नेप्से सूचकमा पुनः गिरावट, लगानीकर्ताको मनोबल कमजोर NEPSE Index Decline
1. NEPSE Index Declines:
- On Thursday, the NEPSE index fell by 10.44 points, settling at 2068.31 points.
- Despite the index decline, the trading volume increased compared to the previous day, with over NPR 3.87 billion worth of shares traded.
2. Sector Performance:
- The finance sector showed significant gains.
- The mutual fund sector also increased.
- Other sector indices declined.
3. Market Selling Pressure:
- The market, previously affected by tax rumors, showed signs of recovery on Wednesday but faced increased selling pressure on Thursday.
- Various rumors are affecting investor morale.
4. Policy Obstacles:
- The market has not achieved the expected positive momentum due to policy obstacles affecting large investors.
- Restrictions on stock collateral loans and a 125% risk weight have impacted the market.
5. Cap on Stock Collateral Loans:
- A cap of NPR 150 million for individual investors and NPR 200 million for institutional investors has been imposed.
- This has impacted large investors.
6. Tightening of Working Capital Loans:
- The tightening of working capital loans has also indirectly affected the market.
- The market has been in a declining trend for about three years.
7. Positive Factors:
- Interest rates have decreased, and the banking system has abundant liquidity.
- The external sector of the economy is robust, but the market has not gained momentum.
8. Demand and Supply Imbalance:
- The market has an imbalance between demand and supply.
- New investors are needed to strengthen the demand side.
9. Monetary Policy:
- Investors are awaiting the monetary policy.
- It is expected to be released in the first week of the Nepali month of Shrawan.
- The policy is expected to have a direct impact on the stock market.
10. Company Performance:
- On Thursday, over 8.63 million shares of 306 companies were traded.
- Mountain Energy Nepal led in trading volume with transactions exceeding NPR 171 million.
- Nepal Infrastructure Development Company and CHDC Hydropower secured the second and third positions, respectively.
1. नेप्से सूचक घट्यो:
- बिहीबार नेप्से सूचक १०.४४ अंकले घटेर २०६८.३१ अंकमा अडियो।
- अघिल्लो दिनको तुलनामा कारोबार रकम बढेर ३ अर्ब ८७ करोड रुपैयाँभन्दा बढीको सेयर कारोबार।
2. समूहगत प्रदर्शन:
- फाइनान्स समूहमा बढी चमक।
- म्युचुअल फन्ड समूह पनि बढ्यो।
- अरु समूहका सूचक घटे।
3. बजारमा बिक्री चाप:
- करको हल्लाले बजार प्रभावित भएको, बुधबार सम्हालिए पनि बिहीबार अन्तिम प्रहरमा बढी बिक्री चाप।
- विभिन्न हल्लाले आम लगानीकर्ताको मनोबल कमजोर।
4. नीतिगत अवरोधहरू:
- ठूला लगानीकर्तालाई सहज लगानी वातावरण नहुँदा बजारले अपेक्षित गति लिन नसकेको।
- सेयर धितो कर्जामा राखिएको सीमा र १२५ प्रतिशतको जोखिमभारले बजारलाई प्रभावित।
5. सेयर धितो कर्जामा क्याप:
- व्यक्तिगत लगानीकर्ताका लागि १५ करोड र संस्थागत लगानीकर्तालाई २० करोडको क्याप।
- ठूला लगानीकर्ता प्रभावित।
6. चालु पुँजी कर्जामा कडाई:
- चालु पुँजी कर्जामा कडाईले पनि बजार अप्रत्यक्ष रूपमा प्रभावित।
- ३ वर्षदेखि बजार घट्दो क्रममा।
7. सकारात्मक पक्षहरू:
- ब्याजदर घटेको, बैंकिङ प्रणालीमा अधिक तरलता।
- अर्थतन्त्रका बाह्य क्षेत्र सबल, तर बजारले गति लिन नसकेको।
8. माग र आपूर्तिको सन्तुलन:
- बजारमा माग र आपूर्तिको सन्तुलन मिल्न नसकेको।
- नयाँ लगानीकर्ता भित्रिन जरुरी।
9. मौद्रिक नीति:
- मौद्रिक नीति पर्खाइमा आम लगानीकर्ता।
- साउनको पहिलो सातातिर सार्वजनिक हुने सम्भावना।
- नीतिले सेयर बजारमा प्रत्यक्ष प्रभाव।
10. कम्पनीहरूको प्रदर्शन:
- बिहीबार ३०६ कम्पनीको ८६ लाख ६३ हजारभन्दा बढी कित्ता सेयर कारोबार।
- कारोबार रकममा माउन्टेन इनर्जी नेपाल अग्रस्थानमा।
- नेपाल इन्फ्रास्टक्चर एन्ड डेभलपमेन्ट कम्पनी र सीइडीबी हाइड्रोपावर दोस्रो र तेस्रो स्थानमा।
