Albukhary

Albukhary | Joined since 2013-09-27

Investing Experience -
Risk Profile -

Followers

16

Following

1

Blog Posts

1

Threads

2,827

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
2,827
Past 30 days
58
Past 7 days
17
Today
0

User Comments
Stock

2020-12-10 20:36 | Report Abuse

很多反手套股的人都是支持疫苗股的。

他们总有一大堆理由,说什么疫苗面世后,人们就不需要手套了。
他们说什么手套股的未来赚益已经反映在股价了,就算顶级手套未来一年真的赚100个亿,股价也不会升了,因为已经反映在现有股价了。

然后呢,他们的疫苗股,都是亏顺连连的公司,连一张订单都没收到,全部都在MOU / HOA的阶段,就连政府会不会批准他们签署的疫苗也还不知道。

马来西亚3千万人口,政府医院应该会免费替60%的人口免费打针ji,剩下来的40% 由私人医院负责,也就是1千2百万。

由于这些公司只是代理,而疫苗又是必需品,定价方面应该不会很爆利,所以每剂最多净利润RM5,每人两剂,就是12mil x RM10 = RM120mil.

目前市面上最少都十间公司在争这个市场,也就是最多每间公司RM12mil.

相比较于手套,疫苗是一次性的,而手套在疫苗前都已经是稳稳的生意,就算病毒消失了,手套也还有一定的市场,尤其是向顶级手套这些龙头,他们的根基已经很稳了。
很多人担心ASP下降,但我想到时苦的是像 INIX, AT 这些新入场的公司,而不是顶级手套这些老前辈。

所以,真的不明白,那些疫苗股的支持者有什么资格批评手套股,人家手套公司在赚着几十亿,你们的公司还在亏几百万,还敢出来大喊大叫。

Stock

2020-12-10 16:32 | Report Abuse

Huge profit will be announce this month

Stock

2020-12-10 16:30 | Report Abuse

last change to buy

Stock

2020-12-10 15:25 | Report Abuse

Later I go KWSP queue up to withdraw my Account 1, if the officer ask me withdraw for what purpose, I will answer "untuk beli telur". wakakakakaka!

Stock

2020-12-10 15:24 | Report Abuse

Dont trust all the Glove Hater bullshit.

If you want fact and figure, please ask from the correct person.

I know someone who is a Allocator for Ruberrex Glove.

Everytime I ask him to allocate some stock for my buyer (MOQ 100,000 carton), he always no stock , even I willing to paid 100% upfront payment, also no stock.

I ask him what is the progress on the new production line, coz I thought once with the production capacity increase by 150%, sure he can place order for me. But the answer is "The new production line has commenced production, but his allocation quota remain same, he try to request factory to give him more allocation, but answer is no. He believe the new production line has been fully book by some big player, so I think the big player could be the collaboration with Titijaya to distribute Glove.

News & Blogs

2020-12-10 10:44 | Report Abuse

Can you please add me? Thanks a lot!

Stock

2020-12-10 10:37 | Report Abuse

Consumer goods will be the next darling.

Many fund manager has park their fund into undervalue consumer stock, as this type of the stock will be the most benefited from government penjana scheme.

I also feel like withdraw my EPF to buy some Nutriplus Egg.

Stock

2020-12-10 10:35 | Report Abuse

Expected EPS is 3.6sen for this quarter.

Stock

2020-12-10 10:34 | Report Abuse

Last call, if you not buy now, you will buy at 50sen.
KYM is the last paper company who yet to announce its superb result.
Once result out, all will go in to grab the share.
So better park you car inside first.

Stock

2020-12-10 02:07 | Report Abuse

I am sure TOPGLOVE will back to RM10.00 within the next 2-3 month.
Just imaging, if TOGLOVE back to RM10, will Luster become 40-50sen?
For sure, it WILL.

Stock

2020-12-10 02:05 | Report Abuse

Seriously, this is the last change for you to buy d.
After this round, you can only buy back at 70-80 sen.

Stock

2020-12-10 02:04 | Report Abuse

Seriously, this is the last chance for you to buy SUPERLON.
If you missed this round, you can only buy at RM1.20-RM1.30.
Superb result will be announce soon... Their export sales has increased crazy.

Stock

2020-12-10 02:02 | Report Abuse

Seriously, this is the last call d.. If you dont buy now, you will buy at 12-13 sen

Stock

2020-12-09 18:25 | Report Abuse

The best is yet to come.
Texchem is supply Nitrile Butadiene to Top Glove.
Nitrile Butadiene price has up 150%

Stock

2020-12-09 01:43 | Report Abuse

Yup, Texchem is one of the MOST UNDERVALUE STOCK in Bursa Malaysia.

Target Price is RM1.30 minimum.

Stock
Stock

2020-12-07 18:14 | Report Abuse

Don't miss the boat!

Stock

2020-12-07 13:27 | Report Abuse

hoseh!!

Stock

2020-12-07 12:28 | Report Abuse

how many people jump ship d?

Stock

2020-12-07 12:27 | Report Abuse

Don't miss the boat!

Stock

2020-12-07 02:26 | Report Abuse

LEONFB is the most undervalue steel counter.
It worth minimum 80sen

Stock

2020-12-06 15:48 | Report Abuse

Previously Ruberex have 8 single former production line for Nitrile Glove, with annual production of 1 billion pcs, so each production line can produce average 125mil pcs per annum, or 342k pcs per day.

In Q4, the company has completed its new production line. The new production line is double former production line, with annual capacity of 300mil pcs per annual, or 820k pcs per day.

Total there will be 5 new production line, so 300mil x 5 line = additional 1.5bil per annual.This is why newspaper / analyst always said Ruberrex capacity has increase from 1bil to 2.5bil.

Hearb from a friend who active in glove exporting, he said the new production line in Ruberex are rolled out as per schedule. The commissioning of each production line are smooth. By Jan'2021, expected all 5 production line will be running at full capacity.

Stock

2020-12-06 00:30 | Report Abuse

minimum is Rm1.00

Stock

2020-12-06 00:28 | Report Abuse

straits will benefited from o&g recovery.
Next week will above RM0.20, next level is RM0.25

Stock

2020-12-06 00:14 | Report Abuse

Next week will up 15-20 sen

Stock

2020-12-06 00:04 | Report Abuse

Huge profit will be announce this month!

Stock
Stock

2020-12-02 10:16 | Report Abuse

Something very BIG is coming on.

Stay tuned.

Above expectation result in coming quarter, minimum RM70mil.

Big player / institution is coming in.

Stock

2020-12-02 01:21 | Report Abuse

Eric963708, yes, I am very confidence. This counter sure will perform better.

This is the cheapest O&G counter with no risk of bankruptcy, as they have just completed the debt restructuring, and bank has agreed to convert partial of their loan into preference share.

Therefore, the risk of bankruptcy is very very low, coz bank is not a investor, the share price must go up above 10sen, then only bank can convert the preference share, then sell to market and get back their loan amount.

Now 8-8,5sen is very very cheap for you to accumulate, but very limited share only, if you want to buy big volume, please buy slowly slowly, 50k, 100k, dont directly key in buy order 500k

Stock

2020-12-02 01:15 | Report Abuse

This LEONFB silently go up without informed... haha

Stock

2020-11-30 13:07 | Report Abuse

Very small share.. I think RM5mil can push the share price to 15sen d

Stock

2020-11-30 13:05 | Report Abuse

Quarter result announce soon in next few weeks.
From loss to profit, sure this counter will above RM0.15

Stock

2020-11-30 09:34 | Report Abuse

Based on EPS 1.24 x 4 quarter = 4.96sen

For a minimum 10 times PE, this counter value at least 49.60sen.

Based on current price 38sen, still got 30% uptrend.

Stock

2020-11-30 09:31 | Report Abuse

$$$ ^v^ GOODLUCK ^v^ $$$, you got 600,000 units, this round can be huat d, woohoo!

Stock

2020-11-30 09:31 | Report Abuse

Please pay some attention into this counter.
Someone collecting..
Uptrend soon..
O&G theme..

Stock

2020-11-27 18:34 | Report Abuse

Dato Ong is not just a investor, buy low sell high.
Dato Ong hold more than 50%, he is the person who control the entire company, he running the show, he will bring Rubberex to next level.

You guys can look at the disposal of treasury share. If Dato want to buy low sell high, he will not dispose the treasury share, instead he will buy more treasury share to support the share price, so easier for him to sell high.

So, it is very obvious that a big player is accumulating the share. Once the shareholding exceed 5%, you will see the name.

It could be:-

1) Oversea fund
2) Local fund - EPF, KWAP, LTAT
3) Big name investor (i.e. Brahmal)

Stock

2020-11-27 18:10 | Report Abuse

haha... Trust me, very soon you will see a very powerful shareholder appeared in Ruberex.

Stock

2020-11-25 17:06 | Report Abuse

Steady Bom bi bi

Stock

2020-11-20 13:59 | Report Abuse

Later 2;30 opening RM0.215

Stock

2020-11-20 13:58 | Report Abuse

today close RM9, no problem

Stock

2020-11-20 13:58 | Report Abuse

Yup, next quarter capacity x 2, plus ASP increase 15%, so it would be RM40m x 2 x 1.15 = RM92mil

Stock

2020-11-20 01:04 | Report Abuse

Actually this result is consider very good.

If not due to the travel restriction and affect its engineer solutions business, this quarter result will be fantastic.

Stock

2020-11-10 17:39 | Report Abuse

Currently Rubberex is producing 1 billion gloves annually. Its new production plants which is scheduled to start operation in June has a production capacity of 2 billion gloves annually. The total production will be 3 billion gloves annually.

Excited revenue and profit from Ruberrex this coming quarter and next quarter.

News & Blogs

2020-10-27 01:40 | Report Abuse

No doubt GDB is good, but KSK Land I don't have much confidence on them.
This KSK is Kurnia Group, and this project is handle by the boss daugther.
I've been heard about this 8 Conlay Project since 6-7 years ago, a lot of full colour advertisement has put on The Edge Weekly last time, until now still talking.

Stock

2020-10-22 17:50 | Report Abuse

My strategy is:-

If Luxchem result is outperform, then immediately buy Hextar, Ancom, Samchem and Hexza.

Stock

2020-10-20 12:15 | Report Abuse

Insider news from a friend who trading of carton box, this quarter revenue confirm will be good, coz his ordering has increase a lot.
I believe MASTER, MUDA, PPHB, ORNA all will be benefited.
The only problem is raw material cost, not sure raw material cost during this period is up or down.

Can anyone share your information about raw material cost?

Stock
Stock

2020-10-15 16:27 | Report Abuse

Add on 50k units today

News & Blogs

2020-10-11 16:11 | Report Abuse

To be success in glove counter investing, you must understand how the Glove Industries work.

1) You go to ask around, if today you want to buy glove (large quantity), you see who's products in the market? I am quite sure you cannot see Supermax product, Topglove product and even Kossan products. But Hartalega products (i.e. Coats, Paloma, Gloveon) are flooding in the market, together with other small player such as WRP, Sithrang, Cranberry, and some small player who your never heard before.

2) If today you want to buy glove, you directly go to find the manufacturer (i.e. Harta, topglove, kossan, ruberrex...etc) no one will entertain you. To buy glove, you must use all your network relationship to connect to the Allocator. This Allocator normally are those who own the stock and production line. They are the one who decide want to sell you the stock or not, and price is also controlled by them.

Can't reveal too much, but one thing sure is a now market got a lot of Sifu and Guru-guru they have limited knowledge in Glove Industries, but they act like an expert and share their knowledge to the public.

Stock

2020-09-28 02:23 | Report Abuse

Public Bank give target price RM0.57.

90% upside leh