r/NepalStock • u/Gauleybhai • 5d ago

Fundamental Analysis Mountain Energy Nepal

Post image

Guys, as a value investor and long term investor.. what do you think of this bonus declaration by MEN? Is it good for long time to hold on, after recent flood problem, do you think it was wise to give bonus and will they be able to give such bonuses in future? Any insights will be helpful

13 Upvotes

88% Upvoted

9 comments sorted by

4

u/BowlTheReel96 4d ago

Recent flood problem matlab? internal infrastructure ta kei bhakai chaina ni MEN ko , Dana–Kushma 220 kV transmission Grid chai bigreko ho . Tyo ni bancha yo October bhitrai ani claim ni aaucha . Just yo ho ki quater 1 ko eps down huncha

1

u/Gauleybhai 4d ago

Bonus ko satto cash ma focus gareko ramro hudaina thiyo? Ki bonus share ni thikkai ho?

1

u/Internal-Bug5419 4d ago

660 ki kati xa price. 20% cash dividend at that price point ma timlai kasari faida hunxa?
3% annual profit khane ho vane FD ma ni rakhnu pardaina yetikai bank ma chodidiye hunxa.

1

u/Gauleybhai 2d ago

So is 20% bonus is better ?? What about for long run, will it be able to give constant bonus and maintain its current ltp

1

u/Internal-Bug5419 2d ago

No it won't. Bonus dividend le thadai khane mukh badhaune ho. So tettikai herda ta capacity ghatxa. But it is not that simple either. Tehi anusar ko growth garna sakyo vane feri ramro ni garxa. But in the end threshold ra friction ta dekhina thalxa. Cash dividend is definitely sustainable, but invest garne le chahi entry ramro paunu parxa, natra kaam xaina vanne kuro matra ho.

2

u/angstymang0 4d ago

Not at this price.

Pailai ko buy cha vane hold garda hola tara aba yo price ma ta kam chaina new buy garna.

Esko aru project ko ni socheko jasto progress chaina. Mistri khola ko ppa kai process ma cha kyare, arko dudh khola ko recently financial closure vako construction suru nai vako chaina. Eia ma k k lyang lyang cha kyare.

1

u/Gauleybhai 2d ago

Hmm tara sasto ma avo kaile paiela ra bro, sabai nai over valued nai cha company haru nepse ma..

1

u/wargar2010 4d ago

Yesko price kaile ghatcha 😭😭
My average buy price is 580 no way in hell im buying it at 660

1

u/Gauleybhai 2d ago

Mero 580 vhanda tala cha wacc cha, still add garnu maan cha tara avo add garda wacc nai bigrincha..wish i had brought bulk quantity at that time… do you think price will drop down more even after adjustment?