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2021-03-20 23:24 | Report Abuse
Be more alert...
Total unsecured loan by RM 184 mil (net debt company)...
Even though all fixed assets combined also unable to cover unsecured loan...
Don't always just looking at NTA...
Stock
2021-03-20 21:35 | Report Abuse
Since Padini share right now back on recovery track...
Keyman188 already put at fridge to set auto-pilot mode sailing to RM 6.00 upcoming year by year...
Keyman188 will also consistently receive passive income dividend payout for upcoming season (hopefully management will reward bonus to shareholders after fully recovery...Haa...)
Keyman188 very gladness to see more & more veteran, savvy & newbies investors gradually coming back home (Padini) after they realised is the great great time to collect the golden eggs...
Keyman188 feel it's the time to focus on others GEM + Diamond counters...
CHEERS...
GANBATTE...
Stock
2021-08-20 15:06 | Report Abuse
Since SP Setia share right now back on recovery track...
Keyman188 already put at fridge to set auto-pilot mode sailing to RM 2.50 upcoming year by year...
Keyman188 will also consistently passive income dividend payout...
Keyman188 very gladness to see more & more veteran, savvy & newbies investors gradually coming back home (SP Setia) after they realised is the great great time to collect the golden eggs...
Keyman188 feel it's the time to focus on others GEM + Diamond counters...
CHEERS...
GANBATTE...
Stock
2021-08-20 15:06 | Report Abuse
Since Genting share right now back on recovery track...
Keyman188 already put at fridge to set auto-pilot mode sailing to RM 12.00 upcoming year by year...
Keyman188 will also consistently passive income dividend payout...
Keyman188 very gladness to see more & more veteran, savvy & newbies investors gradually coming back home (Genting) after they realised is the great great time to collect the golden eggs...
Keyman188 feel it's the time to focus on others GEM + Diamond counters...
CHEERS...
GANBATTE...
Stock
2021-03-20 18:44 | Report Abuse
No harm to learn persistently...
Stock
2021-03-20 18:43 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
Stock
2021-03-20 15:34 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
Stock
2021-03-20 18:40 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:39 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:38 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:38 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:37 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:37 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:36 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:32 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
Stock
2021-03-20 18:24 | Report Abuse
Old man always say...
"瘦田无人耕 耕开有人争"
"There is no one to plow the slender field, when the field over plowing people start to dispute farming"
Stock
2021-03-20 18:20 | Report Abuse
Old man always say...
"瘦田无人耕 耕开有人争"
"There is no one to plow the slender field, when the field over plowing people start to dispute farming"
Stock
2021-03-20 01:34 | Report Abuse
Keyman188 too nervous & naive to say...
Keyman188 no plan to sell no matter share price up & down...no matter market up & down...
Aiyo...Keyman188 still can recall last year Mar'20 market already pressed panic button but Keyman188 accidentally pressed excited button...
Market traders heavily sold off but Keyman188 madness bet in...
Wkwkwk...kekeke...
Stock
2021-03-20 01:13 | Report Abuse
OMG...Keyman188 long term position...Tenaga Nasional Bhd...
Today last min nosedive...
Keyman188 not much concern & happyboombeebee...
Yaahoo...another dividend coming soon receive again...
Laugh die Keyman188 lorrr....
Keyman188 holding average cost only 7.80++
Last year just collected 22 sen dividend & this year collect again 58 sen dividend...
The dividend yield become 10.2% liao.....
unbelievable....Fantastic........
If you are receiving more than 10% dividend yield annually, you think still want to dispose it !!!........
wkwkwk.......kekeke.......
Keep it for passive income lahhh....
Stock
2021-03-19 21:20 | Report Abuse
Aiyo...we all know which IB more reliable...which IB like....hmmmmm...
You know Keyman188 maybe know...
Wkwkwk...
Stock
2021-03-19 21:14 | Report Abuse
Keyman188 still can recall this IB also given TopGlove tp by RM 110 (before bonus issue)
Top Glove’s fair value could surpass RM110, Affin Hwang says
## https://www.theedgemarkets.com/article/top-gloves-fair-value-could-surpass-rm110-affin-hwang-says
So what is the final result right now???...
Posted by Agjl > Mar 19, 2021 9:03 PM | Report Abuse
https://www.sinchew.com.my/pad/con/content_2445653.html
Affin hwang talk down gen and genm. TP gent 4.83 and genm 3.18 nia
Stock
2021-03-19 20:34 | Report Abuse
Aiyo...so many members here suddenly show off...
Keyman188 worry sourgrape "coward street beggar" sure come out give you all "Cool Water"....
Keyman188 really jealous lorrr....(chines version : NJHL)....
Posted by Steveleehs > Mar 19, 2021 8:30 PM | Report Abuse
@newbie2019 you earn rm70 extra than mine each 1 cent up :)
Posted by newbie2019 > Mar 19, 2021 8:23 PM | Report Abuse
cannot afford to leave the ship now... every 1 cent up means RM970 extra profit for me
SSF wise... RM2,000 wow
Huat ah Huat ah
Stock
2021-03-19 20:26 | Report Abuse
Why so much concern Uncle join in or not !!!...
Keyman188 always highlighted to market...
Invest what you can understand...
Invest what you can bear the risk...
Stock
2021-03-19 20:23 | Report Abuse
You want to join Keyman188 other long term position...
1) DLady
2) Ajinomoto
3) HLFG
Keyman188 guarantee you definitely NOT "Too much noise now"...
Keyman188 very sure NO MORE "Noise Pollution"...
wkwkwk...kekeke...hehehe...
Posted by CHONG Kong Hui > Mar 19, 2021 8:04 PM | Report Abuse
Sold ALL last week.
Bought some earlier this week.
Sold all today.
Might be missing the uptrend...
Might be able to collect at 500 or lower in near future, who can guarantee anything now.
Too much noise now.
Stock
2021-03-19 18:52 | Report Abuse
Always listen to expert...
Stock
2021-03-19 18:52 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
Stock
2021-03-19 18:50 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
Stock
2021-03-19 18:49 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
Stock
2021-03-19 18:48 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
2021-03-19 18:45 | Report Abuse
Aiyo...don't always using recycled old news...
We all know long long time ago lorrr...
Aiyo...please furnish fresh news lahhh...
If not how to convince us to join in worrr...
Stock
Stock
2021-03-19 18:41 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
Stock
2021-03-19 18:39 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
Stock
Stock
2021-03-19 18:38 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
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2021-03-19 18:36 | Report Abuse
Investors dumping stocks on Fed policy are making a mistake, Jim Cramer says
PUBLISHED THU, MAR 18 20216:21 PM EDT
CNBC’s Jim Cramer defended the Federal Reserve’s decision to leave interest rates unchanged, saying it’s a mistake to dump growth stocks out of fear of rising inflation.“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said.“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” he said.
CNBC’s Jim Cramer said Thursday that it’s a mistake to dump stocks in reaction to the Federal Reserve’s decision to leave the interest rate unchanged.
He defended Fed Chairman Jerome Powell, who the day prior maintained the central bank’s goal to keep short-term borrowing rates low to support the U.S. economic recovery, even if inflation picks up in the near term.
“Higher rates are bad for the economy. Powell doesn’t want us to take that hit if we don’t have to,” the “Mad Money” host said. “He doesn’t want his legacy to be botching the recovery … [not after he] acted so aggressively last year to keep the economy from crashing.”
The Fed slashed rates last year in response to the coronavirus pandemic. Now many market watchers are trying to anticipate the Fed’s next move as the economy gains traction.
Mandates put in place to slow the spread of Covid-19 upended the economy and threw the country’s unemployment rate into double-digit range. The jobless rate has since fallen to 6.2% as of February, and Powell said the Fed would prioritize giving the labor market room to recover.
“I think Jay Powell’s right to focus more on full employment than low inflation ... I bet he’ll be right about the transient nature of the commodity price increases,” Cramer said.
“Wall Street freaked out last year when Powell cut rates aggressively, and they’re freaking out again now that he’s decided to keep rates” low, he added.
While a low-interest rate environment is good for stocks, not all stocks are created equal, Cramer said.
Industrial businesses are winners when rates are low, while growth names — particularly those in tech that trade on future earnings expectations — are getting hit because those later profits are not as attractive if inflation eats into their value, he said.
The Fed now projects gross domestic product to improve by 6.5% this year, up from a 4.2% projection it made in December. As the U.S. economy reopens and more consumers venture outside of the home more, cyclical companies, such as travel, will stand to benefit greatly, Cramer said.
“The Fed’s basically saying, ‘Party on, industrials,’ which causes the hedge funds to buy them hand over fist,” the host said.
“Problem is, if they want to buy the banks or the smokestack stocks … they need to sell something else,” he said, such as “the high-growth tech stocks that they always dump, and that’s called the hedge fund playbook.”
## https://www.cnbc.com/2021/03/18/jim-cramer-investors-dumping-stocks-on-fed-policy-are-making-a-mistake.html
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2021-03-19 16:08 | Report Abuse
Too nervous to say...Keyman188 not professional or experts...
Strongly advise invest what you can understand...
Strongly advise Keyman188 never never "Buy Call" any share at this forum...
CHEERS...............
Posted by Zuliana > Mar 19, 2021 3:08 PM | Report Abuse
Keyman... I follow your stock picking.
You are my Sifu
Stock
2021-03-19 14:46 | Report Abuse
Aiyo...Keyman188 buying share no need to boarder others opinion lorrr...
Keyman188 always invest what Keyman188 can understand lorrr...
Stock
2021-03-19 14:28 | Report Abuse
Yes...Keyman188 always like to joint "The Trapped" party...
Yes...Keyman188 had trapped a lot of different counters...
Keyman188 hope you not jealous...
wkwkwk...kekeke...hehehe...
Posted by gemfinder > Mar 19, 2021 2:02 PM | Report Abuse
keyman kena trapped gao gao. kakakakaka
Stock
2021-03-19 14:23 | Report Abuse
TNB sets aside RM9.5b for FY21 capex, maintains dividend policy of 30-60%
(theedgemarkets.com / March 19, 2021 13:15 pm +08)
KUALA LUMPUR (March 19): Utility giant Tenaga Nasional Bhd (TNB) has set aside a capital expenditure (capex) of RM9.5 billion for the financial year ending Dec 31, 2021 (FY21).
Of the total capex, the bulk or RM7.3 billion will be for regulated recurring expenditure, while RM2.2 billion will be for others, according to TNB’s investor presentation as at Dec 31, 2020.
Looking ahead into FY21, TNB is expecting the lockdown's impact on electricity demand to be less severe than in FY20, given that most of the industrial and commercial sectors are allowed to operate during MCO 2.0.
Under Regulatory Period 2 (RP2) extension year, TNB’s approved demand forecast is 113,909 GWh or 2.9% growth compared with Planning and Implementation Committee for Electricity and Supply Tariff of Malaysia (JPPPET)'s revised FY20 forecast.
On Dec 23, 2020, the Energy Commission (EC) had approved the RP2 extension parameters under the incentive-based regulation (IBR) framework. “This extension instils confidence in the effectiveness of the IBR mechanism to maintain stability in the power industry,” said TNB.
Noting that the RP2 extension approved parameters are fair and transparent, TNB said its regulated entities' earnings will remain stable at base tariff of 39.45 sen per kiloWatt-hour (kwh) and weighted average cost of capital (WACC) of 7.3%.
On top of this, EC has allowed higher allowance for doubtful debt (ADD) of RM200 million for FY21, versus RM94.3 million for FY20, in consideration of impacted collection due to the MCO.
On the international front, TNB’s immediate strategy is to grow its international renewable energy (RE) business to a sizable portfolio through acquisitions of operational assets and greenfield development.
“Our focus on RE is further supported by our observations of the global energy market during Covid-19 induced lockdowns. During this period, RE has shown to be a resilient source, where it has even increased market share amidst changing demand and supply dynamics of the sector,” said TNB.
TNB said it will be executing a strategy aimed at protecting value from existing assets, and creating value for performing assets, adding that part of this strategy involves executing a plan focusing on growing TNB’s international RE business leveraging existing assets, capabilities and experience.
Additionally, TNB has also maintained its dividend policy of 30% to 60% dividend payout ratio, based on the reported consolidated net profit attributable to shareholders after minority interest, excluding extraordinary, non-recurring items.
In FY20, TNB had declared a dividend of 80 sen per share, amounting to RM4.56 billion. This represents a 58.5% dividend payout.
At noon break, TNB shares slipped four sen or 0.37% to RM10.80, valuing it at RM61.61 billion. Some 1.95 million shares were traded.
https://www.theedgemarkets.com/article/tnb-sets-aside-rm95b-fy21-capex-maintains-dividend-policy-3060
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2021-03-19 12:53 | Report Abuse
Keyman188 not the professional or experts...
Let the professional guide the market direction...
“We keep our 'MP' (market perform) calls on Maxis, Digi and OCK [Group Bhd]. Our top pick continues to be Axiata ('OP' [outperform]; TP: RM4.40) for the encouraging recovery of its regional OpCos (operating companies), cost-cutting measures and high-dividend goal."
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2021-03-19 12:52 | Report Abuse
Consolidation possibilities still on for telecommunications sector, say analysts
(theedgemarkets.com / March 19, 2021 12:03 pm +08)
KUALA LUMPUR (March 19): Despite the collaboration among telecommunications companies (telcos) Celcom Axiata Bhd, Digi Telecommunications Sdn Bhd and Maxis Bhd to develop and share fibre infrastructure, analysts opined that consolidation possibilities will continue amid forthcoming stiff competitive mobile space.
Notwithstanding the agreement among the telcos, declining yields amid intense competition among themselves, further exacerbated by U Mobile, unifi Mobile and mobile virtual network operators (MVNOs), could still drive operators to seek consolidation to further reduce cost, secure economies of scale and reduce rivalry, according to AmInvestment Research.
“Even though the MCMC (Malaysian Communication and Multimedia Commission) has shown a preference for maintaining competitive pressure to reduce broadband prices for consumers, we maintain our view that the industry’s stagnant revenue trajectory could eventually drive the sector towards more merger and acquisition (M&A) activities,” said its analyst Alex Goh in a note today.
Goh said AmInvestment Research maintained its "overweight" call on the telecommunications sector with ‘buy’ calls on Telekom Malaysia Bhd (TM), which has shown significant cost improvements together with more compelling dividend yields, while Axiata Group Bhd offers bargain enterprise value/earnings before interest, taxes, depreciation and amortisation (EV/EBITDA).
He added that these valuations are even more compelling given the companies' environmental, social and corporate governance (ESG) scoring of three to four stars.
Meanwhile, Kenanga Research said it would not be surprised should M&A activity emerge in the industry to consolidate infrastructure and the subscriber base as well as to save cost through synergies.
“There have been rumors of Digi’s parent Telenor and Celcom reigniting discussions of a possible merger. While a merger may bring strategic benefits, we believe that the reasons for the failed discussions [previously], which included 'complexities' across 14 entities and nine regions, disagreement over equity share, and relocation of the combined entity from Malaysia to Singapore, may continue to prevent the deal from going through,” said its analyst Lim Khai Xhiang.
Moreover, the analyst said the collaboration among Maxis, Digi and Celcom did not come as a surprise, but he still likes it as the collaboration prevents duplicating capital expenditure (capex) and infrastructure.
“While the MNOs (mobile network operators) could benefit from reduced capex, continued price competition in mobile offerings, particularly if network quality is similar, could weigh on profitability. Thus, this news does not affect our existing calls.
“We keep our 'MP' (market perform) calls on Maxis, Digi and OCK [Group Bhd]. Our top pick continues to be Axiata ('OP' [outperform]; TP: RM4.40) for the encouraging recovery of its regional OpCos (operating companies), cost-cutting measures and high-dividend goal. We maintain our 'OP' call on TM (TP: RM6.85) for long-term prospects for its cloud and data centre segments.
“We do not believe that this collaboration is a threat to TM’s fibre assets as the MNOs are likely to roll out fibre in areas without fibre, in our view, as the aim is to avoid duplication of fibre infrastructure after all,” he added.
## https://www.theedgemarkets.com/article/consolidation-possibilities-still-telecommunications-sector-say-analysts
Stock: [GENTING]: GENTING BHD
2021-03-21 10:31 | Report Abuse
Keyman188 always learn from professional or experts...
应买价值股还是成长股？(冷眼)
“年均复合增长率”致富关键 (冷眼)
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-20-story-h1542898574.jsp
https://www.enanyang.my/财经新闻/应买价值股还是成长股？（上）冷眼
https://klse.i3investor.com/blogs/cold_eyed_step_by_step/2021-03-21-story-h1542901613.jsp
https://www.enanyang.my/名人专栏/“年均复合增长率”致富关键（下）冷眼
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Keyman188 very gladness to share with all members here...
Keyman188 has been using 12 months period of time (since last year Mar'20) managed to organize long term portfolio position what I learned from professional (冷眼先生)
Let using Genting share as an example...
Keyman188 holding cost average about 3.30++...
Keyman188 had received dividend received for the past 12 months (based on ex-date from Apr'20 ~ Mar'21)
12/03/21 - RM 0.085
10/09/20 - RM 0.065
29/06/20 - RM 0.06
Total dividend received = RM 0.210
Dividend yield = 6.26% per share
Furthermore, since Genting part of the recovery stock with strong fundamental & growing company....
Recent share price also gradually on the recovery road...
Capital appreciation of investment also part of the investment return...
Capital appreciation growth = +65% (based on 19/03/21 closing price of RM 5.53)
Why Keyman188 so keen to keep long term position instead of short term Profit !!!........
1) Genting Management never neve stop further expansion for the business growth (even though during virus pandemic, management also taken effectiveness & efficiency measures to sustain company keep running for growth)
2) Asset quality of company no doubt definitely very strong (based the company latest balance sheet)
3) Management still able to reward dividend for all shareholders even though very struggling for the global market (still constantly payout for the past 10 years - no need talk so long period to review)
4) Foresee dividend payout will be gradually increased for the next 10 years if the global economy & market recovery with company expansion on the perpetual growth
5) Cash pile reserve still on track (even though so much noise for bailout at different subsidiary)
6) No matter current ratio, quality of earnings ratio, NAV, cash pile position will further strengthen for upcoming season
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Beside Genting share under long term position, Keyman188 also managed to secure right company, such as :-
DLady, Ajinomoto, HLFG, HLCap, Axiata, Padini, SP Setia, IJM, Mynews, etc....
Depending how much stocks you can handle (average long term investors willing to handle 10 ~ 12 stocks, for those willing to take higher risk perhaps can handle 15 ~ 25 stocks)
Keyman188 more prefer diversification into different sectors & segmentations for more "balancing & alignment" approach on the "risk-weighted asset" management...
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Is it the right time to start your million dollar dream ???...
Is it the right time to start your long term position instead of short term profit ???....
** The final decision is on your heart now