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#101 Mon Dec 19, 2022 7:51 am
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Member
Registered: Mar 2018
Posts: 823
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December 06, 2022 THE MARKET 1. Market will go well below 1881 2. How much below 1881 will depend on the circumstances
Todays Position 1. Market stands at 1855 points
Anticipations 1. For the time being Market set to go well below 1800
.....BAKI ISHWOR KO LEELA....
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#102 Tue Dec 06, 2022 7:05 am
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Member
Registered: Mar 2018
Posts: 823
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Ramesh N Sir
The SENTIMENT 1. All the people who sold shares (especially the experienced investor and those who sold shares even in lossess anticipating market will fall)who are now largest in number compared to those who has bought and hold - want market to fall
2. As liquidity tightens market will fall more
THE LIQUIDITY 1. Market is very tight 2. We might experience the pain of liquidity crisis again
THE MARKET 1. Market will go well below 1881 2. How much below 1881 will depend on the circumstances
........BAKI ISHWOR KO LEELA....
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#103 Mon Dec 05, 2022 10:55 am
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Member
Registered: Mar 2014
Posts: 322
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पूजीभैरव सर, अघिल्लाे Bull १८८१ बाट घटेर Bear मा त्यस भन्दा अघिल्लाे बुलकाे High ११७५ भन्दा तल ११०० मा Accumulation भयाे । यस Bear मा यस भन्दा अघिल्लाे Bull १८८१ भन्दा तल १८०० काे लाइनलाइ अन्तिम मान्न सकिएला ? वा त्याे भन्दा तल जाला तपाइकाे विचारमा ?
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#104 Mon Dec 05, 2022 7:26 am
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Member
Registered: Mar 2018
Posts: 823
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Like Said in Nov 27, At December 04 1. Banks are approached with Credit Facility Proposals by hydros which underwent PPA 2. Imports of certain items have been released 3. Strains have been felt int he Bank Treasuries
Interest Rate Markets 1. Banks knew that decrease in spread rate is coming 2. That is why most of them have underwent M&A to secure the facilities of spread rate 3. Strain on liquidity is certain to put pressure on interest rate
Market Lower Lows In Upcoming Days
.....BAKI ISHWOR KO LEELA....
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#105 Sun Nov 27, 2022 8:30 am
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Member
Registered: Mar 2018
Posts: 823
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MAJOR PPA COMPLETED BEFORE ELECTION 1. Major big PPA has been completed before election 2. They are rushing into banks for financial closures 3. Big Demand For Loans CREATED
CONSTRUCTION TO PEAK 1. Construction season begins with mangsir 2. lot of demand for cemend, steels, diesels will emerge 3. also payment pendings BY GOVERNMENT will keep strain on liquidity
IMPORT RELEASE 1. Few items IS LIKELY TO be released for imports 2. This will put Additional strain on liquidity
It seems liquidity strain will remain in the immediate future Which inturn will create additional strain on NEPSE
....BAKI ISHWOR KO LEELA....
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#106 Wed Nov 16, 2022 7:51 am
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Member
Registered: Mar 2018
Posts: 823
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Market Pundits Motivating The General People To Buy Anticipating Positive Changes Post Election1. But Brace with it Market IS IN COMA after 12 crore cap limits 2. Also Brace with it Stringent Working Capital Loans further aggravates the Market 3. Also Mini Recession Thats Hitting The Floor further injures the market 4. Also Problems is emerging in Internal Borrowing Due to Unavailability of Sources 5. Revenue Collection has been hit Market looking forward for more lower lows FD was the Magic & Still Is The Magic AWAY FROM MARKET FOR GOOD......BAKI ISHWOR KO LEELA.... « Last edit by पूजीभैरव on Wed Nov 16, 2022 8:00 am. »
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#107 Wed Nov 09, 2022 3:01 pm
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Member
Registered: Jul 2014
Posts: 110
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Noted. Thanks for the update, पूंजीभैरव जी !
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#108 Wed Nov 09, 2022 7:11 am
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Member
Registered: Mar 2018
Posts: 823
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UPCOMING BFI AUDITED FINANCIAL STATEMENT FOR PREVIOUS FISCAL YEAR 78/79 Audit is pending completion of many BFI and 1- Excessive & Record Level Provisioning Coming 2- Major Impact on BFI profits
MARKET 1- Sit Back & Watch The Show 2- Market Is Sluggish 3- Entry is Lethal
Interest Rate 1- Interest Rate Seems Not To Go Down For Uncertain Period
......BAKI ISHWOR KO LEELA....
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#109 Tue Oct 18, 2022 3:37 am
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Member
Registered: Mar 2018
Posts: 823
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Grim Days 1 - Rise In Lending Levels further grims the situations 2 - Liquidity Crisis will continue in the future 3- Until now, no hope for the higher highs and market to continue to erode
Light After Darkness 1- All the grim situation is making the way for the brightness
.....BAKI ISHWOR KO LEELA....
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#110 Tue Sep 20, 2022 1:51 pm
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Member
Registered: Mar 2018
Posts: 823
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As Said In Previous Week In Below Post - Interest Rate Increment happened - Marker making lower lows
Upcoming Few Months - Situation is very insipid and bleak
Upcoming Days After Such Fer Months - From Kartik 2079, impact of WORKING CAPITAL GUIDELINE 2079 will begin and this can mark the new era in much exploited and overfinanced hypothecation & working capital loans and if effectively implemented many businessess have to pay back and settle excessive loans they have taken from the system
.....BAKI ISHWOR KO LEELA....
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#111 Thu Sep 15, 2022 11:10 am
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Member
Registered: Mar 2018
Posts: 823
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Interest Rate - Interest Rate To Increase by 1% from Ashoj 2079
As Interest Rate & Liquidity Crunch Makes Higher Highs Market will make Lower Lows
....Baki Ishwor Ko Leela.......
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#112 Fri Jul 22, 2022 10:39 am
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Member
Registered: Jan 2020
Posts: 68
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Thank You Pujibhairab sir
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#113 Thu Jul 21, 2022 9:12 am
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Member
Registered: Mar 2018
Posts: 823
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SHARE03For Long Term - Invest In Promoter Shares of Good Hydros or Cement of Reputed Group (JhaaarPaat Group to be avoided) in good price while ensuring close connections & timely information flows and ensuring IPO & announcements before and during conversions - Minimum 5 times to 6 times in 4-5 years After Conversion - This investment mode has been rewarding and one of my favorite since last few years For Short Term - Wait For Monetary Policy .....BAKI ISHWOR KO LEELA..... « Last edit by पूजीभैरव on Thu Jul 21, 2022 9:17 am. »
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#114 Thu Jul 21, 2022 8:46 am
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Member
Registered: Jan 2020
Posts: 68
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Namaste sir, Its been a long havent seen your post. Sir what is your strategy for upcoming recent day? Regards Share03
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#115 Thu Jul 14, 2022 8:44 am
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Member
Registered: Mar 2018
Posts: 2363
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लेण्डर्स डिफल्टको जोखिम बढ्दै, निर्माणाधीन जलविद्युत आयोजनाको कामहरु रोकिने अवस्थामाhttps://bizmandu.com/content/20220713151043.htmlIf this news is based on reality, what will be the future of HYDRO sector in near future ?
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#116 Thu Jul 14, 2022 6:43 am
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Member
Registered: Oct 2017
Posts: 2147
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Provision will hit the Profit of Overall Banking Sector.
Hope the NPA Amount doesn't Surpass the Paid up Capital + Reserve available with the BFI.
The Risk is more Porn to Finance Companies and Devlopement Bank whose Paid Capital is not enough.
If the NPA is more then the Paid up Capital & Reserve then Technically it is a Bankrupt BFI.
What's Action the Central Bank will take in such SCENERIOS, It will go for Corrective Action by taking Board & Management Control or it will be Declared Bankrupt, the Upcoming Monetory Policy will decide the Rule and Methodology for Such SCENERIOS.
In the Past we have seen institution like Samjhana Finance which got Bankrupt in the Past & Gurkha Bikas Bank which got downgraded to Finance Company.
The Power Game is On against the Governor one by one and is attacked frequently using Media, Member of the Parliament with one or the other Reason so that he don't take any Strong Action Task through the Monetory Policy.
Let's Watch the Tussle and let's see Who Win.
Due to uncertainty we continue to avoid the market, General Investor should avoid BFI especially if they plan to Buy if any till the cloud is Clear.
Happy Investment !!
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#117 Wed Jul 13, 2022 9:17 pm
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Member
Registered: Mar 2018
Posts: 823
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Banks BalanceSheet Gonna Deplete This Time Due To Provisioning The Profits Have Dipped Drastically Time Will Tell The Rest
.....BAKI ISHWOR KO LEELA......
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#118 Sun Jul 03, 2022 4:10 pm
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Member
Registered: Dec 2016
Posts: 173
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If people don't take benefit of the deposit rate, they are dumb. If you don't time your exit right, you get fucked in NEPSE. Plus, given the global markets slowdown, Nepse is not immune. Most of the listings on NEPSE are not that exciting to begin with. The only safe place/time to invest in NEPSE is when it is at 1100 for common investors. For my selfish reason, I welcome 1100.
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#119 Thu Jun 30, 2022 6:28 pm
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Member
Registered: Mar 2018
Posts: 823
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BerkShire HathawayFew Insurance Companies/ mutual funds / individuals were buying since since last week with few arabs on disposal All deeply in capital market knows this So probably its a pre-determined hike and does not have inherent strength Monetary PolicyAll are desperately waiting for Monetary Policy Some amendment in stock policy is certain But it is also certain that Monetary policy will be tighter NEPSEBetter to exit at oppurtunities ........baki ishwor ko leela.... « Last edit by पूजीभैरव on Thu Jun 30, 2022 6:31 pm. »
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#120 Thu Jun 30, 2022 12:35 pm
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Member
Registered: Nov 2020
Posts: 16
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Mafias know everything in advance what's gonna happen in few days.
Apparently they know that some positive news is coming in the monitory policy and/or liquidity is going to improve, that might be the reason why there is buying pressure without any official news in the market.
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#121 Thu Jun 30, 2022 9:22 am
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Member
Registered: Mar 2014
Posts: 322
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यस अघिका बुल र वियरमा पनि बजार अघिल्लाे बुलकाे उच्च विन्दु भन्दा केही तल बसेकाे थियाे । जस्तै बजार १८८१ पछि फर्केर त्यस अघिकाे उच्च विन्दु ११७५ भन्दा केही तल बसेकाे थियाे त्यस्तै गरी अहिलेकाे बजार पनि १७।१८ सय भन्दा तल जाने देखिदैन । तरलताकाे अवस्था ठीक नभएसम्म धेरै माथि पनि जाने देखिदैन । लगानीकर्ताकाे पैसा उठ्न लामाे समय लाग्न सक्ने देखियाे, Holding cost बढ्ने भयाे ।
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#122 Thu Jun 30, 2022 5:49 am
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Member
Registered: Mar 2018
Posts: 823
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Current Swing This swing was brought by some institutional investors and retail investors.
Monetary Policy As said earlier, monetary policy gonna be tight
NEPSE To slide down
......Baki ishwor ko leela....
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#123 Mon Jun 27, 2022 7:35 am
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Member
Registered: Mar 2018
Posts: 823
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2020 MayGovt Requests World Bank To Invest In Upper Arun (1061 MW) 2022 JuneAfter 2 Years World Bank Accepts The Proposal & Intends To Invest Rs 90 Billion In The Project Largest hydroPowerThis will be largest hydropower that will go financial closure soon News Will Come SoonWILL HOT MONEY FLOW TO NEPALWith Cement Pending Exports & Hydros In Export Zone Global Hot Money Coming To Nepal Would Be Great NEPSEYesterday was an opportunity to exit .....BAKI ISHWOR KO LEELA.... « Last edit by पूजीभैरव on Mon Jun 27, 2022 7:42 am. »
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#124 Tue Jun 21, 2022 8:08 am
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Member
Registered: Mar 2018
Posts: 823
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Decision To Fully Empty The Short Term Trading Portfolio After 1 Month Of Investment Seemed To Be Correct Fri Jun 03, 2022 1:00 pm 1- I Stop Lossed My Short Term Portfolio 2- I Accepted The Short Term Lossess Made
THE BIG PLAYERS 1. Some Big Players still have large amount of loan 2. I cannot name them due to privacy issues
THE BANK 1. Bank are converting SHARE LOAN to TERM LOAN on the same collateral of shares 2. This has provided some relief to the some of the big players who have portfolios 3. I cannot say the process, ask your banks
THE MONETARY POLICY 1. Some amendments in SHARE LOAN POLICY 2. Tighter Monetary Policy
NEPSE - THE FUTURE 1. 2022 is gloomy 2. NEPSE to roll down more deep
.......BAKI ISHWOR KO LEELA....
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#125 Mon Jun 20, 2022 5:55 am
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Member
Registered: Mar 2018
Posts: 823
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Crude Oil Price 1. As reiterated earlier, crude oil prices rises again, NOC increases price of petrol to Rs 199 2. This will not have major impact on inflation here as we import inflation from india 3. Certainly will create strain on foreign exchange reserves & disposable savings of Nepalese residents 4. NRB got one more reason to bring tighter monetary policy
The Unseen Side 1. As major countries hike their interest rates, the economy changed itself to lower gears 2. The crude oil prices have very less space for further hike and prolly will tumble down in coming days on recession fears
......BAKI ISHWOR KO LEELA.....
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