Forum

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....

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....

Market Pundits Motivating The General People To Buy Anticipating Positive Changes Post Election
1. 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....

Noted.
Thanks for the update, पूंजीभैरव जी !

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....

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....

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....

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.......

Thank You Pujibhairab sir

SHARE03
For 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.....

Namaste sir,
Its been a long havent seen your post. Sir what is your strategy for upcoming recent day?
Regards
Share03

लेण्डर्स डिफल्टको जोखिम बढ्दै, निर्माणाधीन जलविद्युत आयोजनाको कामहरु रोकिने अवस्थामा
https://bizmandu.com/content/20220713151043.html

If this news is based on reality, what will be the future of HYDRO sector in near future ?

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 !!

Banks BalanceSheet Gonna Deplete This Time
Due To Provisioning The Profits Have Dipped Drastically
Time Will Tell The Rest

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

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.

BerkShire Hathaway
Few 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 Policy
All are desperately waiting for Monetary Policy
Some amendment in stock policy is certain
But it is also certain that Monetary policy will be tighter

NEPSE
Better to exit at oppurtunities

........baki ishwor ko leela....

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.

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 ।

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....

2020 May
Govt Requests World Bank To Invest In Upper Arun (1061 MW)

2022 June
After 2 Years World Bank Accepts The Proposal & Intends To Invest Rs 90 Billion In The Project

Largest hydroPower
This will be largest hydropower that will go financial closure soon
News Will Come Soon

WILL HOT MONEY FLOW TO NEPAL
With Cement Pending Exports & Hydros In Export Zone
Global Hot Money Coming To Nepal Would Be Great

NEPSE
Yesterday was an opportunity to exit

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

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....

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.....

Jun 05, 2022, 7:44 am - Said On This Thread
MONETARY POLICY
Monetary Policy Can be a tight one.

Jun 17, 2022, 9:55 am
अर्थतन्त्रको माग : कसिलो मौद्रिक नीति
https://www.onlinekhabar.com/2022/06/1143721


As presumed the economy will face tight situations and It seems monetary policy will be a tighter one.

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

1: I see treasury collection as fu to 1
2: zzzz I dont know, NRB should be the boss of expansion from now on not demand and supply. And I think compulsory loan says the other wise.
3: As if NRB has anything to do with inflation control. Increasing interest will not force borrower to increase price?
4: The whole world is speculative but you want bank to be non speculative. Even you wife marries you speculating you are not hijada.
5: zzz I dont know, covid measures from NRB seem like over greening to me.

Yesterdays CEO level Interaction of NRB was very crucial
1 - NRB is strict with regard to lending
2 - NRB is strict with regard to credit over expansion
3 - NRB seems to uphold contractionary monetary policy to combat inflation
4 - NRB is harsh to all speculative investments
5 - NRB is harsh to all overgreening


Market To Slide Down More
1- It seems market will bleed more

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