Posted by Keyman188 > 2021-03-21 10:34 | 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

Posted by Keyman188 > 2021-03-24 12:27 | Report Abuse

Turning point seen for Malaysia stocks as foreigners pile in

(March 24): Overseas investors have been pulling out of Malaysian equities for 20 straight months. March could mark the turn of the tide.

Foreigners have poured a net US$97 million into local stocks this month through March 22, while withdrawing a combined US$1 billion from four other Southeast Asian markets tracked by Bloomberg.

The inflows come as valuation of Malaysia’s main equity gauge is now the cheapest in the region while the dividend yield of 3% is the highest among major Asia Pacific indexes after Singapore.

Foreigners becoming net buyers would mark a rare event for a market that saw global funds pull a record US$5.7 billion last year. That’s as political upheaval combined with the Covid-19 outbreak to sour sentiment even as local investors turned Malaysian glove makers into one of Asia’s hottest pandemic trades.

“There’s a thematic play for Malaysia in a sense that it has underperformed,” said Geoffrey Ng, director at Fortress Capital Asset Management Sdn Bhd. “Part of why there was so much foreign selling earlier was because of political uncertainty, which is fading now.”

Malaysia in January declared a state of emergency to tackle surging coronavirus infections. That allowed Prime Minister Tan Sri Muhyiddin Yassin to suspend parliament until the emergency ends in August, amid calls for immediate snap polls from the ruling coalition’s largest party.

Muhyiddin has said he will hold an election as soon as the pandemic is brought under control. He came to power in March last year after securing a razor-thin majority following the abrupt resignation of his predecessor Tun Dr Mahathir Mohamad.

Monthly withdrawals
Foreign shareholdings in Malaysian companies stood at 20.4% at the end of February, near the lowest in more than a decade, according to CGS CIMB Research. Ending March with a positive number would snap the longest run of foreign monthly withdrawals since at least 2009.

The Bursa Malaysia KLCI Index, down more than 5% from a December peak, is up 1.1% in March, poised for its best month this year. Beaten-down bluechips like casino operator Genting Bhd, banks and utilities have led the gains as new Covid-19 infections slow and vaccines are rolled out.

Even so, Credit Suisse Group AG cut Malaysia to underweight from market weight. The bank downgraded developing stocks due to a stronger US dollar, slow rollout of vaccines in the region and political risks in some commodity-exporting markets.

“Its just one month of data so we have to see if this trend continues,” said Ng.


## https://www.theedgemarkets.com/article/turning-point-seen-malaysia-stocks-foreigners-pile

Posted by Keyman188 > 2021-03-24 12:27 | Report Abuse

Big Boy is coming back soon...

Posted by Keyman188 > 2021-04-09 15:30 | Report Abuse

Today new high since 25/02/20........


CHEERS..............

Posted by Keyman188 > 2021-04-12 16:25 | Report Abuse

OMG...What is happening today !!!...

Today new high since 24/02/20...........


CHEERS................

Posted by nicky11 > 2021-04-16 10:25 | Report Abuse

Good to buy during major adjustment

Posted by KayuKatty > 2021-04-21 11:49 | Report Abuse

My remisier desmond say allinorollin

Posted by halii > 2021-05-10 23:08 | Report Abuse

buy padini raya T shirts

Posted by YouNeedTrust > 2021-05-25 18:49 | Report Abuse

Dividend 2.5sen

Posted by milosh > 2021-06-11 12:07 | Report Abuse

see my post on BONIA: https://miloshtrading.blogspot.com/2021/06/bonia-9288-recovery-cyclical-dividend.html

Posted by beluga > 2021-07-19 11:14 | Report Abuse

padini is damn resilient. despite mco for months, share price support is so strong. doesn't matter at all

Posted by Keyman188 > 2021-08-15 11:51 | Report Abuse

首相宣布1】首阶复苏区 11经济活动明起复工
2021年08月15日

吉隆坡15日讯）周一（16日）开始，在第一阶段国家复苏计划区的11项经济活动获准重新开放营业！

首相丹斯里慕尤丁发文告指出，由于意识到经济领域迟迟不开放将影响私人界及员工生计，因此政府同意从 8 月 16 日（周一）开始，让11项经济活动重新复工。

获准复工的经济活动及领域计有:
1. 洗车店
2. 电器和电子商店
3. 存放家居用品和厨具
4. 家具店
5. 运动器材专卖店
6. 汽车配件店
7. 汽车配送销售中心
8. 仅限早市和农贸市场
9. 服装、时装和配饰店
10. 珠宝店
11. 理发店和美容中心/沙龙（基本理发服务只要）

不过，他指出，有关宣布仅落实在成人疫苗接种率达50%的州属，而想要享有这些方便的人也必须得完成两剂疫苗的注射。期间，他就以巴生谷为例指出， 该区18岁以上的接种率已经达到64.7%， 因此可以获准重启11项经济活动。

他表示，届时，民众得出示数字证书，证明自己已经完成接种2剂疫苗。

“我再次提醒，完全接种的意思是注射第二剂双剂型疫苗后的 14 天，而单剂疫苗则是 28 天后才算完成。”

他也说，进一步详细指南，他将会在近期宣布。

Posted by Keyman188 > 2021-08-15 11:51 | Report Abuse

## https://www.enanyang.my/%E8%A6%81%E9%97%BB/%E3%80%90%E9%A6%96%E7%9B%B8%E5%AE%A3%E5%B8%831%E3%80%91%E9%A6%96%E9%98%B6%E5%A4%8D%E8%8B%8F%E5%8C%BA-11%E7%BB%8F%E6%B5%8E%E6%B4%BB%E5%8A%A8%E6%98%8E%E8%B5%B7%E5%A4%8D%E5%B7%A5

Posted by Keyman188 > 2021-08-15 13:06 | Report Abuse

More economic activities allowed in states under Phases 1 and 2 of NRP where half of adults fully vaccinated from Aug 16 — PM

(theedgemarkets.com / August 15, 2021 12:45 pm +08)

KUALA LUMPUR (Aug 15): Prime Minister Tan Sri Muhyiddin Yassin today announced the government has agreed to allow 11 more economic activities to be reopened in states and federal territories under the Phase 1 of the National Recovery Plan (NRP), provided that 50% of the adult population have been fully vaccinated.

In a statement today, Muhyiddin said that the consumers looking to take part in the economic activities must have received full vaccination and that owners of the businesses must ensure that the customers entering their premises show the Covid-19 Vaccination Digital Certificate to prove that the individuals have indeed received full vaccination.

The 11 economic activities allowed to reopen effective Aug 16 (Monday):
• Car washes
• Electrical and electronic stores
• Home goods and kitchenware stores
• Furniture stores
• Sports equipment stores
• Car accessory stores
• Car dealers and distributors
• Morning markets and farmers' markets
• Clothing, fashion and accessories shops
• Jewellers
• Barbers and hair and beauty salons

Further, Muhyiddin also announced that the government has agreed to allow another 11 more economic activities for states and federal territories under Phase 2 of the NRP.

They are:
• Photography stores
• Second-hand goods stores
• Florists and nurseries
• Handicraft and souvenir shops
• Antique shops
• Toy stores
• Carpet stores
• Businesses involved in creative content and providing equipment for creative industries
• Outdoor sports stores (including camping, fishing equipments, etc)
• Cosmetics, skin care and perfume stores
• Vape and electronic cigarette stores

Muhyiddin reminded that fully vaccinated individuals are defined as those who have received two doses of Covid-19 vaccine for more than 14 days. These vaccines are Pfizer, AstraZeneca and Sinovac vaccines.

Meanwhile, Individuals who have received single-dose vaccines such as Johnson & Johnson and Cansino will be considered fully inoculated 28 days after they have received the jab.

Muhyiddin also announced that the government has agreed to allow public recreational parks for states and federal territories in Phase 1 to be opened for recreational activities.

However, only individual activities such as jogging, cycling and exercise are allowed, in line with the sports and leisure standard operating procedures in Phase 1.

"This decision is very important for people to get more time to be out in the open and have a better ventilation system than just being confined at home. So, I really hope that this will not be abused," he added.

As at today, states are federal territories in Phase 1 are Kedah, Selangor, Kuala Lumpur, Negeri Sembilan, Melaka, Johor, and Putrajaya.

Meanwhile, states in Phase 2 are Penang, Perak, Kelantan, Terengganu, Pahang, and Sabah.

States and federal territory in Phase 3 are Perlis, Sarawak, and Labuan.

It is worth noting that the current full vaccination rate in the Greater Klang Valley is at 64.7% of the adult population, and 47.4% of total population, according to the Covid-19 Immunisation Task Force.

Posted by Keyman188 > 2021-08-15 13:06 | Report Abuse

## https://www.theedgemarkets.com/article/pm-more-activities-be-allowed-across-states-all-phases-national-recovery-plan-if-50-adult

Posted by wallstreetrookie > 2021-08-16 14:17 | Report Abuse

Buy

Posted by wallstreetrookie > 2021-08-16 15:33 | Report Abuse

Read Keyman188's analysis I don't even have to explain haha

Posted by Bgt 9963 > 2021-08-16 16:23 |

Post removed.Why?

Posted by wallstreetrookie > 2021-08-18 16:17 | Report Abuse

Price target: RM4.0

Posted by Bgt 9963 > 2021-08-18 17:28 |

Post removed.Why?

Posted by Keyman188 > 2021-08-18 17:37 | Report Abuse

Padini right now is uptrend momentum...

Most likely upcoming quarterly financial performance shall be green...

Expected another round of dividend to be declared (only Keyman188's prospective view only)...

Posted by seejovin88 > 2021-08-19 17:22 | Report Abuse

Time to enter. Retail is going to operate back

Posted by wallstreetrookie > 2021-08-23 11:26 | Report Abuse

Goldman: Return to normalcy not priced in emerging markets. Bloomberg

Posted by wallstreetrookie > 2021-08-23 14:54 | Report Abuse

Today all consumer discretionary stocks are performing really well. Tech stocks showing weakness

Posted by investortrader88 > 2021-08-31 15:21 | Report Abuse

https://www.nst.com.my/business/2021/08/722575/foreign-investors-are-bursas-net-buyers-again

Posted by Nepo > 2021-09-05 12:05 | Report Abuse

Now is the time for Padini to make a comeback.
Those who haven't collected, sure regret. Already gave you plenty of time to buy during pandemic..

Posted by treasureseeker > 2021-09-23 10:22 | Report Abuse

retail buying interst

Posted by treasureseeker > 2021-09-23 10:23 | Report Abuse

shopping soon

Posted by Nepo > 2021-09-30 06:00 | Report Abuse

This pandemic recovery stock already long time no movement

This plane begins to depart very soon

Passengers are remind to fasten your seat belt, our journey to the sun will take around 10 years.

Good luck

Posted by Keyman188 > 2021-09-30 08:48 | Report Abuse

Keyman188 already put at the fridge at the cost of RM 2.00...

Keyman188 punched in during last year pandemic when others keep on selling...

Keyman188 strongly believe management will (at least 90% chance) back to normal for dividend distribution once turn to endemic....

Keyman188 understand this co. nett cash pile stood at RM 520 mil...

Keyman188 also strongly believe this co. is garment leader in Malaysia...


CHEERS...

Posted by hahasong > 2021-10-01 11:24 |

Post removed.Why?

Posted by wallstreetrookie > 2021-10-10 11:48 | Report Abuse

Padini Maintain Neutral with a short term price target of RM2.95 and a long term price target of RM4.00

Posted by TonyChua88 > 2021-10-17 11:30 | Report Abuse

No point invest in this counter, their Glory age already OVER....better buy TOPGLOVE , Soon this counter price will back to Glory age trust us...TOPGLOVE this month will rose to price RM4.50....Come IB together we Push up the price to more higher than RM5.00.

Posted by Red Dragon > 2021-10-18 14:03 | Report Abuse

TongChua88, you expecting topglove to reach 4.5 by this mth end? Hahaha...

I "side bet" with you lar, payout ratio is 1:10, if you bet RM100, you can win RM1000. Good? How much you bet?

Posted by Red Dragon > 2021-10-19 22:55 | Report Abuse

No reply from TongChua88??

Posted by Sharktank1 > 2021-10-19 23:07 |

Post removed.Why?

Posted by 7667Pulai > 2021-10-19 23:15 |

Post removed.Why?

Posted by Nepo > 2021-10-20 20:45 | Report Abuse

A very good example appears in Padini share price whereby Epf sells yet the share price still up up up.

Posted by wallstreetrookie > 2021-10-25 07:38 | Report Abuse

Padini Maintain Neutral with a short term price target of RM2.95 and a long term price target of RM4.00

Posted by Nepo > 2021-10-26 17:56 | Report Abuse

https://www.theedgemarkets.com/article/clothes-retailer-padini-cautiously-optimistic-monitoring-opportunities-abroad-chairman

Posted by Nepo > 2021-10-27 05:47 | Report Abuse

https://www.goody25.com/mind24105126
=======
I like Padini

Posted by Keyman188 > 2021-10-31 13:57 | Report Abuse

Really fortunate...Keyman188 had managed to pare down 40% shareholding of overall long term position since 2nd half of Sept until now...

Keyman188 diverted investment funds to "other market"...

Be frankly speaking...

Keyman188 really not so favourable the latest 2022 Budgetary...

Unexpected GOM will implement "Cukai Makmur" for those RM 100 mil above...

Unexpected GOM will remove stamp duty capping by RM 200 & increase the duty by 50% from 0.10% to 0.15%...

Since "Cukai Makmur" already tabled at Parliament...you think upcoming year by year will continue !!! (We don't know but high possibility since Natioanal debt now stood at RM 1.25 trillion pre-budgetary announcement)...

Keyman188 will further pare down shareholding by upcoming weeks until local equities to 30% ~ 35% holding since Keyman188 managed to strike cheapest entry price last year during pandemic...

Furthermore...current local equities valuation really not so attractive if comparing other market peers...

Beside valuation...other "factors" also not so favourable since slowly slowly emerged on the table...



~~~~~~~~~~~~~~Always remember, plenty of choice~~~~~~~~~~~~~~~~

Posted by Nepo > 2021-11-02 20:54 | Report Abuse

When Padini push up to RM3.50, only then you regret.
Now it is still undervalued，why sold?

Posted by Keyman188 > 2021-11-02 21:09 | Report Abuse

Keyman188 never regret...

In this world not only 1 Malaysia equities market to invest...

Plenty of choice nowadays...

As investor...always think out of the box...always use cognitive to view the market...

Only penny traders will regret...





Posted by Nepo > Nov 2, 2021 8:54 PM | Report Abuse 

When Padini push up to RM3.50, only then you regret.
Now it is still undervalued，why sold?

Posted by Nepo > 2021-11-04 17:02 | Report Abuse

销量倍增 厂商缺货 新年成衣料起价
https://www.chinapress.com.my/?p=2735435

Posted by NatsukoMishima > 2021-11-16 12:45 | Report Abuse

Rm 3 for padini !! Better buy genm lah , rm 2.5 only consider !

Posted by Thomask > 2021-11-26 19:47 | Report Abuse

QoQ -260.8%
YoY -181.4%

Posted by Nepo > 2021-12-18 09:32 | Report Abuse

It is time to top up some

Posted by henry888 > 2022-01-04 08:43 | Report Abuse

EPF steady acquired.

Posted by Keyman188 > 2022-02-09 15:12 | Report Abuse

Amboi...market turn to little bit green after turn into Tiger year...

Unfortunately share price still within range since Dec'21...

Nothing special...no momentum...

wkwkwk...kekeke...hehehe...