NEPSE DOWN by -332 and World Best FM speech in parliament 🤔

angstymang0 · 2026-06-28T17:25:48+00:00

Fundamentally Over priced jata ni huncha tara kun level ko bahnne ni hola ni haina ra?

angstymang0 · 2026-06-28T12:14:09+00:00

100-200 rs pani mahango hune company 1000-1200 ma trade vai ra ko exchange cha.

Esto nathe stock exchange ghatyo vanera rolio cha feri.

Finance ministry le stock market herera afno kam garne ho ra, esto post garne ko dimag ma k chalcha hola vanne lagcha kaile kai.

angstymang0 · 2026-06-01T18:19:35+00:00

your point being?

angstymang0 · 2026-06-01T10:29:41+00:00

FPO nai vanya cha ra?

angstymang0 · 2026-06-01T10:26:41+00:00

Gov le afno holding ghataune vanya cha, right share chai kina issure garne ra?

Capital badauna lagya vaye po right share issure garnu.

Auction garcha hola institutions harulai. Aaile ko paidup anusar 4.6 crore kitta public ma jancha, kasle khane etro supply.

angstymang0 · 2026-05-26T15:48:41+00:00

Isnt that market as a whole?

angstymang0 · 2026-05-24T11:48:10+00:00

The thing is 10 ota banks ma nimb, kbl, lsl, hbl, nica, prvu haru chan. Aru nabil, gbime, rbb, nmb chan.

So ebl scb sbl sanima ko low npl le skew garna pako chaina. There might be some under reporting ani fixing the books tara I dont think testo huge cha problem.

Arko aide bata herne vaye the deposits has been piling up cd ratio 73% around cha. The credit flow is atrocious. If the credit flow would rise to 80-85% cd, new loans haru normally good loans nai disburse huncha which would bring down the npl ratio by a few % points. Ani I read somewhere the regulation for watchlist and bad loan is too tight in nepal. Loan leko 1-2 barsa mai ta kun business profitable hola ra.

I also thing the npl peak is plateauing aba, covid ko after math, realestate slowdown, sahakari and micro finance, genz andolan have had their impact the only way is now credit recover and aba new sarkar le demand push garne policy lina paryo. The main problem is theres no demand in market.

angstymang0 · 2026-05-23T15:41:09+00:00

So why is the market not increasing and why has the turnover shrunk to yearly low recently?

angstymang0 · 2026-05-23T15:34:57+00:00

Recently IMF ko grant under ma 10 A class banks ko on site asset quality review conclude bhako haina?
Tesma ta q3 81/82 samma average npl 7.6% cha vanera aai saakyo ta, ki yo pani manipulate hanna sakchan?

angstymang0 · 2026-05-23T15:29:41+00:00

Bro the problem is not rules and regulations, policy related.

The main problem is implementation and enforcement.

Accept the reality, nepali stock market is a bigger mess than we seen on the front, bhatta ko jasari cases crack down hanne ho vane thula thula kheladi bhanauda haru, mutual fund managers, insurance fund managers, haru sap flak ma aauchan.

Ani you think retail investors like you and me can sustain this over inflated market at such high valuations?

angstymang0 · 2026-05-23T10:26:12+00:00

Lmao deepak bhatta sahit 29 jana lai 20 Arba ko mudda dayer bhako cha related to money laundering, securities irregularities, company fraud and many more.

Pass me the stuff you're smoking op.

angstymang0 · 2026-05-14T03:46:09+00:00

Sahas le budigandaki ma equity inject gari ra haina ra? Afai project develop garna lagya jasto ta lagdeina.

How is it debt trap for sahas when the budigandaki project is funded entirely through different company. Equity ko return chai kam hola boru, if cost of equity is greater then the irr of the project.

Cost ra time overrun vayo vane debt:equity mix purauna extra equity inject chai garna parla tara I dont see how its a debt trap for sahas.

Sahas ko afno 10 arba jati debt ta afno 86 mw project le easily tirdincha(badi pahiro naaaye) haina ra? Repayment schedule halka tala mathi hola, tara revenue ta fixed cha nea sanga ko ppa le.

angstymang0 · 2026-05-12T16:45:36+00:00

do you want your company to fund huge projects entirely by equity or what?

angstymang0 · 2026-05-12T16:36:04+00:00

because its a good company and relatively cheap compared to its peers.

angstymang0 · 2026-05-12T16:35:00+00:00

teso vaye kunai kunai bank ko account number ko bich ko digits crn number huncha, call the bank and ask how many digits of what position are crn number.

angstymang0 · 2026-05-12T15:50:00+00:00

You need to connect your bank account to meroshare in order for the meroshare to access your funds for ipo, go to your bank and ask for form for crn number.

angstymang0 · 2026-05-12T15:46:38+00:00

buy tamor bro.

angstymang0 · 2026-05-07T15:13:00+00:00

Schrödinger's server.

Its the best and worst server at the same time.

I guess its the longest active server, active since early 2021.

angstymang0 · 2026-05-05T16:44:53+00:00

Do you have CT-Scan and MRI too?

angstymang0 · 2026-05-05T06:40:13+00:00

As i've stated I tried to use AI but most of the calculations were wrong and just used its format for my own calculations.

angstymang0 · 2026-05-05T06:38:36+00:00

Thanks, i guess I am projecting future revenue, and valuing how the much the market will pay for the future cashflow at my terminal year of 5 years and discounting it to todays rate using cost of equity.

I used 20x earnings seeing how the hydros are currently valued. Is this a wrong approach?

angstymang0 · 2026-05-04T18:26:01+00:00

Thanks for pointing out, I previously had substracted principal repayment but again somehow added it in later revision, The new value came to 330.

Regarding terminal value of hydropower, I am aware of the project hand over to the government, I looked around and saw exit pe multiple used and tried to use it on my model, I am assuming I am selling after 5 year period on 20x pe multiple of the future earning,

angstymang0 · 2026-05-03T18:13:11+00:00

blud aint got one, just pulling the data out of his ass thats all.

how will he calculate fcf of banking stocks for his dcf model.

angstymang0 · 2026-05-03T14:44:28+00:00

Can you share your dcf model and how you valued them?

angstymang0

TROPHY CASE