Top investors buying this smallcap leader available at very attractive valuations!
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- čas přidán 30. 06. 2024
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0:0 Introduction
3:07 CMS Business Model
6:49 CMS Moat
9:45 Future growth drivers
14:24 Key Risk
Top investors buying this smallcap leader available at very attractive valuations!
#fundamentalanalysis #sahilbhadviya #stockmarket
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Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
Is ZENSAR a good buy at this price point? I plan to hold for 4-5 years. Or should I wait for a dip?
I found a small utilization for the NPS account. We can easily do an annual SIP of Rs 25k for 7-8 years in the Debt category. The returns of Debt category are more than 10% for the ones like HDFC. I am 40 and if I start now, I can easily invest 1.5 lakhs in NPS over next 7-8 years. I dont expect the returns to cross 5 lakhs by the time I turn 60 so it will be completely withdrawable. Infact I am sure government will keep revising the 5 lakh limit as India grows and inflation too. I will keep increasing the amounts. I am expecting withrawable limit to be 20 lakhs at the least as India will be very close to being a developed country by then. Not a very smart hack but if we add up such small small hacks our returns will keep maximising : ) There is very high tax on debt mutual funds and this is definitely a good hack as it gives us triple tax benefit.
Hi sahil.Thanks for your regular vedios on fundamentally good stocks.
Still cash is used a lot for realty sector and rural india. Also Government has plans for upi based ATMs.
Thanks bro for the analysis!!
Thanks for all informative videos❤
Thanks for information regarding
CMS Info System
Sir, Good evening.
Just now viewed. So definitely will look into it for investing after little study from our side. Thank you for highlighting above stock.
First time m watching some share from your which is understand. Good
Dear Sahil, Thanks for your analysis. Very Useful.
Thank you for good analysis
Thanks sahilsir very good informative news🙏🏻👍🏻
Very Good One. Many Thanks
thank u sahil🎉
Thanks for letting us know about the company where we should not invest
Hi sir I am from Tamil Nadu thank you so much your videos so helpful
CMS not paying salaries properly to their employees and it has been a number of theft cases ATM cash shortages reported regularly and there's no proper compliance audit system.
Can you please mention some more details on this ?
The digital transaction growth has also slowed down , I think cash n digital payments would coexist
GREAT CONTENT.
I thing I observed that , market don't have high PE to small cap . But small cap growth beat to large cap.
Sir very useful informative videos publishing in english about shares thanks 🙏
I am a shopkeeper, i am getting almost 80% of money through upi
Yes same here
Sahil lets discuss Tarsons if possible looks attractive
What about Radiant cash management services. Even DII and FIIs has stake in it.
Valuable analysis
UPI transaction pe charge laegega toh ....?
Agree...cms is great stock . I picked it 6 months back and still holding 90% of it. Only sold 10% on 30Apr
UPI has not replaced cash and will never will. What UPI can or has replaced is - debit card transactions. Id hve said credit card too but since credit card companies keep selling a lot of benefits for thier usage, thier use case still persists
What about its peer Radiant Cash Management
I couldn’t enrol your weekly series as password reset link is not received into my gmail. I tried so many times. Can you please help me ?
One of the best channel
Thanks dear sir..
Nse : powerindia share price day by day showing uptrend can we buy it or it's a trap ( midcap) company, can u make a detailed video on its fundamentals why the share price showing huge rally
DEAR Sahil sir, you are a great analyst. please analyse DDEV PLASTICS for us. Thank you.
There seems to be cash transaction and ATM for at leaset next 8-10 years. Company has strong growth, moat, Super management. Almost no negatives. Risk side is low, Reward chance are better. Thanks for the post.
CMS started in a 1RK in Mumbai and provide computer program to shops & Bombay telephone & other govt offices.
So I had not invested.
Hello Sahil ...Tq so much for wonderfull insights on CMS Info Systems.. can i know from which tool or website you took CMS info systems trades which are shared in starting of this video? Please share if possible....
Screener
Sahil ji what about peer company in SISLtd in cash management, security and FMS. however with low margin. What your view about this company.
India has a very huge unorganised sector that is dependent on cash transactions so that wil be a growth driver for CMS
@Sahil, can you do fundamental analysis for dreams folks, it still consolidateing..
Kindly make a detailed video on kpit please
Sahil please video on how and where. Person can invest in unlisted companies...Best way and place to invest in unlisted companies
Thanks a lot
Here is my write-up on Radiant cash management
CMS Info Systems and Radient CMS - both are undervaled. Former catering to Tier 1 and 2 cities and later catering to Teir 3+ cities in Cash management. This sector has a growth rate of mid teens. Radient is available at much better valualtons compared to CMS, so I added it to my portfolio.
Pl comment about
Caplin point
Lgb brothers
We need not worry/think about it's future simply buy and get profit and come out.
Hey Sahil, great work. You have just increased my confidence towards CMS 😅 Because I found the green signal when last year I studied their business model.I have added it from May,2023 and grab the opportunity when it's down to avg up(though it's not down too much) now I have invested 10% of my portfolio in that stocks . I have 60 shares of CMS at avg price of 346.
Dear Sahil, comparatively your video is low in volume. You may consider to increase it
Just sold today with 5% gain again will purchase .. the charts look good and buying in the counter is seen.. Nice compilation of points .. Good info
For knowledge purpose analysis is quite good. For short term invest it would perhaps be a good bet , but for long term it may be a bit risker. Professionally managed company is not good with very high public investment.
due to online cyber crime/scam/fraud people are preferring transaction in cash also sir
This is lie. It like saying due to train accidents people prefer to walk 1000 km on foot to travel. Be practical.
If upi is charged then
Thankyou sir
Hasn't UPI already killied ATM business??
It will never die in India
Yes I feel..
Hope you are aware of UPI based ATMs are on the wayyy😊😊
I hardly used ATM since last 5-6 yrs
Nice co..!
I don’t think worth investing money in CMS since these days mostly cash usage was completely reduced. in future mostly 100% people will use Cashless transactions.
It will take more and more time for 100% cashless transaction. Till then cash will be dominant
You keep on adding a share for every month?
FII/DII Increased stake in company is good sign. But why promotor holding went to zero? please suggest what reason for zero promotor holding and risk behind this. Thank you
Govt should ban 500 Rs note again.
Already have it!🤑
SIS company also does same business and not generated good return so far since its ipo
Still many businesses man do business in cash..these are middle man businesses or whole sellers...
Sir my small question to you that have trading in options?
Don't mind for this question
It requires lots of data analysis and consider so many factors, very difficult to make money consistently, better stick to swing trading.
@@simplepraveen sir thank you so much for giving clarity... Last one month I got profit in options nearly one lakh but today I lost entire profit and and some capital also... Totally upset...
Well said bro. I lost more money in derivative trading.. Many people loosing.. @@simplepraveen
I am holding this stock from last six months.
Even fruit and vegetable sellers prefer UPI here I don't think this business is sustainable as of now
Is ZENSAR a good buy at this price point? I plan to hold for 4-5 years. Or should I wait for a dip?
No
No for what. Should buy ir not?
@@user76789 , not at this price to buy
Buy in every correction.
@@user76789 , wait to fall below 400, service based midcap hey
it's a portfolio recommended stock
Promoters have sold all their stake ? Can you give your views on that
why has promoter shareholding become 0? though i like your videos but i feel you're going wrong with this one. better to avoid this stock.
The promoters were venture capital investors and for them the investment has matured hence they have offloaded the holding
u are genius
Not worth for long term investment...I don't even remember when I used ATM last time... May be 1 yr back... Before UPI, there used be long queue for cash withdrawal from ATM.. nowdays I hardly sees any human soul at ATM😂😂😂
Promoter have sold all of their stakes
UPI reduces cash management at retail end however it doesn't reduce usage of cash, but increases Cash management between Banks. Cash transactions has really drastically reduced at retail end. However cash circulation in Economy has drastically increased due to increased economic activities. When you send money thru UPI from to a retailer, you are effectively sending money from your Bank to retailers bank. Thus Banks need to move higher amount of physical cash between them. Only the usage of Digital currency will reduce physical cash movements. RBI is already experimenting on that
The movement is not physical. The transfer of funds from bank to bank is a paper transaction and doesn't mean physical movement of cash
@@rajeev4243 Check. It also involves physical movement of Cash. Govt is trying to avoid that by introducing Digital currency
Promoters have 0 percent holding😊
You look like Compounder of mirzapur
Your view on Waaree pls
Overvalued piece of trash stay away from it
Cash is being eliminated & CBDC's being piloted globally (goodbye privacy) upi also will cease to exist.
I have some invested in this stock ie 3% of my portfolio
But promoters sold from 60 to 26
So much UPI payments happening everywhere still so much cash.
SIS has the same business model.. I think..
It handles security service only
Iska business credit card se ata hai kya kuch hissa
Pls answer me sir
I am waiting for traxcen to give 10 percentage
Me too🎉
Same here😢
why today increased is there any news
@@sivajikokkiligadda7398 no idea
This I sold @ 430 today
Good proxy to black money
I am holding it,about to breakout
Not a Long term stock
Demonetization was golden opportunity to kill cash transaction. Govt. missed the bus, by own actions
Made 52 week high today.
Once they start charging for upi
Cash will start booming
CMS has moved v slow
I don't understand why promoters selling their share and is 0 now.
He already explained that point, you can also read yourself Sion investments which is a PE firm they were holding majority stake , PE firms don’t run business they buy n sell firms to make money , they made very good money n now exited
Seems like Every company, he is bullish :- Like ( avalon , Ikio ) ... Etc etc 😂😂
He is just sharing is knowledge that too for free.. have some respect bro..
CMS infosystem
Remember Cash is king...use cash regularly
CMS info system
Pls analyse Radiant cash management
Promoters shareholding is ZERO. FIIs and DIIs hold around 65%. They can pull out anytime and promoters willl disappear. Pl avoid.
In the long term, there will be cashless transactions .As I used to transact both with cash and UPI, many shoppers preferred to UPI since they didn't have cash to give the balance amount .It's suicidal to buy this share .Anyhow, his data on cash transactions is true ,We have to analyze more on Black money
cms
Promoters Stake is Zero March 2024