Forum


ShareSansar Main Page

New Topic

Grab Chilime Hydro (CHCL) !!!!!!

Moderators: बिमलमान, Dilbert.

Post Reply

Page: « < 1 2 3 4 >

Author Post
Member
Registered: Sep 2017
Posts: 36
LOL, I just saw the line I missed in the announcement and came back to correct my observation, but you beat me to it. :D :D :D
Administrator
Registered: Nov 2017
Posts: 81
Location: Dhalko Link Road, Kathmandu
@muhaha Jee

That is only applicable to those shareholders who have not updated their bank accounts in their DP.
http://www.sharesansar.com/announcement/chilime-hydropower-company-limited-is-distributing-10-cash-dividend-warrant-to-its-shareholders-from-today-2nd-poush-2074/

As per the notice, the cash dividend was directly transferred to bank on Mangsir 27. Rejected shareholders will have to visit Siddhartha Capital to avail the cash dividend warrant.
_______________
ShareSansar Forum Administrator
Does not necessarily represent official ShareSansar opinion
Member
Registered: Sep 2017
Posts: 36
While all other companies are sending cash dividends directly to the banks, CHCL wants us to go collect them.
:twisted: :twisted: :twisted:
Member
Registered: May 2014
Posts: 235
चिलिमे जलविद्युत् कम्पनीको सहायक कम्पनीले निर्माण गरिरहेको,
रसुवागढी जलविद्युत आयोजनाको ५५ प्रतिशत काम सम्पन्न,

एक महिनाभित्र आईपीओ निष्कासन गर्दै

http://www.bikashnews.com/2017/12/15/81987.html
Member
Registered: Aug 2015
Posts: 106
players..
Member
Registered: May 2014
Posts: 235
माथिल्लो साञ्जेन निर्माणको अन्तिम चरणमा पुगेको छ ।

http://tibrasamachar.com/?p=7939
Member
Registered: May 2014
Posts: 235
It was light refreshment , Dear 75% I Trade ji, Today's new is here.........

चिलिमे हाइड्रोपावर (CHCL) को सहायक कम्पनी सान्जेन जलविद्युत् कम्पनी (SJCL)ले आइपीओ निष्कासनको अनुमति पाएको छ ।

http://www.bikashnews.com/2017/12/13/81684.html
« Last edit by mero sathi on Wed Dec 13, 2017 5:27 pm. »
Member
Registered: Aug 2015
Posts: 106
Dear merosathi!
U hav posted old news though it is still relevent.
Seems its very strong ...neither price goes up nor it falls..it seems strong around 900-950 level.
Member
Registered: May 2014
Posts: 235
चिलिमेले जलविद्युतमा डेढ खर्ब लगानी गर्छ: कुलमान

चिलिमे जलविद्युत कम्पनीको अध्यक्षसमेत रहेका घिसिङले २२.१ मेगावाटको जलविद्युत केन्द्र निर्माण गरेको कम्पनीले निर्माणाधीन २ सय ७० मेगावाटबाहेक थप ६ सय मेगावाटबराबरका आयोजनामा लगानीको तयारी गरिरहेको बताए ।

‘निर्माणाधीन रसुवागढी, साञ्जेन र मध्यभोटेकासीको निर्माण नसकिँदै ६ सय मेगावाटका नयाँ आयोजना निर्माण गर्ने दिशामा कम्पनी अघि बढेको छ’ उनले भने ।

कम्पनीले आफुसँग अनुमतिपत्र भएका आयोजनामा मात्र नभई विद्युत प्राधिकरणका आयोजनामासमेत लगानी गर्ने वातावरण तयार हुने पनि उनले बताए । वार्षिक १ अर्ब लगानी गर्न सक्ने चिलिमे नै नेपालको एकमात्र जलविद्युत कम्पनी भएको घिसिङको भनाई छ ।

Read more at: http://www.urjakhabar.com/archives/6717
Member
Registered: Aug 2015
Posts: 106
Dear meroprofit!
Thank you very much ...we will discuss on leisure time
Member
Registered: Dec 2017
Posts: 29
Dear 75% I trade,
In you request! I currently hold these four stocks
SHINE
NUBL
SFFIL
EDBL
Member
Registered: Nov 2017
Posts: 135
some so called expert was suggesting me to go for ALICL, can anybody give suggestion regarding this??
Member
Registered: Nov 2017
Posts: 135
i agree with 75%i trade sir....everybody here is not an expert, as for me i m a newcomer but trying to learn from the experts....its always good to learn...hope nobody gets offended and we all benefit in the run...:)
Member
Registered: Aug 2015
Posts: 106
Dear Meroprofit !
Please put some stocks name ,we will discuss .....feel free....everyone who visits here might be/or might not be expert ..so everybody ccould learn and earn....
Member
Registered: Dec 2017
Posts: 29
Let’s not disclose our portfolio names or recommend any stock here! We could discuss and share our ideas/opinions on ANY company why it could be a good long term buy.
Member
Registered: Nov 2017
Posts: 135
good insight into the matter by meroprofit jee, so then what are the stocks to be owned at the moment??
Member
Registered: May 2014
Posts: 235
Did you Updated Your DMAT with Bank a/c no. ?

CHCL le Mangsir 27 dekhi 10'/. Cash Dividend tapaiko Bank A/C ma nai Deposit gari dine vayeko chha

http://merolagani.com/NewsDetail.aspx?newsID=37064
Member
Registered: Dec 2017
Posts: 29
Every market participant might have unique investing style with different return expectations and risk capacity. Its more about what works for you. I think we should respect everyone’s investment framework.
I believe in long term investing and look for large opportunities which have secular, visible earnings growth momentum rather than short-term price momentum. I believe short-term focus is harmful to long-term profits. In my view, hydropower as a sector, is not fit for long term investing, especially at current valuations which I believe is pretty high for such a hugely capital-intensive business.

Talking about NTC, NBL, they are not the stocks where I see the management integrity and visible earnings growth. In my view, both are majority government-owned companies, which are less competitive to private sector and has been losing market share to private-run companies.
There are very few wonderful business to own in NEPSE, which have consistently high return on invested capital with earnings growth visibility for some years to come.
Member
Registered: Aug 2015
Posts: 106
Agreed with Meroprofit's perspective on CHCL for very long term ie more than 4- 5 years...as per your analysis ntc nbl could be the better option,aren't they????

BUT,
CURRENTLY MARKET IS DOMINATED BY TRADERS........day traders are active.....weekly trader,semi annual and annual traders are drawing graphs and putting buy sell points....and market is moving with sentiments,where there is huge line of buyers in a particular stock there is a way of profit so I see chcl is best for trading and if we talk long term ie lets say 5-10 years it could be best still,in my views.
Member
Registered: Dec 2017
Posts: 29
I am simply focusing on, if buying CHCL at current valuations can create long-term value for long term investors or not. Be there Kulman and Bam Sarkar or not, Chcl is a great company which will find its way to success any way. Chcl itself is a sensational company.

But at current valuations with market cap of 3800 crores and annual earnings of approx 100 crores, I feel the company is already valued substantially higher in comparison to the expected long term earning potential of the business. In my estimate, for annual earnings of chcl to reach 300 crores, all sister companies should pay 100% earnings as dividends, which is possible only after being debt free.

In my calculations, with equity-debt ratio of each sister company at around 50:50, it might take 5-7 years for these companies after starting production to reduce debt considerably and pay their earnings as reasonable dividend to Chcl, which can boost its income statement.

Back in 2014 too, Chcl market cap was 6300 crores for same reasoning as now but fell down gradually to 2500 crores few months back, which still was exceedingly priced. I believe stocks over time catch up the underlying earnings potential of a business, so for long term investing , its better to look for buying at substantially less than its future worth, considering the estimation of future growth and cash flows.

As hydropower is a huge capital intensive business with negative cash flows, return on investment for hydropower businesses itself is very modest compared to other businesses. Holding these stocks for long term at such valuations can seiously dilute a long term investors return!
« Last edit by meroprofit on Wed Dec 06, 2017 12:00 am. »
Member
Registered: Aug 2015
Posts: 106
mero profit ji...
thanks for ur concern......

some infos u shared are already calculated..

SEE again..
The first most important fact about Chilime:
"It operates 22.1 MW and sells annual 150GWH energy to NEA the long term PPA price."
The second,
Its fundamental strength is very healthy with good size of assets reserve,eps ,networth etc.
The third,
Its sister projects:
1) Rasuwagadhi: 111 MW and CHCL's portion is 33% ie 36.63 MW {http://www.chilime.com.np/rasuwa.html#}
2) M Bhotekoshi: 102 MW and CHCL's portion is 38% ie 38.76 MW {http://www.chilime.com.np/bhotekoshi.html}
3) Sanjen : 57.3 MW and CHCL's portion is 38% ie 21.77 MW {http://www.chilime.com.np/sanjen.html}
Fourth,
From Rasuwagadhi,M Bhotekoshi and Sanjen sum of chcl's energy production will be 97.16 MW plus 22.1 MW =119.26MW

Talking about dividend payout,tenure I agree with you logics....but you forget one MOST IMPORTANT THING

for stock, price we pay not only just for dividend payout but also we pay for its growth.....

Lets wait and see the election ,after that BAM SARKAR....

you know hydro is one of the most potential sectors to generate national income in Nepal.....

NOw everything's gonna settled and economic prosperity at our hand.....
Bam gov will focus on hydro with the help of China....CHCL will invest huge....
We all believe KULMAN,arn't we?????
Member
Registered: Dec 2017
Posts: 29
In my analysis, CHCL or any hydropower stock is not a long term play.
Talking about CHCL, it is said to be constructing 270 MW worth projects but none of them will be in operation at least for next 2-3-4 years, except Sanjen(total 57 MW) which might come in operation next year.
And it should be noted that out of all 270 MW, 33-38% is owned by Chilime, i.e. total capacity belonging to Chcl is only around 98 MW.
Looking at equity-debt ratio of each sister company, it comes around 50:50, so even after starting production, it might take 5-7 years for these companies after starting production to pay all their earnings as reasonable dividend to Chcl.
Now, buying at current valuations with market cap of 3650 crores and earnings at 100 crores per year, we are already paying substantially higher in comparison to the long term earning potential of the business.
So paying such staggering price at current situation is sure to minimize the long term capital gains expected after counting dividends from sister companies as earnings.
Surely, market discounts the future but CHCL or any hydropower stock can rarely be a long term investment.

My view is purely long, at least from 5 years perspective. I don't own any hydropower stock.
« Last edit by meroprofit on Tue Dec 05, 2017 5:29 pm. »
Member
Registered: Jun 2017
Posts: 321
Chcl is my hot long term pick.i want to have 5000 kittas within next 3-4 yrs. If there will be dip in chcl price i will jump in. :mrgreen:
Member
Registered: Aug 2015
Posts: 106
17000+ viewers within short time frame...it means so many investors are interested in chcl...4000MW within 4 years....I thing this year will boom hydro sector like last year insurance index boomed 4000 to neRLY 10,000.

BUT ,
ONE SHOULD NOT MAKE FOOL DECISION WHILE PICKING UP HYDRO STOCKS....

My favourite hydro STOCKS are

CHCL....no 1..............................
BPCL....NO 2..............................
SHPC,HPPL.........comes after...

Lets imagine if chcl contracts new projects it will give huge bonus/right.....it might boom at least 60% plus what its price is now
Member
Registered: May 2014
Posts: 235
somebody ji, congrats. here i posted two technical analysis videos link from youtube to make your future strategy easy, for chilime. Both analysis guru signals, chilime price go further if its price go up to 1000 and stable for few days.

what is entry and exit points of chilime ( published 18 nov 2017 - 8.50 min. Vid) :-

https://r.search.yahoo.com/_ylt=A0LEVyNkaiNa2Q0AXBpXNyoA;_ylu=X3oDMTByOHZyb21tBGNvbG8DYmYxBHBvcwMxBHZ0aWQDBHNlYwNzcg--/RV=2/RE=1512299237/RO=10/RU=https%3a%2f%2fwww.youtube.com%2fwatch%3fv%3dC0oMIZwm5C4-/RK=2/RS=irpj9TgZz.TndsNYHPrd3u0dJfc-

Technical analysis on the present scenario of market with Sagun Shakya sir ( published 2 Dec,2017- 47.59 min. Vid)

https://www.youtube.com/watch?v=fj5K1nCjN1o

Post Reply

Page: « < 1 2 3 4 >

Sharesansar Forum Powered By Miracle Hub