Forum

LIQUIDITY NOW
1. I think it is a short term phenomenon will last for sometime
2. Because Govt & NRB will not let interest rate hike as economy is injured from COVID
3. CCD Ratio cancellation caused significant drop in liquidity and NRB to blame for this so it will correct the situation somehow
4. Government Spending has been frozen
5. Bank usually hike interest rate at first quarters because lending is maximum until poush, this is cartel. Also there is space in spread rate and banks are greedy for it.

LIQUIDITY TOMORROW
1. All imports has been almost done. For Example, A single car main-dealer imports 500 vehicles (2 to 3 arab) during dashain, Clothing sector imports around 20 arab of clothes during dashain, etc . However now the outflows will be limited as businessess have restored their stocks and further imports have weakened.
2. All LC (sight or usance) has been materialized to TR Loans which matures in 90 days (previous 120 days), hence business will not import heavily in the future as they need to pay the LC amount within 90 days.
3. Pratisthapan bidhayek will pass this week and by next week govt will spend significantly.
4. Also remittance to increase
4. Also no big investments this year i.e. no new big hotels, no new big industries, existing will get loans but banks are unwilling to give loans to new big projects, also entrepreneurs have hold their projects and concepts for 2021
5. Liquidity will ease in coming days.

Who is to Blame for Liquidity?
1. NRB - because it has failed several times to envisage the future. Nrb dont have efficiency. Stupid board, stupid official. Where is long term planning?
2. Govt - since last 7 years it has failed to spend

OPERATORS
1. A section of investor want to push the market down
2. They have been hammering shares, they are well informed about everything, 1 week ahead of general investor
3. operators exist in our market, there is no doubt
4. however the hammering of shares has been absorbed surprisingly by retail investors. for example UMHL has badly hammered by 58, target was to push the price below 500 but price has managed to stay at 550 level.
5. Also there is cartel of such operators, medias, high level officials, high level bankers and now some strong mutual funds as well


MARKET NOW
1. Its a bull market
2. But we are in a sluggish zone

MARKET FUTURE
1. Still have to analyze as to when market will rise,
2. Swings will however appear

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

whr are you sir plz analyze present context

Thank you puji bhairab sir for the information. But isn't 5 lakh family@10000 is equals to 5 arab? But anyway thanks for the information.

LIQUIDITY ISSUE TODAY

1. 50 Arab amount to be distributed before dashain
(5 lakh family @ 10,000)
will immediately add 50 arab into the banking system
BUT
Tax that i have paid is distributed randomly by corrupted leaders
How can u distribute tax payer money for the purpose of ur party (it will eventually go to karyakarta & voters)
However
Will add 50 arab liquidity into the system

2. TR loan span reduced to 90 days
Will add another easy 50-60 arab into system eventually

3. Sanction of amount to provincial/local levels
Will add1 kharab to system immediately

It seems liquidity will ease out eventually..... But at current juncture its crunchy......

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

The one of the major reason for liquidity crisis was freeze of budget

Budget & now disbursement to provincial and local government shall be made
Around 50 arab to 1 kharab to go in the first phase
Liquidity to ease considerably
Lets see How it Goes
Budget Needs to be passed asap

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

Market To Go Higher
New Rally Coming Soon
New News Also To Hit The Market

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

Good reply puji bhairab sir.

Sometime it's easy to forget, life is too fragile. Forget about NRB, about Government, we don't even have control to our own life. So best is we all remain healthy and gain independence from money. When you look back in retrospect disrespecting others is surely not good way to gain those.

Thank you sir for AKPL,AHPC.

SimrikJi

We can agree or disagree
Even free to form opinions
But always respecting each other

As i said NRB rule to SETTLE LOAN WITHIN EXPIRY DATE is a bullshit and continues to become a BULLSHIT
Just like for personal OD time of 1 year was given, similar time should be given,
Also gradual drop is good

Well simrikjee i came to this market by buying LIC NEPAL SHARE at 150 rs, few decades back, first share to buy when my senior was going to BOD as public director
We as old investor always want market to go good

NRB can come with policy with gradual implementation
Immediate interruption is not good in any matter

And well i wont loose my mind even if i loose few crores
I dont need anyone to back me up, i am already good in all worst bears

Dnt judge which company I Buy, Use decent words boy
For your information AKPL, UMHL, AHPC all went up by around 10%
Who are you to complain about which company i buy or sell
Its my decision
Yes boy all my 3 scrips went 10% up, i even managed to average at lowest price today
I earn from my strategy and its my way of trading, dont teach me which is shit and hit companies

Noone is expert in market, but one can be experienced, I come here to express my opinion
we all come here to express our opinion
we need to respect each other and use decent language

God Bless You
Talk to me about this matter when you grow enough to understand gravity of situation


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

Puji Ji,
You just bought shit companies and pumped stocks with no backbones other than liquidity and money flow, now, you are losing shit. You are the mafia. Everything was good until you were making money. Now, everything is bad. NRB is not there just to protect your ***. There are lakhs of other investors they need to save.
Sometimes, trade goes against you. Regulations tighten. That is the market. Quit losing your mind. I thought you were bujurk of NEPSE. You are acting like a 22 years old.

On the Current ISSUE

NRB rule is BULLSHIT
1 - Any rules should be brought graudally...... Settlement within expiry is the deepest bullshit.....So If a person has 1 arab loan and expires within 1 week means, NRB means to sell all the shares of 88 cr within 1 week.....This is most crack head rule......

2 - NRB is new MAFIA....... There are two groups in NRB..... One Bullish and Another Bearish after Nepse crossed 2500...... The bearish group is Maha-Achar Group.....This is their scheme for themselves......And to grab neck of medium and big investor....

3 - Oridinal Loan cannot be recycled bhanera niyam lera aako vayeh vai halthiyo...... But limit reduction within expiry is NRB want to manipulate.....Personal OD was reduced 50% in 1 year.... Similarly Share loan cud have been redued to 50 crore in 1 year and 25 crore in 2nd year and 12 crore in 3rd year..........With No recycling of loan further.....

4- We sud not support NRB as it is being manipulative.......Its rules are very harsh for MEDIUM AND BIG INVESTOR....


NOTE - SMALL MEANS UPTO 1 CRORE........MEDIUM INVESTOR ARE BACKBONE OF STOCK MARKET.....MEDIUM MEANS INVESTOR UPTO 25 CRORE......BIG MEANS ABOVE 25 CRORE......

And
i am on Cash 70% ....however 30 % is in investment.....investment in AKPL, UMHL & AHPC with 30%.....Already suffered 1.7 crore loss in AKPL UMHL & AHPC.......However I dont mind if the market goes even to 2500 level....

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

NLIC had 63000 kitta before book close on 9th August, it seems 65000 kitta of GBLBS was traded on 16th august after book close, only NLIC could sell it.

What to buy? Pls suggest Puji ji..

ITS TIME TO BUY


ITS FUNNY HOW PEOPLES GET PANIC

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

CCD is now obsolete.
Current CD ratio of commercial bank is above 89.

This is a fresh news.
नेपाल राष्ट्र बैंकले बैंकले २० अर्ब रुपैयाँ बराबरको ७ दिने रिपो जारी गरेको छ |
Which is proof of ongoing LIQUIDITY CRISIS.

OLD NEWS
http://www.bizmandu.com/content/20181023134624.html

संघीय सरकारले चालु आर्थिक बर्षका लागि महानगर, उपमहानगर, नगरपालिका र गाउँपालिका गरी ७५३ स्थानीय तहका लागि तीन खर्ब ८ अर्ब ४८ करोड ७२ लाख रुपैयाँ छुट्याएको छ। गत बर्षका लागि २ खर्ब २५ अर्ब रुपैयाँ छुट्याएको थियो। गत बर्ष चौमासिक रुपमा ७५ अर्बका दरले पैसा पठाइएको थियो।

स्थानीय तहमा ३ खर्ब ८ अर्ब रुपैयाँ निक्षेप जाँदा कर्जा-पूँजी निक्षेप अनुपात (सिसिडी) ८० प्रतिशत कायम गर्दा बैंकहरुसँग २ खर्ब ४६ अर्ब रुपैयाँ ऋण दिन योग्य तरलता उपलब्ध हुन्छ। यो बर्षभरीमा उपलब्ध हुने तरलता हो।

WE CAN IMAGINE HOW MUCH LIQUIDITY IS BUILT ONCE CENTRAL GOVT GIVES MONEY TO LOCAL & PROVINCIAL LEVEL......

BAKI ISHWOR KO LEELA

SHARE03

GBLBS is SALE
Biggest shareholder is NLIC who holds 63000 kittas
As per sources, it cant give great bonus shares
So its better to offload GBLBS as soon as profit materializes


...BAKI ISHWOR KO LEELA...

Respected sir,
GBLBS is it sell or hold sir
Regards
Share03

Cost of vaccine:

Till now about 1 crore dosages of vaccine arrived.
Around 50% of the vaccine dosages are donated.

Now just a simple calculation.
Lets say average cost of each dosage 10 $ = Rs 1200
1200 X 5,000,000 =6,000,000,000 (Six Arab)

I cant believe capital flight of mere six billion can dry up the system liquidity.

Smells something fishy

Finally Writing After a Long Time,

MONETARY POLICY
NRB Cap is a total bullshit
Purely Intended to give trouble to Investor
NRB Cap should be atleast 30 Crore & should be able to give from 1 Bank (Not 3 Banks)

BIG PLAYERS
Some Groups Are Selling
Some Group Are In Wait & Watch
But The NRB Policy is giving headache
Banks however are willing to come with the relief plan (like mortgaging fixed assets for shares trading and mortgaging shares for business purpose - This will also eliminate recycle)
&
720 Borrowers with 12 crore above loans
Total amount 35 arab
And it wont effect the market - we should take it diligently & calculatively - its 3 days turnover of market
Market has grown big and thats really good

LIQUIDITY
Large sum went for vaccine purchase so a little crunch was felt
However As soon as money moves from Central Govt Accounts to Local /Provincial Levels
The liquidity will recover significantly

Interest Rate
Interest rate will not significantly grow in this fiscal year
NRB will take all measures to ensure Interest rate is down and low
As we need expansionary monetary measures

hot SCRIPS
1 - UMHL
2 - AKPL

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

AKPL Was SELL on SUNDAY

Today
time to buy AKPL AGAIN

....BAKI ISHWOR KO LEELA...

AKPL is FOR SALE Today
SELL TODAY
BUY LATER



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

Respected sir,
What could be the potential target for AKPL?.
Regards
Share03