Albukhary

Albukhary | Joined since 2013-09-27

Investing Experience -
Risk Profile -

Followers

19

Following

1

Blog Posts

0

Threads

2,880

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
2,880
Past 30 days
53
Past 7 days
17
Today
3

User Comments
News & Blogs
Stock

2021-06-05 18:28 | Report Abuse

Texchem normally not given dividend, because its debt level is high. So it need cash to pare down its debt.

We buy Texchem for few reason :-

1) Share price is 50% of its NTA
2) Market cap now is RM118mil, PAT is around RM30-40mil.
3) Market cap is RM118mil, quarter revenue is RM260mil, annual revenue is RM1bil.
For a company that doing RM1bil business, the market capital only RM118mil, it is very very undervalue.
4) Chemical business - we foresee chemical industry will be doing very well this two year (i.e. PCHEM, LCTITAN, HEXTAR, LUXCHEM, NYLEX, ANCOM...etc), all Chemical business are doing very well, including Texchem. And Texchem is the cheapest among them.
5) Bonus issue, based on current reserve, the company can anytime announce 1:2 bonus issue.
if company continue to earn more profit for the next 3-4 quarter, then it can announced 1:1 bonus issue.

Stock

2021-06-05 17:33 | Report Abuse

Back to 15 years ago, when I first started trading in stock market.
I start with good fundamental stock, at tat time I buy good share like bank, plantation...etc. I read a lot of book, and I hope I can become Millionaire in 10 years.

But then, after half year, I realised my counter all are stagnant, the price didn't go up or go down too much. And I see other people is earning a lot from penny stock, especially those MESDAQ (or ACE Market).

So I start to dispose my good counter, and channel my money to those penny stock. When the market very hot, everyday marketi is goreng penny stock, every week got new trend, I buy a lot of penny stock, and earn a lot of money.

The more I earn, the more I buy. Initially just buy 50,000 units for each counter (assume 10sen per counter, so 50,000 x RM0.10 = RM5,000), and my portfolio have 8-10 counter like this.

At that time, almost everyday I am making money, RM1000- RM2000 per week.. Then slowly slowly my investment getting bigger, each counter become 100,000 - 200,000 unit, then my profit also increase to RM3,000 - RM5,000 per week

Few months later, my holding of each counter can up to 500,000 units - 1,000,000 units, and my target profit is no longer earn RM3000-RM5000, I am targeting to earn RM20,000 - RM30,000 per week. At that time, Millionaire is no longer a target, as I am very close to it, as long as I can continue to make so much money from market, I can become Millionaire within 2-3 month. So I set my target to become RM10 Million within 3 years.

At that time, the more penny stock you hold, the more profit you make.. So I hold a lot, I borrow money from all source, personal loan, contra, fren, relative, no matter they are loss making company or PN17 company, the cheapest the share price, the higher return you can make.

Suddenly, a crisis come, all share drop. So all the goreng activities disappear from market, all my penny stock become no volume, and price drop to the bottom.

At that time only you realized, your entire Portfolio is full with Rubbish Stock, and all these Rubbish stock price is drop at least 70% from your purchase price (i.e. You bought at 10sen, now the market price is 3sen), and most killing part is they do not have volume.

Each day, no matter how hard you try to sell your share, no one buy from you, the daily volume is 100,000 - 200,000 only per counter, and you are holding 1,000,000, if you throw it to market, the share price will drop to 1 sen perhaps.

As these are rubbish stock, they have no chance to recover. Unlike good fundanmental stock, when it drop, you no need to scare, as once market is back, its share price will recover.

So during that period, I saw many investor facing huge loss like me.. But after 2-3 years, they all very happy d, as their share price have back to higher level, while my one still remain at rubbish price, or some have been suspended or delisted.

Stock

2021-06-05 16:53 | Report Abuse

I am working very hard (even saturday and sunday), to earn more money for me to acquire more Rubberex.

My target EPS for FY21 is 40sen.

Now Q1 already 10.50sen.
Most likely Q2 have 12.00sen
Then Q3 have 10.50sen
and Q4 have 9.50sen.
Total around 42.50sen (anything above 40sen is consider very good d)

Stock

2021-06-05 16:46 | Report Abuse

Don't worry, I think by end of the year, QL, GENM, MR DIY will be drop out from KLCI again.

The Supermax & Kossan & Inari will join KLCI again.

For me, MR DIY really not worth that kind of valuation, they are just a group of smart banker that playing around, the market float are so little, this share is cornering by them. The share price is not worth RM4.00, it only worth RM1.20 - Rm1.50.


GENM, I believe it can only start recovery on 2022 or 2023.

QL, after Family Mart, there is no more catalyst for this company.
The growth is too slow and steady, it cannot attract new fund especially the youngster.

News & Blogs

2021-06-05 16:09 | Report Abuse

Too late lah Uncle... Last year I already told you to buy Leonfuat, when share price still below 50sen.. Now only you call buy, too late Uncle.

Stock

2021-06-03 01:05 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:43 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:43 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:42 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:41 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:41 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:41 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-03 00:40 | Report Abuse

感觉市场开始慢慢回来了。
希望这一两个月大家持有的股票慢慢涨上来。
只要你觉的这是个好公司,就继续持有吧。
套句冷眼的名句:-
有成长,不要卖。
成长长,长持有。
加油。

Stock

2021-06-02 20:48 | Report Abuse

When you realized that the share you bought at 90sen++ was sold by KWAP, would your pants wet?

Stock

2021-06-02 11:39 | Report Abuse

Intco management will not walk the talk one... just simply blow how many new plant going to expand, want to increase capacity how many times...etc, then management secretly their share to public.

Unlike TSLWC, always forked out his own pocket money to buy company share, as he really think the company is undervalue and the future share price will go higher.

Stock

2021-06-01 22:29 | Report Abuse

Raiz368, for me, I would say the Theme for Plantation is haven't start yet. When it start, all the plantation stock (big cap or small cap) will at least surge 100% or more from their current price.

Stock

2021-06-01 17:18 | Report Abuse

when margin call will kick in ya?

Stock

2021-06-01 13:52 | Report Abuse

Haha, I also cannot differentiate what is good news what is bad news d.

When HK listing approved, people said good, china fund is coming in.
When GK listing rejected, people said good, no EPS dilution.

Stock

2021-06-01 11:38 | Report Abuse

Although I don't have Serbadk, but I sincerely hope this Serbadk can make a lot of punter / trader / investor make handsome profit, so that market can have more hot money to goreng goreng other stock.

If everyone loss money everyday, very soon the entire Bursa will be like dead fish.

I miss the good time last year, whereby everybody make big money from Glove, after gain from glove, they start invest more on other sector like IT, Steel, Banking, Recovery..etc. The money keep roll n roll.

Stock

2021-05-31 14:29 | Report Abuse

IMHO, Harta is the best in class in terms of quality, SOP, labour treatment, procurement, integrity.

If US CBP really impose WRO on Harta, then I will really doubt the intention or integrity of US CBP.
Because if such a high compliance standard company also cannot meet the requirement of CBP, how can other manufacturer such as WRP, HARPS, Riverstone, Sri Thrang, Intco...etc can meet, I think none of them dare to stand out and said their compliance is better than Harta.

Stock

2021-05-31 14:24 | Report Abuse

Bro, expected result la..
I never put big hope to TDM one, as long as losses not exceed RM10mil is considered within expectation d.
As long as CPO price can stand above RM3500, coming quarter result should be better.

Stock

2021-05-31 14:07 | Report Abuse

All this while people thought Karim is the main brain, and Awang is just a follower. Now, it seem like Awang is smarter than Karim.

Stock

2021-05-31 12:16 | Report Abuse

That why, never put all egg into same basket.
Risk management is important, concentrate can make you earn fabulous return, but when things go in different direction, it will take your whole life saving.

Stock

2021-05-29 10:30 | Report Abuse

lchits, this Dato always talk cock 1.

You can buy the share, and waiting for syndicate to goreng.
But never put hope on their business, it will never turnaround.

You know there are so many F&B takeaway & delivery system / platform in the market d, where got space for Digista?

All the big player are still on burning money stage, food panda, grab food all are still burn money. Everyday give you free voucher, free delivery.. you thought all these promotion is come from the merchant? No, all promotion is funded by the platform, which mean grab / foodpanda is the one funded for it. How much digista have budget to play this game.

Grab / Foodpanda / Shopeepay / TNG there all allocated RM100mil++ for promotion & rebate, how much digista can offer? RM2mil or Rm3mil?

Same for the CCTV business, no one will spend Rm100-200 per month to subscribe for this services. Now every house just buy the Xiaomi / HK vision CCTV from shopee and install on their own, with cost around RM100-200 only, can last for at least 1-2 years.

The right issue just raised RM13mil, just enough to pay his n his family salary, 1 year RM3mil, maybe enough for 3-4 years la. Beside that, Dato still have personal Orchard Wellness resort also need a lot of money to support, probably need to burn another 2-3mil from Digista to subsidy that resort business.

Stock

2021-05-29 10:19 | Report Abuse

Frankly speaking, if I am a fund manager, 100% I will throw all the Sebardk share on Monday, why?

1) If I throw, when the share price go lower, it proof my decision is correct.

2) If I throw, when the share price go higher, it is not my fault, as I just act according to policy, we should hold any share that have integrity problem.

3) If I not throw, when the share price go lower, everybody will blame me, as I didn't act according to the policy, I might loss my job.

4) If I not throw, when the share price go higher, no one will say thank you to me (but you know la, the chances to go up is less than 1%).

So, why should I risk my job, I sure will opt to throw.

News & Blogs

2021-05-29 00:43 | Report Abuse

Why public invest in Glove Stock when Full Lock Down?

1) When Government implement full lockdown, most of the business will be affected, and more than 70% of the Bursa listed company will be affected as well, especially those recovery stock. When they are affected, investor will foresee their coming quarter result will be bad. Hence, many investor will pull out their fund from these recovery stock. As a share investor, when you sell 1 stock, you seldom will take out the money and save into bank, you will immediately buy another stock which has less / minimal impact from the full lock down. So Health care sector is one of their first choice, as healthcare business are essential business, they can continue to operate during full lock down.

2) As you can see, most of the western country are start opening up their border, and all industries are back to normal. After this pandemic, people awareness on health have increase, many industries that previously never use glove has start to use glove regularly, such as massage, facial, saloon, food preparing...etc. This is so call the new normal after pandemic. I remember I have study a report last year, the journal foresee the demand of glove will surge when all economy sector start to open. Now it is a good timing for glove sector in Malaysia, when all other industries lock down, raw material will become cheaper, shipment to export will be ease also, worker shortage can be solved also (as previously many factory are paying high salary to grab worker, especially those contract worker with low skill required, such as packaging)

Stock

2021-05-29 00:42 | Report Abuse

Why public invest in Glove Stock when Full Lock Down?

1) When Government implement full lockdown, most of the business will be affected, and more than 70% of the Bursa listed company will be affected as well, especially those recovery stock. When they are affected, investor will foresee their coming quarter result will be bad. Hence, many investor will pull out their fund from these recovery stock. As a share investor, when you sell 1 stock, you seldom will take out the money and save into bank, you will immediately buy another stock which has less / minimal impact from the full lock down. So Health care sector is one of their first choice, as healthcare business are essential business, they can continue to operate during full lock down.

2) As you can see, most of the western country are start opening up their border, and all industries are back to normal. After this pandemic, people awareness on health have increase, many industries that previously never use glove has start to use glove regularly, such as massage, facial, saloon, food preparing...etc. This is so call the new normal after pandemic. I remember I have study a report last year, the journal foresee the demand of glove will surge when all economy sector start to open. Now it is a good timing for glove sector in Malaysia, when all other industries lock down, raw material will become cheaper, shipment to export will be ease also, worker shortage can be solved also (as previously many factory are paying high salary to grab worker, especially those contract worker with low skill required, such as packaging)

Stock

2021-05-29 00:42 | Report Abuse

Why public invest in Glove Stock when Full Lock Down?

1) When Government implement full lockdown, most of the business will be affected, and more than 70% of the Bursa listed company will be affected as well, especially those recovery stock. When they are affected, investor will foresee their coming quarter result will be bad. Hence, many investor will pull out their fund from these recovery stock. As a share investor, when you sell 1 stock, you seldom will take out the money and save into bank, you will immediately buy another stock which has less / minimal impact from the full lock down. So Health care sector is one of their first choice, as healthcare business are essential business, they can continue to operate during full lock down.

2) As you can see, most of the western country are start opening up their border, and all industries are back to normal. After this pandemic, people awareness on health have increase, many industries that previously never use glove has start to use glove regularly, such as massage, facial, saloon, food preparing...etc. This is so call the new normal after pandemic. I remember I have study a report last year, the journal foresee the demand of glove will surge when all economy sector start to open. Now it is a good timing for glove sector in Malaysia, when all other industries lock down, raw material will become cheaper, shipment to export will be ease also, worker shortage can be solved also (as previously many factory are paying high salary to grab worker, especially those contract worker with low skill required, such as packaging)

Stock

2021-05-29 00:41 | Report Abuse

Why public invest in Glove Stock when Full Lock Down?

1) When Government implement full lockdown, most of the business will be affected, and more than 70% of the Bursa listed company will be affected as well, especially those recovery stock. When they are affected, investor will foresee their coming quarter result will be bad. Hence, many investor will pull out their fund from these recovery stock. As a share investor, when you sell 1 stock, you seldom will take out the money and save into bank, you will immediately buy another stock which has less / minimal impact from the full lock down. So Health care sector is one of their first choice, as healthcare business are essential business, they can continue to operate during full lock down.

2) As you can see, most of the western country are start opening up their border, and all industries are back to normal. After this pandemic, people awareness on health have increase, many industries that previously never use glove has start to use glove regularly, such as massage, facial, saloon, food preparing...etc. This is so call the new normal after pandemic. I remember I have study a report last year, the journal foresee the demand of glove will surge when all economy sector start to open. Now it is a good timing for glove sector in Malaysia, when all other industries lock down, raw material will become cheaper, shipment to export will be ease also, worker shortage can be solved also (as previously many factory are paying high salary to grab worker, especially those contract worker with low skill required, such as packaging)

Stock

2021-05-28 18:07 | Report Abuse

shearer202, this glove factory is not listed company.

Stock

2021-05-28 18:06 | Report Abuse

大佬好耶!果然是大佬

Stock

2021-05-28 15:13 | Report Abuse

Why people willing to throw tonnes of money go to buy Bitcoin, Dogecoin, Sedania, Jetson, Dataprep, Ucrest, Adventa, why don't want buy Ruberex?

Stock

2021-05-28 14:58 | Report Abuse

Wow... even such a fabulous result and good prospect also cannot push the share price up.

Bravo bursa malaysia, all the fund manger sleeping, institution sleeping, EPF sleeping.

Stock

2021-05-28 14:21 | Report Abuse

Sales increase from Rm153mil to RM175mil, this show an increase of RM22mil.
PBT increase from RM74mil to RM112mil, this show an increase of RM38mil, even minus the one off gain of RM5.9mil, still have RM32mil.

As PBT increase more than Revenue, it proof that either ASP is increase, or Cost is reduce due to more efficiency production of the new production line.

COGS = RM175mil - RM112mil = Rm63Mil.

RM63mil divided by (2.5bil / 4 quarter) = RNM.10 per pcs.

RM175mil divided by (2.5bil / 4 quarter) = RM0.28 per pcs

RM0.28 x 100 per box = RM28 per box.

Then convert to USD, become USD7.00 per box, or USD70 per carton.

** The above just a brief calculation, as rubberex has other type of glove production, so the above calculation may not be accurate **

Stock

2021-05-27 18:31 | Report Abuse

Can anyone confirm that the RM1.1mil compensation has been reflected in current QR or yet?

Stock

2021-05-25 22:05 | Report Abuse

长钢老二正式回归。
长期被低估的南达钢铁将在星期四重新出现在十大涨幅板。

Stock

2021-05-25 13:05 | Report Abuse

Typicallu Q1 is always the weakest quarter, but this round it manage to make PAT Rm12mil, consider very good d

Stock

2021-05-24 20:12 | Report Abuse

RSAWIT的业绩总是让人摸不透。

Stock

2021-05-24 20:11 | Report Abuse

其实LayHong就是很典型的好公司,烂管理层。
Nutriplus 可以说是市面上最好的鸡蛋品牌了,可是公司却可以做到年年亏钱。
如果当初LayHong卖给了QL,我相信LayHong一定年年赚大钱,每个季度都成长,股价最少都有RM2块以上。
可惜呀,可惜呀。

Stock

2021-05-21 22:29 | Report Abuse

In US, Elon Musk is the one who can change the market with one comments / twitter.

In Malaysia, Andy Hall is the one who can make all company share price down, no matter what he claim is true or false.

When he said Top Glove force labour, Top Glove down.

When he said ATAIMS force labour, ATAIMS down.

Next time he said MAYBANK force labour, MAYBANK will also down.

After that he will said PETRONAS force labour, Petronas will also down.

Stock

2021-05-20 20:57 | Report Abuse

通常股市不好时,我打开portfolio都不看盈亏,只是看股票的数量,至少心情会比较好。

Stock

2021-05-19 22:22 | Report Abuse

For me, Careplus most advantage is it has Ansell backup. With such a reputable international PPE company behind Careplus, Careplus no need to worry about its sales, no matter how many it produce, sure Ansell can fully absorbed it.

For Ruberrex, it main benefit is its production capacity has increased by 150%. If nothing go wrong, this 150% increase of capacity will turn into huge leap in PAT. Beside that, Dato Eddie is a person that very good in capital market, I believe he will do something to maximise the market cap of the company.

Stock

2021-05-19 17:37 | Report Abuse

really GG

Stock

2021-05-12 15:35 | Report Abuse

Take profit from Leon Fuat, and invest more into Danco.. Switch counter.

Stock

2021-05-12 15:32 | Report Abuse

Keep accumulate

Stock

2021-05-10 11:25 | Report Abuse

I think it is time to accumulate more TEXCHEM at RM1.00 - RM1.10 level.

Stock

2021-05-08 00:09 | Report Abuse

last minute sell down is purposely pull down for next week gain!

Stock

2021-05-06 18:13 | Report Abuse

Just buy, Ruberrex ASP not dropping, all its glove still expensive

Stock

2021-05-05 17:40 | Report Abuse

Result as per my expectation, I am satisfied with it.