to celebrate her milestone birthday.

Course Recommendations and AI in Stock Market

Rachana recommends her "Price Action Analysis" course, particularly for working professionals, as it teaches how to scan stocks quickly. She encourages viewers who have taken her courses to share their experiences in the comments. She clarifies that courses are updated periodically and announces a separate webinar on AI in the stock market for members of her "Invest in India" community.

NAS.IO Membership and Technical Issues

Rachana discusses NAS.IO membership, providing coupon codes for discounts on the first year and monthly memberships. She mentions a session on how AI can be used in stock analysis for "Invest in India" members. She also addresses a technical issue with accessing her "Finance for Teens" course on iPhones and provides a contact number for assistance.

CAMS: Company Overview and Financial Highlights

Rachana provides an overview of CAMS, highlighting its role as an RTA (Registrar and Transfer Agent) providing back-office services to mutual funds. She discusses the company's strong financial performance, including revenue, EBITDA, and profit growth. She explains the three major revenue sources: mutual fund asset-based fees, non-asset-based fees, and non-mutual fund revenue.

Market Share, Management Commentary, and Industry Data

Rachana emphasizes CAMS's significant market share and the duopoly nature of the RTA sector. She discusses management's commentary on potential EBITDA margin decline due to increased capex. She also presents positive industry data, including increasing mutual fund SIP contributions and AUM (Assets Under Management), which benefit CAMS.

Recap of CAMS Analysis and Technical Analysis Challenge

Rachana recaps the key points of her CAMS analysis, highlighting the capital market theme, duopoly, market share, and strong financials. She mentions the potential EBITDA margin decline as a point to consider. She challenges viewers to perform their own technical analysis of CAMS and identify whether it exhibits a cup and handle, double bottom, or flag and pole pattern.

Course Feedback and Learning Habits

Rachana shares positive feedback on her courses and emphasizes the importance of self-directed learning. She suggests dedicating at least 30 minutes to an hour per day to complete a course within a month. She reiterates her goal of providing more value than the cost of her courses.

Final Remarks and Birthday Gratitude

Rachana expresses gratitude for the birthday wishes and announces that she will discuss another fundamentally strong stock in a separate video. She reminds viewers about the remaining time for course discounts and provides contact information for inquiries. She thanks her long-time supporters and concludes the live stream.

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Transcript

Full transcript of “Birthday Special Stocks | CA Rachana Ranade”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.

0:11 Hello. Hello everyone. I'm just trying to see if uh I can see my stream on Insta as well because I'm sure many people would want to say hi to me on Insta today. Otherwise, I focus only on YouTube uh while I do the live stream. But I'm just trying to see if I can see myself online or not. I don't know how to check that. [Music] Trying to see in the notifications and I can't see it in the messages and I can't see it. Uh uh uh. Anyways, I can't see it. Maybe it'll pop up a notification that I'm live. But yes

0:56 uh let me focus on YouTube in that case. Um oh I can see already see a lot of uh happy birthday messages. Uh thank you so much uh Deepak Muri Prasana M Vara Shirram I think Ratan Rajashi um Rajep. Oh, nilles says joining pro investor membership on your birthday. Happy birthday and oh you met at the Harvard investor event. Nice nice. Oh yes I remember you. Now I can remember your face in the DP. Dhmesh travel with joy. Sarati and Pushkar says happy birthday C. Thank

1:43 you so much. Um Anerud Avin hey Mji thank you for the super sticker channel unknown. Okay. Ravi G Vend I don't know why Ravi G I call you Ravi G but that's how it I mean I say it otherwise everyone I call by first name only all right Karthik Sanjie oh my god I think the list goes on and on uh but thank you everyone uh quick maybe Jitendra Vinayak Rajendra Vinod um Thursday live stream yes last time it synced uh was 2014 next is 2031 that's an interesting analysis at my birthday and Thursday live stream both on the same date. Uh last time it was 2014 when

2:29 I never did a live stream uh because I didn't have uh content on my channel back then. 2031 of course we will be in a live stream again on Thursday right uh but yes oh wow I I was trying to say thank you individually to everyone uh but becoming a little bit difficult but thanks thanks a lot everyone for the wonderful wishes first day in live stream is what uh S Kumar is saying many new members also joining in Chandra Shakar Nilles and Zuzac. Okay, welcome to memberships. Right. So today we are so typically every birthday I discuss one stock uh

3:16 which I feel is a fundamentally strong stock. Uh needless to say this but you seem to be in a different place today. Yes, I'm at my mom's place. Uh so I I I have I mean yesterday started the I mean started with my birthday celebration yesterday at 11 11:30 p.m. was did my first cake cutting at 12:00 midnight then uh slept at almost 1:32 uh went for yoga classes in the morning 6:00 and since then I have been when I came back freshened up and since then I've been meeting a lot of my friends uh everyone I mean very very lucky to have so many friends and uh

4:04 is very much here uh he's he's just ensuring that All the kids are in their rooms right now and they're not running here and there. So u yes meeting a lot of friends just came uh to my mic right now uh take going to take blessings from my parents and then a lot of my friends are also going to come here so we'll we'll be having a blast. So today 9:30 is my strict cut off all my friends have told me and yes I said yes. Okay. So coming back to our discussion, birthday special stock, we are going to discuss about one stock which I feel is a fundamentally strong stock. Needless to say that um it's not a stock recommendation. Everyone knows that but I I keep on telling it. uh I I just try to ensure that we are not discussing about a small

4:53 cap, penny cap because I always believe that even if we are talking about large cap which have good fundamentals they have the capacity uh to give you I mean they they have the capacity to generate good returns right again no returns are guaranteed in stock markets everyone knows that it's your study it your it's your choice but you know many people feel that only penny stocks can can generate 25% stock price a year. That's not the case. Uh a lot of uh good fundamentally strong large cap stocks can also do that. Okay. Uh I'm reading the comments simultaneously by the way. Okay. Uh so yes, I hope everyone is clear with this. I I want to discuss a fundamentally strong stock today. Um and yes, market also

5:38 celebrated my birthday today. U surprising movement by the market. Was very happy with it. Right. Ch. So we'll quickly tell you the name of the stock. It's based on one of my favorite themes uh around stock market. I'm sure everyone knows about my favorite themes starts with something like uh capital markets one of my favorite theme to five years at least. Uh renewables of course is one of my favorite themes. Uh consumption is one of my favorite themes. Um defense is one more. So out of all these I'm going to discuss one stock from the capital market space and it is cams. Okay. Now why I thought of discussing cam that oh video lag is that

6:23 so um let me check I'm I'm exactly in the same place through which I did my morati live stream actually but yes uh discussing it one more time u so as I was saying that cams why cams because uh I saw a very nice correlation between cams and nifty okay and we have been talking about nifty it has already gone from a lower high lower low to an upward trending theme. Lower high, lower low has been broken and now ideally uh Nifty should go stronger by the day. Whatever were the obstacles be it uh geopolitical tensions, be it crude, be

7:08 it the weakening rupee, be it uh any other sort of geopolitical tensions all are now almost ticked off and now we can focus on our fundamentals. So now uh the Q1 results will start coming up next month. That should be the next big trigger for the market. Um and if these results start coming up nicely, then we may hit all-time highs soon. Okay. Now going back to today's video, uh which is CAMS. I'll I'll show you a very nice correlation between CAMS and Nifty. Okay. A very nice positive correlation uh these two have. So CA is in blue and Nifty is in red, blue, purple, same and red, pink, whatever same. H okay. So

7:55 what can you see here? Uh Nifty was hitting higher high, higher low, higher uh sorry high low, lower high, lower low, lower high, lower low. It was in a downtrend and so can you see uh was the performance of CAMs, right? Then you can see again uh a little bit of downfall here and you can see a same downfall has been replicated here. Then markets went up, cams went up, markets continued the move, so did CAMs. And here market topped out somewhere around September 2024 and since then it started falling. Uh CAMS went on going up but this is where it started seeing the fall. So basically it did follow the trend but join the party of falling a little bit late. Okay. So otherwise of course last

8:41 3 months data has been cut off you otherwise you'll feel that something is missing. Yes, it is because lastly one month's data is not on the screen. Okay. So, I hope you have understood that there is a very very nice positive correlation between the two which two it is Nifty and CAMS. Okay. So, what I am uh betting on is that if Nifty performs well and if the stock is fundamentally strong, we can definitely add it to our watch list to understand how does it move. Does it move in tandem with the market or not? Okay. Uh we are going to check uh the fundamentals of this but I can see something very special. Uh Hanji has gifted five memberships. Thank you so much Hanj feels good that uh you are

9:28 helping others to get level up their learning game and I can also see Ashwin has also gifted five membership. Uh thank you so much that that that is one of the amazing birthday gifts that I'm getting. uh when you are passing on the knowledge to others. Thank you. Thank you so much for that. All right. So we are going to discuss about this but before I uh discuss about the fundamentals of this talk I hope everyone is aware of our birthday discounts and today is the last day of our discount. In fact last 3 hours remaining. I hope you are already aware about this. One more very special thing something very close to my heart has happened today. Finally my very first course in Hindi has been launched today which is

10:15 basics of stock market. Uh I have spoken for like 10 to 12 hours in Hindi. Of course but I feel that anyone who wants to learn who wants to try learning basics of stock market from me in Hindi you should definitely go ahead with this. And the best part is that because this is a launch offer, uh you can see English basic stock market is at 5,500, but you can add this to the cart today at 4,500 rupees. Uh it's an it's an early bird offer that you can see right

11:01 now, 4,500. Uh and for other courses as well, you get a 15% discount today. Uh so you can just check out the stock market courses. uh you have multiple options, beginner courses, you have intermediate courses and you have advanced courses. Just to give you an example, anyone who has done fundamental analysis ideally could go ahead and do art of value investing from the advanced course and could also join pro investor membership. Anyone who has done technical analysis in intermediate course, uh you should check out decoding price action analysis. It's it's a very good one. U and if you just calculate right if you're going for combination courses today a 20% discount is a huge discount you you can actually get um

11:46 access to a pro you do the calculation but just as an example right so if you're doing uh price action analysis plus pro investor membership uh and then you subtract 20% from that your yearly pro- investor membership you'll get it at what I think around 1 1200 to 1400 rupees I'm not doing the math maths right away in front of you. It it can be a little bit different but uh it it would be as cheap as that like something somewhere around 100 rupees per month kind of a calculation do do the calculation one more time. Uh but yes uh definitely anyone who is Raja Lingam is saying that in 2021 on your birthday I took pro investor membership and continuing till date. So good to know that. Uh so yeah I know for a fact that oh ho prasana says happy

12:34 birthday from 6 a.m. club. Woohoo 2020 he's a member for 62 months. Oh my god this is crazy. Of course I remember uh your name uh so well. I of course yes so there are so many people who are learning and are not only learning by themselves but are helping others to learn as well. Uh I can see uh Ravi G has gifted five memberships. Thank you for that. Rajashi has also gifted five memberships. Thank you. Thank you so much for helping others to learn more. Pushkar is also a 6 a.m. club member and he's a member pro investor member for 61 months. Oh, Ravi is a member for 56 months. Today I'm getting the you know feeling of bids. Who is who is member

13:21 for how many uh months? Uh sending birthday gift in the form of membership. Thank you. Thank you so much for that. Um Anasali is saying aailed this discount and got two courses. Woohoo. Amazing. Uh so yes last three hours roughly for those who have been following my channel. See now you can ask be it Ravi, be it Pushkar, be it Prasana, they have been following my channel for a long time. Rajingham um Minakshi is is a member for 36 months proves member. Um and uh till date everyone can easily check it. Till date I have never ever given a 20% discount. This is the first time. Reason is that I I should say I should do this or I should say yes I'm entering my 40s.

14:09 Okay. So I thought I should give a separate discount this time different more bigger discount this time. uh and uh that is that is the reason why you can see that uh I have given a discount of 15% on any single course you can use the coupon code R15 and you can use the coupon code birthday to get a 20% off right uh so definitely go ahead and if you still have any doubts that you are not sure just drop a WhatsApp to 90221-96678 uh and uh my team should be able to help you out with this as well right uh learning club is saying I'll definitely use this offer ma'am thank you so much thank you thank you oho Raja Lingham has gifted 50 memberships

14:57 um I mean this is this is what I feel a community is I mean even this time during uh my pimpins event a father-in-law had come up with his daughter-in-law so that he he wanted her to learn a daughter-in-law came with her mother-in-law because she wanted her mother-in-law to learn. Two female friends came together uh one who was a follower of my channel and the other had zero knowledge about finance and she thought that her friend should also be aware about all these things. Without asking her uh she booked her ticket, they both came together. There was a family of I think seven or eight people who uh who came together and it was amazing. So so many people coming. I mean families uniting over finance was

15:46 something amazing right so really happy with it um super super happy and u I mean I I I couldn't have imagined this that so many people actually uh would come like people would go for a music show or for a comedy show together with family but would people really go for a finance show together I was not sure about that but yes that is what I could see in uh my uh latest Pune event So felt very nice with that person. Of course I I saw your message. You have been a member for what 62 months. Amazing. Nice. Okay. Uh Ashwin is saying I gifted myself by purchasing TA course. Amazing. Ashwin. Um I would highly recommend that you

16:32 also go ahead with price action analysis course. Uh I mean I definitely love all my courses but when I shot price action analysis course I got that extra satisfaction. I don't know because uh so many practical things and the best part I feel in the price action analysis course is that any working professional who would not otherwise find time to scan stocks on the last day of that course I have taught how to scan stocks in like 15 minutes. So I've actually put on a timer and in 15 minutes I have I think I've scanned some 53 stocks. So in that course I've mainly focused on all working professionals who can uh really uh just take out like what 15 20 minutes half an hour on a weekend

17:19 and uh scan stocks very quickly. Right. Uh Navi has also gifted. Thank you. Thank you so much for that wonderful gesture. uh Niju has taken price action analysis and he's saying you must take price action analysis. Thank you. Thank you for that. Anyone who has already done any of my courses and if you feel that uh you found value in that course, please just write it in the comment section because um that is how other people will also understand what are the courses all about because I I I don't like to tell about my courses much. I feel that people should uh you know uh people should actually experience it. Those who have done the course should talk about the course rather rather than me talking

18:04 about the course. Thank you so much Pushkar. Pushkar says too much value addition. Uh Vijay says ma'am every year on your birthday I enroll for one course. That's that's a very nice thing. Uh what a day. All classes are updated or not? See understand uh I'll be very honest. I have eight courses in English, five courses in Marathi. So all courses are not like shot in the last month or last two last month or something like that. I'm a human being. I can't shoot like 13 14 courses in one single month, right? But whenever I feel that uh you know there is an updation uh there is something which I need to add up in a specific course. Maybe it's just a video that can serve the purpose. I've added few videos uh in the past as well. uh

18:51 but if I feel that the whole course needs to be reshorted for example basics of stock market was short then I came up with basics of stock market 2.0 uh technical analysis I short I came up with technical analysis 2.0 So they'll be short in different time frames. Okay. Not all have been shot in the immediate previous month. Basics of stock market Hindi has been shot in the previous month though. Okay. Ai saying that looks like I'm ready to go for a course now. This discount is amazing. Thank you so much for that. U N says price action and uh value investing are really very good and valuable. Thank you. Thank you so much. Uh no discount for NAS IO membership. Ooh I think we have some discount. Uh

19:38 ash can we uh is there any coupon code for NASO membership? If we have please could you help me share that? Uh uh Aki is checking and he'll he'll share it with Puja and Puja will paste it in the chat section. Right. Ooh very interesting. Can we gift a course like membership? Extremely interesting. Um I don't in my Morati uh website you can he can how how does he do that? Oh okay. Uh so Jay what you will have to do in that

20:24 case is that you will have to do a bank transfer and just share whom do you want to gift that course to uh it's it's a little bit different from YouTube memberships because what YouTube does is that YouTube takes the uh membership gifts from you and YouTube gifts it to those people who are active on the channel. So let's say there is a person who has been commenting a lot on the channel who has been smashing the like button but has not taken the membership. That person has a better chance of getting the membership. So basically YouTube membership you don't know whom you're gifting to but let's say you want to gift uh any course to your better half as an example then uh what we uh say is that you can put that uh as a bank transfer uh and we will directly

21:10 give access from the back end. So that can be done. If you if anyone wants to gift such courses to your friends or to your family members, I'm just dropping this number 9022196678. Uh you can just drop a WhatsApp and my team should be able to help you out with it. Right. Oh, it's all 2.0 is what my saying. Uh so basically uh 2.0 is not like it it's not like a sequel. It's not like you have to do 1.0 then only you'll be able to do you'll be able to do 2.0. No, 2.0 It was like a fresh shoot but it has been taught from basics. Okay. Okay. Sure.

21:57 Uh you want to be a member how to reach out? I've just given uh the number 90221 96678. Marati real facts says oh Marati real facts says BM plus FA plus DA plus art of art of value investing you'll be a pro in stock market uh in addition I'll say price action analysis also okay 33 months I took basics fundamental technical in 2019 oh my god amazing Abinach highly recommend uh going for value investing and price action analysis as How can we join and trade? Now trading you will have to do on your own. Ideally

22:43 investing but you can join. I have received a lot of request on AI in stock market. Planning to do a separate uh webinar on that. That's the number that anyone can just text on ping on basically on WhatsApp and my team will help you out with whatever doubts you have. uh technical analysis or price action analysis which course to buy please help. Uh technical analysis is in the intermediate category and price action analysis is in the advanced category. Okay. If you want to avail 20% discount I will highly recommend you enroll for both. Okay. But sequence wise you should do technical analysis first and then you

23:28 should go ahead with price action analysis. Okay. We'll try. Okay. Sai says I got the membership from one of your fans. Amazing. See Aner is saying I can also drop my number if anyone wants to gift me a course. H uh Minakshi. Yeah. Yeah. You have been you have been following my channel since such a long time. You'll be easily able to understand. I'm teaching. You have to understand. No worries. Okay. Oh, I was trying to have finance for teens for my daughter but unable to do so in her iPhone.

24:15 Uh not sure on that. Uh should have been able to do it. Uh iPhone finance it is there ideally but if if there is uh a problem uh you please please drop uh a message again. I I I'm just posting it 90221-96678. Just drop a a WhatsApp message. My team will get back to you on that. Okay. Uh one more. So AI has created a coupon code or what? I don't know. But I will just quickly write it here. Uh 50 off is what you can use for NAS.O membership. This is the membership for first year. I'm writing it down. uh membership for first year.

25:03 And anyone who is wanting to renew it, you can do so by just typing uh by using the coupon code 10 off and that will give you 10% discount. But that is like a monthly membership, right? Monthly membership. And uh you can Oh, yes. The first one 50% off is like for annual membership. You can just go to nas.io/invest in India. Uh you can check this. We'll also put all the links all the relevant links in the description box. Okay. Please please don't forget to check that out. Uh one more important point. Anyone who is going ahead for invest in India

25:49 membership this Saturday on demand from all my invest in India community members I'm going to take a session on how AI can be used in stock analysis. Okay. Anyone who is a member uh gets to attend it without paying any extra money. Right? Okay. So uh I hope this is also pretty much clear. Anyone who is part of invest in India membership uh they'll get to attend this uh webinar which is on AI in stock market or AI in research. It should be there in iPhone. Uh there there might be some technical glitch. My team will help you out. Don't worry. Okay.

26:35 Sur says uh completed postgraduation in radio diagnosis. Oh my god. I'm watching your YouTube videos since 2022. I had invested in equity, mutual funds and also bonds. Thanking you is not enough ma'am. Thank you. Thank you so much Sish. Uh you can thank me for sure by telling about our channel to few more people. Right. Okay. U with that I think I think I should go ahead with uh today's discussion. Yes. But can I take place? Manjunat is saying I've taken BS and FA can I take price action which is more of swing trading. No price action is not only about swing trading. In fact price action analysis I've taught how you can use technical

27:21 analysis even for long-term investing. Uh and for government employees intraday is not permissible to the best of my knowledge. Swing trading is not a problem at all. Okay. All right. Uh ooh uh basic courses for the kids who are 10 years of age. 10 could be a little bit early. You can try enrolling for finance for teens or maybe just basics of stock market. I'm not sure but you will have to sit next to uh your kid and maybe explain a little bit if need be. Nifty can reach alltime high. Of course, why not? Okay. Okay, now with that I'm quickly going to go ahead with the stock of of the month. Uh sorry, why stock of

28:07 the month? Sorry, sorry, sorry. Birthday special stock. U one more time giving you a quick reminder. It's not a recommendation. Quickly uh telling you about uh the core fundamentals of this of this stock. I love the capital market theme and that is the reason why I thought of discussing the stock. If you want to know a little bit more started back in 1988. It's it's into providing art. I mean it's an RTA and it provides back office services to a mutual fund. Just to give you an example, assume I buy a mutual fund. How many units have I bought? At what price have I bought? Everything will be written, everything will be documented and that documentation will be done by CAPS. Okay, let's understand the financial highlights also. Uh revenue grew by 25%, see I always say if the revenue grows at 15% and above, I I like

28:55 it. If the profit grows by 15% and above, I like it. And here the growth is like 25% for revenue. E IBIDA growth is 29.7%. Profit uh after tax grew at 33%. So growth of revenue, IBIDA and PAT all are good. Now how does the company earn revenue? There are three major uh revenue breakup sources. One is mutual fund asset based revenue. So for example, by the way, CAMS is also going to be the RTF for Geo Blackrock mutual fund. Okay. So assume Jio Blackrock mutual fund gets an AUM. Absolute initial AUM I know this is a very chiller number example 100 crores rupees of AUM even if they say we are going to charge you like 0.5%. So 50 lakhs rupees will be their commission will be their

29:41 fee that will be like a mutual fund asset based fee. What is asset based fee directly dependent on how much is the overall asset under management. Okay that's 73.2% for financial year 25. Now what is mutual fund non-asset based fee that will be like a flat fee. So for example even if today people are investing by filling out forms physical forms for investing in mutual funds typically these uh typically a flat fee is charged and that accounts for roughly 13.8%. And non-mutual funds so basically now they are tapping into something like AIFS alternate investment funds they are also now going to do all the records online and CAMS can be a service provider. One more example can be like LIC of India now they have signed up for

30:26 repository services basically now you will have e policies e insurance policies and CAMS has currently a market share of more than 40%. So what have we understood? Number one, revenue growth is good. EBIDA growth is grow good. Profit growth is good number one. Number two, we understood how do they generate the revenue. By the way, currently this non-mutual fund based revenue is 13% and they intend to take it to at least 20%, they want to diversify it. Okay. Also, look at the crazy growth. Everyone knows mutual funds are hitting all-time highs. Number of investors are growing, number of SIPs are growing. Every month we get to see a new record. uh the SIP amounts are also increasing like anything. So you can see here new highs in transaction volume 49% growth in

31:12 transaction volume uh 29% growth in equity AUM unique investor growth is like 26% for the company versus 22% for the industry. So this is also amazing. All in all super growth uh no second thoughts on that. Uh now one more point you can see here is CAMS has a market share of 68%. Now why am I stressing on this? See I always love companies where two things are are present two things are ticked off. Number one the theme should be good. Okay for example capital market theme. Do I like it? Yes. Number two if there is something like a dual poly I am really happy. Okay. For example, I do talk about uh food delivery. I do talk

31:58 about telecom. Uh one more classic example is one we are talking about right now is RTA. Cape Fintech is comparatively smaller. Camps is a very big RTA. Okay. So is the sector good? Yes. Amazing. Something like a Dopoly. Fantastic. Okay. So two more things ticked off. Market share almost how much? Almost 68%. Fantastic. Now we also have to understand what is a management commentary. Okay, currently IDIDA margin is around 46%. But management is saying it could drop to 44%. So 2% 2%age drop in the IBIDA. Uh of course not a good sign but still 44% is not bad. Okay. Uh capex guidance they are saying that we may have to invest a

32:43 little bit on rearchitecture. May maybe they'll have to invest some money in uh data centers or something like that so that they can have a lot of back office data backups. So they'll do a capex guidance and because of which their depreciation will increase and they are saying they can have a bigger impact financial year 26 onwards but of course depreciation is a non-cash item so nothing to worry too much about but their ebita margins could go down from 46% to 44% is what they're saying okay they're saying we'll have seven new AMC's to will to arrive five more in the pipeline including go black rockck fantastic now so I've also talked about the management plans but now let's look at few amazing data points See for this company what is important mutual fund industry should grow if that grows they

33:29 have the major market share 66%. At a gross level at least is it going to be good for the company? Yes. Look at the monthly mutual fund SIP data. Okay. I'm going to paste all these links that I'm showing you right now in the pin comment description box. Don't worry. See if you see here when the market had hit all-time high 24,59 cr rupees SIP contribution monthly contribution okay 24,000 cr 25 2,000 cr it has been increasing 26,000 crores this was fin this was the previous year now let's check from current financial year 26,000 cr 26,000 crores I feel this number is just going to go up bigger this number better it is for a company like cams okay let's also check the AU UM data. Oh. Oh, look at the AM data.

34:18 69.33 trillion lakh crores to 68.05 67 66 69 and 72. Oh, May. May the data has been crazy. 72.18 trillions in May. So basically if I were to check May 25 versus May 24, it is a 23.18% increase. Crazy, isn't it? Uh so I hope all in all you have understood about key points of CAMS. Uh again let me just remind you quickly uh it is not a stock recommendation but I genuinely feel it's a fundamentally strong stock. I'll quickly recap why CAMS why did I discuss CAMS capital market theme number one. Number two uh

35:05 very important uh duopoly in that. Number three big market share. Number four, financials. Amazing sales growth, amazing eBida growth, amazing pat growth. One questionable point uh yes u what is happening is their ibida margin management is saying that it could drop from 46% to 44%. And uh the positive factor at an industry level is MFUM is increasing. MF monthly contribution sips are increasing. So all in all amazing. Okay. Uh so I I generally discuss stocks which I feel are fundamentally strong. I generally discuss stocks which are at least mid caps or large caps as a birthday special discussion. Uh I would never do a penny stock or a small cap.

35:51 No not even on my normal channel but one more very important point. Unfortunately, I can't do the technical analysis of this talk though I have done it. I would want you all to do the technical analysis of this talk and tell me how do you feel about this talk. Okay, you can post that in the comment section. Um you will find something interesting is what I can definitely tell you. I can't tell you what is it. Okay, I'll give you two three options. Just check if it is something like a cup and handle or a complex cup and handle not a so it will not be a textbook pattern toa you'll have to check it properly it could either be a cup and handle pattern or maybe it could be something like a double bottom formation pattern or um

36:38 you can see an upflat pattern jello I'm going to give you three options check which one it is out of that is it a cup and handle pattern that you can see in cams or is it a double bottom formation pattern or is Is it a flag and pole pattern? Let me see if you can give answers here or not. Okay. Anus is saying is saying he enrolled for four courses mutual funds basics fundamental technical and by using 20% coupon code. Nice. Okay. Cyprasad is saying cup and handle. Okay. Anyone else? Anyone else? I've given you three options. Either a cup and handle or an up flag or

37:25 a double bottom. Sai Prasad is the only one who has answered till now as a cup and handle pattern. Anyone else who wants to tell me? Vinayak is saying cup and handle. Learning club is saying cup and handle. Rajep is also saying cup and handle. Learning stock feels like a W. Okay. Abinash is saying cup and handle. Okay. All right. I think I think I've shown enough comments. Uh, of course. Uh, okay. One last. Raj Lingam is also saying cup and handle. Guys, you have to do technical analysis course, do price action analysis course. You'll be able

38:11 to do all this analysis by yourself. You don't need you don't need anything. I mean you need not um even ask anyone else. You should be able to do analysis on your own. And I have taught in these courses that if you if it is a cup and handle pattern, how to calculate the target price, how to calculate uh the time target, the price target, if it's a flag and pole, how to calculate the price target, how to calculate the time target. Uh if it's a double bottom, then what everything I've taught in the course. So I always say u if you don't do any of the courses, fair enough. You'll have to rely on tips throughout your life versus you do my courses once and then you will be able to take the decisions by yourself. You'll feel that I'm empowered to take the decisions by

38:57 myself. I can see some targets in the comment section. I'm not going to show that. I can see so many people typing out cup and handle in the in the comment section though. Really happy with so many people actually giving answers. Um wow super super really happy with so many people answering with full jo very nice travel with joy uh oh sorry travel with joy uh how much time it will take to complete each of your courses see every course typically is around 15 to 16 hours okay try and make a habit that you're going to learn at least 1 hour per day with that ideally in like half a month you should be able to complete one course and uh similar ly right even if you are not

39:43 able to do it every or even if you if you do half hour every day half an hour every day still you will be able to complete one course in one month okay half an hour every day one course in one month that should be good enough is saying course ma'am thank you thank you so much um see always I always say this that uh whenever Whenever I make any course, my only uh wish is that anyone and everyone who is learning this course should always get a feeling that I got so much more knowledge than what I paid for. That is the only target uh I keep in mind while

40:28 I I do a fi a finalization of my course, right? So happy happy to see so many people praising uh the content of the courses. Thank you. Thank you so much. Ravi is saying we can become Tipendra. No validity of course if you're if you're taking uh all eight courses the validity is 2 years otherwise validity is 1 year. Okay. Swing trading in Hindi not yet promise before September but at that time I'm not sure you'll get all these discounts or not. Raj Lingan is saying only Ganendra not Tendra. Oh, Kchan got one month free membership.

41:14 Nice. Yes, I know. Uh currently there is some problem with NSE and BC website. It's not working in USC in UAE. I got to know about that uh from I think invest in India members only. U so that's a problem. my I know that uh some tech techies from my office I know whether it is I I don't know whether it's easy or not what do they do they route it something like this I any techies in in the chat who can tell me that you are in UAE but you do something as if you are in India I hopefully that I don't think nothing illegal in that but there is something you do and then you will be able to access this site uh

42:01 any techies Uh what is that called? I forgot the exact name of that. Proxy server is it? No, no, no. There is there is something maybe proxy server. Whatever. So you can you can try VP. Ah yes I think it is VPN. Yes. And I think that is not illegal but you can you can do that. Okay. After doing ma'am's course, you talk only stocks, Qoq results, upside potential. Thank you. Thank you so much. It's not illegal. Fantastic. Cool. All right. Uh, thank you so much for all the birthday wishes. Uh, one quick question. Do you want one more stock

42:46 analysis? Not today. I'm done. I I I was supposed to stop at 9:30. I have already exceeded it by 13 minutes. If you feel that you want one more stock to be discussed, uh just let me know a yes in the comment section. I'll do a separate video tomorrow. One more stock which I feel is fundamentally very strong. Uh and it is one of our pro- investor stocks. Uh but I can I can do a shoot and release tomorrow. So many yes in the comment section. Done. Tomorrow one more stock will be discussed. Don't forget to check that out as well. Uh and finally two last two hours 15 minutes remaining for uh our course discounts. U Shanton is saying I

43:34 want to join your courses. Definitely uh you can do that. U you will just have to visit our website rashnaranadeday.com and choose uh the course which you want to opt for. Just in case if you are not sure on which course you want to enroll for uh you can just drop a WhatsApp on 90221 96678. My team will get back to you tomorrow and otherwise the discount ends today. But anyone who is not sure on which course to enroll and have dropped a WhatsApp message, we will definitely allow you the discount tomorrow as well. Okay. Ratnavil G has also been a member for a long time. I I read your uh messages Ratnav G and uh you always type in the comment section almost for

44:19 every video. I know you by your DP and your name. Um, thank you. Thank you so much for all your support. Okay. Thank you. Thank you everyone for the wonderful wishes. Um, oh, wish your brother a happy birthday. All right. I'll see you in the next Thursday live stream. Thank you. Thank you everyone for the lovely birthday wishes. I'll see you in the next one. Till then, take care. Chin. And last two or 15 minutes for the discounts. Hurry up. Enroll links in pin comment description. I'll see you in the next one. Till then take care and bye-bye. Smash the like button as well. Yeah.

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