From b3941329c791374ed2cc20f00441ef69c176603d Mon Sep 17 00:00:00 2001 From: Debojit Kangsa Banik Date: Sun, 26 Jan 2025 11:09:31 +0530 Subject: [PATCH 1/4] Added my contributions to community-contributions --- ...y1-debs_stock_summary_recommendation.ipynb | 141 ++++++++++++++++++ 1 file changed, 141 insertions(+) create mode 100644 week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb diff --git a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb new file mode 100644 index 0000000..57b1c56 --- /dev/null +++ b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb @@ -0,0 +1,141 @@ +{ + "cells": [ + { + "cell_type": "code", + "execution_count": null, + "id": "4e2a9393-7767-488e-a8bf-27c12dca35bd", + "metadata": {}, + "outputs": [], + "source": [ + "# imports\n", + "\n", + "import os\n", + "import requests\n", + "from dotenv import load_dotenv\n", + "from bs4 import BeautifulSoup\n", + "from IPython.display import Markdown, display\n", + "from openai import OpenAI\n", + "\n", + "# If you get an error running this cell, then please head over to the troubleshooting notebook!" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "7b87cadb-d513-4303-baee-a37b6f938e4d", + "metadata": {}, + "outputs": [], + "source": [ + "# Load environment variables in a file called .env\n", + "\n", + "load_dotenv(override=True)\n", + "api_key = os.getenv('OPENAI_API_KEY')\n", + "\n", + "# Check the key\n", + "\n", + "if not api_key:\n", + " print(\"No API key was found - please head over to the troubleshooting notebook in this folder to identify & fix!\")\n", + "elif not api_key.startswith(\"sk-proj-\"):\n", + " print(\"An API key was found, but it doesn't start sk-proj-; please check you're using the right key - see troubleshooting notebook\")\n", + "elif api_key.strip() != api_key:\n", + " print(\"An API key was found, but it looks like it might have space or tab characters at the start or end - please remove them - see troubleshooting notebook\")\n", + "else:\n", + " print(\"API key found and looks good so far!\")\n" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "c5e793b2-6775-426a-a139-4848291d0463", + "metadata": {}, + "outputs": [], + "source": [ + "# A class to represent a Webpage\n", + "# If you're not familiar with Classes, check out the \"Intermediate Python\" notebook\n", + "\n", + "# Some websites need you to use proper headers when fetching them:\n", + "headers = {\n", + " \"User-Agent\": \"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/117.0.0.0 Safari/537.36\"\n", + "}\n", + "\n", + "class Website:\n", + "\n", + " def __init__(self, url):\n", + " \"\"\"\n", + " Create this Website object from the given url using the BeautifulSoup library\n", + " \"\"\"\n", + " self.url = url\n", + " response = requests.get(url, headers=headers)\n", + " soup = BeautifulSoup(response.content, 'html.parser')\n", + " self.title = soup.title.string if soup.title else \"No title found\"\n", + " for irrelevant in soup.body([\"script\", \"style\", \"img\", \"input\"]):\n", + " irrelevant.decompose()\n", + " self.text = soup.body.get_text(separator=\"\\n\", strip=True)" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "7c7e0988-8f2d-4844-a847-eebec76b114a", + "metadata": {}, + "outputs": [], + "source": [ + "website = \"https://www.screener.in/company/CMSINFO/\"\n", + "biz = Website(website)\n", + "user_prompt = \"Give short summary of the business \" + biz.text +\" and recommend pros and cons of the business in bullet points alongwith recommendation to buy or sell\"\n", + "print(user_prompt)" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "00743dac-0e70-45b7-879a-d7293a6f68a6", + "metadata": {}, + "outputs": [], + "source": [ + "# Step 1: Create your prompts\n", + "website = \"https://www.screener.in/company/CMSINFO/\"\n", + "biz = Website(website)\n", + "\n", + "system_prompt = \"You are an equity research analyst. Analyze the content of the website and give a summary of the business\"\n", + "user_prompt = \"Give short summary of the business \" + biz.text +\" and recommend pros and cons of the business in bullet points alongwith recommendation to buy or sell\"\n", + "\n", + "# Step 2: Make the messages list\n", + "\n", + "messages = [\n", + " {\"role\": \"system\", \"content\": system_prompt},\n", + " {\"role\": \"user\", \"content\": user_prompt}\n", + "]\n", + "# Step 3: Call OpenAI\n", + "\n", + "# To give you a preview -- calling OpenAI with system and user messages:\n", + "\n", + "response = openai.chat.completions.create(model=\"gpt-4o-mini\", messages=messages)\n", + "# Step 4: print the result\n", + "\n", + "print(response.choices[0].message.content)\n" + ] + } + ], + "metadata": { + "kernelspec": { + "display_name": "Python 3 (ipykernel)", + "language": "python", + "name": "python3" + }, + "language_info": { + "codemirror_mode": { + "name": "ipython", + "version": 3 + }, + "file_extension": ".py", + "mimetype": "text/x-python", + "name": "python", + "nbconvert_exporter": "python", + "pygments_lexer": "ipython3", + "version": "3.11.11" + } + }, + "nbformat": 4, + "nbformat_minor": 5 +} From a02b68556539884519273307b68762b84bcaccde Mon Sep 17 00:00:00 2001 From: Debojit Kangsa Banik Date: Sun, 26 Jan 2025 11:11:14 +0530 Subject: [PATCH 2/4] Added my contributions to community-contributions --- ...y1-debs_stock_summary_recommendation.ipynb | 1007 ++++++++++++++++- 1 file changed, 999 insertions(+), 8 deletions(-) diff --git a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb index 57b1c56..4a2a267 100644 --- a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb +++ b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb @@ -2,7 +2,7 @@ "cells": [ { "cell_type": "code", - "execution_count": null, + "execution_count": 1, "id": "4e2a9393-7767-488e-a8bf-27c12dca35bd", "metadata": {}, "outputs": [], @@ -21,10 +21,18 @@ }, { "cell_type": "code", - "execution_count": null, + "execution_count": 2, "id": "7b87cadb-d513-4303-baee-a37b6f938e4d", "metadata": {}, - "outputs": [], + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "API key found and looks good so far!\n" + ] + } + ], "source": [ "# Load environment variables in a file called .env\n", "\n", @@ -45,7 +53,7 @@ }, { "cell_type": "code", - "execution_count": null, + "execution_count": 3, "id": "c5e793b2-6775-426a-a139-4848291d0463", "metadata": {}, "outputs": [], @@ -75,10 +83,973 @@ }, { "cell_type": "code", - "execution_count": null, + "execution_count": 4, "id": "7c7e0988-8f2d-4844-a847-eebec76b114a", "metadata": {}, - "outputs": [], + "outputs": [ + { + "name": "stdout", + "output_type": "stream", + "text": [ + "Give short summary of the business Home\n", + "Screens\n", + "Tools\n", + "Login\n", + "Home\n", + "Screens\n", + "Tools\n", + "Create a stock screen\n", + "Run queries on 10 years of financial data\n", + "Premium features\n", + "Commodity Prices\n", + "See prices and trends of over 10,000 commodities\n", + "Search shareholders\n", + "See companies where a person holds over 1% of the shares\n", + "Latest Announcements\n", + "Browse, filter and set alerts for announcements.\n", + "Upgrade to premium\n", + "Login\n", + "Get free account\n", + "CMS Info Systems Ltd\n", + "Notebook\n", + "CMS Info Systems\n", + "Summary\n", + "Chart\n", + "Analysis\n", + "Peers\n", + "Quarters\n", + "Profit & Loss\n", + "Balance Sheet\n", + "Cash Flow\n", + "Ratios\n", + "Investors\n", + "Documents\n", + "Notebook\n", + "CMS Info Systems Ltd\n", + "₹ 431\n", + "-1.66%\n", + "24 Jan\n", + " \n", + " - close price\n", + "Export to Excel\n", + "Follow\n", + "cms.com\n", + "BSE:\n", + " 543441\n", + "NSE:\n", + " CMSINFO\n", + "About\n", + "CMS Info Systems Limited is India's largest cash management company in terms of the number of ATM points and retail pick-up points as of March 31, 2021. The company is engaged in installing, maintaining, and managing assets and technology solutions on an end-to-end outsourced basis for banks, financial institutions, organized retail and e-commerce companies in India.\n", + "Key Points\n", + "Leadership\n", + "[1]\n", + "

Only Integrated Banking Solutions provider

\n", + "with end-to-end offerings.\n", + "

1 across Cash Logistics, AIoT in Banking and Algo MVS.

\n", + "The company services leading banks like\n", + "SBI, HDFC, ICICI & Axis.\n", + "Read More\n", + "Website\n", + "BSE\n", + "NSE\n", + "Market Cap\n", + "₹\n", + "7,041\n", + "Cr.\n", + "Current Price\n", + "₹\n", + "431\n", + "High / Low\n", + "₹\n", + "616\n", + "/\n", + "355\n", + "Stock P/E\n", + "18.8\n", + "Book Value\n", + "₹\n", + "124\n", + "Dividend Yield\n", + "1.33\n", + "%\n", + "ROCE\n", + "27.5\n", + "%\n", + "ROE\n", + "20.5\n", + "%\n", + "Face Value\n", + "₹\n", + "10.0\n", + "Add ratio to table\n", + "Edit ratios\n", + "1M\n", + "6M\n", + "1Yr\n", + "3Yr\n", + "5Yr\n", + "10Yr\n", + "Max\n", + "Price\n", + "PE Ratio\n", + "Hidden\n", + "More\n", + "Sales & Margin\n", + "EV / EBITDA\n", + "Price to Book\n", + "Market Cap / Sales\n", + "Alerts\n", + "Pros\n", + "Company is almost debt free.\n", + "Company has delivered good profit growth of 30.7% CAGR over last 5 years\n", + "Company has been maintaining a healthy dividend payout of 23.7%\n", + "Cons\n", + "*\n", + "The pros and cons are machine generated.\n", + "Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.\n", + "Peer comparison\n", + "Sector:\n", + "Miscellaneous\n", + "Industry:\n", + "Miscellaneous\n", + "Part of\n", + "BSE Services\n", + "BSE Allcap\n", + "BSE SmallCap\n", + "Nifty Total Market\n", + "Nifty Microcap 250\n", + "Edit\n", + "Columns\n", + "Loading peers table ...\n", + "Detailed Comparison with:\n", + "Quarterly Results\n", + "Standalone Figures in Rs. Crores\n", + " /\n", + "View Consolidated\n", + "Sep 2021\n", + "Dec 2021\n", + "Mar 2022\n", + "Jun 2022\n", + "Sep 2022\n", + "Dec 2022\n", + "Mar 2023\n", + "Jun 2023\n", + "Sep 2023\n", + "Dec 2023\n", + "Mar 2024\n", + "Jun 2024\n", + "Sep 2024\n", + "Sales\n", + "+\n", + "326\n", + "354\n", + "399\n", + "399\n", + "417\n", + "438\n", + "449\n", + "457\n", + "487\n", + "523\n", + "581\n", + "553\n", + "577\n", + "Expenses\n", + "+\n", + "237\n", + "252\n", + "294\n", + "292\n", + "302\n", + "318\n", + "310\n", + "322\n", + "359\n", + "394\n", + "432\n", + "412\n", + "433\n", + "Operating Profit\n", + "89\n", + "102\n", + "105\n", + "107\n", + "115\n", + "120\n", + "139\n", + "134\n", + "128\n", + "129\n", + "148\n", + "141\n", + "143\n", + "OPM %\n", + "27%\n", + "29%\n", + "26%\n", + "27%\n", + "28%\n", + "27%\n", + "31%\n", + "29%\n", + "26%\n", + "25%\n", + "26%\n", + "25%\n", + "25%\n", + "Other Income\n", + "+\n", + "1\n", + "9\n", + "2\n", + "17\n", + "2\n", + "4\n", + "4\n", + "6\n", + "6\n", + "31\n", + "34\n", + "10\n", + "11\n", + "Interest\n", + "4\n", + "3\n", + "4\n", + "4\n", + "5\n", + "5\n", + "5\n", + "4\n", + "4\n", + "4\n", + "4\n", + "4\n", + "4\n", + "Depreciation\n", + "21\n", + "21\n", + "26\n", + "28\n", + "32\n", + "31\n", + "33\n", + "34\n", + "34\n", + "36\n", + "38\n", + "37\n", + "38\n", + "Profit before tax\n", + "65\n", + "87\n", + "76\n", + "91\n", + "80\n", + "89\n", + "105\n", + "102\n", + "96\n", + "121\n", + "141\n", + "110\n", + "113\n", + "Tax %\n", + "24%\n", + "24%\n", + "27%\n", + "21%\n", + "26%\n", + "25%\n", + "26%\n", + "26%\n", + "26%\n", + "20%\n", + "21%\n", + "25%\n", + "26%\n", + "Net Profit\n", + "+\n", + "49\n", + "66\n", + "56\n", + "72\n", + "59\n", + "67\n", + "77\n", + "75\n", + "71\n", + "96\n", + "111\n", + "82\n", + "84\n", + "EPS in Rs\n", + "3.31\n", + "4.48\n", + "3.64\n", + "4.68\n", + "3.86\n", + "4.33\n", + "5.01\n", + "4.88\n", + "4.55\n", + "6.16\n", + "6.84\n", + "5.03\n", + "5.15\n", + "Raw PDF\n", + "Profit & Loss\n", + "Standalone Figures in Rs. Crores\n", + " /\n", + "View Consolidated\n", + "Related Party\n", + "Mar 2017\n", + "Mar 2018\n", + "Mar 2019\n", + "Mar 2020\n", + "Mar 2021\n", + "Mar 2022\n", + "Mar 2023\n", + "Mar 2024\n", + "TTM\n", + "Sales\n", + "+\n", + "783\n", + "742\n", + "903\n", + "1,162\n", + "1,131\n", + "1,408\n", + "1,704\n", + "2,047\n", + "2,233\n", + "Expenses\n", + "+\n", + "649\n", + "620\n", + "755\n", + "932\n", + "869\n", + "1,035\n", + "1,222\n", + "1,507\n", + "1,671\n", + "Operating Profit\n", + "134\n", + "122\n", + "148\n", + "230\n", + "262\n", + "373\n", + "482\n", + "539\n", + "562\n", + "OPM %\n", + "17%\n", + "16%\n", + "16%\n", + "20%\n", + "23%\n", + "26%\n", + "28%\n", + "26%\n", + "25%\n", + "Other Income\n", + "+\n", + "7\n", + "15\n", + "18\n", + "6\n", + "14\n", + "13\n", + "27\n", + "78\n", + "86\n", + "Interest\n", + "5\n", + "1\n", + "0\n", + "7\n", + "8\n", + "14\n", + "19\n", + "16\n", + "15\n", + "Depreciation\n", + "21\n", + "21\n", + "26\n", + "48\n", + "58\n", + "88\n", + "124\n", + "142\n", + "148\n", + "Profit before tax\n", + "115\n", + "116\n", + "140\n", + "181\n", + "211\n", + "285\n", + "365\n", + "459\n", + "484\n", + "Tax %\n", + "35%\n", + "34%\n", + "35%\n", + "30%\n", + "28%\n", + "25%\n", + "25%\n", + "23%\n", + "Net Profit\n", + "+\n", + "75\n", + "76\n", + "91\n", + "128\n", + "152\n", + "213\n", + "275\n", + "354\n", + "374\n", + "EPS in Rs\n", + "5.04\n", + "5.15\n", + "6.16\n", + "8.63\n", + "10.25\n", + "13.94\n", + "17.84\n", + "21.76\n", + "23.18\n", + "Dividend Payout %\n", + "0%\n", + "0%\n", + "0%\n", + "21%\n", + "15%\n", + "18%\n", + "27%\n", + "26%\n", + "Compounded Sales Growth\n", + "10 Years:\n", + "%\n", + "5 Years:\n", + "18%\n", + "3 Years:\n", + "22%\n", + "TTM:\n", + "22%\n", + "Compounded Profit Growth\n", + "10 Years:\n", + "%\n", + "5 Years:\n", + "31%\n", + "3 Years:\n", + "32%\n", + "TTM:\n", + "29%\n", + "Stock Price CAGR\n", + "10 Years:\n", + "%\n", + "5 Years:\n", + "%\n", + "3 Years:\n", + "16%\n", + "1 Year:\n", + "11%\n", + "Return on Equity\n", + "10 Years:\n", + "%\n", + "5 Years:\n", + "19%\n", + "3 Years:\n", + "20%\n", + "Last Year:\n", + "21%\n", + "Balance Sheet\n", + "Standalone Figures in Rs. Crores\n", + " /\n", + "View Consolidated\n", + "Corporate actions\n", + "Mar 2017\n", + "Mar 2018\n", + "Mar 2019\n", + "Mar 2020\n", + "Mar 2021\n", + "Mar 2022\n", + "Mar 2023\n", + "Mar 2024\n", + "Sep 2024\n", + "Equity Capital\n", + "148\n", + "148\n", + "148\n", + "148\n", + "148\n", + "153\n", + "154\n", + "163\n", + "163\n", + "Reserves\n", + "413\n", + "522\n", + "589\n", + "686\n", + "803\n", + "1,059\n", + "1,342\n", + "1,726\n", + "1,866\n", + "Borrowings\n", + "+\n", + "7\n", + "0\n", + "0\n", + "0\n", + "0\n", + "0\n", + "0\n", + "0\n", + "181\n", + "Other Liabilities\n", + "+\n", + "161\n", + "171\n", + "197\n", + "434\n", + "580\n", + "549\n", + "500\n", + "673\n", + "533\n", + "Total Liabilities\n", + "729\n", + "842\n", + "934\n", + "1,268\n", + "1,532\n", + "1,761\n", + "1,997\n", + "2,562\n", + "2,743\n", + "Fixed Assets\n", + "+\n", + "162\n", + "162\n", + "204\n", + "328\n", + "440\n", + "637\n", + "753\n", + "727\n", + "711\n", + "CWIP\n", + "1\n", + "0\n", + "3\n", + "4\n", + "23\n", + "42\n", + "20\n", + "18\n", + "71\n", + "Investments\n", + "143\n", + "215\n", + "195\n", + "240\n", + "281\n", + "266\n", + "426\n", + "613\n", + "562\n", + "Other Assets\n", + "+\n", + "422\n", + "464\n", + "532\n", + "696\n", + "787\n", + "815\n", + "798\n", + "1,205\n", + "1,400\n", + "Total Assets\n", + "729\n", + "842\n", + "934\n", + "1,268\n", + "1,532\n", + "1,761\n", + "1,997\n", + "2,562\n", + "2,743\n", + "Cash Flows\n", + "Standalone Figures in Rs. Crores\n", + " /\n", + "View Consolidated\n", + "Mar 2017\n", + "Mar 2018\n", + "Mar 2019\n", + "Mar 2020\n", + "Mar 2021\n", + "Mar 2022\n", + "Mar 2023\n", + "Mar 2024\n", + "Cash from Operating Activity\n", + "+\n", + "121\n", + "150\n", + "74\n", + "204\n", + "100\n", + "219\n", + "382\n", + "385\n", + "Cash from Investing Activity\n", + "+\n", + "-65\n", + "-91\n", + "5\n", + "-106\n", + "-90\n", + "-284\n", + "-323\n", + "-236\n", + "Cash from Financing Activity\n", + "+\n", + "-57\n", + "-5\n", + "-29\n", + "-56\n", + "-60\n", + "2\n", + "-51\n", + "-51\n", + "Net Cash Flow\n", + "-2\n", + "55\n", + "51\n", + "42\n", + "-50\n", + "-63\n", + "9\n", + "98\n", + "Ratios\n", + "Standalone Figures in Rs. Crores\n", + " /\n", + "View Consolidated\n", + "Mar 2017\n", + "Mar 2018\n", + "Mar 2019\n", + "Mar 2020\n", + "Mar 2021\n", + "Mar 2022\n", + "Mar 2023\n", + "Mar 2024\n", + "Debtor Days\n", + "57\n", + "56\n", + "54\n", + "70\n", + "137\n", + "111\n", + "97\n", + "118\n", + "Inventory Days\n", + "49\n", + "212\n", + "169\n", + "82\n", + "182\n", + "149\n", + "233\n", + "238\n", + "Days Payable\n", + "329\n", + "603\n", + "318\n", + "363\n", + "642\n", + "610\n", + "763\n", + "806\n", + "Cash Conversion Cycle\n", + "-223\n", + "-335\n", + "-95\n", + "-211\n", + "-324\n", + "-349\n", + "-433\n", + "-450\n", + "Working Capital Days\n", + "63\n", + "49\n", + "49\n", + "21\n", + "35\n", + "60\n", + "57\n", + "58\n", + "ROCE %\n", + "19%\n", + "20%\n", + "24%\n", + "24%\n", + "28%\n", + "28%\n", + "28%\n", + "Shareholding Pattern\n", + "Numbers in percentages\n", + "Quarterly\n", + "Yearly\n", + "Trades\n", + "Mar 2022\n", + "Jun 2022\n", + "Sep 2022\n", + "Dec 2022\n", + "Mar 2023\n", + "Jun 2023\n", + "Sep 2023\n", + "Dec 2023\n", + "Mar 2024\n", + "Jun 2024\n", + "Sep 2024\n", + "Dec 2024\n", + "Promoters\n", + "+\n", + "63.38%\n", + "63.16%\n", + "63.01%\n", + "60.98%\n", + "60.24%\n", + "46.48%\n", + "26.69%\n", + "26.69%\n", + "0.00%\n", + "0.00%\n", + "0.00%\n", + "0.00%\n", + "FIIs\n", + "+\n", + "9.54%\n", + "10.40%\n", + "10.61%\n", + "12.46%\n", + "13.12%\n", + "15.27%\n", + "23.76%\n", + "23.76%\n", + "36.34%\n", + "40.21%\n", + "39.99%\n", + "37.95%\n", + "DIIs\n", + "+\n", + "11.09%\n", + "11.65%\n", + "12.09%\n", + "12.14%\n", + "12.57%\n", + "20.96%\n", + "23.98%\n", + "23.43%\n", + "29.01%\n", + "28.40%\n", + "26.66%\n", + "27.03%\n", + "Public\n", + "+\n", + "15.99%\n", + "14.78%\n", + "14.30%\n", + "14.43%\n", + "14.04%\n", + "17.27%\n", + "25.56%\n", + "26.13%\n", + "34.65%\n", + "31.40%\n", + "33.35%\n", + "35.01%\n", + "No. of Shareholders\n", + "1,43,091\n", + "1,30,634\n", + "1,18,270\n", + "1,09,201\n", + "1,14,003\n", + "1,20,804\n", + "1,43,365\n", + "1,54,547\n", + "1,68,942\n", + "1,60,764\n", + "1,77,142\n", + "1,74,847\n", + "Mar 2022\n", + "Mar 2023\n", + "Mar 2024\n", + "Dec 2024\n", + "Promoters\n", + "+\n", + "63.38%\n", + "60.24%\n", + "0.00%\n", + "0.00%\n", + "FIIs\n", + "+\n", + "9.54%\n", + "13.12%\n", + "36.34%\n", + "37.95%\n", + "DIIs\n", + "+\n", + "11.09%\n", + "12.57%\n", + "29.01%\n", + "27.03%\n", + "Public\n", + "+\n", + "15.99%\n", + "14.04%\n", + "34.65%\n", + "35.01%\n", + "No. of Shareholders\n", + "1,43,091\n", + "1,14,003\n", + "1,68,942\n", + "1,74,847\n", + "* The classifications might have changed from Sep'2022 onwards.\n", + "The new XBRL format added more details from Sep'22 onwards.\n", + "Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.\n", + "Click on the line-items to see the names of individual entities.\n", + "Documents\n", + "Announcements\n", + "Recent\n", + "Important\n", + "Search\n", + "All\n", + "Disclosures under Reg. 29(1) of SEBI (SAST) Regulations, 2011\n", + "14h\n", + "Announcement under Regulation 30 (LODR)-Newspaper Publication\n", + "18 Jan - Newspaper publications for Postal Ballot Notice dated 16th January, 2025\n", + "Shareholder Meeting / Postal Ballot-Notice of Postal Ballot\n", + "17 Jan - Postal ballot notice for appointment of Independent Director.\n", + "Change In The Name Of Registrar And Share Transfer Agent.\n", + "2 Jan - Change of name of Registrar and Share Transfer Agent.\n", + "Closure of Trading Window\n", + "30 Dec\n", + "Annual reports\n", + "Financial Year 2024\n", + "from bse\n", + "Financial Year 2023\n", + "from bse\n", + "Financial Year 2022\n", + "from bse\n", + "Financial Year 2022\n", + "from nse\n", + "DRHP\n", + "Credit ratings\n", + "Rating update\n", + "25 Jan 2024 from icra\n", + "Rating update\n", + "22 Mar 2023 from icra\n", + "Rating update\n", + "26 Sep 2022 from icra\n", + "Rating update\n", + "15 Jul 2021 from icra\n", + "Rating update\n", + "18 Feb 2020 from icra\n", + "Rating update\n", + "8 Jan 2019 from icra\n", + "Concalls\n", + "Add Missing\n", + "Oct 2024\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "REC\n", + "Jul 2024\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "REC\n", + "May 2024\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "REC\n", + "Jan 2024\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Oct 2023\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Jul 2023\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "May 2023\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "REC\n", + "Feb 2023\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Nov 2022\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Aug 2022\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "May 2022\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Feb 2022\n", + "Transcript\n", + "Notes\n", + "PPT\n", + "Stock analysis and screening tool\n", + "Mittal Analytics Private Ltd © 2009-2024\n", + "Made with\n", + "in India.\n", + "Data provided by C-MOTS Internet Technologies Pvt Ltd\n", + "Terms\n", + "&\n", + "Privacy\n", + ".\n", + "Product\n", + "Premium\n", + "What's new?\n", + "Learn\n", + "Install\n", + "Team\n", + "About us\n", + "Support\n", + "Theme\n", + "Light\n", + "Dark\n", + "Auto\n", + "Mittal Analytics Private Ltd © 2009-2024\n", + "Data provided by C-MOTS Internet Technologies Pvt Ltd\n", + "Terms\n", + "&\n", + "Privacy\n", + ". and recommend pros and cons of the business in bullet points alongwith recommendation to buy or sell\n" + ] + } + ], "source": [ "website = \"https://www.screener.in/company/CMSINFO/\"\n", "biz = Website(website)\n", @@ -88,10 +1059,22 @@ }, { "cell_type": "code", - "execution_count": null, + "execution_count": 5, "id": "00743dac-0e70-45b7-879a-d7293a6f68a6", "metadata": {}, - "outputs": [], + "outputs": [ + { + "ename": "NameError", + "evalue": "name 'openai' is not defined", + "output_type": "error", + "traceback": [ + "\u001b[1;31m---------------------------------------------------------------------------\u001b[0m", + "\u001b[1;31mNameError\u001b[0m Traceback (most recent call last)", + "Cell \u001b[1;32mIn[5], line 18\u001b[0m\n\u001b[0;32m 10\u001b[0m messages \u001b[38;5;241m=\u001b[39m [\n\u001b[0;32m 11\u001b[0m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mrole\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124msystem\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcontent\u001b[39m\u001b[38;5;124m\"\u001b[39m: system_prompt},\n\u001b[0;32m 12\u001b[0m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mrole\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124muser\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcontent\u001b[39m\u001b[38;5;124m\"\u001b[39m: user_prompt}\n\u001b[0;32m 13\u001b[0m ]\n\u001b[0;32m 14\u001b[0m \u001b[38;5;66;03m# Step 3: Call OpenAI\u001b[39;00m\n\u001b[0;32m 15\u001b[0m \n\u001b[0;32m 16\u001b[0m \u001b[38;5;66;03m# To give you a preview -- calling OpenAI with system and user messages:\u001b[39;00m\n\u001b[1;32m---> 18\u001b[0m response \u001b[38;5;241m=\u001b[39m \u001b[43mopenai\u001b[49m\u001b[38;5;241m.\u001b[39mchat\u001b[38;5;241m.\u001b[39mcompletions\u001b[38;5;241m.\u001b[39mcreate(model\u001b[38;5;241m=\u001b[39m\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mgpt-4o-mini\u001b[39m\u001b[38;5;124m\"\u001b[39m, messages\u001b[38;5;241m=\u001b[39mmessages)\n\u001b[0;32m 19\u001b[0m \u001b[38;5;66;03m# Step 4: print the result\u001b[39;00m\n\u001b[0;32m 21\u001b[0m \u001b[38;5;28mprint\u001b[39m(response\u001b[38;5;241m.\u001b[39mchoices[\u001b[38;5;241m0\u001b[39m]\u001b[38;5;241m.\u001b[39mmessage\u001b[38;5;241m.\u001b[39mcontent)\n", + "\u001b[1;31mNameError\u001b[0m: name 'openai' is not defined" + ] + } + ], "source": [ "# Step 1: Create your prompts\n", "website = \"https://www.screener.in/company/CMSINFO/\"\n", @@ -115,6 +1098,14 @@ "\n", "print(response.choices[0].message.content)\n" ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "d9edf96e-1190-44fe-9261-405709fb39cd", + "metadata": {}, + "outputs": [], + "source": [] } ], "metadata": { From a9b592fda4908509a5f72cfb84ddbe0164a058b9 Mon Sep 17 00:00:00 2001 From: Debojit Kangsa Banik Date: Sun, 26 Jan 2025 11:45:32 +0530 Subject: [PATCH 3/4] Added my contributions to community-contributions --- ...y1-debs_stock_summary_recommendation.ipynb | 46 +++++++++++++++---- 1 file changed, 37 insertions(+), 9 deletions(-) diff --git a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb index 4a2a267..68175f9 100644 --- a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb +++ b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb @@ -51,6 +51,16 @@ " print(\"API key found and looks good so far!\")\n" ] }, + { + "cell_type": "code", + "execution_count": 6, + "id": "0d2d5441-2afe-41b9-8039-c367acd715f9", + "metadata": {}, + "outputs": [], + "source": [ + "openai = OpenAI()" + ] + }, { "cell_type": "code", "execution_count": 3, @@ -1059,19 +1069,37 @@ }, { "cell_type": "code", - "execution_count": 5, + "execution_count": 7, "id": "00743dac-0e70-45b7-879a-d7293a6f68a6", "metadata": {}, "outputs": [ { - "ename": "NameError", - "evalue": "name 'openai' is not defined", - "output_type": "error", - "traceback": [ - "\u001b[1;31m---------------------------------------------------------------------------\u001b[0m", - "\u001b[1;31mNameError\u001b[0m Traceback (most recent call last)", - "Cell \u001b[1;32mIn[5], line 18\u001b[0m\n\u001b[0;32m 10\u001b[0m messages \u001b[38;5;241m=\u001b[39m [\n\u001b[0;32m 11\u001b[0m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mrole\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124msystem\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcontent\u001b[39m\u001b[38;5;124m\"\u001b[39m: system_prompt},\n\u001b[0;32m 12\u001b[0m {\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mrole\u001b[39m\u001b[38;5;124m\"\u001b[39m: \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124muser\u001b[39m\u001b[38;5;124m\"\u001b[39m, \u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mcontent\u001b[39m\u001b[38;5;124m\"\u001b[39m: user_prompt}\n\u001b[0;32m 13\u001b[0m ]\n\u001b[0;32m 14\u001b[0m \u001b[38;5;66;03m# Step 3: Call OpenAI\u001b[39;00m\n\u001b[0;32m 15\u001b[0m \n\u001b[0;32m 16\u001b[0m \u001b[38;5;66;03m# To give you a preview -- calling OpenAI with system and user messages:\u001b[39;00m\n\u001b[1;32m---> 18\u001b[0m response \u001b[38;5;241m=\u001b[39m \u001b[43mopenai\u001b[49m\u001b[38;5;241m.\u001b[39mchat\u001b[38;5;241m.\u001b[39mcompletions\u001b[38;5;241m.\u001b[39mcreate(model\u001b[38;5;241m=\u001b[39m\u001b[38;5;124m\"\u001b[39m\u001b[38;5;124mgpt-4o-mini\u001b[39m\u001b[38;5;124m\"\u001b[39m, messages\u001b[38;5;241m=\u001b[39mmessages)\n\u001b[0;32m 19\u001b[0m \u001b[38;5;66;03m# Step 4: print the result\u001b[39;00m\n\u001b[0;32m 21\u001b[0m \u001b[38;5;28mprint\u001b[39m(response\u001b[38;5;241m.\u001b[39mchoices[\u001b[38;5;241m0\u001b[39m]\u001b[38;5;241m.\u001b[39mmessage\u001b[38;5;241m.\u001b[39mcontent)\n", - "\u001b[1;31mNameError\u001b[0m: name 'openai' is not defined" + "name": "stdout", + "output_type": "stream", + "text": [ + "### Summary of CMS Info Systems Ltd\n", + "\n", + "CMS Info Systems Ltd is India's largest cash management company, recognized primarily for its extensive network of ATM and retail pick-up points. Founded with a focus on providing end-to-end outsourced solutions, the company caters to banks, financial institutions, organized retail, and e-commerce sectors. As of March 31, 2021, it has established itself as a leader in cash logistics, AIoT (Artificial Intelligence of Things) in banking, and Algorithmic Managed Variable Supply (Algo MVS). Some of its prominent clients include State Bank of India (SBI), HDFC, ICICI, and Axis Bank.\n", + "\n", + "### Key Financial Highlights\n", + "- **Market Cap**: ₹7,041 Crores\n", + "- **Current Share Price**: ₹431\n", + "- **Stock P/E Ratio**: 18.8\n", + "- **Dividends Yield**: 1.33%\n", + "- **Return on Equity (ROE)**: 20.5%\n", + "- **Debt**: The company is almost debt-free.\n", + "\n", + "### Pros\n", + "- **Strong Profit Growth**: Achieved a compounded annual growth rate (CAGR) of about 30.7% over the last five years.\n", + "- **Healthy Dividend Payout**: Maintains a dividend payout of 23.7%, appealing to income-seeking investors.\n", + "- **Dominance in Market**: Established as the largest player in the cash management and ATM servicing sector in India.\n", + "\n", + "### Cons\n", + "- **Market Volatility**: Operating in the banking services sector can expose the company to macroeconomic factors impacting the financial sector.\n", + "- **Dependence on Banks**: The company heavily relies on major banking institutions, which could be a risk if banking regulations or market conditions shift.\n", + "\n", + "### Recommendation\n", + "Given the robust growth track record and almost debt-free balance sheet complemented by a healthy dividend yield, CMS Info Systems Ltd appears to be a **BUY** at the current level. Its position as a market leader in cash management and a strong financial performance suggests potential for long-term growth. Investors should monitor industry trends and regulatory frameworks impacting the banking and retail sectors closely.\n" ] } ], From 4cc229fbaf9e66aa68a51aa33a7f26625fff650a Mon Sep 17 00:00:00 2001 From: Debojit Kangsa Banik Date: Sun, 26 Jan 2025 13:02:45 +0530 Subject: [PATCH 4/4] Added my contributions to community-contributions --- ...y1-debs_stock_summary_recommendation.ipynb | 1019 +---------------- 1 file changed, 9 insertions(+), 1010 deletions(-) diff --git a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb index 68175f9..0fe87cc 100644 --- a/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb +++ b/week1/community-contributions/day1-debs_stock_summary_recommendation.ipynb @@ -2,7 +2,7 @@ "cells": [ { "cell_type": "code", - "execution_count": 1, + "execution_count": null, "id": "4e2a9393-7767-488e-a8bf-27c12dca35bd", "metadata": {}, "outputs": [], @@ -21,18 +21,10 @@ }, { "cell_type": "code", - "execution_count": 2, + "execution_count": null, "id": "7b87cadb-d513-4303-baee-a37b6f938e4d", "metadata": {}, - "outputs": [ - { - "name": "stdout", - "output_type": "stream", - "text": [ - "API key found and looks good so far!\n" - ] - } - ], + "outputs": [], "source": [ "# Load environment variables in a file called .env\n", "\n", @@ -53,7 +45,7 @@ }, { "cell_type": "code", - "execution_count": 6, + "execution_count": null, "id": "0d2d5441-2afe-41b9-8039-c367acd715f9", "metadata": {}, "outputs": [], @@ -63,7 +55,7 @@ }, { "cell_type": "code", - "execution_count": 3, + "execution_count": null, "id": "c5e793b2-6775-426a-a139-4848291d0463", "metadata": {}, "outputs": [], @@ -93,973 +85,10 @@ }, { "cell_type": "code", - "execution_count": 4, + "execution_count": null, "id": "7c7e0988-8f2d-4844-a847-eebec76b114a", "metadata": {}, - "outputs": [ - { - "name": "stdout", - "output_type": "stream", - "text": [ - "Give short summary of the business Home\n", - "Screens\n", - "Tools\n", - "Login\n", - "Home\n", - "Screens\n", - "Tools\n", - "Create a stock screen\n", - "Run queries on 10 years of financial data\n", - "Premium features\n", - "Commodity Prices\n", - "See prices and trends of over 10,000 commodities\n", - "Search shareholders\n", - "See companies where a person holds over 1% of the shares\n", - "Latest Announcements\n", - "Browse, filter and set alerts for announcements.\n", - "Upgrade to premium\n", - "Login\n", - "Get free account\n", - "CMS Info Systems Ltd\n", - "Notebook\n", - "CMS Info Systems\n", - "Summary\n", - "Chart\n", - "Analysis\n", - "Peers\n", - "Quarters\n", - "Profit & Loss\n", - "Balance Sheet\n", - "Cash Flow\n", - "Ratios\n", - "Investors\n", - "Documents\n", - "Notebook\n", - "CMS Info Systems Ltd\n", - "₹ 431\n", - "-1.66%\n", - "24 Jan\n", - " \n", - " - close price\n", - "Export to Excel\n", - "Follow\n", - "cms.com\n", - "BSE:\n", - " 543441\n", - "NSE:\n", - " CMSINFO\n", - "About\n", - "CMS Info Systems Limited is India's largest cash management company in terms of the number of ATM points and retail pick-up points as of March 31, 2021. The company is engaged in installing, maintaining, and managing assets and technology solutions on an end-to-end outsourced basis for banks, financial institutions, organized retail and e-commerce companies in India.\n", - "Key Points\n", - "Leadership\n", - "[1]\n", - "

Only Integrated Banking Solutions provider

\n", - "with end-to-end offerings.\n", - "

1 across Cash Logistics, AIoT in Banking and Algo MVS.

\n", - "The company services leading banks like\n", - "SBI, HDFC, ICICI & Axis.\n", - "Read More\n", - "Website\n", - "BSE\n", - "NSE\n", - "Market Cap\n", - "₹\n", - "7,041\n", - "Cr.\n", - "Current Price\n", - "₹\n", - "431\n", - "High / Low\n", - "₹\n", - "616\n", - "/\n", - "355\n", - "Stock P/E\n", - "18.8\n", - "Book Value\n", - "₹\n", - "124\n", - "Dividend Yield\n", - "1.33\n", - "%\n", - "ROCE\n", - "27.5\n", - "%\n", - "ROE\n", - "20.5\n", - "%\n", - "Face Value\n", - "₹\n", - "10.0\n", - "Add ratio to table\n", - "Edit ratios\n", - "1M\n", - "6M\n", - "1Yr\n", - "3Yr\n", - "5Yr\n", - "10Yr\n", - "Max\n", - "Price\n", - "PE Ratio\n", - "Hidden\n", - "More\n", - "Sales & Margin\n", - "EV / EBITDA\n", - "Price to Book\n", - "Market Cap / Sales\n", - "Alerts\n", - "Pros\n", - "Company is almost debt free.\n", - "Company has delivered good profit growth of 30.7% CAGR over last 5 years\n", - "Company has been maintaining a healthy dividend payout of 23.7%\n", - "Cons\n", - "*\n", - "The pros and cons are machine generated.\n", - "Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.\n", - "Peer comparison\n", - "Sector:\n", - "Miscellaneous\n", - "Industry:\n", - "Miscellaneous\n", - "Part of\n", - "BSE Services\n", - "BSE Allcap\n", - "BSE SmallCap\n", - "Nifty Total Market\n", - "Nifty Microcap 250\n", - "Edit\n", - "Columns\n", - "Loading peers table ...\n", - "Detailed Comparison with:\n", - "Quarterly Results\n", - "Standalone Figures in Rs. Crores\n", - " /\n", - "View Consolidated\n", - "Sep 2021\n", - "Dec 2021\n", - "Mar 2022\n", - "Jun 2022\n", - "Sep 2022\n", - "Dec 2022\n", - "Mar 2023\n", - "Jun 2023\n", - "Sep 2023\n", - "Dec 2023\n", - "Mar 2024\n", - "Jun 2024\n", - "Sep 2024\n", - "Sales\n", - "+\n", - "326\n", - "354\n", - "399\n", - "399\n", - "417\n", - "438\n", - "449\n", - "457\n", - "487\n", - "523\n", - "581\n", - "553\n", - "577\n", - "Expenses\n", - "+\n", - "237\n", - "252\n", - "294\n", - "292\n", - "302\n", - "318\n", - "310\n", - "322\n", - "359\n", - "394\n", - "432\n", - "412\n", - "433\n", - "Operating Profit\n", - "89\n", - "102\n", - "105\n", - "107\n", - "115\n", - "120\n", - "139\n", - "134\n", - "128\n", - "129\n", - "148\n", - "141\n", - "143\n", - "OPM %\n", - "27%\n", - "29%\n", - "26%\n", - "27%\n", - "28%\n", - "27%\n", - "31%\n", - "29%\n", - "26%\n", - "25%\n", - "26%\n", - "25%\n", - "25%\n", - "Other Income\n", - "+\n", - "1\n", - "9\n", - "2\n", - "17\n", - "2\n", - "4\n", - "4\n", - "6\n", - "6\n", - "31\n", - "34\n", - "10\n", - "11\n", - "Interest\n", - "4\n", - "3\n", - "4\n", - "4\n", - "5\n", - "5\n", - "5\n", - "4\n", - "4\n", - "4\n", - "4\n", - "4\n", - "4\n", - "Depreciation\n", - "21\n", - "21\n", - "26\n", - "28\n", - "32\n", - "31\n", - "33\n", - "34\n", - "34\n", - "36\n", - "38\n", - "37\n", - "38\n", - "Profit before tax\n", - "65\n", - "87\n", - "76\n", - "91\n", - "80\n", - "89\n", - "105\n", - "102\n", - "96\n", - "121\n", - "141\n", - "110\n", - "113\n", - "Tax %\n", - "24%\n", - "24%\n", - "27%\n", - "21%\n", - "26%\n", - "25%\n", - "26%\n", - "26%\n", - "26%\n", - "20%\n", - "21%\n", - "25%\n", - "26%\n", - "Net Profit\n", - "+\n", - "49\n", - "66\n", - "56\n", - "72\n", - "59\n", - "67\n", - "77\n", - "75\n", - "71\n", - "96\n", - "111\n", - "82\n", - "84\n", - "EPS in Rs\n", - "3.31\n", - "4.48\n", - "3.64\n", - "4.68\n", - "3.86\n", - "4.33\n", - "5.01\n", - "4.88\n", - "4.55\n", - "6.16\n", - "6.84\n", - "5.03\n", - "5.15\n", - "Raw PDF\n", - "Profit & Loss\n", - "Standalone Figures in Rs. Crores\n", - " /\n", - "View Consolidated\n", - "Related Party\n", - "Mar 2017\n", - "Mar 2018\n", - "Mar 2019\n", - "Mar 2020\n", - "Mar 2021\n", - "Mar 2022\n", - "Mar 2023\n", - "Mar 2024\n", - "TTM\n", - "Sales\n", - "+\n", - "783\n", - "742\n", - "903\n", - "1,162\n", - "1,131\n", - "1,408\n", - "1,704\n", - "2,047\n", - "2,233\n", - "Expenses\n", - "+\n", - "649\n", - "620\n", - "755\n", - "932\n", - "869\n", - "1,035\n", - "1,222\n", - "1,507\n", - "1,671\n", - "Operating Profit\n", - "134\n", - "122\n", - "148\n", - "230\n", - "262\n", - "373\n", - "482\n", - "539\n", - "562\n", - "OPM %\n", - "17%\n", - "16%\n", - "16%\n", - "20%\n", - "23%\n", - "26%\n", - "28%\n", - "26%\n", - "25%\n", - "Other Income\n", - "+\n", - "7\n", - "15\n", - "18\n", - "6\n", - "14\n", - "13\n", - "27\n", - "78\n", - "86\n", - "Interest\n", - "5\n", - "1\n", - "0\n", - "7\n", - "8\n", - "14\n", - "19\n", - "16\n", - "15\n", - "Depreciation\n", - "21\n", - "21\n", - "26\n", - "48\n", - "58\n", - "88\n", - "124\n", - "142\n", - "148\n", - "Profit before tax\n", - "115\n", - "116\n", - "140\n", - "181\n", - "211\n", - "285\n", - "365\n", - "459\n", - "484\n", - "Tax %\n", - "35%\n", - "34%\n", - "35%\n", - "30%\n", - "28%\n", - "25%\n", - "25%\n", - "23%\n", - "Net Profit\n", - "+\n", - "75\n", - "76\n", - "91\n", - "128\n", - "152\n", - "213\n", - "275\n", - "354\n", - "374\n", - "EPS in Rs\n", - "5.04\n", - "5.15\n", - "6.16\n", - "8.63\n", - "10.25\n", - "13.94\n", - "17.84\n", - "21.76\n", - "23.18\n", - "Dividend Payout %\n", - "0%\n", - "0%\n", - "0%\n", - "21%\n", - "15%\n", - "18%\n", - "27%\n", - "26%\n", - "Compounded Sales Growth\n", - "10 Years:\n", - "%\n", - "5 Years:\n", - "18%\n", - "3 Years:\n", - "22%\n", - "TTM:\n", - "22%\n", - "Compounded Profit Growth\n", - "10 Years:\n", - "%\n", - "5 Years:\n", - "31%\n", - "3 Years:\n", - "32%\n", - "TTM:\n", - "29%\n", - "Stock Price CAGR\n", - "10 Years:\n", - "%\n", - "5 Years:\n", - "%\n", - "3 Years:\n", - "16%\n", - "1 Year:\n", - "11%\n", - "Return on Equity\n", - "10 Years:\n", - "%\n", - "5 Years:\n", - "19%\n", - "3 Years:\n", - "20%\n", - "Last Year:\n", - "21%\n", - "Balance Sheet\n", - "Standalone Figures in Rs. Crores\n", - " /\n", - "View Consolidated\n", - "Corporate actions\n", - "Mar 2017\n", - "Mar 2018\n", - "Mar 2019\n", - "Mar 2020\n", - "Mar 2021\n", - "Mar 2022\n", - "Mar 2023\n", - "Mar 2024\n", - "Sep 2024\n", - "Equity Capital\n", - "148\n", - "148\n", - "148\n", - "148\n", - "148\n", - "153\n", - "154\n", - "163\n", - "163\n", - "Reserves\n", - "413\n", - "522\n", - "589\n", - "686\n", - "803\n", - "1,059\n", - "1,342\n", - "1,726\n", - "1,866\n", - "Borrowings\n", - "+\n", - "7\n", - "0\n", - "0\n", - "0\n", - "0\n", - "0\n", - "0\n", - "0\n", - "181\n", - "Other Liabilities\n", - "+\n", - "161\n", - "171\n", - "197\n", - "434\n", - "580\n", - "549\n", - "500\n", - "673\n", - "533\n", - "Total Liabilities\n", - "729\n", - "842\n", - "934\n", - "1,268\n", - "1,532\n", - "1,761\n", - "1,997\n", - "2,562\n", - "2,743\n", - "Fixed Assets\n", - "+\n", - "162\n", - "162\n", - "204\n", - "328\n", - "440\n", - "637\n", - "753\n", - "727\n", - "711\n", - "CWIP\n", - "1\n", - "0\n", - "3\n", - "4\n", - "23\n", - "42\n", - "20\n", - "18\n", - "71\n", - "Investments\n", - "143\n", - "215\n", - "195\n", - "240\n", - "281\n", - "266\n", - "426\n", - "613\n", - "562\n", - "Other Assets\n", - "+\n", - "422\n", - "464\n", - "532\n", - "696\n", - "787\n", - "815\n", - "798\n", - "1,205\n", - "1,400\n", - "Total Assets\n", - "729\n", - "842\n", - "934\n", - "1,268\n", - "1,532\n", - "1,761\n", - "1,997\n", - "2,562\n", - "2,743\n", - "Cash Flows\n", - "Standalone Figures in Rs. Crores\n", - " /\n", - "View Consolidated\n", - "Mar 2017\n", - "Mar 2018\n", - "Mar 2019\n", - "Mar 2020\n", - "Mar 2021\n", - "Mar 2022\n", - "Mar 2023\n", - "Mar 2024\n", - "Cash from Operating Activity\n", - "+\n", - "121\n", - "150\n", - "74\n", - "204\n", - "100\n", - "219\n", - "382\n", - "385\n", - "Cash from Investing Activity\n", - "+\n", - "-65\n", - "-91\n", - "5\n", - "-106\n", - "-90\n", - "-284\n", - "-323\n", - "-236\n", - "Cash from Financing Activity\n", - "+\n", - "-57\n", - "-5\n", - "-29\n", - "-56\n", - "-60\n", - "2\n", - "-51\n", - "-51\n", - "Net Cash Flow\n", - "-2\n", - "55\n", - "51\n", - "42\n", - "-50\n", - "-63\n", - "9\n", - "98\n", - "Ratios\n", - "Standalone Figures in Rs. Crores\n", - " /\n", - "View Consolidated\n", - "Mar 2017\n", - "Mar 2018\n", - "Mar 2019\n", - "Mar 2020\n", - "Mar 2021\n", - "Mar 2022\n", - "Mar 2023\n", - "Mar 2024\n", - "Debtor Days\n", - "57\n", - "56\n", - "54\n", - "70\n", - "137\n", - "111\n", - "97\n", - "118\n", - "Inventory Days\n", - "49\n", - "212\n", - "169\n", - "82\n", - "182\n", - "149\n", - "233\n", - "238\n", - "Days Payable\n", - "329\n", - "603\n", - "318\n", - "363\n", - "642\n", - "610\n", - "763\n", - "806\n", - "Cash Conversion Cycle\n", - "-223\n", - "-335\n", - "-95\n", - "-211\n", - "-324\n", - "-349\n", - "-433\n", - "-450\n", - "Working Capital Days\n", - "63\n", - "49\n", - "49\n", - "21\n", - "35\n", - "60\n", - "57\n", - "58\n", - "ROCE %\n", - "19%\n", - "20%\n", - "24%\n", - "24%\n", - "28%\n", - "28%\n", - "28%\n", - "Shareholding Pattern\n", - "Numbers in percentages\n", - "Quarterly\n", - "Yearly\n", - "Trades\n", - "Mar 2022\n", - "Jun 2022\n", - "Sep 2022\n", - "Dec 2022\n", - "Mar 2023\n", - "Jun 2023\n", - "Sep 2023\n", - "Dec 2023\n", - "Mar 2024\n", - "Jun 2024\n", - "Sep 2024\n", - "Dec 2024\n", - "Promoters\n", - "+\n", - "63.38%\n", - "63.16%\n", - "63.01%\n", - "60.98%\n", - "60.24%\n", - "46.48%\n", - "26.69%\n", - "26.69%\n", - "0.00%\n", - "0.00%\n", - "0.00%\n", - "0.00%\n", - "FIIs\n", - "+\n", - "9.54%\n", - "10.40%\n", - "10.61%\n", - "12.46%\n", - "13.12%\n", - "15.27%\n", - "23.76%\n", - "23.76%\n", - "36.34%\n", - "40.21%\n", - "39.99%\n", - "37.95%\n", - "DIIs\n", - "+\n", - "11.09%\n", - "11.65%\n", - "12.09%\n", - "12.14%\n", - "12.57%\n", - "20.96%\n", - "23.98%\n", - "23.43%\n", - "29.01%\n", - "28.40%\n", - "26.66%\n", - "27.03%\n", - "Public\n", - "+\n", - "15.99%\n", - "14.78%\n", - "14.30%\n", - "14.43%\n", - "14.04%\n", - "17.27%\n", - "25.56%\n", - "26.13%\n", - "34.65%\n", - "31.40%\n", - "33.35%\n", - "35.01%\n", - "No. of Shareholders\n", - "1,43,091\n", - "1,30,634\n", - "1,18,270\n", - "1,09,201\n", - "1,14,003\n", - "1,20,804\n", - "1,43,365\n", - "1,54,547\n", - "1,68,942\n", - "1,60,764\n", - "1,77,142\n", - "1,74,847\n", - "Mar 2022\n", - "Mar 2023\n", - "Mar 2024\n", - "Dec 2024\n", - "Promoters\n", - "+\n", - "63.38%\n", - "60.24%\n", - "0.00%\n", - "0.00%\n", - "FIIs\n", - "+\n", - "9.54%\n", - "13.12%\n", - "36.34%\n", - "37.95%\n", - "DIIs\n", - "+\n", - "11.09%\n", - "12.57%\n", - "29.01%\n", - "27.03%\n", - "Public\n", - "+\n", - "15.99%\n", - "14.04%\n", - "34.65%\n", - "35.01%\n", - "No. of Shareholders\n", - "1,43,091\n", - "1,14,003\n", - "1,68,942\n", - "1,74,847\n", - "* The classifications might have changed from Sep'2022 onwards.\n", - "The new XBRL format added more details from Sep'22 onwards.\n", - "Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.\n", - "Click on the line-items to see the names of individual entities.\n", - "Documents\n", - "Announcements\n", - "Recent\n", - "Important\n", - "Search\n", - "All\n", - "Disclosures under Reg. 29(1) of SEBI (SAST) Regulations, 2011\n", - "14h\n", - "Announcement under Regulation 30 (LODR)-Newspaper Publication\n", - "18 Jan - Newspaper publications for Postal Ballot Notice dated 16th January, 2025\n", - "Shareholder Meeting / Postal Ballot-Notice of Postal Ballot\n", - "17 Jan - Postal ballot notice for appointment of Independent Director.\n", - "Change In The Name Of Registrar And Share Transfer Agent.\n", - "2 Jan - Change of name of Registrar and Share Transfer Agent.\n", - "Closure of Trading Window\n", - "30 Dec\n", - "Annual reports\n", - "Financial Year 2024\n", - "from bse\n", - "Financial Year 2023\n", - "from bse\n", - "Financial Year 2022\n", - "from bse\n", - "Financial Year 2022\n", - "from nse\n", - "DRHP\n", - "Credit ratings\n", - "Rating update\n", - "25 Jan 2024 from icra\n", - "Rating update\n", - "22 Mar 2023 from icra\n", - "Rating update\n", - "26 Sep 2022 from icra\n", - "Rating update\n", - "15 Jul 2021 from icra\n", - "Rating update\n", - "18 Feb 2020 from icra\n", - "Rating update\n", - "8 Jan 2019 from icra\n", - "Concalls\n", - "Add Missing\n", - "Oct 2024\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "REC\n", - "Jul 2024\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "REC\n", - "May 2024\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "REC\n", - "Jan 2024\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Oct 2023\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Jul 2023\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "May 2023\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "REC\n", - "Feb 2023\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Nov 2022\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Aug 2022\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "May 2022\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Feb 2022\n", - "Transcript\n", - "Notes\n", - "PPT\n", - "Stock analysis and screening tool\n", - "Mittal Analytics Private Ltd © 2009-2024\n", - "Made with\n", - "in India.\n", - "Data provided by C-MOTS Internet Technologies Pvt Ltd\n", - "Terms\n", - "&\n", - "Privacy\n", - ".\n", - "Product\n", - "Premium\n", - "What's new?\n", - "Learn\n", - "Install\n", - "Team\n", - "About us\n", - "Support\n", - "Theme\n", - "Light\n", - "Dark\n", - "Auto\n", - "Mittal Analytics Private Ltd © 2009-2024\n", - "Data provided by C-MOTS Internet Technologies Pvt Ltd\n", - "Terms\n", - "&\n", - "Privacy\n", - ". and recommend pros and cons of the business in bullet points alongwith recommendation to buy or sell\n" - ] - } - ], + "outputs": [], "source": [ "website = \"https://www.screener.in/company/CMSINFO/\"\n", "biz = Website(website)\n", @@ -1069,40 +98,10 @@ }, { "cell_type": "code", - "execution_count": 7, + "execution_count": null, "id": "00743dac-0e70-45b7-879a-d7293a6f68a6", "metadata": {}, - "outputs": [ - { - "name": "stdout", - "output_type": "stream", - "text": [ - "### Summary of CMS Info Systems Ltd\n", - "\n", - "CMS Info Systems Ltd is India's largest cash management company, recognized primarily for its extensive network of ATM and retail pick-up points. Founded with a focus on providing end-to-end outsourced solutions, the company caters to banks, financial institutions, organized retail, and e-commerce sectors. As of March 31, 2021, it has established itself as a leader in cash logistics, AIoT (Artificial Intelligence of Things) in banking, and Algorithmic Managed Variable Supply (Algo MVS). Some of its prominent clients include State Bank of India (SBI), HDFC, ICICI, and Axis Bank.\n", - "\n", - "### Key Financial Highlights\n", - "- **Market Cap**: ₹7,041 Crores\n", - "- **Current Share Price**: ₹431\n", - "- **Stock P/E Ratio**: 18.8\n", - "- **Dividends Yield**: 1.33%\n", - "- **Return on Equity (ROE)**: 20.5%\n", - "- **Debt**: The company is almost debt-free.\n", - "\n", - "### Pros\n", - "- **Strong Profit Growth**: Achieved a compounded annual growth rate (CAGR) of about 30.7% over the last five years.\n", - "- **Healthy Dividend Payout**: Maintains a dividend payout of 23.7%, appealing to income-seeking investors.\n", - "- **Dominance in Market**: Established as the largest player in the cash management and ATM servicing sector in India.\n", - "\n", - "### Cons\n", - "- **Market Volatility**: Operating in the banking services sector can expose the company to macroeconomic factors impacting the financial sector.\n", - "- **Dependence on Banks**: The company heavily relies on major banking institutions, which could be a risk if banking regulations or market conditions shift.\n", - "\n", - "### Recommendation\n", - "Given the robust growth track record and almost debt-free balance sheet complemented by a healthy dividend yield, CMS Info Systems Ltd appears to be a **BUY** at the current level. Its position as a market leader in cash management and a strong financial performance suggests potential for long-term growth. Investors should monitor industry trends and regulatory frameworks impacting the banking and retail sectors closely.\n" - ] - } - ], + "outputs": [], "source": [ "# Step 1: Create your prompts\n", "website = \"https://www.screener.in/company/CMSINFO/\"\n",