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NRM seems good for the time being
4th quarter report 2079/80 may be disturbing
but EPS is around 16 (for 1st quarter 2080-81) & price of Rs 310 as of this moment (1:00 PM, 8/9/2023) when bargain purchase is going on can be a good bet

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

Yesterday Purchased Some Stocks
Havent Sold Yet But Gradual Purchases Made Until Today
Short Term Purchases have become substantial now (over 50%)

No Purchases AnyMore
Only Hold

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

Unanticipated Falls
Holding the shares
No buys

Banks still above cost
Insurance on loss
Hydro on loss

Market is Market
Beyond comprehensions

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

Buying have slowly continued since last tuesday
Buying will continue
Insurance Sector Only

Betting On Three Banks, Non Life Insurance Sector & Three Hydros Only
Haven't Touched Life Insurances, Hotels, MicroFinances, Development Banks, Manufacturings

......Baki Ishwor ko Leela.....

Said on tuesday evening, time to buy
Buying From Wed & Thursday as said in earlier post
Shares at good bargains

Into The Market Again


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

Time to Buy Has Come
For The Upcoming Swing That Talked About Yesterday

Risk Takers Only
Not for risk aversive traders

Sector is Insurance

Baki ishwor ko leela.....

Monetary Policy Enough To Fuel A Good Swing

...BAKI ISHWOR KO LEELA....

Whats going on HOT in BANKING System?
The trifurcation of existing loans
1 - Existing Working Capital Loan (Hypothecation, Overdraft, Demand Loan, Trust Receipt Loan Etc)
2 - New Working Capital TERM LOAN (TO BE REPAID WITHIN 10 YEARS)
3- SPECIAL LOAN (To Be REPAID WITHIN 3 YEARS)

Hence, LIQUIDITY WILL BE ADDED MORE


THE INTEREST RATE?
Interest Rate is bound to fall in coming days under existing conditions.

THE MARKET
Will be directed by MONETARY POLICY

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

SHARE03
Moneys are in wait position
Various loosening measures towards real estate and stock market and on personal loans

However the precise policy measures is not known

We have to wait for the monetary policy that will direct the direction of the money
Money is patiently waiting for monetary policy

Fri Jun 23, 2023 6:27 am - Said i am substantially out of market
Now just sporting lightly on the swings


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

Namaste Sir,
Will these positive news helps market to break the major resistance zones? Did you start buying sir or waiting for confirmation?
Regards
Share03

SHARE03

Interest Rates needs to go down more, and interest on loans will go down from Shrawan
AND
Monetary Policy will be expansionary in nature, and will be softened towards stock market

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

Namaste Sir,
In my view, from Sunday interest rate will decrease further. Sir, any idea on upcoming monetary policy ?
Any recommendations for long term stock? Please guide us from your insight.
Regards
Share03

Balen should talk to legal experts regarding- if he can intervene in this matter.

MAJOR CONCERN

PASHUPATI 31 ROPANI LAND being given away by Minister
and
PASUPATI BUDGET ALLOCATED to party people by Minister

THIS COUNTRY HAS BEEN HAMMERED INTO PIECES AND PIECES
BY THESE MAIOST AND MONEY-POWER HUNGRY ANIMALISTIC MINISTERS
ALL SHAME HAS GONE, ALL INTEGRITY HAS GONE,

THESE ANIMALS MUST ROT


NAMAH SHIVAYA
......BAKI ISHWOR KO LEELA.....

LET ME TELL ONE OF THE MAJOR CAUSE OF MARKET FALL

THE REALITY
The Working Capital Loan of the Company which was in overdraft nature is now divided
1 - Fluctuating Working Capital (Overdraft) - upto 20% to 40% (40% in case of prescribed businessess only) of sales if total working capital loan is 2 cr below - upto 25% of sales for all businessess if total working capital loan is above 2 cr

2- Fixed Working Capital (Term Loan) - working capital loan exceeding (1) limits but justifiable on working capital cycle and 70% of NTA basis - this term loan is payable from 5 to 10 years

3- Special Working Capital Loan (Term Loan) - working capital loan exceeding (1) and (2) - to be payable immediately to bank - however as per NRB policy this is the portion of working capital loan which is not justified and if cant be payable immediately than is payable within 2082

Example
So, a company which has turnover of 15 crores and enjoying loan of 7 crores, Net Trading Asset of 7 crores
1. Fluctuating Working Capital - 3.75 cr (Overdraft/Hypo)
2. Fixed working capital - 1.15 cr (Term loan)
3. Special WC - 2.1 cr (Term Loan)


Hence businesses which had practice of taking excessive loans to invest PARTICULARLY IN REAL ESTATE is now curbed

Current Sell Offs is also result of selling of shares by businessess to pay excessive working capital loan ---- as TERM LOAN IS A HUGE BURDEN for the businessess

Great Policy by NRB to curb excessive and unjustified loans of businessess which went particularly to real estate


THE AFTERMATH
The Fiscal year end pressure and loan renewal with restructuring of working capital loan (though NRB has stated such changes as no restructuring) - have brought some tremendous pressure on market as well

However Liquidity shall ease on sustainable basis on future days and Very Good For Stock Market
Real Estate shall cool down


THE MARKET
Picked Some stocks thursday, LOW % PURCHASE


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

Market has fallen
WE CALLED IT BEAUTY OF THE MARKET
We saw the fall with smile

Now it is time to see the fall with awareness

....BAKI ISHWOR KO LEELA...

Like said in June 29, Previous Week's Thursday
First Phase Has Ended
Second Phase To Begin Soon

Let The Market Fall,
Thats The Beauty, Thats The Oppurtunity


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

First Phase of Swing Ends
Second Phase To Begin Soon

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

WAS BULLISH SINCE JUNE 05 2023

WAS ALWAYS CONSTANT ABOUT STATEMENT THAT
"I AM ON THE BULL SIDE"

TODAYS MARKET IS AMAZING
MY POSITION ON HYDROS & INSURANCES REMAINS INTACT
HOWEVER OUT OF HOTELS LAST THURSDAY


STILL ON THE BULL SIDE - STILL BULLISH
MADE SOME FRESH POSITIONS ON DEVELOPMENT BANKS


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

The ENTIRE EXIT from HOTEL SECTOR yesterday

POSITION on the HYDROS & Few Insurances REMAINS INTACT


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

There are BULL
There are BEARS

Bull Vs Bear
Clearly Seen In Market

ON THE BULL SIDE - THIS TIME
ON HOLD POSITION


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

Still ON THE MARKET

June First Week BULK Purchases
With additions of 20% around 2080 levels on Monday

HAPPILY INVESTED
ON HOLD POSITION

And
Interbank lending rates soon to drop to 2% on current situations
Banking Industry CD Ratio further to drop below 80
Government Owned Banks CD Ratio already below 80 as of now i.e. NBL & RBB around 77

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

Loan Rates have significantly dropped in last 3 months
Especially In Shares Margin Loans and also in Personal Overdraft Loans
This is Indeed a Good Side
Further Inter Bank Lending Rate has further dropped to 4%

June 05 Assertions Is Still Valid
Market Swings - Positive

Was in Hold Position Since Purchase Made In June First Week
In Yesterday Dips - Added 20% More Stocks To Portfolio

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

June 05 Assertion Is Still Valid
Market Swings - Positive

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

@BIGBULL
I Dont GENERALLY give scrips name in public forum

I have been saying there is a good swing from JUNE 06 when noone expected a swing
Also repeated it on June 13 morning that swing will continue and when trade opened we witnessed massive turnover and good rally
TIME JUSTIFIED MY STATEMENTS


TODAYS MARKET
WILL BE ------ Sink followed by Arise -----


()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()()

ALSO REQUEST THE PEOPLE HERE TO INVEST IN HYDRO PROJECT
(energy is our future & export industry & wealth creating industry)

MAKING 4 PROJECTS AT SAME TIME DUE TO ENORMOUS SUCCESS IN PREVIOUS THREE PROJECTS
SO NEED EQUITY INVESTORS (for the fastest ipo coming two projects)

IPO IS AFTER 18 MONTHS
ONLY INTERESTED PEOPLES COME IN TELEGRAM (this isnt advertisement but information sharing to prudent investors on this investing forum)
MARKET PRICE IS EXPECTED TO BE 400 PLUS AFTER LISTING with yearly dividend capacity of 20% plus

Our previous two projects are trading at 400 plus

telegram link
https://t.me/+F-t7jt6CJWQ0M2Y1

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