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

Stock Market का Commando

30 Jul 202413:15

Summary

TLDRThe 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.

Outlines

00:00

📈 Analysis of Computer Age Management Services (CAMS)

The video starts with a warm welcome and an introduction to Computer Age Management Services (CAMS), a company related to mutual funds. The speaker discusses the significant 85% surge in CAMS stock, highlighting the technical breakout and fundamental aspects of the company. CAMS, along with K Fin Technologies, benefits from the growing mutual fund industry, which has seen its total AUM grow to 61.3 trillion. The company is expected to release its numbers on August 2, and as mutual fund inflows increase, CAMS is poised to perform well.

05:00

📊 Insights on Trident Limited

The focus shifts to Trident Limited, which showed a 7% surge recently. The speaker emphasizes the importance of a business-oriented approach to stock investment, highlighting Trident's strong promoter holding of 73% and minimal debt. Despite questions about the company's future, the speaker reassures viewers that business remains robust. The cyclical nature of business growth and its challenges are discussed, noting that understanding the underlying business is crucial for long-term investment.

10:02

🚗 Tata Motors' Performance and Future Prospects

The speaker discusses Tata Motors, noting a 34% surge and continuous high performance. The company's future is tied to the success of its electric vehicle (EV) segment, with the market expecting increased competition from 2025 onwards. Tata Motors has received a buy call from Nuwara and is performing well in the EV market. The speaker highlights the challenges of maintaining the number one position and the importance of monitoring sales figures to gauge future performance.

🥤 Varun Beverages: Stock Movement and Business Performance

The video covers Varun Beverages (VBL), which experienced a 6.5% drop. Reasons include the announcement of quarterly results, dividend, and stock split. VBL showed a 26% profit jump, with impressive quarterly and yearly numbers. However, an unusual stock split from a face value of five to two caused market disappointment, leading to stock sell-off. The speaker explains potential shareholder reactions and clarifies how the business's strong performance remains unaffected.

💼 Impact of Budget and Capital Gain Tax on Middle Class

The final segment addresses the recent budget and its impact on the middle class, particularly the increase in capital gains tax. Suggestions to the Prime Minister and Finance Ministry from prominent figures, including an ex-CFO of Infosys, reflect widespread discontent. The removal of real estate indexation benefits has upset many, affecting long-term financial planning. The speaker concludes with a summary of key points, urging viewers to stay tuned for updates.

Mindmap

Keywords

💡Computer Age Management Services Limited

This refers to a specific company mentioned in the script, which is involved in the mutual fund industry. The company's performance and business model are discussed in the context of the growth of the mutual fund industry. For example, the script mentions the company's significant growth and its role in the trading sector.

💡Mutual Fund

A mutual fund is defined as an investment vehicle that pools money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets. In the script, mutual funds are discussed as a significant part of the financial industry, with a focus on their rapid growth and the impact on related companies.

💡Fundamentals

In the context of the video, 'fundamentals' likely refers to the basic financial metrics and underlying factors that determine the value and performance of a company or an investment. The script suggests discussing the company's business model and its performance based on fundamental analysis.

💡Technical Breakout

A technical breakout in trading terms is when the price of a stock or asset rises above a defined level of resistance. In the script, the term is used to describe a situation where a company's stock price is showing a breakout, indicating a potential upward trend in its value.

💡Trading

Trading refers to the act of buying and selling financial instruments such as stocks, bonds, commodities, or currencies. The script mentions trading in relation to how the company's performance is reflected in the trading market and how it is influenced by various factors.

💡Business Model

A business model describes the rationale of how a company creates, delivers, and captures value. In the script, the business model of the company is discussed as a key factor contributing to its growth and success in the mutual fund industry.

💡Industry Growth

Industry growth refers to the expansion or increase in size and value of a particular sector over time. The script discusses the impressive growth of the mutual fund industry, indicating a positive trend that benefits related companies.

💡Investment

Investment in this context is the placement of funds into financial assets with the expectation of generating income or profit. The script talks about the mutual fund industry as an area of investment that has seen significant growth and offers opportunities for returns.

💡Stock Split

A stock split is a corporate action in which a company increases the number of its outstanding shares by issuing more shares to current shareholders. In the script, a stock split is mentioned as a potential corporate move that could affect the company's stock price and investor holdings.

💡Dividend

A dividend is a payment made by a corporation to its shareholders, usually as a distribution of profits. The script discusses the announcement of a dividend by a company, which is a key factor for investors considering the return on their investment.

💡Market Reaction

Market reaction refers to how investors and traders respond to news or events affecting a stock or the overall market. In the script, the market reaction is discussed in the context of a stock split announcement and its impact on the company's stock price.

Highlights

Welcome to the Assam channel and introduction to the topic of mutual fund management services.

Discussion about the rapid growth of the mutual fund industry, with an 85% increase observed.

The company's past performance and its current upward trajectory in trading.

Fundamental analysis of the company's business model and its relation to the mutual fund industry's growth.

The potential for the mutual fund industry to continue growing and the opportunities it presents for companies like CAMS.

The total assets under management (AUM) in the mutual fund industry reaching 61.3 trillion.

The average AUM growth rate and its impressive performance over time.

The benefits of the mutual fund industry's growth for companies like CAMS and their performance.

Trident's business performance and its rapid growth near the 7th standard.

The importance of a business-oriented approach in the stock market for long-term success.

Trident's promoter holding at 73, and the public holding distribution.

The纺织 industry's performance and its current state in the market.

Tata Motors' performance and its continuous growth, hitting new highs.

The impact of electric vehicles on the future of Tata Motors and the industry.

Ashok Leyland's performance and the challenges of maintaining its number one position in the market.

The reaction to the budget and the dissatisfaction among the middle class regarding tax increases.

The appeal to the Prime Minister to reconsider the capital gains tax and its impact on the middle class.

The confusion and planning disruption caused by changes in tax policies for investments and real estate.