Forum


ShareSansar Main Page

New Topic

2020 Bull started from 31.12.2019 !!

Moderators: बिमलमान, Dilbert.

Post Reply

Page: 1 2 3 4 5 > »

Author Post
Member
Registered: Jul 2014
Posts: 94
DMM is always readable. Using your own conscience with his is absolutely profitable business in all scenarios.
It's my experience.

Keep doing this good job. Thanks.
Member
Registered: Oct 2017
Posts: 1501
The Broad based Selling by the Paniced Investor due to Shut Down imposed news by the Government which was witnessed in last few trading sesson seems to be Over.

After the end of Panic Phobia selling now the fresh Buying Intrest has emerged which was seen in Yesterday Trading sesson.

The recent strong Result posted by Everest Insurance, Now once again Non life Insurance Companies will on traders radar followed by High Networth Individual too.

Every Dip in the market is a Pure Buying Oppurtinity as NEPSE is well poised for 1800+ mark before Dashian until or Unless the NEPSE is only closed for trading activity.

Our major Picks will be Non Life and Hydro Scripts.

Happy Investment !!
Member
Registered: Oct 2017
Posts: 1501
NEPSE still under Consodilation mode with Bullish Bias.

The activity in Hydro Sectors has increased since last 2 trading session and today also strong activity will seen in Hydro Sectors.

Once NEPSE surpass 1465 on closing basis then the conclusion comes that the Consodilation phase is over and Next Leg of Strong Up-move will be on card for 1565/- Level.

There will be multiple Dark House in the market. Put your bet on those Dark Horse.

Happy Investment !!
Member
Registered: Oct 2013
Posts: 243
deepak_mm जीले बोल्यो कि ठयाक्क मिल्छ त,

बधाई छ deepak जी, तपाइका follower बढेकोमा,

अब नामै तोकीदिने होकी नयाँ लगानीकर्ताहरुका लागि,

फुल नपार्ने बुढी कुखुरीको नाम पनि l
Member
Registered: Mar 2018
Posts: 630
Those HYDRO in the range of 100 - 125 having capacity to distribute 8-15% dividend will be the CENTRE OF ATTRACTION in todays market
for which Deeak ji used the metaphor - "फुल पार्ने पोथी"
Member
Registered: Oct 2017
Posts: 1501
Yesterday Market witnessed the Churning of Portfolio by the traders where they were exiting the Portofilo which were in good gain and buying Intrest was seen Hydro shares.

In lehman term :-

"Ful pari sake ko pothi bechde and ful parni pothi kinde"

The Conclusion is Traders Focus has shifted on Hydro Power after a long time.

I won't be surprised by seeing Multiple Hydro Power Companies hitting Upper Circuit Today.

Happy Investment !!
Member
Registered: Oct 2017
Posts: 1501
NEPSE is showing sign of Consodilation in tha range 1440-1480 before going for a next Break Out.

Once 1480 is level is broken on closing basis we will witness a Fresh Up-move Momentum for the Next Target of 1565/-.

Hold your Breath in next few session the NEPSE will catch up the Strong Bullish Momentum for the Target of 1800+ before Dashian.

Once the Hydro Sector catch up then non stop rally will be witnessed in Hydro Power Sector. It's just a Silence before big Tornado.

Happy Investment !!
Member
Registered: Oct 2017
Posts: 1501
Today I was going through the Kantipur Daily.

The News says due to Lock Down the Bank could not collect Intrest income of around 40 Arab approx after adjustment.

If I scrutinise it I would say the Bank Loan Book saw a growth of additional 40 Arab Approx due to Covid 19 as on Ashad Masant.

No impact on NPA growth for sure as on Ashad Masant due to recent Monetory Policy of NRB.

Banks likely to publish Good Result despite Covid Effect.

This will further trigger the Bull activity on NEPSE.

Who didn't paid Intrest or EMI to bank their Present Loan will get compounded for sure. 😉😉

Happy Investment.
Member
Registered: Oct 2017
Posts: 1501
Finally NEPSE has filled up the Bullish Gap up opening by coming closer to 1438-42 level near 1444 level which was a must to further increase the average the Buying rate of NEPSE Stocks.

As per the Chart pattern NEPSE today likely to form Bullish Kicker pattern today after the Government announcement of Opening of Lock Down which will act as a Big trigger for the New Bullish Momentum and lucrative Loan Schemes by the Bank.

It's a Buy on Dip Market for the TGT of 1800+ before Dashian.

Overall Sector to Outperform in Percentage wise Non Life Insurance and Hydropower to Outperform.

Happy Investment.
Member
Registered: Oct 2017
Posts: 1501
On Shrawan 1 NEPSE Closed @ 1394.77

On Sunday & Monday there was consecutive 2 Gap Up opening for the NESPE which took the NEPSE till 1562.20 Level, which war triggered by the NASTY Traders activity.

In technical term when ever there is Gap up Opening then the GAP need to be filled up in the coming Consecutive days or trading session. Based on the Retracement formula of GAP UP Opening fill up the Calculated Figure says the NEPSE need to come till 1438-42 to complete the Gap Fill UP Cycle to make further Up-move.

IF NEPSE moves up without filling up the GAP then Up-move could be Risky in Nature.

HAPPY INVESTMENT !!
Member
Registered: Jun 2018
Posts: 11
@Dubosi7

Thank you. Being a beginner, the sheer no of options is overwhelming when everything is new. I will look in those and some others. Thanks again.
Member
Registered: Mar 2018
Posts: 630
@ noneedtosearch
It is not appropriate to quote particular script in such a public forum.
Since you ve asked, i can name some of them - SHPC,UMHL,NGPL, HPPL etc
These companies are in early growth phase and apparently healthy. Dont have inside info to judge there actual health.
Analyze the balance sheet,market price, probable return equation before jumping to the boat.
Member
Registered: Jun 2018
Posts: 11
@Dubosi7
> Those hydro-power already in operation with good cash flow and significant debt will get the maximum from this provision. Bet on the most undervalued one - there are few.

Any suggestions?

Second question. Are hydros the most to gain from this monetary policy? As much as I understand, it is. And maybe some microfinance. Can you share your views on this?
Member
Registered: Jun 2018
Posts: 11
@deepak_mm

> Upper, Rasuwa, Shangen their Balance Sheet clean up Process will take time.

Did you mean they are not good for short term? (beginner here). In my view, they will good return in long term because of low interest and have most to gain but they may not provide short term profit. Would that be correct?
Member
Registered: Mar 2018
Posts: 630
If the causative agent is Viagra, it will last long.
Amateur will turn flaccid shortly :mrgreen: :mrgreen: :mrgreen:
Member
Registered: Oct 2017
Posts: 1501
Nepali Terminology on Chart Analysis :-

NEPSE HAS FORMED SHIVALINGA ON DAILY CHART.

🤣🤣
Member
Registered: Mar 2018
Posts: 630
CHCL,AHPC and BPCL will not get maximum benefit by the reduction in interest rate for privileged sector/rescheduling.
Those hydro-power already in operation with good cash flow and significant debt will get the maximum from this provision. Bet on the most undervalued one - there are few.
Member
Registered: Oct 2017
Posts: 1501
Prime Focus should be on those Hydro Companies which has Cash Flow and whose debt are reducing at faster pace.

Lower Intrest rate will increase their EPS thus Dividend Payout yield will improve which will also impact on Compuded reduction in Debt. Thus Clearing the Balance Sheet.

Upper, Rasuwa, Shangen their Balance Sheet clean up Process will take time.

So I would Pritorize those Mid size Hydro Companies where I see attractive returns like :-

AHPC, AKPL, SHPC, Radhi, Ridi, UMHL, NAGDI, BPCL, CHCL, etc. etc.

During Up-move all will move up but these are likely to be safe and Smart Bets.

Happy Investment.
Member
Registered: Mar 2018
Posts: 630
Compulsion to invest at least 10% of the bank investment portfolio in HYDRO sector will definitiely bring down the interest rate in this sector, which is going to to increase the profitability of hydro companies which have already started electricity generation. Those who ve already distributed profit are the DARK HORSE of coming bull.
Member
Registered: Jun 2018
Posts: 11
@deepak_mm Sorry for dumb question!

Few posts ago you mentioned, "Avoid those Hydro Power company where cash flow has not yet started like Upper i.e the Production has not yet started. ". But won't those hydros have most to gain from low interest compared to profit making hydros?
Member
Registered: Oct 2013
Posts: 4846
8)
Member
Registered: Oct 2017
Posts: 1501
The Interest rate has Fallen Drastically across all Segment of Loans offered by the Banks.

The Monitory Policy will tighten how much on the Dividend Payout for the Banking & Finance Industry is a Big Question mark as of now. :D

The Major Beneficiary of soft Interest Rate will be Hydro Power Sector which will reduce its Cost of Operation due to Lower Interest rate thus improving its Cash Flow and will result in better Financial Performance, Dividend and Bonus Payout.

After being on Cash for long time and thus after the closure of the Last Fiscal Year. Yesterday onward i.e(Shrawan 1) We entered the Market and our Major Bullish Bets were in Hydro Power & Non Life Insurance Segments.

Apart from that we have also raised our Bullish Bets on NTC too due to Softening Interest rates due to Strong Fall in Call A/c Interest Rates.

I Foresee the Bull to Take charge of the Market for the TGT of 2100 in this New Financial Year and Foresee 1800+ Level on NEPSE By Dashian.

Happy Investment !!
Member
Registered: Dec 2017
Posts: 7
सानीमा हाइड्रो को शेयर मुल्य कस्तो छ? दुइवर्ष पछी मिडल तमोर, लिखु हरु बनेर भ्याएपछी ३५% सम्म दिन सक्छ भन्छन। BPCL पनि सस्तो छ भन्ने सुनिन्छ।

खराब हाइड्रो र राम्रो हाइड्रो को लिस्ट कता पाईन्छ ? अर्को पाँच दश वर्ष सम्म को आम्दानी को प्रक्षेपण सहितको लिस्ट भए लगानिकर्तालाई सजिलो हुने थियो।
Member
Registered: Oct 2017
Posts: 1501
After Ashad my Bullish bets will be in Non-life Insurance and Hydro Power.

Softening Intrest rate to give big benefits to Hydro Power Sector. As cost of Intrest to reduce a lot for Hydro Power Sector thus benefiting them to increase in Profits and were a Sector which was most insulated against Covid 19 Crisis.

Increase in liquidity in Banking Sector will make cost of fund further Cheaper for Hydro Power Sector who plan to increase further browsing for expansion.

Avoid those Hydro Power company where cash flow has not yet started like Upper i.e the Production has not yet started.

Time to stick those Hydropower which is giving bonus or cash dividend or both.

Happy Investment !!
Member
Registered: Oct 2017
Posts: 1501
Dear L_M JI

Actually i am on leave till Ashad Masant !!

Will be active from Shrawan Onwards.

8)

Post Reply

Page: 1 2 3 4 5 > »

Sharesansar Forum Powered By Miracle Hub