VBL SHARE CRASH😭 ( Share Holders के साथ धोखा?)🔴 TRIDENT🔴 CAMS🔴 RVNL🔴 TATA MOTORS🔴 PM MODI BUDGET TAX

Summary

The video script discusses various financial topics, focusing on the performance of companies like CAMS and Trident. It highlights the rapid growth of the mutual fund industry, which has reached a staggering 61.3 trillion, and how companies like CAMS are thriving due to this growth. The script also touches on the challenges faced by businesses, the importance of a business-oriented approach in the stock market, and the impact of the budget on middle-class taxpayers. It concludes with the audience's reaction to the recent budget decisions and the concerns raised by the middle class.

Takeaways

• 📈 The script discusses the performance of Computer Age Management Services Limited, highlighting an impressive 85% growth rate in the mutual fund industry.
• 💼 The company's business model is related to the mutual fund industry, and its success is tied to the growth of the industry itself.
• 📊 The mutual fund industry's total assets under management (AUM) are reported to be around 61.3 trillion, indicating significant growth from previous figures.
• 🚗 The script also touches on the performance of the automotive industry, specifically mentioning Tata Motors and its rapid growth, setting new highs on a daily basis.
• 🔋 There is a focus on electric vehicles and how Tata Motors is positioned in this market, with an expectation of heavy competition by 2025.
• 🛠️ The importance of understanding business fundamentals when investing in stocks is emphasized, rather than just relying on buy and sell decisions.
• 📉 The script mentions Trident's growth and its recent performance, including a significant jump in its stock price.
• 📊 The company's financial performance is discussed, with a focus on quarterly results, profit margins, and year-over-year growth.
• 💰 The script addresses the company's dividend announcement, revealing a substantial dividend of ₹1.25, which is considered high in the context provided.
• 🔄 The concept of stock split is introduced, with the company announcing a 5:2 stock split, which led to market dissatisfaction and a drop in the stock price.
• 🏦 The script concludes with a discussion on the impact of the recent budget on the middle class, with concerns about increased capital gains tax and its effect on long-term financial planning.

Q & A

What is the primary business of Computer Age Management Services Limited?

Computer Age Management Services Limited primarily operates in the mutual fund industry and is associated with financial services.

What is the current trend in the mutual fund industry as mentioned in the script?

The mutual fund industry is experiencing significant growth, with an increase from around 5 lakh crores to 61.3 lakh crores, indicating a substantial expansion.

What is the focus of companies like CAMS and its associated technologies?

Companies like CAMS focus on providing services that align with the growth of the mutual fund industry, leveraging technological advancements to enhance their offerings.

What is the significance of the term 'Fundamentally' in the context of the script?

In the script, 'Fundamentally' refers to analyzing the business model and performance of a company from a fundamental perspective, rather than just its stock price movements.

What is the current performance of the mutual fund industry in terms of assets under management?

The mutual fund industry's total assets under management have grown to 61.3 trillion, demonstrating a robust performance.

What is the role of business-oriented approaches in stock market investments according to the script?

The script emphasizes that investors should adopt a business-oriented approach when investing in the stock market, focusing on the underlying business performance rather than just trading.

What is the current situation of Trident Limited as discussed in the script?

Trident Limited has shown significant growth, with a focus on business expansion and maintaining a strong presence in the market.

What are the challenges faced by companies as they grow in the business, as mentioned in the script?

As businesses grow, they face challenges in maintaining consistency, managing increased complexity, and dealing with regulatory requirements, which can affect their performance and stock prices.

What is the impact of the recent budget on the middle class as per the script?

The recent budget has reportedly caused dissatisfaction among the middle class due to changes in tax policies, particularly the increase in capital gains tax, which has affected their financial planning.

What are the expectations from the Prime Minister regarding the recent tax changes as expressed in the script?

The script mentions that there is a request to the Prime Minister to reconsider the recent tax changes, especially the capital gains tax, which has been criticized for negatively impacting the middle class.