Comments on ESCERAM

Pilindo Zakaria

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i top up another 400k units this morning.

2 weeks · translate ·

Previous replies (8)

sha sha

cement business high profit high costs. they should have just focused on their glove molds.

Like · 22 hours · translate

cheng

Would have been in red for many quarters without the building materials segment albeit low margins.

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sws lss

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Once break the trend line, will go challange 0.18 then 0.20.

2 weeks · translate ·

Previous replies (4)

v hann

dead counter

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Calvin Tan

No surprises at all....

Like · 6 days · translate

Pilindo Zakaria

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i bought esceram, not because glove business. i bought esceram because its cement mixer business. its cement segment is proven profitable. look at another cement mixer company, their profit reach 20% of total revenue.

if esceram total revenue 110m per quarter, in the future their profit could reach 15m.

my target price for esceram is rm1.00 at least. if this counter transfer to main market, probably could reach rm2.00

3 weeks · translate ·

Previous replies (1)

jimmy zai

weak counter bro

Like · 2 weeks · translate

cheng

corporate actions done. accumulation started. looking forward to q2'25 with the expectation of higher contribution from manufacturing segment; assumption of demand for glove formers to increase in tandem with higher new lines setup / utilization by the top 4 glove manufacturers.

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MOHD RAZIF BIN AZIZ

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No one wants to buy or sell.. So quite

1 month · translate ·

Previous replies (36)

Eddy Khoo

cheang, glove counters were in my freezer for the past 3 years..cant be "consumed" yet. long time to go before significant recovery in 2026 the earliest.

Like · 3 weeks · translate

cheng

ok. hopefully your avg price is not too high. I am just trading some for the tariffs theme.

Like · 3 weeks · translate

Victor Yen

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last 50 days , raining consistently and surely will effects Turnover n margin

3 weeks · translate ·

Pilindo Zakaria

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QR is coming on 23th Oct

2 months · translate ·

Previous replies (17)

sws lss

then good for Malaysia especially glove

Like · 1 month · translate

cheng

stars are aligned for glove sectors. tariffs, expiry of nitrile gloves for batches manufactured in 2019/2020 and inventories replenishment. Lets keep an eye of the impact for manufacturing segment.