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Sri Lanka Equity Forum » Stock Market Talk » Lets try to understand what is happening in the market right now

Lets try to understand what is happening in the market right now

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reyaz


Manager - Equity Analytics
Manager - Equity Analytics
Banking and Insurance made thumping profits and are acting like beggars, anyone disagree? give your reasons, I am all ears.

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@reyaz wrote:Banking and Insurance made thumping profits and are acting like beggars, anyone disagree? give your reasons, I am all ears
  
prevailing rates and policies MAKE these sectors lazy money making businesses(All they have to do is to site down all day on a nice chair ) . In develop countries  deposit rates  1.5 to 3
                                            lending rates 5 to 7.5
                                            mortgage rates 1.5 to 4.5
Sri lankan  rates has to change if we wants to become a production driven economy.

Bargain


Stock Analytic
Stock Analytic
Understand the solid runners and short runners.

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Most of the foreign selling pressure were absorbed by local HNWI s.I think their plan to hold onto them till foreign funds comeback to market.SO it's time to find out which equities will be more attractive to them.
at the same time we need to be very careful with some of these so called HNWI because their game is PUMP AND DUMP.(dumping ground is not foreign)

Bargain


Stock Analytic
Stock Analytic
Who says this market doesn’t have solid runners? Try to understand high-quality value stocks at undervalued prices.

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Bargain wrote:Who says this market doesn’t have solid runners? Try to understand high-quality value stocks at undervalued prices.
I totally agree with you of the second part of the post. but first I am not so sure?

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@celtic tiger wrote:
@reyaz wrote:Banking and Insurance made thumping profits and are acting like beggars, anyone disagree? give your reasons, I am all ears
  
prevailing rates and policies MAKE these sectors lazy money making businesses(All they have to do is to site down all day on a nice chair ) . In develop countries  deposit rates  1.5 to 3
                                            lending rates 5 to 7.5
                                            mortgage rates 1.5 to 4.5
Sri lankan  rates has to change if we wants to become a production driven economy.
In developed countries interest rates are very low b'cos their currencies are strong unlike here. See how rupee has depreciated you will understand.

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Samaritan 
Is 151 on the cards.

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Kipling wrote:Samaritan 
Is 151 on the cards.
I wish.

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Your worst case estimate?

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@samaritan wrote:
@celtic tiger wrote:
@reyaz wrote:Banking and Insurance made thumping profits and are acting like beggars, anyone disagree? give your reasons, I am all ears
  
prevailing rates and policies MAKE these sectors lazy money making businesses(All they have to do is to site down all day on a nice chair ) . In develop countries  deposit rates  1.5 to 3
                                            lending rates 5 to 7.5
                                            mortgage rates 1.5 to 4.5
Sri lankan  rates has to change if we wants to become a production driven economy.
In developed countries interest rates are very low b'cos their currencies are strong unlike here. See how rupee has depreciated you will understand.
When interest rates are rising both businesses and consumers will cut back on spending this will cause earnings to fall and stock prices to drop.
central bank can bring down the rates. I can't understand the connection between interest rate and weak rupee?
I think rupee is getting weak because of/ import, export gap/decreasing foreign remittance /huge foreign debt. please correct me if I am wrong here.

Rare

Rare
Equity Analytic
Equity Analytic
Cannot understand the market. Pakistan stocks beat other markets, charging bull above pre-virus level after recent terrorist attack on the Pakistan stocks exchange and having corona. Where is the risk?

kasun_gimhana

kasun_gimhana
Manager - Equity Analytics
Manager - Equity Analytics
The market is going up while economic conditions are deteriorating, This is mainly due to the quantitative easing. If this continues the market will go up further but the government can't continue quantitative easing forever. quantitative easing creates a gap between the market and the economy. so there will be a market correction in the future but can't predict when maybe one-year ahead. But as an investor, it is better to prepare anything and diversification will help. I think it is better to have gold, at least 10% in the portfolio. 

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@kasun_gimhana wrote:The market is going up while economic conditions are deteriorating, This is mainly due to the quantitative easing. If this continues the market will go up further but the government can't continue quantitative easing forever. quantitative easing creates a gap between the market and the economy. so there will be a market correction in the future but can't predict when maybe one-year ahead. But as an investor, it is better to prepare anything and diversification will help. I think it is better to have gold, at least 10% in the portfolio. 
Correct.But it won't take one year.It will be soon with current or next quarter companies financial release , country's covid/corrupted economy fall,political infighting,etc.

Rare

Rare
Equity Analytic
Equity Analytic
Something wrong. Why is this market rising?
 
Pakistan’s Stock Market becomes The 2nd Best Performer Globally
https://propakistani.pk/2020/08/03/pakistans-stock-market-becomes-the-2nd-best-performer-globally/
Pakistan’s benchmark index, KSE-100, was the second-best performer globally in the past month according to Bloomberg’s data and has gained 47% since reaching the lowest this year on March 25. The stocks have recovered all the losses caused by the coronavirus.

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Rare wrote:
Something wrong. Why is this market rising?
 
Pakistan’s Stock Market becomes The 2nd Best Performer Globally
https://propakistani.pk/2020/08/03/pakistans-stock-market-becomes-the-2nd-best-performer-globally/
Pakistan’s benchmark index, KSE-100, was the second-best performer globally in the past month according to Bloomberg’s data and has gained 47% since reaching the lowest this year on March 25. The stocks have recovered all the losses caused by the coronavirus.
Serious investors  sees more opportunity in a county that had- WORST past- BAD present- but BRIGHT future sunny

samaritan and Kipling like this post

Kaish86


Manager - Equity Analytics
Manager - Equity Analytics
Seems SJB will form the govt eith slfp and slpp has to sit in opposition ??

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
People resort to playing 'mind games' on the eve of an election. Similar games could not influence the outcome of the last Presidential election. Finally party that favours bullish sentiment in the CSE will form the Govt.

Kipling likes this post

Bargain


Stock Analytic
Stock Analytic
try Understand next runners before they pass big names.

Bargain


Stock Analytic
Stock Analytic
Try to Understand next big runners before they pass big names.

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
At the moment, more reasons to be a bear market than to be bull. 2/3 majority is the only short term answer for bull run but it'snot going to happen.
best thing to do is picking future winners as BARGAIN SAID .

Rare

Rare
Equity Analytic
Equity Analytic
@celtic tiger wrote:
@Rare wrote:
Something wrong. Why is this market rising?
 
Pakistan’s Stock Market becomes The 2nd Best Performer Globally
https://propakistani.pk/2020/08/03/pakistans-stock-market-becomes-the-2nd-best-performer-globally/
Pakistan’s benchmark index, KSE-100, was the second-best performer globally in the past month according to Bloomberg’s data and has gained 47% since reaching the lowest this year on March 25. The stocks have recovered all the losses caused by the coronavirus.
Serious investors  sees more opportunity in a county that had- WORST past- BAD present- but BRIGHT future sunny
Hit 21-week high. KSE-100 crosses 40000-point barrier.
https://www.samaa.tv/money/2020/08/pakistan-stocks/
Where is the corona?

Kipling likes this post

Rare

Rare
Equity Analytic
Equity Analytic
Try to understand why the stock market does not follow reality. More surprises. The PSX started to move up and gained over 5,000 points in the month of July alone — a 17-year high for a single month.
Pakistan to roll back lockdown measures as COVID-19 death numbers decline
Pakistan's situation has improved significantly compared to other countries in the region," Umar said, according to Barron’s . Government data indicates that Pakistan’s daily virus deaths peaked in June with 150 people per day.OVID-19 death numbers decline. The numbers have continued to dwindle, and on Thursday only 21 new fatalities were reported.
Schools and universities planned to reopen Sept. 15, subject to a final review, Umar said. Non-contact sports will resume Monday, but no audiences will be present.
 “The threat has not gone away. The situation has improved because the government formulated a clear strategy which was implemented by the administrative machinery,” Umar said, the Hindustan Times reported .

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