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April 20 & May 18, 2021 (See Below)
60% portfolio in Hydros (April 20, 2021 - 40% holdings & holdings increased to 60% on May 18, 2021)
30% in non life
10% in dev banks
0% Micros

Yesterday May 25, 2021 (See Below)
Advised AKPL SHPC BPCL as safe bets
It increased nice yesterday, cheers
Also sold Non Life & further increased holdings in Hydros, Averaged & non life also reduced to 10%

Today May 26, 2021
Good News Comes as to Hydros
Hope it increases the value of eligible companies like AKPL, SHPC, BPCL, CHCL Etc to new heights
Hopeless Hydros which are NEW & bad balancesheet cant issue RIGHTS so they arent alluring
&
NRB as to no purchase of lagubittas rule
No effect to commercial bank, mild effect to b and c types
NRB rule should not impact the market much eventually as to price of micros, however panic sell will be seen & some micros will crush

....BAKI ISHWOR KO LEELA....

SHARE03Jee

AKPL, SHPC , BPCL- SAFE
UNITED MODI - SPECULATIVE


...Baki ishwor ko leelaa...

Respected Sir,

Please name few hydros of your choice. How is MEN (Mountain Hydro) ,SHPC and SPDl.

Regards
Share03

INTEREST RATE LEVELS GOING DOWN

MARKET HENCE GOING UP

HYDROS (Fundamentally Sound Ones) Also gonna see further good surge

.....BAKI ISHWOR KO LEELA....

Why many investors are interested in Civil Bank & Century Commercial Bank ?

Is it becoz something is cooking inside ?

Respected pujibhairavjee can u give some knowledge on ccbl and cbl journey on upcoming days. Waiting for ur valuable suggestions as usual.

And CCBL merger with ?

Thanks for your suggestions Pujibhairav jee.

Based on my personal research, CBL will most likely merge with PRVU, if not, CZBIL.

April 18 SAID
Suggested NCCB

April 20, Said
40% goes to Dev Bank & Banking
30% to Non Life
30% to Hydros
0% to LIFE
0% to Micros

April 22, Said
Suggested SHPC

AND
By Selling NCCB and reinvesting in Hydros and Hydros now comprise 60% of the portfolio

ITS TIME TO WATCH THE DRAMA
AND WAIT FOR THE PERFECT TIME TO SELL


@FUTURIST JEE
CBL will merge, negotiations going on

.......BAKI ISHWOR KO LEELA.....

It's been a long time silence in this thread. Expecting some insight.

Namaste Sir
Any idea on LBL hike at the moment?

Regards
Share03

Pujibhairav jee, do you know the fate of CBL? Will it go alongside with any big bank anytime soon?

April 18, 2021
Told TO WATCH & BUY NCCB

Now

NCCB will merge with NABIL
Traders sud sell
Investor sud hold

....BAKI ISHWOR KO LEELA....

https://twitter.com/DrEricDing/status/1387133682876665858

This variant of Covid is going to hurt. If someone says otherwise, he or she is not thinking right.

The FLASH CRASH brought by some scrupulous mafias have ended today

The purpose of FLASH CRASH is not just dipping down the market in order to buy
Its another very significant purpose is creating confusion for today and also for tomorrow months


AS ALWAYS SAID SINCE LAST 15 DAYS
NEPSE soon gonna go go go HIGH

BUY SIDE WINS

...BAKI ISHWOR KO LEELA...

Sure, Currently in the buy side

Sunday political + pandemic (lock down) uncertainty. Monday pandemic (lock down) uncertainty. Tuesday onwards certainty of NEPSE continuity (market remain open during lock down also) no more uncertainties. so only positive vibes, very optimistic towards market. Jay NEPSE

hidcl strong dekhiyo...
hdhpc kinnai parne dekhiyo
nccb ma chyakhe thapnai parne dekhiyo

I am also on the Buy side n fully agree that market has strong base for upside potential.

Added some yesterday and also adding today on dip. Hope Mr. Market gives opportunity to Buy.

My Watchlist for today will be as :-
1) HIDCL, API, AKPL
2) NICA, NCCB
3) GBBL (looking very very strong)
4) FOWAD, NUBL & SLBBL
5) NLIC, NLICL & GLICL
6) PRIN, SICL

Yesterday Dips must have nailed many young enthusiasts in the market
Nobody knows what will happen in the market

But as most of the players have increased their leverage
As financial statements are improving
As Interest rate ain't gonna go up
As other sectors gonna go stall
Everything is conducive for market to go up

Currently in the buy side

.....BAKI ISHWOR KO LEELA...

I made the most profit from IPO from Grameen, but had to wait for years.

I got 1600 from IPO, later became around 4500 after merger. My cost was just above 40 including interest and sold at 800/900.



Later I bought at around 350, as soon as I bought, it crashed to below 300 and later sold at around 450. After about a year, today its price is 1000+.


For years, I waited for good balance sheet. I waited one after another quarterly report. While I was holding for years, I got to see good balance sheet one or twice. And now after a long, it produced good BF in second qtr. Will it maintain good BS in 3rd qtr???? Hope history does not repeat.

I am holding non at this time and not interested to buy into tension.

Grameen, CBL and SADBL gave me lot of tension, made me wait for years for good balance sheet.

Currently, I have just a few hundred of CBL and many thousands of SADBL.





I think, its Dev banks turn, Never in the history of NEPSE, dev bank lead nepse. Hope this is the beginning.


Some are even hoping for lock down and they think, NEPSE will sky rocket when there is lock down.

I say, there should not be lock down except for areas like BAKE.

Lock down should be in kathmandu when testing reach 15000, and case rate is 40-50%. There should be lockdown when Indian virus case peaks and there should be lock down for a week. Not less, not more. If lock down does not work, dont extend lockdown.


We had curfew for 3 months, it did not work at all. Those who need to get- haramis- has to get.... until they get it, rate wont fall. If there is lock down, it will delay for them to get indian virus and it will take time to peak. Unnecessary lockdown will only extend misery and wont solve nothing.


There should be zero curfew.

RisingSunJee
GBLBS - had to hold long initially year back
But last 3 trades were super within this year, wasnt it
Currently no holdings in it

MoneyControlJee
Nobody makes 100% out of 100% in market
If we can make even 50%-60% out of 100%, that's distinction in market
Players in NCCB were stronger than Players in NBL
Hope NBL also goes up soon

TinyInvestorJee
No idea About NIB

....BAKI ISHWOR KO LEELA.....

How about nib . Puji bhairav jee pls highligt about it.

@ pujibhairab ji,
TOLD TO WATCH NCCB vanera circuit lagyo haina ta

jhan added NBL vnekoma kati circuit dekhnuparne ho ta mitra?

Pujibhairab ji, why did you not make such a perfect prediction when you were recommending grameen year or more back.

APRIL 18 (See Below)
TOLD TO WATCH NCCB

APRIL 19 (See Below)
INVESTED 40% IN BANKINGS

APRIL 22 (Today)
NCCB MOVES TO CIRCUIT

HOW SMOOTH

.......BAKI ISHWOR KO LEELA.....