Tuesday, 13 December 2016

Kulman Ghising: sheer luck or calculated risk?



All these years we thought that there is a huge mismatch between demand and supply of electricity. Load shedding for 12 to 16 hours a day during dry season was quite common and we were prepared for the same thing this year too.

Thursday, 8 December 2016

Indian policy discourages non-Indian hydropower investors



KATHMANDU, Nov 8: India has brought cross border electricity trading policy to facilitate energy trading with neighboring countries. 

Wednesday, 19 October 2016

IPO of Arun Kabeli Power Limited



Arun Kabeli Power Limited is the next hydropower company that is going to be listed in Nepal Stock Exchange. Here is my sincere opinion regarding the Company, its project and speculated share price when listed in Nepal Stock Exchange.

Monday, 26 September 2016

Disappointing PLF



I have been closely following the energy generation trend of recently completed projects, and I must say it is pretty disappointing. Following are the projects with their design PLF and their actual (PLF) generation.

Wednesday, 13 July 2016

Panel endorses PPA in dollar terms



A sub-committee under the Parliamentary Public Accounts Committee has endorsed the government’s plan to sign Power Purchase Agreement (PPA) in US dollar terms with hydropower developers for a certain period, but raised question over some of such deals already signed.

Tuesday, 21 June 2016

IPO of Dibyashwari Hydropower Limited



Dibyashwari Hydropower Limited is the next hydropower company that is going to be listed in Nepal Stock Exchange. Here is my sincere opinion regarding the Company, its project and speculated share price when listed in Nepal Stock Exchange.

Friday, 10 June 2016

Confusion in 10 percent local shares.




"One hydropower project one company" This is what every hydropower company is doing. But, what if a company wants to develop multiple hydropower projects in various locations/districts without establishing separate companies?


Sunday, 5 June 2016

Budget for FY 2073/74



The recently announced budget has heavily focused on infrastructure. A lot of promise has been made. Below is the gist.


Thursday, 26 May 2016

IPO of Khani Khola Hydropower Company Limited



Khani Khola Hydropower Company Limited is the next hydropower company that is going to be listed in Nepal Stock Exchange. Here is my sincere opinion regarding the Company, its project and speculated share price when listed in Nepal Stock Exchange.

Wednesday, 25 May 2016

Hydro projects still await incentives announced in past budgets



IPPAN for effective implementation of subsidy, incentive programs
The budgets of past three fiscal years had announced cash incentives for hydropower projects in a bid to encourage developers to complete projects at the earliest. But the developers, who met all the criteria, have not received any such incentive so far.

Monday, 9 May 2016

The rise of nationalism


 Nationalism is one of the major ideological components of Nepali communist parties. They have evolved around by influencing commoners about how they defend the country's sovereignty and raise their voice against unequal treaties with other countries, particularly with India. Although few communist leaders are being accused of signing anti-national treaties with India by their own colleagues, they keep on bouncing back time and again with this ideology.
 

Wednesday, 27 April 2016

5 hydropower companies in pipeline to issue IPO



Initial Public Offerings of a string of public limited companies are in the pipeline.   There are five hydropower companies in pipeline to issue IPO.

Monday, 18 April 2016

Crowdfunding



The liquidity surplus situation with a very limited investment opportunity has made IPO a popular choice among investors.  Now it seems like it doesn’t matter what sector you throw in. Every IPO seems to be overwhelmingly oversubscribed.

Friday, 1 April 2016

Development partners vow to extend Rs 200 billion



The Asian Development Bank (ADB), along with other development partners, has promised to extend assistance of over Rs 200 billion for implementation of the action plan, ‘National Energy Crisis Prevention and Electricity Development Decade’, which was unveiled by the Ministry of Energy envisaging developing 10,000 megawatts of hydroelectricity within the next 10 years.

Monday, 21 March 2016

Hydropower promoter shares: A quick guide



I have been receiving tons of emails lately. People are asking me whether or not I should invest in promoter shares. Well, I don't want to list the projects here but a lot of hydropower companies are inviting general public to invest in promoter shares informally.
 

Sunday, 6 March 2016

MCC to explore investments in power and transport sectors



Nepal and the US government have held talks regarding investment opportunities in energy and transportation sectors in Nepal.

Wednesday, 2 March 2016

Nepal government declares National Energy Crisis Reduction and Electricity Development Decade.



The government has declared a National Energy Crisis Reduction and Electricity Development Decade with the aim to end the existing energy crisis of the country by constructing ten thousand Megawatts in 10 years. Below is the gist.

Tuesday, 1 March 2016

Financial closure of Super Dordi Hydro




KATHMANDU: Nabil Bank has announced the successful arrangement of the largest loan syndication ever among banks in Nepal for a private sector led project under Nabil Bank’s leadership. 

Sunday, 10 January 2016

Absolutely needed


It is the duty of government to provide basic infrastructures like electricity to its citizens. When government struggles to do so and invites private investors to join hands, it is absolutely necessary to reward them properly. Expectation of healthy profits by private sector is very natural.