Albukhary

Albukhary | Joined since 2013-09-27

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User Comments
Stock

4 weeks ago | Report Abuse

Today Many counter drop, but Novamsc is still standup firmly.
Very good.

Stock

4 weeks ago | Report Abuse

Today many counter fall, but PPHB still stand up firmly.
Very good.

Stock

1 month ago | Report Abuse

TDM is the real gem, it will shine bright like a diamond very soon:-

1) TP 1 = RM0.29
2) TP 2 = RM0.36
3) TP 3 = RM0.44

Stock

1 month ago | Report Abuse

OMG.... Finally OTB is here also.
Finally this super Gem PPHB has attracted more n more smart investors to look at it.

Stock

1 month ago | Report Abuse

Sold partially, take back my cost of investment.
Balance unit still alot, let the profit run.
I alone ate the fish tail, still got the body and head, everybody eat together.

At the meantime, reload my bullet and go to hunt for another fish.

Stock

1 month ago | Report Abuse

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Achieved on 10th May 2024)
TP 3 = RM1.20 (Hopefully can be achieved within Year 2024)

Dream come true soon!!!

Stock

1 month ago | Report Abuse

Thank you Cabnet, thank you very much.
Few month ago I jump boat from powerwell, and double the ticket in Cabnet.
Finally it pay off.

Stock

1 month ago | Report Abuse

JAYAPLUS DEVELOPMENT SDN BHD
CABNET HOLDINGS BERHAD
PARAGON GLOBE BERHAD
All of them are inter-related.
This project maybe related to DATA CENTRE

Stock

1 month ago | Report Abuse

Already fully load, seat belt fasten, anytime I am ready to depart.

Stock

1 month ago | Report Abuse

Finally, Cabnet has grab 1 project worth RM46mil, at Johor Bahru.
It is a good start for Year 2024.
More n more project to come, as Johor Bahru is booming.

Stock

1 month ago | Report Abuse

I bought at 11sen, sold all on yesterday at 14.5sen, because I saw the purchasing power very weak, feel that it will drop back anytime soon. So I quickly take profit, and hope it can drop back to 11-12 sen.

But today3-4pm I saw it break 16 - 16.5sen, I feel this round it will go further, coz the buying power is very strong and very fierce, so I jump in again at 16sen and 16.5sen.

I am not familiar with this counter, hope it can continue to go up.

Stock

1 month ago | Report Abuse

AK Industries now become AK47 d.
Very powerful.

Stock

1 month ago | Report Abuse

Only 1 vessel, Alam Kuasa.
And take note that for the coming quarter, it has been schedule for dry docking, so revenue will drop due to the dry docking.

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1 month ago | Report Abuse

Here are the extraction from latest QR:-

Revenue and profit from the shipping bulkers segment is expected to be stable throughout the year 2024 as the only remaining vessel, Alam Kuasa, is under long-term contract at fixed contracted rate subject to bunker price adjustments and will not be affected by open market
charter rate volatility. However, the results of the coming quarter will be affected by dry docking of the vessel for scheduled maintenance.

Stock

1 month ago | Report Abuse

Brother @Alex_Kho, please don't simply create article that can misleading investor ya.

MAYBULK has already sold most of its vessel, now left only 1 vessel.
And this vessel has been chartered to customer at fixed rate long term contract, so the fluctuation in shipping rate will not have impact on MAYBULK.

Technically, MAYBULK is no longer a shipping / Logistic company, now its main business is manufacturing of the steel racking system.

Stock

1 month ago | Report Abuse

Seriously, market capital RM115mil is too low.
MBL is worth at least RM250mil, or RM1.00 per share.

Stock

1 month ago | Report Abuse

@Michael Kwok, TDM can entry again?
Appreciate if you can share your prediction here again.
Personally I feel TDM will be outperform for 2nd Half Year, as I predict both of its engines (Plantation and Healthcare) will have significant improvement.

News & Blogs

1 month ago | Report Abuse

Kenanga's Analyst must be a Glove Hater, as its analysis are too bias.

Company like Harta & Kossan has already mentioned in the AGM or Analyst briefing that their plant utilisation has increased to 80%, and even Top Glove also re-commissioning few plants (previously was shut down) as existing plant are insufficient to meet the demand.
Why Kananga still using 45% plant utilization in their research report?

Stock

1 month ago | Report Abuse

Hi all Sifu-sifu here, anyone know why Ekovest's finance cost can be so high, RM112mil per quarter.
If annualised it, it will become RM450mil per annum.
If refer to the latest QR, they have around RM6bil borrowing (bank borrowing + Mid Term note).

RM450mil / RM6bill = 7.5%.

I think this is too high, as a listed company, they should have better bargaining power to secure low interest loan (i.e. can get financing from low interest country like Japan, China, Middle East, KWSP).

Stock

1 month ago | Report Abuse

Market Cap RM45mil only.
Cabnet minimum should worth RM70-80mil
Share price should be RM0.40 - RM0.45

Stock

1 month ago | Report Abuse

Market Cap RM45mil only.
Cabnet minimum should worth RM70-80mil
Share price should be RM0.40 - RM0.45

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1 month ago | Report Abuse

Nvidia hit USD1,200.
20,000 x USD1,200 x RM4.70 = RM113mil.
Its original cost of investment is only USD90, which equal to 20,000 x 90 x 4.70 = RM8.4mil.

If dispose now, there will be a gain of almost RM105mil.

Stock

1 month ago | Report Abuse

DANCO next quarter result are expected to be very good.
I still holding tight my DANCO share... As I believe this share at least value 80sen.

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1 month ago | Report Abuse

In my own experience, if current price is RM1, NTA is RM1.50, and privatization offer price is RM1.30. High chances this privatisation will be failed, as minority will not accept the offer price.

The best scenario of privatisation will be :-

Current price - RM1.00
NTA - RM1.50
Intrinsic value of the company - RM2.50 (i.e. Company have land that reflected very low book value in account, but actual market value is few times of the book value.)
Offer price - RM1.80.

In this type of scenario, minority shareholders will be happy to accept the offer, because the offer price is exceed the NTA (book value). Major shareholder also happy, because their offer price of RM1.80 is far below the real intrinsic value of the company RM2.50. Moreover, the company has so many cash, all bank institution is happy to provide financial support to the major shareholder to privatise the company, coz once they privatise, they can anytime declare dividend or capital repayment to withdraw the money from company bank account.
The

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1 month ago | Report Abuse

Michael Kwok, your sell call is very cum.
Please let us know when can buyback TDM again.

Stock

1 month ago | Report Abuse

Yup, although the result doesn't hit my expectation of RM12mil, but not bad it still have RM10.6mil. But one thing not good is there is no interim dividend announce.
Once again, the company is holding too much of cash, and it must find a way to generate more return with its cash.
Perhaps they can build another hotel, or acquire some new business, or get more client.
I mean Penang is booming, so many MNC setup factory there, and PPHB is doing packaging business, please try to secure some long term contract with those MNC.
(

Stock

1 month ago | Report Abuse

If tomorrow Lagenda limit up, will EPICON reach All Time High

Stock

1 month ago | Report Abuse

Andy Chua Seng Hooi is from Guocoland.
Anyone who work with Hong Leong Group or Guoco Group should known that whoever that can survive in Hong Leong Group / Guoco Group until management level must be a very tough and hardworking man.

Stock

1 month ago | Report Abuse

Lets list down the worst scenario:-

1) Director being jailed due to bribe
2) Unsold land need to convert back to Malay Title
3) Land that has been sold need to compensate by other land (mean convert its other non-malay land to malay land)
4) Company lost the trust from Government, unable to get more new land approval in future.

Best scenario is:-

1) Nothing to do with the existing director and existing company, as this Bribe is many years ago and it has nothing to do with current management and current company.

Stock

1 month ago | Report Abuse

@ocbc, YTL takeover Ranhill because of the water supply is a important factor for its Data Centre.
YTL will not takeover YLI or ENGTEX or any Pipe Manufacturer, because Pipe is not a important factor, Pipe can be sourced or produce by any pipe manufacturer.

Also, please take note that YLI cash left RM46m only (as per 31 Dec 2023), because a big portion of the land disposal proceed has been utilised to reduce its loan.

Therefore, out of the NTA of RM1.37, only around RM0.32 is cash, balance RM1.02 is is land, property, machinery, inventory & trade receivable.

No body will takeover YLI, because it has nothing special.
The boss will also not sell YLI, because it still has the RM46mil (unless they have capital repayment first, take out the RM46mil cash first, then only boss will willing to sell).
So, the only corporate exercise that can be happen is Boss privatise it.
Boss just need to fork out some money to buy back the share from public, then boss can 100% owned the RM46mil cash in bank.

Stock

1 month ago | Report Abuse

Wow... Supermax turnaround from loss to profit, haven't included the additional Forex Gain of RM47mil.
My sifu is correct, this bomb is really very fantastic.

Stock

1 month ago | Report Abuse

My Sifu "cold eye" told me, if you can wait and spent 5 years for Durian Plantation, Palm Oil Plantation, why can't you wait for the stock for 2-3 years? Why you so urgently to see the share price go up immediately after 1 week or 1 month?
You spend RM500k to plant durian, from cleaning the soil, plant the baby plant, fertilizer, take care, everymonth spend RM10-20k to take care, and you can wait 5 years to see it start generate return. But buy stock, you invest Rm100k, and you expect it become RM120k next month.

Stock

1 month ago | Report Abuse

Postpone is expected la, be patient wait for few more months bah.

Stock

1 month ago | Report Abuse

Dato Yap have 270mil share.
Assume everyday throw 200k to public, 1 month 20 working day - 4 mil share, 1 year can throw 48mil share to you.
Then later announce 10% ESOS, his share will go back to 270mil again, then throw to you again next year.
We Ikan bilis hard to fight with the big crocodile

Stock

1 month ago | Report Abuse

@ocbc, hello bro, YLI is manufacturing pipe, Ranhill is Water supply, very big difference leh.

Stock

1 month ago | Report Abuse

@LY Hoh, Malaysia stock market is dominated by those short sight trader.
All these trader don't look into fundamental, they just look at chart and trend.
When good news come, they hoot, if price up, then continue hoot.
When things turn bad, they run, they short, regardless whether the counter have good fundamental or good future.
Therefore, fundamental investor is getting harder and harder to make money.. coz market too many short sighted.

Stock

1 month ago | Report Abuse

Hi @UncleFollower, I think good news will be coming soon.

Stock

1 month ago | Report Abuse

Overall, the Group recorded a higher profit before tax (PBT) of RM37.55 million as compared to the previous quarter PBT of RM16.40 million. This amount is inclusive of subsidies
received from the government offset by share based payment expense in this quarter Q4
2024.

It seems like LayHong still continue received subsidies in this Quarter.
If without subsidies, not sure Layhong still can be profitable or not.

Stock

1 month ago | Report Abuse

Wow @Daim88, you must be lost a lot of money in Top Glove.. I can feel your hate on this counter.

Stock

1 month ago | Report Abuse

Wow... Hexcare has beat Comfort.. It is the first small glove counter that can turnaround from Loss to Profit.

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1 month ago | Report Abuse

Hi Powerwell, since you got so many project on hand, can you outsource some to Cabnet?
Cabnet order book will be finish soon, and urgently need a big contract, appreciate if you could outsource some project to Cabnet, low margin also nevermind, Cabnet just need a contract to build up its order book.

Stock

1 month ago | Report Abuse

Very high chances Supermax will throw us a bomb!!!

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1 month ago | Report Abuse

OMG, even the most lousy HEXCARE also can start generate profit..
Comfort boss, can you explain what happen to your operation?
Why Hexcare ASP and volume has gone up, while yours ASP and Volume is go down?

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1 month ago | Report Abuse

wow.. super lousy result.
This counter can throw to longkang d tomorrow.

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1 month ago | Report Abuse

I sold my 5000 shares of Harta two weeks ago at 3.76.
Maybe Its time for me to buy back at 3.26?

Stock

1 month ago | Report Abuse

YoY has improved, but still loss making.
Normally, TDM always loss making in Q1, maybe due to the seasonal factor (low yield).
But Q2 should be a very good start, as the April 2024 monthly production report has shown a significant improvement in FFB , Crude Palm Oil and Palm Kernel.
If this April result can be repeated in May & June, then Q2 result will be super good.

Few catalyst to be expected on TDM:-
1) Completion of the divestment of the Indonesia unit
2) Listing of its Healthcare Unit
3) More land or plantation estate to be allocated by Terengganu Government

Stock

1 month ago | Report Abuse

Result is out... Just a normal result, nothing special.
But if you look the the Gross Profit, it is quite surprising (Gross Profit RM18mil based on Revenue RM60mil, almost 30%)
The admin cost for this quarter is very high, I believe this is due to China Man company will always give bonus during CNY, so the admin expenses has increase a lot compare to other quarter. (Unlike MNC, they will normally provision for the bonus on quarterly basis, so you wont see suddenly 1 quarter admin cost has jump up 30-40%).

Refer to the QR commentary, next quarter will be very good, because the court case settlement of RM10,000,000 deposit forfeited will be book in as "other income" on next quarter.

Stock

1 month ago | Report Abuse

Let hope this Quarter Revenue will be RM56mil, and PAT is RM7mil++.