大马吉米
commented on
大马吉米
commented on
There is probably no one who isn't distressed to see the combination shrink.
However, when there is a decline, there is an increase.
Don't forget, some stocks you used to be optimistic about, and you didn't buy them because they were too expensive. Now is the time to plan how to open a position.
For me, this is still a minor adjustment. I also experienced the importance of safety margins and the solid flock effect.
Don't be affected by emotions; do some more homework first.
Have you entered?
However, when there is a decline, there is an increase.
Don't forget, some stocks you used to be optimistic about, and you didn't buy them because they were too expensive. Now is the time to plan how to open a position.
For me, this is still a minor adjustment. I also experienced the importance of safety margins and the solid flock effect.
Don't be affected by emotions; do some more homework first.
Have you entered?
Translated
![Thousands of stocks have plummeted - buy now?](https://sgsnsimg.moomoo.com/sns_client_feed/103832097/20240805/208d2b2a9b8b0a014a67c5980627f413.jpg/thumb?area=104&is_public=true)
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大马吉米
commented on
Many people keep saying why they should invest in KIPREIT?? The stock price doesn't fluctuate much, so why invest?
Stable, apart from being stable, is still stable.
Over 7% dividend rate + incoming interest rate cut + active expansion = reason to invest in KIPREIT.
This season we saw contributions from Kota Warisan, Pipeline, and Cyberjaya's Dpulze Shopping Centre.
Don't forget, we also brought in salary increases this quarter. Thanks 🥹
#股息投资 [Topic] # #产托 [Topic] # #投资大马 [Topic] #
Stable, apart from being stable, is still stable.
Over 7% dividend rate + incoming interest rate cut + active expansion = reason to invest in KIPREIT.
This season we saw contributions from Kota Warisan, Pipeline, and Cyberjaya's Dpulze Shopping Centre.
Don't forget, we also brought in salary increases this quarter. Thanks 🥹
#股息投资 [Topic] # #产托 [Topic] # #投资大马 [Topic] #
Translated
![REIT despised by others - KIP](https://sgsnsimg.moomoo.com/sns_client_feed/103832097/20240801/63459e7eee6d7e47a71ff2ab3069e02a.jpg/thumb?area=104&is_public=true)
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大马吉米
commented on
Lululemon has been challenging my mental qualities.
As soon as I bought it, it dropped, and then it went down when I bought it.
I went out for a walk on the weekend and came to think back.
1. It is now on the eve of interest rate cuts. I personally believe that once interest rates are cut, people's spending power will be liberated, and consumer stocks will return to power.
2. Lululemon still has great potential for international expansion, and it is a long way from being full.
3. Lululemon's pricing/ quality should be nearly unbeatable; you think it's expensive; that's your problem. Others have been saying that there are other cheaper alternatives; Lulu is going to fall.
In business, there will always be people who are cheaper than you, and there will always be other competitors.
4. The recent reduction is due to other investment banks lowering Lulu's target price, which has nothing to do with its fundamentals.
5. PE is now at a low point in nearly ten years, which is a bit unbelievable. Is it going to collapse?
I just want to use this post to remind myself to focus on my long-term goals and ignore other noises; I just need to wait for Dongfeng to return!
#lululemon
As soon as I bought it, it dropped, and then it went down when I bought it.
I went out for a walk on the weekend and came to think back.
1. It is now on the eve of interest rate cuts. I personally believe that once interest rates are cut, people's spending power will be liberated, and consumer stocks will return to power.
2. Lululemon still has great potential for international expansion, and it is a long way from being full.
3. Lululemon's pricing/ quality should be nearly unbeatable; you think it's expensive; that's your problem. Others have been saying that there are other cheaper alternatives; Lulu is going to fall.
In business, there will always be people who are cheaper than you, and there will always be other competitors.
4. The recent reduction is due to other investment banks lowering Lulu's target price, which has nothing to do with its fundamentals.
5. PE is now at a low point in nearly ten years, which is a bit unbelievable. Is it going to collapse?
I just want to use this post to remind myself to focus on my long-term goals and ignore other noises; I just need to wait for Dongfeng to return!
#lululemon
Translated
![Lululemon continues to plug in the water](https://sgsnsimg.moomoo.com/sns_client_feed/103832097/20240801/1338a861c1f459a93cd6b5b4e2361771.jpg?area=104&is_public=true)
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最新季度 不是最理想。
但0.0453仙是历来1H最多股息。
距离我第一次分享Pavreit,已经半年了。
当时在全部人唾弃时,我悄悄在低位进场。
到底,产托还有什么吸引人之处?
看看,现在pavreit的borrowing rate是4点多吧仙,
接下来的降息潮可以为这些高leverage的产托带来好消息。Pavreit 的revolving credit时短期maturity的,就在它可以一直reprice.
当然,如果在困难的高利率环境, pavreit可以交出如此成绩,低利率时,当然更如虎添翼!
以我的入场价,应该已有足够的安全边际,可以无忧。
也为我去pavillion巡视时有了多一份满意感😍
但0.0453仙是历来1H最多股息。
距离我第一次分享Pavreit,已经半年了。
当时在全部人唾弃时,我悄悄在低位进场。
到底,产托还有什么吸引人之处?
看看,现在pavreit的borrowing rate是4点多吧仙,
接下来的降息潮可以为这些高leverage的产托带来好消息。Pavreit 的revolving credit时短期maturity的,就在它可以一直reprice.
当然,如果在困难的高利率环境, pavreit可以交出如此成绩,低利率时,当然更如虎添翼!
以我的入场价,应该已有足够的安全边际,可以无忧。
也为我去pavillion巡视时有了多一份满意感😍
![Pavreit 业绩](https://sgsnsimg.moomoo.com/sns_client_feed/103832097/20240801/e6efcb807b1923516ff7c1f5f32bb7fd.jpg/thumb?area=104&is_public=true)
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liked
时光飞逝,现在已经是八月了。
组合陆陆续续迎来了好业绩,
Aeoncr, matrix 的薪水已经到账,只等八月份的Reit出薪水,就可以在加码。
其实,REIT的股价在一年里迎来了不错的增长,也为自己的入场价有了比较大的安全边际margin of safety.
也等待着timecom的爆发,难道全部人忘了它才是DC的始祖?以他的基本面,应该可以无脑买入,等其他的股息进帐我在加码吧🥹
AEONCR股价有了些回调,对长期攀升的股票是比较健康的。以我的入场价,暂时不会再买入。
不过呢坦白说,我真的已经没什么在乎这些股票的股价波动。毕竟我卖了,要拿去哪里投资呢?
不动明王,以被动为主动。
#股息投资
组合陆陆续续迎来了好业绩,
Aeoncr, matrix 的薪水已经到账,只等八月份的Reit出薪水,就可以在加码。
其实,REIT的股价在一年里迎来了不错的增长,也为自己的入场价有了比较大的安全边际margin of safety.
也等待着timecom的爆发,难道全部人忘了它才是DC的始祖?以他的基本面,应该可以无脑买入,等其他的股息进帐我在加码吧🥹
AEONCR股价有了些回调,对长期攀升的股票是比较健康的。以我的入场价,暂时不会再买入。
不过呢坦白说,我真的已经没什么在乎这些股票的股价波动。毕竟我卖了,要拿去哪里投资呢?
不动明王,以被动为主动。
#股息投资
![七月回顾 -以慢打快](https://sgsnsimg.moomoo.com/sns_client_feed/103832097/20240801/70c8da4d6b7bb0120aacf4153ba12080.jpg/thumb?area=104&is_public=true)
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大马吉米
Set a live reminder
Tesla's Annual Shareholder Meeting on June 13 will be a pivotal moment, determining whether Musk's compensation package is reapproved and if the company can retain its iconic leader's full attention and more. The AGM outcome will shape Tesla's future trajectory and reveal shareholder sentiments on crucial governance matters. $Tesla (TSLA.US)$
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or in...
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or in...
![](https://usliveimg.moomoo.com/live_client/77777055/20240607/5f7194583688fc7b1774cd1951353b9b.png/thumb?area=100&is_public=true)
Tesla's Annual Shareholder Meeting
Jun 13 15:30
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大马吉米
commented on
$Lululemon Athletica (LULU.US)$ Today is the best time to open a position.
Translated
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大马吉米
liked
I’ve made a review on moomoo Malaysia - check it out below!
Moomoo Malaysia just launched, and they are:
✅ Licensed by SC Malaysia
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✅ Offers US & Bursa stocks
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✅ Easy funding
Btw, by simply signing up and deposit, you get to enjoy up to RM 1000 rewards!
💵 RM 100 cash rewards when you deposit RM 500
💵💵RM 100 cash rewards + FREE ONE APPLE STOCK when you deposit RM 8000🟠
Link to sign up >> https://j.moomoo.com/00JowE
Moomoo Malaysia just launched, and they are:
✅ Licensed by SC Malaysia
✅ Cheapest in Malaysia
✅ Offers US & Bursa stocks
✅ Shariah compliance filter
✅ Easy funding
Btw, by simply signing up and deposit, you get to enjoy up to RM 1000 rewards!
💵 RM 100 cash rewards when you deposit RM 500
💵💵RM 100 cash rewards + FREE ONE APPLE STOCK when you deposit RM 8000🟠
Link to sign up >> https://j.moomoo.com/00JowE
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$BONIA (9288.BMS)$
i am of the view that recent spike in bonia share price merely due to delay in implementation of luxury tax, instead of the discovery of its value by other investors.
the best is yet to come.
i am of the view that recent spike in bonia share price merely due to delay in implementation of luxury tax, instead of the discovery of its value by other investors.
the best is yet to come.
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大马吉米 OP 103589669 : I will buy again when it hits!
大马吉米 OP : Reaching it tonight!!
大马吉米 OP 俱乐部当家 : It had happened