Sunday, July 7, 2013

Hydropower - The Next Generation for stock investment both IPOs & secondary market.

Chilime Hydro is more than an average hydropower project, it is a success story and a symbol - a symbol that signifies that major development projects can be done solely based on Nepalese investments. People in Nepal have come to grasp the reality that great things can be done if everybody put their heads together, especially when the government provides a conducive atmosphere in the country. In recent times, IPOs of banks and other institutions have been flooded with investor optimism creating major over-subscription of numerous shares floated. The ongoing Mega Bank IPO was oversubscribed by over 22 times which translates to about Rs. 14.2 billion. The following banks were all oversubscribed and received total applications in the following amounts:

Janata Bank - Rs. 1.80 billion
Civil Bank - Rs. 4 billion
Commerz & Trust Bank - Rs. 6.60 billion
Mega Bank - 14.2 billion

Looking at the trends in the market (as shown by growing amount of interest), along with successful IPOs of Butwal Power and Chilime Hydro, the upcoming Upper Tamakoshi and Sanima Mai Hydro should have no problem finding investors in the primary market. Due to renewed enthusiasm among investors, these two projects should be easily oversubscribed. With more cash entering the capital markets, there may soon come a time when major hydropower projects can be solely sustainable through investments from general public and private parties - without participation from government entities. The confidence and return on investment that Chilime provided has been resonating positively through other projects as well. Following their footsteps, Nepal Purvadhar Bikas Company Ltd. (NPBCL) with initiation from former FNCCI President - Kush Kumar Joshi - is in the process of commencing the Kathmandu-Hetauda Tunnel Highway through private and public investments. If they can move ahead with their plan, we should see their IPO in the next 3-4 years as well.
src: Jaguar Investments Pvt. Ltd.

2 comments:

  1. Thito Nepali ji, great work on this blog. It would be appreciated if you could include the source on these posts as well. For eg. the above post is from our blog.

    http://jaguar-investments.blogspot.com/

    Thank you.

    - Jaguar Investments Pvt. Ltd.

    ReplyDelete
  2. Sorry for missing source on this one but it has been updated. Thank you for your acknowledgement.

    ReplyDelete