News

Diwali Picks 2024 : Computer Age Management Services Ltd For Target Rs.4900.0 By Way2Wealth * CAMS holds a dominant position in the mutual fund registrar and transfer agent space, commanding a 68% market share based on average assets under management (AAUM). This leadership provides a competitive edge and stability in revenue streams. Reported a 42% YoY increase in net profit for Q1FY25, reaching Rs.107 crore. Revenue from operations also surged by 26.83%, indicating robust growth in its core business. * Reached a significant milestone by surpassing `40tn in Assets under Manageme...
Diwali Picks 2024 : Computer Age Management Services Ltd For Target Rs.4900.0 By Way2Wealth
Diwali Picks 2024 : Computer Age Management Services Ltd For Target Rs.4900.0 By Way2Wealth
Source: Way2Wealth
2024-10-29 04:19:19 pm
Buy Computer Age Management Services Ltd For Target Rs. 4,600 By Motilal Oswal Financial Services Ltd In-line performance, PAT up 41% YoY * CAMS reported a net profit of INR1.07b, up 41.3% YoY (in line with our estimate) in 1QFY25. Growth was driven by a YoY increase in the share of non-MF business and an improved mix of equity AUM in total MF AUM. * Operating revenue reached INR3.3b, up 26.8% YoY, in line with our estimates. The continued strong growth in Non-MF businesses led to a 40bp YoY increase in their revenue contribution to 13.3% vs 12.6% in 1QFY24. * The management is confi...
Buy Computer Age Management Services Ltd For Target Rs. 4,600 By Motilal Oswal Financial Services Ltd
Buy Computer Age Management Services Ltd For Target Rs. 4,600 By Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2024-08-22 03:42:55 pm
Add Computer Age Management Services Ltd Rs. 4,450 By Yes Securities Strong growth outlook but largely priced in Our view – Both MF and non-MF segments see strong revenue growth Asset-Based Mutual Fund Revenue– Robust growth in underline assets but yields were broadly stable: Asset-based mutual fund revenue was up 7.7%/26.8% QoQ/YoY to Rs 2.42bn, lagging the growth in AAUM serviced by CAMS, which was up 8.3% QoQ and 34.3% YoY. The company has mentioned that sequentially the yield during the quarter was stable with depletion of less than 1%. ...
Add Computer Age Management Services Ltd Rs. 4,450 By Yes Securities
Add Computer Age Management Services Ltd Rs. 4,450 By Yes Securities
Source: Yes Securities Ltd
2024-08-15 05:25:29 pm
ADD Computer Age Management Services Ltd. For Target Rs.3500 - Yes Securities Positives seems somewhat priced in Our view – Yield niggles continue to emerge unexpectedly This particular quarter saw a less than normal rise in revenue from mutual fund business for a given rise in AUM despite rise in share of equity in AUM: The rise in revenue was about 60% plus for a given rise in AUM compared with 70% generally expected. This was mainly due to rise in scale customers, which marginally add lesser yield. However, there is no change in assumptions and going fo...
ADD Computer Age Management Services Ltd. For Target Rs.3500 - Yes Securities
ADD Computer Age Management Services Ltd. For Target Rs.3500 - Yes Securities
Source: Yes Securities Ltd.
2024-06-26 03:17:11 pm
Buy CAMS Ltd For Target Rs.3,450 - Motilal Oswal Financial Services Macros in favor of the non-MF business * CAMS derives ~12% of its revenue from the non-MF segments, such as AIF/PMS RTA, CAMSPay, Think360, CAMS KRA, and CAMSRep. However, these businesses are set to register higher-than-MF segment growth over the next couple of years. * AIF/PMS RTA: Over the past couple of years, affluent investors have been increasing their allocations to AIF/PMS products. Resultantly, non-EPFO PMS AUM/AIF funds registered a 22%/20% CAGR over the period. CAMS command...
Buy CAMS Ltd For Target Rs.3,450 - Motilal Oswal Financial Services
Buy CAMS Ltd For Target Rs.3,450 - Motilal Oswal Financial Services
Source: Motilal Oswal Financial Services Ltd
2024-05-29 10:39:29 am
CAMS shines on getting authorisation to operate as online payment aggregator Computer Age Management Services is currently trading at Rs. 3181.90, up by 129.40 points or 4.24% from its previous closing of Rs. 3052.50 on the BSE. The scrip opened at Rs. 3137.85 and has touched a high and low of Rs. 3220.00 and Rs. 3129.55 respectively. So far 48061 shares were traded on the counter. The BSE group 'A' stock of face value Rs. 10 has touched a 52 week high of Rs. 3240.00 on 28-Feb-2024 and a 52 week low of Rs. 2007.50 on 25-Apr-2023. Last one week high an...
CAMS shines on getting authorisation to operate as online payment aggregator
CAMS shines on getting authorisation to operate as online payment aggregator
Source: Accord Fintech
2024-04-12 11:24:33 am
Add Computer Age Management Services For Target Rs. 2,800 - Yes Securities We participated in the Analyst Day Meet held by CAMS Limited (CAMS) on Friday and gleaned the following key takeaways (1) In the MF RTA business, CAMS is displaying a clear ability to win new clients at the expense of KFintech, the other player in the duopoly (2) Digital onboarding has become a key thrust area for the alternatives business (3) CAMS? payments business is a full-stack BFSI-focused payments platform (4) CAMS' KYC services offer an industry-first AI-embedded 10- minute KYC ...
Add Computer Age Management Services For Target Rs. 2,800 - Yes Securities
Add Computer Age Management Services For Target Rs. 2,800 - Yes Securities
Source: Yes Securities Ltd
2023-09-14 04:30:40pm