Day Trading Stocks & Futures

travi

Well-Known Member
This came as an after-thought travi sir... if AMCs are experiencing setback and MF is losing ground to Robinhoods... what is your assessment of CAMS (not from pov of GMPs etc but from a slightly medium term pov)...

other are also welcome to chime in please...
CAMS is a backed strongly. 2/3rd ownership is NSE + HDFC :)
but now they look like they want to cash in on it.

Overall, revenues from the MF business stood at 86.9 per cent in FY20 while non-MF businesses accounted for 13.1 per cent of the total.
Will probably hurt their revenue as well.

Margins of 37 per cent in FY20 was higher than 31 per cent in FY19 but equals FY18’s 37 per cent.
These are very good margins, lot of cash and they don't need to spend on infra alot. Most of the costs i guess are related to manpower. No large capex.

Competition
Nobody strong, they alone have 70% mkt share

From here
https://economictimes.indiatimes.co...ofinterest&utm_medium=text&utm_campaign=cppst

I would definitely subscribe :) listing gains alone will cover a few years by that time MF would've innovated as well.
 

Similar threads