Keyman188 always prefer to highlight again & again to the market...


Seem like sourgrape "coward street beggar" still begging traders throw some cheap ticket to this "coward street beggar"...


For those already sold definitely will foresee regret later & hammer your own leg...


wkwkwk...kekeke...

Unstoppable great great news rolling out globally......Cheers...

US surpasses 100M vaccinations; IRS begins sending first round of $1,400 relief payments: COVID-19 updates

USA TODAY

The U.S. on Friday reported administering its 100 millionth COVID-19 vaccine as the World Health Organization reported 300 million global shots have been given.

About 1 in 4 U.S. adults have received at least one shot, and about 1 in 10 is fully vaccinated, according to data from the U.S. Centers for Disease Control and Prevention. An average of 2.2 million doses are being administered per day, up from about 1 million doses a day in mid-January.

Ramping up vaccinations is key to President Joe Biden's goal of friends and families being able to join together in small groups for Fourth of July celebrations. "July 4th with your loved ones is the goal," Biden said Thursday, stressing that "a lot can happen. Conditions can change."


## https://www.usatoday.com/story/news/health/2021/03/13/covid-vaccine-update-us-surpasses-100-m-pfizer-appears-slow-spread/4672579001/

Unstoppable great great news rolling out globally......Cheers...

US surpasses 100M vaccinations; IRS begins sending first round of $1,400 relief payments: COVID-19 updates

USA TODAY

The U.S. on Friday reported administering its 100 millionth COVID-19 vaccine as the World Health Organization reported 300 million global shots have been given.

About 1 in 4 U.S. adults have received at least one shot, and about 1 in 10 is fully vaccinated, according to data from the U.S. Centers for Disease Control and Prevention. An average of 2.2 million doses are being administered per day, up from about 1 million doses a day in mid-January.

Ramping up vaccinations is key to President Joe Biden's goal of friends and families being able to join together in small groups for Fourth of July celebrations. "July 4th with your loved ones is the goal," Biden said Thursday, stressing that "a lot can happen. Conditions can change."


## https://www.usatoday.com/story/news/health/2021/03/13/covid-vaccine-update-us-surpasses-100-m-pfizer-appears-slow-spread/4672579001/

Unstoppable great great news rolling out globally...Cheers...

US surpasses 100M vaccinations; IRS begins sending first round of $1,400 relief payments: COVID-19 updates

USA TODAY

The U.S. on Friday reported administering its 100 millionth COVID-19 vaccine as the World Health Organization reported 300 million global shots have been given.

About 1 in 4 U.S. adults have received at least one shot, and about 1 in 10 is fully vaccinated, according to data from the U.S. Centers for Disease Control and Prevention. An average of 2.2 million doses are being administered per day, up from about 1 million doses a day in mid-January.

Ramping up vaccinations is key to President Joe Biden's goal of friends and families being able to join together in small groups for Fourth of July celebrations. "July 4th with your loved ones is the goal," Biden said Thursday, stressing that "a lot can happen. Conditions can change."


## https://www.usatoday.com/story/news/health/2021/03/13/covid-vaccine-update-us-surpasses-100-m-pfizer-appears-slow-spread/4672579001/

Unstoppable great great news rolling out globally...Cheers...

US surpasses 100M vaccinations; IRS begins sending first round of $1,400 relief payments: COVID-19 updates

USA TODAY

The U.S. on Friday reported administering its 100 millionth COVID-19 vaccine as the World Health Organization reported 300 million global shots have been given.

About 1 in 4 U.S. adults have received at least one shot, and about 1 in 10 is fully vaccinated, according to data from the U.S. Centers for Disease Control and Prevention. An average of 2.2 million doses are being administered per day, up from about 1 million doses a day in mid-January.

Ramping up vaccinations is key to President Joe Biden's goal of friends and families being able to join together in small groups for Fourth of July celebrations. "July 4th with your loved ones is the goal," Biden said Thursday, stressing that "a lot can happen. Conditions can change."


## https://www.usatoday.com/story/news/health/2021/03/13/covid-vaccine-update-us-surpasses-100-m-pfizer-appears-slow-spread/4672579001/

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like market next week will continue uptrend...


Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like next week market continue uptrend...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like next week continue uptrend for market...

Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Seem like bursa market continue uptrend next week...


Cheers...

The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead

(PUBLISHED FRI, MAR 12 20215:26 PM EST)


~ The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.

~ The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.

~ Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.



Bonds could be volatile in the week ahead. If yields go higher, that could make it difficult for big tech and other growth stocks to gain traction.

Rising bond yields have been challenging growth stocks. Names like Apple, Tesla, and Amazon have been lagging as investors move to cyclical groups that do well in an economic recovery. Even so, the S&P 500 and the Dow both closed at record highs Friday, while the Nasdaq Composite was lower.

The Nasdaq, home to big tech, did gain 3% in the past week, but it is down 5.5% over the last month.

The bond market in the coming week will likely take its cues from the Federal Reserve, which meets Tuesday and Wednesday.

The central bank is expected to give a nod to much better growth. Bond pros are also watching to see whether Fed officials will tweak their interest rate outlook, which now does not include any rate hikes through 2023.

Fed ahead

“The markets have way too high expectations around what the Fed is going to do or say,” said Gregory Peters, head of multi-sector and strategy at PGIM Fixed Income. “I think the message is going to be consistent.”

He said Fed Chairman Jerome Powell is likely to sound dovish and is unlikely to give any time frames on when the central bank will change its bond-buying program or other policy.


Bond yields, which move opposite price, have been rising on an improving outlook for the economy.

That trade also showed up in the stock market, with the Dow up 4% for the week to end Friday at a record 32,778. Consumer discretionary stocks, which include retail, were among the best performers, up 5.7%, boosted by optimism that individuals will spend their $1,400 stimulus checks.

Yields were higher Friday after President Joe Biden said all adults would be eligible for a vaccine by May 1. The 10-year Treasury yield touched a high of 1.642% — its highest level in more than a year.

It is the key rate to watch since it affects mortgages and other consumer and business loans.

“The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines,” said Peters of PGIM.

“It looks like for next year, all the numbers are being revised higher,” he said. “So this thing could have some sustainable growth, so I think there’s going to be pressure on rates moving higher.”

Bond yields rose sharply over the past month. The rapid pace of the move has made stocks jittery as investors adjust to higher rates. The 10-year Treasury yield was at 1.16% on Feb. 12.

Growth vs. cyclicals

Over the last month, energy stocks have risen nearly 20%, financial stocks are up 10.2%, and industrials are up 7%. The S&P technology sector is down 5.4% over the last month, and communications services, which includes internet names was up 0.8%.

Higher rates are a challenge for tech and other growth stocks because those shares are expensive and have high price-earnings ratios.

“When rates are very low, valuations don’t matter to people,” said Peter Boockvar, chief investment officer at Bleakley Global Advisors.

“If rates are low, there’s no penalty,” he said. “If rates start to go up, people become much more sensitive to valuations, and that’s what we’ve seen here.”

Scott Redler, partner with T3live.com, follows short-term stock market technicals and trades many of the growth stocks. Lately, however, he’s found himself sitting in many value names and cyclicals.


## https://www.cnbc.com/2021/03/12/the-fed-could-be-a-catalyst-for-bonds-and-that-could-drive-growth-stocks-in-week-ahead.html

Wahhh....Really a lot of T40 rich members here worrrr.....


@investmalaysia8...really T40 rich people worrr....


If you don't mind, kindly share with Keyman188 how to earn more money ???...


Keyman188 really broke now...jobless lahhh since last year unprecedented incident & pandemic...


At least can guide wisely Keyman188 how to earn passive & consistent income from share market....

Don't always think limit up...limit up...limit up...pattern...

The wise motto to you...

-----------------Don't Hope So Much In The Market-----------------------


-----------------Hope Will Become Your Killer In The Market-------------

Is the time to chance your investment behaviour....

Is the time to research, explore & study the "Mr.Right" stocks...

Take you time to learn from professional...


Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录：《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

https://www.youtube.com/watch?v=CUXVvadTQOc

https://www.youtube.com/watch?v=caVxpmFpvgs

https://www.youtube.com/watch?v=xsZFjZNXWeI

Okok...since like this scenario...

Keyman188 next week onward start to buy in slowly slowly Kossan...

If not Keyman188 worry will left behind to earn more pocket money...


wkwkwk...kekeke...

Okok...since like this scenario...

Keyman188 next week onward start to buy in slowly slowly Supermax...

If not Keyman188 worry will left behind to earn more pocket money...


wkwkwk...kekeke...

Sorry @Sharefisher...seem like got member put you on the table liao...


hehehe...

Lol...Right now Keyman188 just realized @Sharefisher is GOD of Share liao...


Lol...Right now Keyman188 just realized @Sharefisher is Fortune Teller liao...


Keyman188 also wants to know...


Keyman188 think all members also want to know...


Master Sharefisher can guide us to earn fast fast pocket money ???...

Aiyo... only veteran & savvy investors will know...

Fast money traders...short term players...gamblers....where got know lehhh...

This counter only suitable for those retirement investors...


wkwkwk...kekeke...

Did you realize nowadays totally different with Jan'21 ???...

Even though minimal correction of share price..

Later very fast rebound back & shot higher than earlier !!!...

Aiyo...Keyman188 always say....

Big Boy also not proceed RSS during recovery time...

Big Boy already know where will be heading soon...


wkwkwk...kekeke...

Since sourgrape "coward street beggar" so much fumble & nervous to bet Genting Group share...


Why not follow Keyman188 to bet in glove counters !!!...


Wkwkwk...kekeke...


Seem like sourgrape "coward street beggar" already slapped own face liao...


wkwkwk...kekeke..........

Laugh die Keyman188 again liao...

Seem like sourgrape "coward street beggar" still begging traders throw some cheap ticket to this "coward street beggar"...


For those already sold definitely will foresee regret later & hammer your own leg...


wkwkwk...kekeke...


--------------------------------------------------------------------------------------


Keyman188 always prefer to highlight again & again to the market...


Keyman188 not the professional or experts...


Let the market professional or experts guide the market direction...


^^^That's the reason no big players willing to proceed RSS....


Perpetually accumulating recovery stocks are the best direction since mass vaccine have been rolling out globally...






"26-Feb-2021 Price Target Genting Berhad - Losses Within Expectation

Source : PUBLIC BANK, Price Call : BUY, Price Target : 5.18

## https://klse.i3investor.com/servlets/ptres/58786.jsp

----------------------------------------------------------------------

26-Feb-2021 Price Target Genting Bhd - A Recovery Is Well on Track

Source : KENANGA, Price Call : BUY, Price Target : 5.93"

## https://www.thestar.com.my/business/business-news/2021/02/26/quick-recovery-for-genting-in-2h-says-kenanga

Aiyo...since you already know more than 15 years...

Sure you will perceive comprehensively than Keyman188 mahh...

Of course you will opt for "Mr.Right" to growth you wealth mahh...

For Keyman188, always not prefer put in at the same sector...

Because Keyman188 only small potato & tomato...kiasi & kiashu...


kekeke...





Posted by bf70 > Mar 13, 2021 2:05 PM | Report Abuse

I still studying both. I have known these 2 more than 15 yrs back.
At the end, I will buy both but more on the one that I feel has greater potential. The probability is always there that will make you regret not buying the other.

On the surface seems like kossan has less splits.
But let's see.

Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录：《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

https://www.youtube.com/watch?v=CUXVvadTQOc

https://www.youtube.com/watch?v=caVxpmFpvgs

https://www.youtube.com/watch?v=xsZFjZNXWeI

Long term Kossan...

Short term Supermax...

You know why ???....

Hmmmm..........

我在前几期的专栏里预测所谓新常态赢家，到了后疫情时代，将会面对极大竞争或挑战，便利商店是其中之一。

和经营此行业的朋友聊起这事，他说其实疫情前杂货零售业（他认为大马便利商店应该以此方式来表达比较贴切）的战争早已硝烟四起，只是行外人还未曾觉察而已！

我国的便利商店，在日本全家登陆之前，都是非常保守的。

货架上陈列的都是数十年如一日的商品。方便面、零食、饮料等好像自我懂事以来，从包装、设计和技术都"怀旧"得很！

所以很多大马人到其他国家如日本、韩国、台湾或中国等地区旅游，其中一个节目是到他们的便利店血拼人气小吃！

2016年全家登陆大马的时候，把一些熟食、便当等即食品（Ready to Eat，RTE）引进便利商店，同时也开始售卖进口零食，因此大受本地消费者尤其是年轻人欢迎和青睐！

疫情前没人看得起

记得3、4 年前我率队到台湾驻马外贸协会拜访初来乍到的萧主任时，全家的第一家店刚好开在外贸协会办公室对面。

萧主任有点惊讶的对我说：大马人好夸张，对面全家的生意好到吓死人，货架上的东西空空如也，经常被人一扫而光！

经她此一说，搞到我们有点尴尬！疫情肆虐前，其实没有人看得起赚蝇头小利的“Kacang Putih”便利店。

所以那时候的便利店可以说处于真空状态，99快捷超市、KK超市、7-11、MyNews、全家等大佬拼了命开分店，大家各据一方，各有各的特色，河水不犯井水，其乐融融！

中国超市开始冒起

当然触角敏锐的中国人也看到了这个商机，随着在马定居的中国人越来越多，吉隆坡各地突然冒起了很多中国超市，卖的清一色都是各式各样的大陆进口杂货和零食，选择多样化、琳琅满目，不像一般超市那样一成不变！

而政府实施行动管控令后，让便利商店突然成了各小区住户最常光顾的去处，这时人民才猛然发现，原来这个让人看不起眼的“Kacang Putih”才是最后的赢家！

密度低发展空间大

我上个星期到几家专卖进口商品的便利店走走，发现它们货架上贩卖的产品绝大部分是从大陆和韩国进口，顶多配搭少许的本地畅销食品，而曾经是我国年轻人的最爱--包装精美的台湾商品竟然销声匿迹！

我粗略统计了一下，我住的蒲种区在去年的管控令期间竟如雨后春笋开了几十家不同品牌、不同模式的便利商店和超市！

然而，这些单打独斗、零零星星的小企业还不足以撼动那些老树盘根的连锁超市大佬，我认为近日来市场上一连串有关连锁超商的股权变动才是关键的重头戏，便利商店和连锁超市的春秋战火已经一触即发！

为什么大马是那么多国际连锁超市的兵家必争之地？消费能力是原因之一，最重要的是大马便利商店和人口比例还远落后周边发达国家！

日本便利商店的密度是全世界第一，就是平均每1500人就有一家便利店；台湾的密度是2200人就有一家店，中国大陆是1000至2000人对上一家店！

我手上没有大马便利商店的资料，但估计比中国大陆略优，应该是在1万人对一家左右，所以大马便利店的发展空间还很大！

卜蜂一条龙供应链杀入

2021年12月，源自英国的特易购以100.6亿美元把泰国和大马的所有分行卖给泰国卜蜂集团（中国称正大集团），让这家本来就野心勃勃的泰国零售业巨擘，明正言顺的成为东南亚首屈一指的零售业集团！

卜蜂将在今年底把所有74家特易购易名为莲花-特易购，让这家大马历史最悠久的霸级超市开启全新篇章！

卜蜂是以家畜业起家，现已经发展成为泰国最大的商业集团，业务涉及零售、电信、产业发展、金融，遍及20多个国家和地区，属下400多家公司，员工人数近20万人。

卜蜂集团在泰国拥有1万3000家7-11，134家卖客隆霸级卖场、1900家莲花-特易购霸级超市和1700 家快捷莲花-特易购便利店！

这家超级巨无霸夹着上下游一条龙供应链杀入我国零售业，他带来的震撼力之大可想而知！

竞争激烈的春秋战场

另一家上市的零售业集团MYNEWS控股（MYNEWS），不久前也宣布和韩国人气便利店CU签下加盟协议，计划在5年内开设500家门店，今年将会在首都试开30至50家店！

CU在韩国有约1万5000家店，是很多大马人旅游韩国的时候打卡的人气商店，现在管控令期间虽然不能出国，但在国内也能买到韩国点心小食，韩粉们自然嗨到极点！

以便宜著称的99快捷商店，门店总数已经达到1781家。KK超市在去年疫情肆虐期间也开了70家店，累计门店也有510家，足以和530家的Mynews和2400家的7-11分庭抗礼！

全利资源（QL）属下的全家便,利店，也马不停蹄的开足马力往2020年300家店前进，以全利的财力物力，达至目标应该不是难事。

以上都是传统的线下便利商店，但很多人不知道，线上的送餐平台FoodPanda也已经如火如荼地积极拓展杂货零售业，这新的平台叫做Pandamart,他们在2020年底开业，短短几个月已经开设了32家纯线上门店，今年计划除了雪隆，还会在柔佛、槟城等大城市开设36家门店。

总结以上资料，所以说疫情后的未来几年，大马便利店绝对是竞争激烈的春秋战场！

这场战役，是资金、专业、经验，配送、定位、加上一条龙食物链的竞争，但有竞争才有进步，在消费者角度来看，苦闷无趣的大马杂货零售业，终于迎来了百花齐放的春天。

在便利店老板眼里，大家正磨刀嚯嚯准备迎接一场硬仗，鹿死谁手，你我都是参与的裁判，大家决定吧！



## https://www.enanyang.my/名家专栏/大马便利店业烽火连天拿督刘明

Too sad...

Until now not even 1 glove counter at Keyman188 portfolio...

Still thoroughly thinking which one can best choice...

Kossan or Supermax ???................

Keyman188 would not regret since Keyman188 already bet in Genting share...

Last year during Mar'20, Keyman188 had bet in Genting & GenM at the same time...

But later Keyman188 already disposed all GenM share with handsome profit...

Right now just keeping Genting share at fridge for passive income until can reach Keyman188 target price US$3.50...kekeke...

Keyman188 always more prefer diversification is the best choice...



Posted by Steveleehs > Mar 13, 2021 1:24 PM | Report Abuse

Bit regret didnt own any GENM share now :/

Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录：《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

https://www.youtube.com/watch?v=CUXVvadTQOc

https://www.youtube.com/watch?v=caVxpmFpvgs

https://www.youtube.com/watch?v=xsZFjZNXWeI

Really concrete & wise guidance from professional...


陈剑老师投资教育 : 冷眼解析录：《30年股票投资心得》

https://www.youtube.com/watch?v=G5FYRDIyUDg

https://www.youtube.com/watch?v=6SRQ1EsT_zo

https://www.youtube.com/watch?v=CUXVvadTQOc

https://www.youtube.com/watch?v=caVxpmFpvgs

https://www.youtube.com/watch?v=xsZFjZNXWeI