Business Advisory for the week starting 31 August 2014
Overall: BUY/HOLD
I have mentioned a few companies below. The list below is not exclusive. Please do your homework properly before making any investment decision.
Best buys for better immediate capital gain: SBL, NBB, Nabil, NICA, NLG, AHPC, TDBL, JFL, HBDL.
Best buys to hold for one year or more: Nabil, EBL, Chilime, SCB, NICA, RMDC, SWBBL, BPCL, CBBL, GBIME, HBDL, GRAND, HBL.
P.S. Friends,
Please suggest which company you think better to buy, hold or sell. If you could give reasons, that would be much better.
Best buys to hold for one year or more: Nabil, EBL, Chilime, SCB, NICA, RMDC, SWBBL, BPCL, CBBL, GBIME, HBDL, GRAND, HBL.
P.S. Friends,
Please suggest which company you think better to buy, hold or sell. If you could give reasons, that would be much better.
Rajesh jee i follow ur comments regularly and find them quite helpful...my question is why do you consider HBDL and TDBL good investments...i think HDBL posted an overall loss last year...how about TDBL?
ReplyDeleteHBDL has much better chance of recovery. The only major fraud at its Kuleshwor branch give it bad name, major financial loss and vulnerability. The effects of the scam are in clearing stage. The write back was impressive and the management take over by NRB will bring the company in normal functioning level, I believe. Its price - 100 is, thus attractive. However, let's not buy aggressively as still risk is high. But certainly it has worth to make it part of your portfolio.
ReplyDeleteRegarding TDBL, once people had written off and its price had came down to 82. It recovered in a big way and reached to 314. I think, this is a better managed small and healthy company having potentials with merging with a bank. Hence, I was thinking good of it. But, its price is not so attractive now. Therefore, we have to compare with other companies too in regard to the price factor.
Discloser: I have small number of TDBL shares and no HBDL shares at all.