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Number of COVID cases and MORTALITY both are in increasing rate world-wide. How can we expect revival of HOTELS and AVIATION sector sooner ?
Many hotels and aviation will succumb forever. Few of those who survive these near death situation may do well later, but they have to spend long period in jeopardy.

Negative 20, 30 in just first qtr, looks like by forth qtr, their book value will be in Negative or close. And they have been in operation for decades and years.

And Hyatt could go bankrupt, if things dont get better by this year. (TRH and hyatt is same or different).



Cant believe, their operating cost is so high, whose whole investment is in infrastructure.

Earning per share (1st Q) of Radisson hotel is negative 20, book value 192 and in decreasing trend,
Earning per share(1st Q) of Soaltee hotel is negative 3.77, book value 18.64 and in decreasing trend
Earnings per share (1st Q) of Hyatt Hotel is negative 16.75, book value 120, and in decreasing trend
TRH has proposed 10% cash dividend, No return from OHL and SHL last fiscal year

Earning of hoteliers is going to be miserable in current fiscal year. There earning was really good in initial 9 months of last fiscal year, even though two of the three listed companies gave nothing. We cant expect profit in hospitality sector this year because they are just fighting to sustain COVID crisis.
There are lot of issues with COVID vaccine and till date (after 2 months of mass vaccination) in developed world we have not seen significant POSITIVE RESULT of vaccination. In this condition investment in hospitality business will be like water in the desert.

@ seeking divergence

All of us have our own way of analyzing the growth of company.
I have seen some HIDDEN DIVERGENCE in the growth of this company over few quarters which will definitely ENTICE some BIG BFIs to get mingled with this beautiful bride !!!
CBL has already given good capital gain (almost 50%) in last 4 months (for those who bought @ 145-148 at that time)
Dont be impatient - "प्रतिक्षl को फल मिठो हुन्छ"

Reply

8% Bonus from Civil Bank (Market price around 215-220) is much more profitable than 11% Cash from Premier Insurance (Market price :1020 -1040).

Agreed. Civil Bank le 8% bonus dinu bhaneko thulo kura ho, especially without share premium. Tara khoi ta further growth? Kunai thulo bank wa development bank le 100:20 ma bhaye ni liye hune.

With the formation of NICE STRONG BULLISH candle yesterday in NEPSE, seems market is now ready for another BIG MOVE.
Few positive developments are about to happen, like CIT Stock dealer entry in market, 1 day shortening of settlement period, 2 nd Quarter report , increase in broker number at state level etc.

8% Bonus from Civil Bank (Market price around 215-220) is much more profitable than 11% Cash from Premier Insurance (Market price :1020 -1040).

As per my expectation and calculation, minor correction occured last wednesday and thursday which help to gain upward momentum this week. Lets hope market will do well through out this week.
BFIs are doing really good, especially MID CAP COMMERCIAL BANKS. We can see huge accumulation going on in some of the mid range commercial banks, probably with the anticipation of good results in this quarter. So try to find out scripts in accumlation phase and act accordingly for good profit.

जय होस्

In yesterday session, saw good buying pressure in BFI, Non-life and Hydropower. Market sustained near all time high and strongly denied to enter RED ZONE. Lets hope good forward movement after the end of POUSH.

l

Nissan जी , गोजी गरम गर्ने point छुटेछ त !!

ब्रोकरहरूले लगानीकर्ताहरूले समयमा इडिआएएस दिने नगरेको,धेरै लगानीकर्ताले किनेको पैसा दिन ढिलाे गर्ने गरेकोले दुई दिनमै कारोबार राफसाफ गर्न नसकिने बताउँदै आएका छन् l भरसक टी प्लस टु व्यवस्था थप ढिला गर्न पाए हुन्थ्यो भन्ने मनसाय ब्रोकरहरूको छ l

ONE & ONLY solution for all these problem is FULL AUTOMATION in online trading. But nobody is interested. May be b'coz of lack of knowledge about the system or they dont want to ease the transaction system for general investors.

फाइललाई घाम तपाउदै होलान,

अब तेल लगाउने होला,

त्येसपछि सुताउनु पर्यो,

बल्ल अगाडी बढ्ला,

तिनलाई के हतार छ र ?

जागिर पाकेकै छ l

टी प्लस टु को फाइल यता उता गर्दै दुई वर्ष बित्यो, बोर्ड पुगेकै दुई महिना भयो,किन उतै अड्कियो ?


If they end Dis system, shares can be transferred immediately. Or let people fill DIS before transaction with one week validation.

Minor correction in NEPSE is almost over as indicated by loss of downward momentum in yesterday session. Even a small positive news can ignite the index any time. Next target could be 2400 or 2500. Till then take a short nap or CHILL out.
Everything moves in BULL and BEAR. So, be careful while selecting stocks.

HAPPY INVESTMENT

"Ghanta Opportunity hey??,,,, Tum logo ke pass Harsad ke jesa dimag he nahihe !!"

-Mannu Manek

Good opportunity to buy @intraday correction.

In the equilibrium phase, similar category banks (in terms of duration of business, pace, yeild, volume and some more factors) will match each others price.
Similar category banks in current scenario :

NIB & HBL
NICA & NABIL
CBL & CCBL
NMB & PCBL
NBB & NCCB
BOKL & SBL.

पहिलेकाे बुलमा ११७५ काे उच्च विन्दु कटेर छाेटाे समयमै १८८० पुगेकाे थियाे । सामान्यताय त्यही रेसियाेमा बढ्याे भने बजार २८०० माथि पुग्न सक्ने देखिन्छ ।

Yesterday market closed above the previous all time high. Crucial day is today, if market sustain above the yesterdays closing, 2400 or 2500 mark is not too far.

Overall our market is still not too inflated. Companies which are providing average 15 to 20 % dividend every year for a decade, you can get those scripts at Rs.250-300. My bet is still on MID CAP BFI (you can choose according to your taste).
Of course some of the listed companies seems overvalued, use your acumen to filter those K-10 scripts.There is enough space in the sky for good scripts.

Dont listen to others, use your own judgement. Dont forget, there are always some good stocks to BUY near the top of BULL and worst script to sell near the bottom of the BEAR.

Its really good to see a strong momentum and volume when market is breaking out all time time.
If market sustained above the previous all time high on closing today, we can set another new target. This segment of bull will be lead by MEDIUM LEVEL BFI.

GOOD luck

Rays of Hope for Himalayan Bank and Bank of Kathmandu share holders.

According to Himalayan Bank CEO Mr. Ashok SJB Rana, the process of bringing back $6.665 million from Himalayan Bank and $6.2 million plus 1.40 million Euros from Bank of Kathmandu for the Melamchi Drinking Water Project has started after winning the case in the Chinese High Court.
Now, the banks will get back the money stuck for the past eight years. Once the bank guarantee amount is released from China, the entire amount will be the profit.
Market price of these banks are still at LUCRATIVE ZONE.

हिमालयन र इन्भेष्टमेन्ट बैंक मर्ज हुने सम्भावना बलियो
https://www.setopati.com/kinmel/banking/225267

If they opt for merger, one or few small cap commercial banks may participate in this BIG MERGER.

There is space for at least 30% increment in undervalued medium level banking scripts.