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JUJUNepal
Nepse will march upwards ceterus paribus
If policy (from NRB) is favorable, it will accelerate its speed

For Mid Term To Long Term - SHPC (Risk is Low) - Heavily Accumulated & Big Leaps In Future
For Short Term To Mid Term - Upper Hewa - very Nice Q1 Report - attractive EPS & positive reserve - and Low Cap (15 lakhs kitta float) - Heavily Undervalued compared to its peer (Risk is moderate)

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

Pujibhairab ji

Please provide insight on the current market trend.
And scrips too.

When Market Was hitting lower lows and lower lows
It was on SEPTEMBER 24, that i told boldly to BUY BUY BUY (See Below Post)

Everyone panicked
Nobody wanted to enter the market
we entered and bought manyfold

Now On October 6, everyone seems to be in bullish mood
NEPSE is yet to rise

SHPC will be the hottest scrip around
Also pick other stocks wisely

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

PERSONAL OPINION ONLY

On August 15, 2024
I suggested SALE of ALL SHARES except SHPC
(see post below)
Almost 75% of shares is sold with that with 25% portfolio with SHPC remaining

Thereafter i suggested to think about buying shares
To research about the shares to buy

NOW its time to buy shares
Each red candle is BUY BUY BUY BUY BUY

NEPSE WILL REBOUND FIERCELY, very fiercely

.........INTO MARKET NOW, PUTTING MONEY IN THE MARKET........
.........BAKI ISHWOR KO LEELA......

The Banks are lobbying to eliminate the restrictions put on them to freely invest in stock market
NRB is continuously pulling billions at 3% cost and now this is slowly becoming burden + remittance increasing + liquidity increasing
Banks says - we will put excess money in market rather than NRB - give us the liberty to do so -

In INDIA - BANKS CAN INVEST IN SHARES - upto 30% of its equity
In other countries - BANKS CAN INVEST IN SHARES - upto prescribed limits
IN NEPAL - too MANY RESTRICTIONS

......BAKKI ISHWOR KO LEELA.....

Dear Pujibhairab sir,
can you suggest some stocks to look on from your experience and vision ?

JuJuNepal

Like I Said
Now its time to think about entering the Market - to think about scrips to buy
Aba dherai tala janna - extreme gayeh around 100 points down - ekdum force selling aye
Brokers ko hisab pani aba dherai chaina

Aba kinnu parcha
With dividend season near
With quarterly financials coming
With after-dashain sentiment becoming strong

SHPC is best for averaging now at this level- with That strong group holding 25 lakhs kitta and Mr Madey Dai holding 14 lakhs kitta
And other scrips to add in portfolio

SO ITS TIME TO THINK ABOUT SCRIPS - WHICH TO BUY

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

Hi पूजीभैरव ji,

As you suggested we were also able to exit the market but we hodl SHPC.
What do you suggest of SHPC or is there other scrips to watch for next run?

DISCOVER JEE
it was right time to sell


BASE RATE OF COMMERCIAL BANK to go DOWN significantly
GOVT COMMERCIAL BANK will have base rate around 6% from next month
AND
FIRST QUARTER REPORT WILL BE AMAZING, almost of all sectors

Entire Market is in PANIC MODE -
Now its time to think about entering the Market - to think about scrips to buy

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

pujibhairab sir,
booked a good session with PMHPL, SHPC and GBLBS at 2900 range.

Is it a good time to re-enter now?
what have ur say at current scenario?

I have suggested,
1 - SHPC
2- HRL
3 - PMHPL
4- GBLBS

Now
1- SHPC is still hold and buy

And other scrips can be sold
HRL /PMHPL/ GBLBS has been reset UNLESS other shot will be played -Q1

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

Namaste Pujhi Bhairab sir, Please dm on myprakash.chhetri@gmail.com for further details about this information. we are very much interested in your 4th Project. Cheers.

@BigBull & Interested-Others

Our previous Hydro have crossed 700 marks in NEPSE and have target of 850+
we were able to multiply it

Our existing hydro is pending IPO after a year plus
Cost per MW is economical, plus its our 4th project
Few spaces remains
I am intending to subscribe a big block with myself adding a significant amount of shares
We suppose the share price to cross 700 like in existing project
need some investors, interested investor friends, text in telegram
https://t.me/+E5Vi0KjR9eliMDI1

...BAKI ISHWOR KO LEELA....

Thank u for your good insight

Thank u for your comment

Thank you puji bhairab ji for your heads up. I wanna join your promoter group for hydros. Let me know if any opportunities comes up.

I am sorry
I was Busy in my personal life

I had bought in bulk when nepse was below 2150
I am in HOLD POSITION

NOTE : NOT PRESCRIBING ANY STOCK TO ANYONE
And for Hydros - its SHPC
BOUGHT BIG when SHPC was 323 and bought in bulk previous week as well as today
"A group of old and traditional big investors who cudnt earn big in previous bull as they pursued bank scrip - is not focused on hydro in this bull - and have selected SHPC"

HRL AND GBLBS - also seems promising
out of HATHY and PRVU

MARKET IS UP
its just mere correction
really needed this correction - with full sleeves up - invest with strength

BAKI ISHWOR KO LEELA

Pujibhairav jee, we are really missing your good insights here these days

On MAY 29, hinted that MFI SECOND PHASE to BEGIN soon (See Below)
Today on JUNE 03, Prolly the phase is turned on

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

LAGHU BITTA - SECOND PHASE to emerge soon

@UniverseJee
Sold some portion of GBLBS around 800 and now Accumulating it Again
GBLBS is underpriced compared to its peers

POSITIVE ON SELECTED MICROFINANCE AGAIN FROM THIS PRICE LEVELS

BAKI ISHWOR KO LEELA....

Puji Bhairab ji, what is your opinion on GBLBS. Is it better to hold this stock at this time or shift to other stock.

Pujibhairav jee, what's your crackdown on Q3 review?

SAID ON APRIL 9, 2024
MFI SHALL DELIVER GOOD PROFITS

TODAY MAY 12, 2024
MFI DID SOARED NICELY IN THIS 1 MONTH

TIME VERFIED THE PRONOUNCEMENTS MADE

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

As MFI conflict has come to an end
As Interest Rate Continues To Dips
MFI Cost of Fund is coming down considerably
MFI are recovering NPL nicely

Under current circumstances
MFI can be expected to post very good profits / with significant writebacks
Some Good Movements are expected

On Buying - Buying Should le NATIONAL LEVEL MFI like GBLBS, NUBL CHIMEK Etc
On Buying - Buying Fundamentally Undervalued

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

Yesterday Leaders of Major Business Organizations met PM and major request was
1. Construction Sector Payment
2. Downsizing of RWA & Removal of restrictions in Market

Also
CD Ratio will soon reach downsize further into 70's
Interest Rate to further decline

So Market is Good
Market wants to pressurize NRB to remove stock market restrictions

YESTERDAY WAS A BUYING DAY - With Bargain
IF MARKET FALLS TODAY ALSO - ITS A BUYING DAY - With Little Agression

.....Baki Ishwor Ko Leela....