Top investors buying this smallcap leader at attractive valuations | CMS Infosystem Analysis

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  • Опубликовано: 18 янв 2025

Комментарии • 192

  • @SahilBhadviya
    @SahilBhadviya  8 месяцев назад +2

    Link to explore my exclusive weekly video series: www.sahilbhadviya.in/

    • @pratikbhuyan
      @pratikbhuyan 8 месяцев назад

      Is ZENSAR a good buy at this price point? I plan to hold for 4-5 years. Or should I wait for a dip?

    • @kunalnichani1
      @kunalnichani1 8 месяцев назад

      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.

  • @Aarrenrhonda3
    @Aarrenrhonda3 5 месяцев назад +78

    My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

    • @Rachadrian
      @Rachadrian 5 месяцев назад +4

      Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.

    • @Dantursi1
      @Dantursi1 5 месяцев назад +3

      I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.

    • @Derekhoffman312
      @Derekhoffman312 5 месяцев назад +2

      Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.

    • @Dantursi1
      @Dantursi1 5 месяцев назад +1

      Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @Derekhoffman312
      @Derekhoffman312 5 месяцев назад +1

      I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

  • @BentwikBRO
    @BentwikBRO 8 месяцев назад +6

    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.

    • @Addlife2days
      @Addlife2days 8 месяцев назад

      Can you please mention some more details on this ?

  • @soumyasaraswat2963
    @soumyasaraswat2963 8 месяцев назад +6

    Still cash is used a lot for realty sector and rural india. Also Government has plans for upi based ATMs.

  • @baluvardhineedi9266
    @baluvardhineedi9266 8 месяцев назад +8

    Hi sahil.Thanks for your regular vedios on fundamentally good stocks.

  • @prashantshinde46
    @prashantshinde46 8 месяцев назад

    thank u sahil🎉

  • @himanshupastagiya3984
    @himanshupastagiya3984 7 месяцев назад

    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.

  • @simplepraveen
    @simplepraveen 8 месяцев назад +33

    I am a shopkeeper, i am getting almost 80% of money through upi

  • @ranendranathpatra3881
    @ranendranathpatra3881 8 месяцев назад +2

    Thanks for information regarding
    CMS Info System

  • @sant3552
    @sant3552 8 месяцев назад

    Thanks sahilsir very good informative news🙏🏻👍🏻

  • @adinarayana5773
    @adinarayana5773 8 месяцев назад +1

    Thanks bro for the analysis!!

  • @amazonindia9264
    @amazonindia9264 8 месяцев назад +2

    Thanks for letting us know about the company where we should not invest

  • @pradipghosh6969
    @pradipghosh6969 8 месяцев назад

    One of the best channel

  • @akashbhatt9354
    @akashbhatt9354 8 месяцев назад

    Very Good One. Many Thanks

  • @r.slahoti91
    @r.slahoti91 8 месяцев назад

    Thank you for good analysis

  • @drsachinb
    @drsachinb 8 месяцев назад +35

    Hasn't UPI already killied ATM business??

  • @harshitgarg6053
    @harshitgarg6053 8 месяцев назад

    Thanks for all informative videos❤

  • @arunagrawal9
    @arunagrawal9 8 месяцев назад

    First time m watching some share from your which is understand. Good

  • @krishnachagarlamudi9919
    @krishnachagarlamudi9919 8 месяцев назад +1

    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.

  • @jituhans386
    @jituhans386 8 месяцев назад +3

    UPI transaction pe charge laegega toh ....?

  • @madhutherock
    @madhutherock 8 месяцев назад +1

    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.

  • @nikhiljaitly1334
    @nikhiljaitly1334 8 месяцев назад +1

    The digital transaction growth has also slowed down , I think cash n digital payments would coexist

  • @akshayshetty5548
    @akshayshetty5548 8 месяцев назад +4

    Sahil lets discuss Tarsons if possible looks attractive

  • @keerthim8665
    @keerthim8665 8 месяцев назад

    Thanks dear sir..

  • @ramannanaik4702
    @ramannanaik4702 6 месяцев назад

    Thankyou sir

  • @akbars261
    @akbars261 8 месяцев назад +1

    Hi sir I am from Tamil Nadu thank you so much your videos so helpful

  • @AnindyaPaul-fo6zp
    @AnindyaPaul-fo6zp 8 месяцев назад

    Agree...cms is great stock . I picked it 6 months back and still holding 90% of it. Only sold 10% on 30Apr

  • @VenkateshDudam
    @VenkateshDudam 8 месяцев назад +3

    Govt should ban 500 Rs note again.

  • @chetanraysam2153
    @chetanraysam2153 8 месяцев назад

    Dear Sahil, Thanks for your analysis. Very Useful.

  • @sharadrough
    @sharadrough 8 месяцев назад

    GREAT CONTENT.

  • @sandippatra4798
    @sandippatra4798 8 месяцев назад +1

    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.

  • @duljitpatgiri289
    @duljitpatgiri289 8 месяцев назад

    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.

  • @mansurcp5090
    @mansurcp5090 8 месяцев назад

    Thanks a lot

    • @rohanjoshi8
      @rohanjoshi8 8 месяцев назад

      Here is my write-up on Radiant cash management

  • @vikrantwadikar
    @vikrantwadikar 8 месяцев назад

    India has a very huge unorganised sector that is dependent on cash transactions so that wil be a growth driver for CMS

  • @surajitshow8405
    @surajitshow8405 8 месяцев назад

    I thing I observed that , market don't have high PE to small cap . But small cap growth beat to large cap.

  • @vinod2me
    @vinod2me 8 месяцев назад +1

    What about Radiant cash management services. Even DII and FIIs has stake in it.

  • @jitendrajain0805
    @jitendrajain0805 8 месяцев назад

    Sahil please video on how and where. Person can invest in unlisted companies...Best way and place to invest in unlisted companies

  • @Poorani-o6q
    @Poorani-o6q 8 месяцев назад +1

    If upi is charged then

  • @DSECDineshReddy
    @DSECDineshReddy 8 месяцев назад

    You keep on adding a share for every month?

  • @AdityaSingh-iv9wz
    @AdityaSingh-iv9wz 8 месяцев назад +2

    Even fruit and vegetable sellers prefer UPI here I don't think this business is sustainable as of now

  • @Mr.Arelli
    @Mr.Arelli 8 месяцев назад +3

    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.

    • @sivakumar-hn9op
      @sivakumar-hn9op 8 месяцев назад

      It will take more and more time for 100% cashless transaction. Till then cash will be dominant

  • @kannannandakumar7832
    @kannannandakumar7832 8 месяцев назад

    CMS started in a 1RK in Mumbai and provide computer program to shops & Bombay telephone & other govt offices.
    So I had not invested.

  • @vish4bharat
    @vish4bharat 8 месяцев назад

    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

    • @dr.rhinesarkar31094
      @dr.rhinesarkar31094 4 дня назад

      But it’s slows the industry……When there is threat of substitutes The PE can’t expand--By Michel porter

  • @shubhamagarwal7345
    @shubhamagarwal7345 8 месяцев назад +7

    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.

    • @onkarmore6401
      @onkarmore6401 8 месяцев назад +2

      The promoters were venture capital investors and for them the investment has matured hence they have offloaded the holding

  • @DileepAdidam-i5d
    @DileepAdidam-i5d 8 месяцев назад

    Valuable analysis

  • @Cyber_Crime_Branch
    @Cyber_Crime_Branch 8 месяцев назад +1

    due to online cyber crime/scam/fraud people are preferring transaction in cash also sir

    • @Ksgggg
      @Ksgggg 8 месяцев назад +2

      This is lie. It like saying due to train accidents people prefer to walk 1000 km on foot to travel. Be practical.

  • @shajithomas3515
    @shajithomas3515 8 месяцев назад

    Dear Sahil, comparatively your video is low in volume. You may consider to increase it

  • @deep.00
    @deep.00 8 месяцев назад +1

    What about its peer Radiant Cash Management

  • @drbhavin8387
    @drbhavin8387 8 месяцев назад

    DEAR Sahil sir, you are a great analyst. please analyse DDEV PLASTICS for us. Thank you.

  • @suryasiva8949
    @suryasiva8949 8 месяцев назад

    We need not worry/think about it's future simply buy and get profit and come out.

  • @vimalkumar-mm1mn
    @vimalkumar-mm1mn 8 месяцев назад +4

    I am waiting for traxcen to give 10 percentage

  • @SuneelKumar-kf1wg
    @SuneelKumar-kf1wg 8 месяцев назад

    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....

  • @umashankar3926
    @umashankar3926 8 месяцев назад +2

    Sir my small question to you that have trading in options?
    Don't mind for this question

    • @simplepraveen
      @simplepraveen 8 месяцев назад +1

      It requires lots of data analysis and consider so many factors, very difficult to make money consistently, better stick to swing trading.

    • @umashankar3926
      @umashankar3926 8 месяцев назад

      @@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...

    • @vijayraaj8169
      @vijayraaj8169 8 месяцев назад

      Well said bro. I lost more money in derivative trading.. Many people loosing.. ​@@simplepraveen

  • @raju1950
    @raju1950 8 месяцев назад +1

    Pl comment about
    Caplin point
    Lgb brothers

  • @MasteryYourself_Pradeep
    @MasteryYourself_Pradeep 8 месяцев назад

    Sahil ji what about peer company in SISLtd in cash management, security and FMS. however with low margin. What your view about this company.

  • @sivaprasadmallepalli6576
    @sivaprasadmallepalli6576 8 месяцев назад

    @Sahil, can you do fundamental analysis for dreams folks, it still consolidateing..

  • @sukantbehera3901
    @sukantbehera3901 8 месяцев назад

    Kindly make a detailed video on kpit please

  • @Freakouts_and_found_Insane
    @Freakouts_and_found_Insane 8 месяцев назад

    But promoters sold from 60 to 26

  • @deepakpadyal89
    @deepakpadyal89 8 месяцев назад

    SIS company also does same business and not generated good return so far since its ipo

  • @AEDharmarajan
    @AEDharmarajan 8 месяцев назад +1

    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

  • @rishabagarwal5163
    @rishabagarwal5163 8 месяцев назад +3

    Promoters have 0 percent holding😊

  • @vashisht1
    @vashisht1 8 месяцев назад

    Still many businesses man do business in cash..these are middle man businesses or whole sellers...

  • @ujjwalgrover4483
    @ujjwalgrover4483 8 месяцев назад

    Promoters have sold all their stake ? Can you give your views on that

  • @Addlife2days
    @Addlife2days 8 месяцев назад +2

    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

    • @rajeev4243
      @rajeev4243 8 месяцев назад +3

      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

    • @Addlife2days
      @Addlife2days 8 месяцев назад

      @@rajeev4243 Check. It also involves physical movement of Cash. Govt is trying to avoid that by introducing Digital currency

  • @bshakmr4783
    @bshakmr4783 8 месяцев назад

    Sir very useful informative videos publishing in english about shares thanks 🙏

  • @SwapnilDPatil
    @SwapnilDPatil 8 месяцев назад

    I am holding this stock from last six months.

  • @lingarajanrajagopal3649
    @lingarajanrajagopal3649 8 месяцев назад

    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 ?

  • @santoshsp5020
    @santoshsp5020 8 месяцев назад +1

    Promoter have sold all of their stakes

  • @sdesai1712
    @sdesai1712 8 месяцев назад

    it's a portfolio recommended stock

  • @shaikabdullahkurnool487
    @shaikabdullahkurnool487 8 месяцев назад

    Iska business credit card se ata hai kya kuch hissa

  • @rohanrevanpotdar7186
    @rohanrevanpotdar7186 8 месяцев назад +2

    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😂😂😂

  • @qrios3602
    @qrios3602 8 месяцев назад

    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

  • @vaijayantimhalsekar735
    @vaijayantimhalsekar735 8 месяцев назад

    u are genius

  • @virafb2016
    @virafb2016 8 месяцев назад +1

    Not a Long term stock

  • @bharatkotadia602
    @bharatkotadia602 8 месяцев назад +1

    Nice co..!

  • @reejushastri9899
    @reejushastri9899 29 дней назад

    Even after so much of UPI transactions in every nook and corner of the country, Cash is still the king! Cash in circulation has actually increased.

  • @pratikbhuyan
    @pratikbhuyan 8 месяцев назад +2

    Is ZENSAR a good buy at this price point? I plan to hold for 4-5 years. Or should I wait for a dip?

  • @channabasayyahulgeri520
    @channabasayyahulgeri520 8 месяцев назад

    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

  • @bhattrkb
    @bhattrkb 8 месяцев назад +7

    I don't understand why promoters selling their share and is 0 now.

    • @nikhiljaitly1334
      @nikhiljaitly1334 8 месяцев назад

      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

  • @bujagawnisaitejagoud2461
    @bujagawnisaitejagoud2461 8 месяцев назад

    Already have it!🤑

  • @rajivgor3668
    @rajivgor3668 8 месяцев назад

    Demonetization was golden opportunity to kill cash transaction. Govt. missed the bus, by own actions

  • @Shajipappan321
    @Shajipappan321 8 месяцев назад

    Your view on Waaree pls

    • @Bhavesh_verma
      @Bhavesh_verma 8 месяцев назад

      Overvalued piece of trash stay away from it

  • @vinaychaudhary9363
    @vinaychaudhary9363 8 месяцев назад

    Remember Cash is king...use cash regularly

  • @venkateshpachigulla
    @venkateshpachigulla 8 месяцев назад

    Made 52 week high today.

  • @par-excellence
    @par-excellence 8 месяцев назад

    Cash is being eliminated & CBDC's being piloted globally (goodbye privacy) upi also will cease to exist.

  • @aloksaboo8623
    @aloksaboo8623 8 месяцев назад +50

    Future is cashless..... not a long term theme....👎

    • @tarun00777
      @tarun00777 8 месяцев назад +3

      I agree, not sure why he recommended this company

    • @priyamroy2032
      @priyamroy2032 8 месяцев назад +5

      @@tarun00777 Ok maybe after 20 yrs 90% indians will be comfortable handling UPI. But if u lose your phn or card u can't borrow cash from a stranger to return home. Also how will you give money to the beggers on streets ?

    • @priyamroy2032
      @priyamroy2032 8 месяцев назад +3

      Also data says only 30% indians till now actively using UPI.

    • @lakshnaramesh9733
      @lakshnaramesh9733 8 месяцев назад +1

      ​@@priyamroy2032
      Before 7 years it was in mid single digit, that's how it's fast it is growing
      And btw, people won't give million dollars to beggers.
      If things changed quickly, who knows even beggars can have their own scanner or soundbox
      Anything is pretty much possible, we r in the sweet spot in technology & we are the fastest growing economy in the world!

    • @commentpurposehi8475
      @commentpurposehi8475 8 месяцев назад +4

      Yes future is cashless but minimum cash run is required and it will increase day by day because population is increasing

  • @arunavb
    @arunavb 8 месяцев назад +1

    You look like Compounder of mirzapur

  • @keshav1578
    @keshav1578 8 месяцев назад

    So much UPI payments happening everywhere still so much cash.

  • @subhasish_das5234
    @subhasish_das5234 8 месяцев назад +11

    Seems like Every company, he is bullish :- Like ( avalon , Ikio ) ... Etc etc 😂😂

    • @mohanborana
      @mohanborana 8 месяцев назад +1

      He is just sharing is knowledge that too for free.. have some respect bro..

  • @gopaljee1467
    @gopaljee1467 8 месяцев назад

    Once they start charging for upi
    Cash will start booming

  • @mohitmohania
    @mohitmohania 8 месяцев назад

    CMS has moved v slow

  • @pritsangani6801
    @pritsangani6801 8 месяцев назад

    SIS has the same business model.. I think..

    • @anilpudota290
      @anilpudota290 8 месяцев назад

      It handles security service only

  • @RakeshSharma-ji4rf
    @RakeshSharma-ji4rf 8 месяцев назад

    Good proxy to black money

  • @monojitdey6016
    @monojitdey6016 8 месяцев назад +4

    Future of MTAR????

    • @SahilBhadviya
      @SahilBhadviya  8 месяцев назад +2

      Pls chk my last video

    • @oyeteriii
      @oyeteriii 8 месяцев назад +2

      No future.

    • @aaronkohlhoff
      @aaronkohlhoff 8 месяцев назад

      Views on ShareIndia​@@SahilBhadviya

    • @tarun00777
      @tarun00777 8 месяцев назад

      Are you invested in this company??

    • @monojitdey6016
      @monojitdey6016 8 месяцев назад

      @@tarun00777 yes.. but now I want to sell out and buy LT foods.. which I think very bright future.

  • @kuntaldutta3123
    @kuntaldutta3123 8 месяцев назад

    I have some invested in this stock ie 3% of my portfolio

  • @sumitbisht7414
    @sumitbisht7414 4 месяца назад

    Nice video

  • @vgururaj007
    @vgururaj007 8 месяцев назад

    Why PROMOTER BECOMES ZERO 0 as on March 2024

    • @saswatimajumdar2721
      @saswatimajumdar2721 6 месяцев назад

      Have you heard about Infosys.. it has 0 promoter holding..
      Professional led business doesn’t have promoter holding..
      FII dii become the promoter…

  • @logeshwarans5537
    @logeshwarans5537 8 месяцев назад

    Pls analyse Radiant cash management

  • @sainathvelumuri226
    @sainathvelumuri226 8 месяцев назад

    CMS info system

  • @DreamPortfolio
    @DreamPortfolio 8 месяцев назад +1

    Don't buy guys ...public is buying and big players selling