for 5 yrs holding which is good based on their performance not is stock market but in general market
View on r/NepalStock by ElectricalArachnid66
for 5 yrs holding which is good based on their performance not is stock market but in general market
View on r/NepalStock by ElectricalArachnid66
Shivam
Positives
has more market share, their reservers are higher than their paid up capital, new budget is very good for cement manufacturers, much lower debt co pared to competition.
Negatives
Interest rates being high meant slow down in housing market and infrastructure projects leading to revenue drying up.
Promoter pool got converted to common share so selling pressure has come in, both negatives lead to 80% crash
Ghorai
Positives
Good brand, benefits from budget so has earning potencial
Negatives
IPO itself is very overvalued from fundamental view, has huge debts compared to shivm, has been performing much worse than shivm even before interest rate hike, capital is tight hence IPO.
Ghorahi cement ko premium ipo ko influence le grda shivam cement pani 435+ mai bascha hola
dubai kei gatila xainan , shivam thiyo tara aile dubayo aba dami vaneko smhl ho
I bought Shivam today
given the market right now, commercial banks are the best bet. also given their earnings and growth potential their prices are ridiculously low right now
as long as they dont give you 1 bora cement free for evey share you own, both companies are crap
Ghorahi good for short term??
Shivam is probably better considering their market share, investments and labilities!! @ Nrs 435
still shivm