Albukhary

Albukhary | Joined since 2013-09-27

Investing Experience -
Risk Profile -

Followers

21

Following

1

Blog Posts

0

Threads

3,005

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3,005
Past 30 days
9
Past 7 days
4
Today
0

User Comments
Stock

2023-05-01 00:18 | Report Abuse

The long weekend has been past, and there is still no news about why EPMB drop.
Therefore, can I conclude that the last two days drop was merely some individual shareholder personal issue :-
i) Shareholder facing force celling
ii) Warehouse operator / syndicate change hand

If this is the case, then high chances that next week will be back to 70-80sen.

Stock

2023-04-28 13:38 | Report Abuse

wat happen to EPMB, hope someone can share some informative news..
I already get ready my bullet, but donno can shoot or not.. scare it will sink into deep blue sea.

Stock

2023-04-27 17:13 | Report Abuse

After CFM, now EPMB, all EV theme collapse.

Stock

2023-04-27 16:46 | Report Abuse

Any story to share?

Stock

2023-04-20 15:11 | Report Abuse

Why this Cicile keep on mentioned about the plane, and don't want mentioned any single word on her venture into contact lens business? At least tell public how much she has made / loss for the past few years. Transparent mah.

Stock

2023-04-20 14:39 | Report Abuse

Based on my experience, sometime buying "plane" maybe due to diplomatic.

For example, you want US government to import your product, so you need to give back something. So you need to buy the plane / machine / anything from US to make the deal with the US government. Same practice apply to Europe or China.

I mean this is very common, when your company has reach certain size, or the volume is really big, this kind of diplomatic deal is very common.

Stock

2023-04-14 18:36 | Report Abuse

MBL is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.60
TP 2 = RM0.80
TP 3 = RM1.00

Stock

2023-04-14 18:34 | Report Abuse

DANCO is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.50
TP 2 = RM0.70
TP 3 = RM0.90

Stock

2023-04-14 18:33 | 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 (Will be achieve soon when East Wind is coming)
TP 3 = RM1.?

Stock

2023-03-07 12:46 | Report Abuse

I think Calvin RM2k is just refer to direct cost (i.e. Labour cost, Fertilizer cost).
This is the standard costing for Malaysian plantation estate.
Last time the average cost is RM1400-1600 only, now as the fertilizer cost and manpower cost increase, so now average is Rm2k++.

But this doesn't take into other cost, HQ operation cost (Director salary, Admin salary, Salesman salary...etc), replanting cost (you need at least 5 year to grow an oil palm), financing cost, legal cost, land leasing cost.....etc.

Stock

2023-03-07 12:19 | Report Abuse

PPHB is a very good company.
The only problem is its growth.
With so many cash on hand, I believe the BOD also waiting for a good chance to acquire some business / property / asset.

Stock

2023-03-07 12:16 | Report Abuse

Yup, Danco share price definately will go up follow its business revenue / profit.
FY2023 estimated EPS should not be less than 6 sen, and with PE 13-15, Danco share price minimum should be around 80sen - 90sen.
This is just based on its existing business organic growth, haven't take into account any M&A that may boost its profit.
Also, if there is any corporate exercise such as Bonus Issue, Bonus Warrant, then share price could go even higher.

Stock
Stock

2023-03-02 12:00 | Report Abuse

Keep accumulate

Stock

2023-03-02 12:00 | Report Abuse

Keep accumulate.

Stock

2023-03-01 09:40 | Report Abuse

Market have no interest on MBL, so low volume.
This one seem like no chance for hit & run.
Newbie that without holding power cannot touch, it will locked your capital.
Only old man with holding power are suitable to buy, need patient and be ready to hold long long time.

Stock

2023-02-28 22:10 | Report Abuse

Superb result !!!!
After dispose the subsidiary , now MBL is sitting on RM110Mil++ cash.
NTA is 90 sen
Share price now only 52sen.
Somemore got bonus issue of warrant coming soon.
Can achieve 65sen, 75sen, 85sen and 95sen soon?

Stock

2023-02-28 12:52 | Report Abuse

Suddenly drop so much...
Insider move first before QR out

Stock

2023-02-27 16:35 | Report Abuse

50 sen should not be a problem

Stock

2023-02-27 16:28 | Report Abuse

This company is accumulate type.
You keep on accumulate, after few years, when the right timing come, you will one-off gain back 100%

Stock

2023-02-27 16:27 | 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
TP 3 = RM1.?
Never stop accumulate this company, it worth at least RM1.00++

Stock

2023-02-27 16:25 | Report Abuse

Market Cap only RM128mil.
NTA 71 sens.
This company worth to accumulate.
It should be able to reach RM250mil market cap

Stock

2023-01-19 13:37 | Report Abuse

Keep accumulate... still long journey to reach its peak.

Stock

2023-01-10 16:25 | 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
TP 3 = RM1.?

News & Blogs

2023-01-02 13:04 | Report Abuse

Chicken and Egg question.
When employer cost increase, employer will raise the product / service price, so all price increase (i.e. Food price, Kids tuition school fee, tuition fee, transport fee, car maintenance fee, house maintenance fee).
Then employee (consumer) will complain cost of living increase,.. Salary cannot covered cost of living...
Then Government step in again to increase minimum wages to RM2000.
Then Empoyer raise product price again..

News & Blogs

2022-12-30 23:03 | Report Abuse

Hi Mr Tan KW, This is my stock pick for Year 2023
1. PPHB - 20%
2. MBL - 20%
3. HEXCARE - 20%
4. DANCO - 15%
5. TDM - 15%
6. MHB - 10%

Stock

2022-12-10 22:49 | Report Abuse

PPHB next week should be testing new high

Stock

2022-11-29 12:59 | Report Abuse

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70
TP 2 = RM0.??
TP 3 = RM1.?

Stock

2022-10-21 09:50 | Report Abuse

PPHB is still the only few GEMS that I willing to accumulate during this uncertain period.

Stock

2022-09-27 16:46 | Report Abuse

Tan Sri and his family has received billion of dividend in year 2020 & 2021.
And now he only fork out millions to buy back the company share.
If he willing to set aside a fund of RM1billion for personal share buy back purpose, every day buy RM10mil, continuos for 100 days, I think very soon share price can back to RM2-3 level.

Stock

2022-09-20 13:26 | Report Abuse

Still accumulating

Stock

2022-09-12 13:51 | Report Abuse

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70
TP 2 = RM0.??
TP 3 = RM1.??

Stock

2022-09-06 02:24 | Report Abuse

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.??
TP 2 = RM0.??
TP 3 = RM1.??

Stock

2022-08-27 16:01 | Report Abuse

When interest rate continue to hike, those company with huge borrowing will suffer.
While company with huge cash will be benefit.

High debt company:-
1) Paying high interest, so margin is shrink
2) Customer's purchase power will reduce, so buy lesser product.
3) Some customer start to delay payment, so company will tighten their credit policy.
4) When company tighten credit policy, company sales will drop, and some customer will be left.
5) When company sales drop and profit drop, company sales person commission also drop, so they will jump to competitor company.

High cash company :-
1) When interest hike, FD interest also hike, so company can earn higher Interest Income as they have huge cash pile in bank.
2) With the huge cash pile, they can offer credit term to customer that facing credit problem, so more customer will come to them.
3) While other competitor are tightening their credit, and you remain the same credit, you will become more attractive than other.
4) With huge cash, you can negotiate for lower price for your raw material, you can also increase product price by giving customer credit term.
5) All your competitor salesman will jump to your company as your company didn't tighten the credit, they can achieve higher sales if they work in your company.

Stock

2022-08-26 10:22 | Report Abuse

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.??
TP 2 = RM0.??
TP 3 = RM1.??


Stock

2022-05-31 16:52 | Report Abuse

Hi All, my journey with Texchem has come to the end, as I have reached my destination.
I believe this train will still continue to go on... wish everyone who still one the train can have a fruitful journey.
Wish everybody huat huat huat!

Stock

2022-04-28 13:08 | Report Abuse

Selamat Hari Raya to all the Muslim shareholder and Happy Holiday to all the non-Muslim shareholder.
I believe TEXCHEM is my best ever call for 1st half of 2022.
I hope I can have another best call for coming months.

Stock

2022-04-22 10:25 | Report Abuse

CJ Century start to reveal its true value.

News & Blogs

2022-04-17 11:20 | Report Abuse

Waiting for next Article, SUBUR is the ULTIMATE WINNER of the CPO Rally!! haha

Stock

2022-04-17 11:15 | Report Abuse

The powerful of value investing.

Stock

2022-04-17 11:14 | Report Abuse

1st TP - RM0.90 (Achieved)
2nd TP - RM1.10 (Achieved)
3rd TP - RM1.30 (Achieved)
4th TP - RM1.75 (Achieved)
5th TP - RM2.20 (Achieved)
6th TP - RM2.80 (then proposed Bonus Issue or Share Split)

3 weeks ago

Stock

2022-04-11 17:11 | Report Abuse

As per expected, closed between Rm1.30 - Rm1.40

Stock

2022-04-10 21:55 | Report Abuse

Today will drop between RM1.30 - RM1.40

News & Blogs

2022-04-10 15:52 | Report Abuse

daretocutandchange, yup, you spot the hidden point. That is why I am very confidence next 2 quarter result will be above 20sen EPS

News & Blogs

2022-04-10 14:46 | Report Abuse

Although I don't like Uncle attitude, but I can't deny that Subur is one of the best pick for Plantation counter.

1) The EPS for next 2 quarter will be very good, above 20 sen per quarter (this is based on my own calculation and estimation, if CPO can continue stand at RM4500 and above).

2) Subur's share unit is very little, and there is no much retailer inside (i.e. Compare to TDM, JTIASA, BPLANT..etc). So when someone start to accumulate it, it can go up very fast.


Stock

2022-03-26 01:36 | Report Abuse

1st TP - RM0.90 (Achieved)
2nd TP - RM1.10 (Achieved)
3rd TP - RM1.30 (Achieved)
4th TP - RM1.75 (Achieved)
5th TP - RM2.20
6th TP - RM2.80 (then proposed Bonus Issue or Share Split)

Stock

2022-03-22 10:52 | Report Abuse

Although the disposal price of RM115mil seem very unfair compare to the initial cost of investment, but from business view this is the only for the group to move on.

If TDM continue involved in Indonesia and there are so many lawsuit need to face with the Indonesia Government, TDM will never able to move on.

It is better to cut everything, loss also never mind, since the share price have reflected all the losses d.

Now just need to focus to increase Malaysia plantation profit, increase the hospital profit, and separately listed the hospital business.

I am not greedy, just market cap 500mil for hospital, and market cap 500mil for plantation will do.

News & Blogs

2022-03-17 00:56 | Report Abuse

Prefer old version, simple and straight forward, this new version make life more difficult.

Stock

2022-03-09 21:14 | Report Abuse

wallstreetrookie, I am here.
Don't worry about my TEXCHEM, I am long term investor, I have strong confidence on Sushi King. Haha

Stock

2022-03-02 13:46 | Report Abuse

wallstreetrookie, you must be non-malay.
SushiKing is now very popular in Malay market, as more n more malay can accept japanese food d.

Last time I have the same opinion like you, especially for Chicken Rice Shop. I was also wondering why got people want to eat Chicken Rice Shop. Until I saw their revenue n earning, then only I understand why it can last so long in the market.