Major Brokers Focus on Banking, Hydropower, and Insurance Stocks — LSL, NLG, and NRN Among Top Buys

Trading data from major brokerage firms on Monday shows significant buying activity across the banking, hydropower, and insurance sectors. Leading brokers such as Naasa (58), Bhrikuti (55), and Capital Max (62) remained dominant, reflecting renewed investor confidence as the NEPSE index reacted positively from a double-bottom technical zone.

The banking sector led overall turnover, with Broker 58 actively accumulating LSL — purchasing 4,52,210 shares at an average price of NPR 217.04, accounting for 86.43% of total trades.
Other banking counters such as GBIME and SBL also witnessed notable buying activity, indicating institutional accumulation at lower levels.

The insurance segment saw robust demand, particularly in NLG, where Broker 55 purchased 1,96,315 shares at NPR 733.27, representing 87.64% of total transactions.
Likewise, CREST also saw significant activity with Broker 58 buying nearly 46% of total trades at NPR 1,146.48 average price — signaling renewed confidence in the life insurance group.

In the investment sector, NRN remained one of the most traded scrips, with Broker 58 accumulating 1,18,445 shares at NPR 1,820.35, covering 66.80% of total trade volume.

The hydropower sector continued to attract strong participation.

• UMHL and UPCL were actively traded by Broker 62, with buy ratios of 64.26% and 45.12%, respectively.

• KPCL also saw 70.67% buying activity through Broker 58, showing strong sectoral accumulation.
  Other active hydropower counters included BHDC and HPPL, both maintaining steady participation from top brokers.

Development bank stocks such as LBBL and NABBC recorded moderate buying activity through Broker 58 and Broker 28, while FMDBL saw nearly 50% buy-side participation — showing mixed investor sentiment within the microfinance segment.

The data reflects a bullish sentiment across the major sectors, particularly in banking, insurance, and hydropower.
The dominance of Brokers 58, 55, and 62 across key stocks like LSL, NLG, and NRN suggests that institutional and high-net-worth investors are accumulating shares at technical support zones.

Analysts note that the increase in buy ratios amid reduced total turnover signals accumulation rather than speculative trading, aligning with NEPSE’s recent technical rebound from the 2,480–2,500 support zone.

If buying momentum sustains, NEPSE could test the 2,600–2,620 resistance range in the short term, with potential strength led by investment and insurance sectors.