Forum


ShareSansar Main Page

New Topic

... 2018 - Be A PowerFull Investor ... Connect The Dots & See The Pictures....

Moderators: बिमलमान, Dilbert.

Post Reply

Page: 1

Author Post
Member
Registered: Mar 2018
Posts: 155
PrashJee
1 - Government policy of keeping money given to local authorities in banking system will create liquidity surplus of around 2 kharab
2 - Another 1.5 Kharab will come from money surplus due to tools used by monetary policy
2 - Another 0.5 Kharab will come from money surplus due to LOAN REPAYMENT SCHEDULE OF MAJOR PROJECTS like UPPER TAMAKOSHI AND ALIKE.

.....Baki Ishwor Ko Leela....
Member
Registered: Jun 2013
Posts: 73
Puji bhairab ji, is this Bizmandu news "government policy of keeping money given to local authorities in banking system will create liquidity surplus (Over 4 Kharab Liquidity)" true?
Member
Registered: Mar 2018
Posts: 155
Like Said in Beginning of this POST, things have come out to be true
1 - Liquidity to be in surplus. And current budget, current monetary policy and government policy of keeping money given to local authorities in banking system will create liquidity surplus (Over 4 Kharab Liquidity).
2 - Interest rates to go down for a long period now. With surplus liquidity interest rates will go down. Further as major projects gets completed in new FY they will generate cash and repay loans which will further push interest rates down.
3 - FDI pour. China will pour more than 1 billion $ FDI this year.
4 - Major IPO Ends. Major FPO Ends. Major Right Shares Ends.
5- No major Outflow from Capital Account & Current Account of BOP this year.
6 - Banks gets broker license.
7 - Online System

....MAIN FUNDAMENTAL EQUATION ARE
1 - INTEREST RATES DOWN = MARKET UP......
2 - ONLINE TRADING & BANK BROKER = MORE MARKET PARTICIPATION = MORE VOLUME (FSDS - Yubaraj Khatiwada strategy for Financial Sector Development Strategy aims for 2 arab transaction each day) = MARKET UP

............Future can be predicted precisely......BE A POWERFUL INVESTOR....CONNECT THE DOTS & SEE THE PICTURES.....baki ishwor ko leela.....
« Last edit by पूजीभैरव on Mon Jul 16, 2018 8:22 am. »
Member
Registered: Mar 2018
Posts: 155
By End of Asar 2075
1- ALL MAJOR FPO ENDS
2- ALL MAJOR IPO ENDS
3- ALL MAJOR RIGHTS ENDS

By Beginning of Sharawan 2075
1- Only 2 Arab worth of Right Pending (Excluding NCC & API as both arent lucrative to general investors)
2- Only 2 Arab Worth of IPO Pending


......New F/Y is good enough....All MAJOR RIGHTS Comes to End.....
Member
Registered: Mar 2018
Posts: 155
Pressure of Right Shares is Coming To An End

COMMERCIAL BANKS
1 - PRVU Big Auction Is Left
2 - Kumari Right Share Occuring
3 - NCC Approval Pending

DEV BANKS
1 - DEVA Bikas Bank Right Share Occuring
2 - Sahara Bikas Bank Right Share Occuring

With This Pressure of Right Shares Ends.....Few Weeks and All RIGHT SHARES OF BFI Completely Ceases.....PERHAPS NO RIGHT SHARES for ATLEAST another good 6/7 years.....

....BAKI ISHWOR KO LEELA...
Member
Registered: Oct 2013
Posts: 3591
Extended market crash due to interest rate, manipulation, fear created by manipulation.

Short term crash- over supply

Liquidity crunch- not much direct effect cause not much loan but psychological effect is high.


PE ratio below 15 BFIs not many probably NBL, ADBL, sanima and 150Rs dev/finance.
Member
Registered: Nov 2017
Posts: 138
i agree with u @pujibhairab sir...thats why i m planning to make an investment in a weeks time....:)
Member
Registered: Mar 2018
Posts: 155
WHY MARKET IS DOWN
1 - Only reason market is down is because of High interest rate

WHY INTEREST IS HIGH - How cash got shortaged?
1 - Ncell took around 70/80 Arab
2 - RNAC Bought Aircrafts
3 - Hydros(Over 2500 MW is under construction). Over 245 Arab INJECTED as loan and 105 Arab injected as Capital. Around 280 Arab goes abroad in turbines, rebars, cements (clinkers comes from abroad).
4 Around 1350 MW is under financial closure stage. 132 Arab of debt and 60 Arab of equity will go there in future. And sustantial portion of this money will go abroad for turbines, rebars, cements etc.
5 - Big Investments in Hotels, Around 100 Arab. All money goes abroad as rebars, cements, decoration items comes from abroad.
6 - Big Investments in Infrastructure Development Banks. Money will remain in Nepal.
7 - Import of Big Telecom Equipment. For instance payment to United Telecom Indian Partners By Nepali Businessman to take over all the stake. And further investment in billions for telecom infrastructures.
8 - Cash Hoarding

UNDERSTAND
1 - Around 450 Arab has gone out of country IN INVESTMENT (NOT CONSUMPTION)
2 - That 450 Arab needs to be recovered
3 - Will be recovered once the investment starts to generate revenue and starts to pay interest & dividends
3 - Remittances of around 650/750 Arab gets spent in consumption significantly with savings only accounting for around 80/90 Arab

RECOVERY PHASE HAS STARTED & SHALL ACCELERATE IN 2018
1 - Around 800000 tourists came and spend around 135 billion in 2017. The onstart of tourist season this year indicates over 900000 tourist arrival and over 151 Billion expenditure in ONLY IN leisure spending. Hotels are booked enormously since March First Week. Understand that all the money that comes in is total saving as expenditure is only for maintenance of already incurred capital expenditures.
2 - Tamakoshi (96% Complete) & Other major hydros will start shortly and after they start to pay loan installments, BANKS will have abundant cash flows.
3 - Increased and proper capital spending to begin from This fiscal Year.
4 - Banks bringing loans from abroad.
5 - 2018 Net savings from remittances

PROBABLE SIGNIFICANT & CONSPICUOUS RECOVERY
1 - Soon


REBALANCE THE PORTFOLIO
1 - Market may fall to make significant correction in case of high p/e ratio scripts
2 - Fundamentally strong scrip may go down due to index fall
3 - Fundamentall strong scrip will recover fast

A- SELL
1 - All The COMMERCIAL & DEV Banks with P/E Ratio of 13 & Above
2 - SELL ALL SMALL & NON ESTABLISHED MFI

B - BUY
1 - All the COMMERCIAL & DEV Banks with P/E Ratio of 12 & Below
2 -BUY ONLY ESTABLISHED MFI - their price will have steep rise in future as interest falls and as supply is thin - underpriced and established mfi are good


BRIGHT FUTURE AHEAD
1 - Economy is gaining in value
2 - So will Trade/industrial/Capital Market

.........BAKI ISHWOR KO LEELA...
« Last edit by पूजीभैरव on Mon Apr 02, 2018 7:50 am. »

Post Reply

Page: 1

Sharesansar Forum Powered By Miracle Hub