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The NEPSE Journal

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Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.

All Articles — Page 245

2887 posts

Top2 min read
From Fuel to Steel: Nepal’s Top 10 Imports in Shrawan
From Fuel to Steel: Nepal’s Top 10 Imports in Shrawan Kathmandu – In the first month of fiscal year 2082/83 (Shrawan), Nepal’s import bill was dominated by petroleum products, industrial raw materials, and vehicles. According to the Department of Customs, the top 10 import categories alone accounted for more than half of the country’s total import expenditure, deepening the trade deficit further.
Dipesh Ghimire23 Aug, 2025
Top2 min read
From Oils to Galicha: Nepal’s Top 10 Export Items in Shrawan
From Oils to Galicha: Nepal’s Top 10 Export Items in Shrawan Kathmandu – In the first month of the fiscal year 2082/83 (Shrawan), Nepal’s exports remained concentrated on a handful of traditional strengths. According to the Department of Customs, the top 10 export items accounted for the bulk of the country’s overseas sales, even as the overall trade deficit remained deeply negative.
Dipesh Ghimire23 Aug, 2025
Top3 min read
Nepal’s Foreign Trade in Shrawan: Imports Surge, Deficit Widens
Nepal’s Foreign Trade in Shrawan: Imports Surge, Deficit Widens Kathmandu – Nepal’s foreign trade in the first month of the current fiscal year 2082/83 (mid-July to mid-August 2025) revealed a familiar but deepening trend: soaring imports and sluggish exports, leaving the country with a widening trade deficit. According to the Department of Customs, Nepal imported goods worth Rs. 1.43 trillion during Shrawan while exports stood at only Rs. 239.32 billion. The imbalance resulted in a staggering trade deficit of Rs. 1.19 trillion within a single month, once again underscoring the structural weaknesses in the country’s external trade profile.
Dipesh Ghimire23 Aug, 2025
Best Stock4 min read
Q4 Report: Top 2 Best Stocks in Each Sector Based on Dividend and Earnings Yields
The Q4 reports clearly indicate that: CBBL (6.18%) in microfinance, USHL (4.87%) in hydropower, and UNL (4.51%) in manufacturing are the top yield providers. Banking leaders PCBL and GBIME also remain highly attractive with yields above 5%. Across other sectors, MNBBL, MFIL, TRH, NRN, ILI, and HEI represent the strongest investment opportunities. For investors looking for both dividend income and earnings-driven growth, these top sectoral stocks provide the best balance going forward.
Sandeep Chaudhary23 Aug, 2025
Top3 min read
Imports Surge but Duty Collection Concentrates on High-Tariff Brackets
Imports Surge but Duty Collection Concentrates on High-Tariff Brackets Nepal’s foreign trade figures for the first month of the fiscal year 2082/83 (Shrawan, mid-July to mid-August 2025) reveal a striking contrast between imports and customs duty collection. According to official data, the country recorded imports worth Rs. 143.04 billion, while the government collected Rs. 13.61 billion in import duties. The distribution of imports and duties across different tariff rates highlights how Nepal’s revenue collection is disproportionately driven by higher tariff brackets, despite lower import shares in some cases.
Dipesh Ghimire23 Aug, 2025
Top3 min read
Nepal’s Real Estate Market Cools Sharply in Shrawan
Nepal’s Real Estate Market Cools Sharply in Shrawan Nepal’s property market saw a decisive slowdown in Shrawan (mid-July to mid-August), with double-digit declines across most transaction categories at land revenue (Malpot) offices nationwide. Total land-and-housing service transactions fell to 104,218, down 18.07% from 127,206 a year earlier—signaling weaker demand and more cautious borrowing behavior. Sales activity contracted markedly. The clearest proxy for buy–sell momentum—deed registrations (likhat parit)—dropped from 43,835 to 31,621, a steep 27.86% decline. Ownership transfers (nam sari) slipped 21.07% (from 4,162 to 3,285), while record amendments plunged 45.88% (from 11,156 to 6,038). Hal Sabik (old record updates) also retreated 23.03% (from 3,303 to 2,313). In short: fewer sales, fewer title changes, fewer ancillary updates.
Dipesh Ghimire23 Aug, 2025
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PRIN2 min read
Prabhu Insurance Q4: Stable Revenue, Declining Profitability, and Strong Valuation Premium
Prabhu Insurance (PRIN) has published its audited Q4 2024/25 results, showing weaker performance compared to last year. The company’s total revenue fell by 25.70% YoY to Rs. 962.10 million, while net income dropped sharply by 56.8% to Rs. 211.96 million. Profit margins compressed, with net margin declining to 22.03% from 48.47% a year ago. Similarly, returns weakened as ROA slipped to 3.24% and ROE to 6.38%, both well below last year’s levels. Earnings per share also fell significantly to Rs. 14.70 from Rs. 34.05, while the P/E ratio jumped to 61.89, indicating the stock remains highly valued despite reduced profitability. On the balance sheet side, book value per share improved to Rs. 325.91, and the market value per share closed at Rs. 910, showing that PRIN trades at nearly 2.8 times its book value. Operationally, the company issued 123,873 policies, almost flat YoY, while renewed policies rose 27.95%. Claims paid fell by 24.96%, but outstanding claims increased, raising some concerns. Although PRIN had distributed Rs. 18.95 per share in dividend earlier, the steep decline in profitability could pressure future payouts. Overall, the insurer shows stable topline operations but is facing profitability and efficiency challenges despite maintaining high market valuations.
Sandeep Chaudhary22 Aug, 2025
SHL1 min read
Soaltee Hotel Q4: Strong Revenue Growth, Stable Margins, and Robust Profitability
The book value per share stood at Rs. 27.15, while the market price surged to Rs. 577.58, trading at more than 21x its book value. This premium pricing suggests high investor confidence and brand strength. Dividend history remained stable, with SHL continuing its shareholder return policy — the company had distributed Rs. 36.84 per share previously.
Sandeep Chaudhary22 Aug, 2025
GBBL1 min read
Garima Bikas Bank Q4: Revenue Down YoY but Profit Strengthens with Solid Margins
Garima Bikas Bank reported Q4 revenue of Rs. 8.42 billion (-14% YoY) but improved net profit to Rs. 1.31 billion (+15% YoY) with stronger margins (15.56%). EPS stood at Rs. 23.07, and the bank trades at a fair P/E of 18.57. While ROE (14.65%) remains healthy, rising NPLs (4.72%) could be a concern.
Sandeep Chaudhary22 Aug, 2025
HATHY1 min read
Hathway Investment Nepal Q4: Revenue Jumps Sharply, Margins Stable, But Valuation Stretched
Hathway Investment Nepal reported Q4 revenue of Rs. 197.49 million (+275.88% YoY) and net income of Rs. 64.95 million (-22.67% YoY). Margins remain stable with 32.89% net margin, but ROA (2.39%) and ROE (3.08%) indicate moderate returns. EPS stood at Rs. 2.29, while the stock trades at a very high P/E of 531.92, signaling stretched valuations. Despite the revenue rebound, the absence of dividends this year contrasts with last year’s Rs. 10.53 payout.
Sandeep Chaudhary22 Aug, 2025

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All Articles — Page 245

From Fuel to Steel: Nepal’s Top 10 Imports in Shrawan

From Oils to Galicha: Nepal’s Top 10 Export Items in Shrawan

Nepal’s Foreign Trade in Shrawan: Imports Surge, Deficit Widens

Q4 Report: Top 2 Best Stocks in Each Sector Based on Dividend and Earnings Yields

Imports Surge but Duty Collection Concentrates on High-Tariff Brackets

Nepal’s Real Estate Market Cools Sharply in Shrawan

Prabhu Insurance Q4: Stable Revenue, Declining Profitability, and Strong Valuation Premium

Soaltee Hotel Q4: Strong Revenue Growth, Stable Margins, and Robust Profitability

Garima Bikas Bank Q4: Revenue Down YoY but Profit Strengthens with Solid Margins

Hathway Investment Nepal Q4: Revenue Jumps Sharply, Margins Stable, But Valuation Stretched

NEPSEtrading

Primary issues

Income & debt

Live market

Read & learn

NEPSE Trading Network

Insights & Analysis

All Articles — Page 245

From Fuel to Steel: Nepal’s Top 10 Imports in Shrawan

From Oils to Galicha: Nepal’s Top 10 Export Items in Shrawan

Nepal’s Foreign Trade in Shrawan: Imports Surge, Deficit Widens

Q4 Report: Top 2 Best Stocks in Each Sector Based on Dividend and Earnings Yields

Imports Surge but Duty Collection Concentrates on High-Tariff Brackets

Nepal’s Real Estate Market Cools Sharply in Shrawan

Prabhu Insurance Q4: Stable Revenue, Declining Profitability, and Strong Valuation Premium

Soaltee Hotel Q4: Strong Revenue Growth, Stable Margins, and Robust Profitability

Garima Bikas Bank Q4: Revenue Down YoY but Profit Strengthens with Solid Margins

Hathway Investment Nepal Q4: Revenue Jumps Sharply, Margins Stable, But Valuation Stretched