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2020-12-26 19:51 | Report Abuse
Monday will go north.
It cannot be south.
Bravo!!! Atg.
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2020-12-14 17:49 | Report Abuse
Hai guys,
Inix seems to be very strong counter to remain in green when all other gloves counters dropped so much.
Possible strong rebound tomorrow.
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2020-12-14 17:43 | Report Abuse
Soon gloves counter will come back strong.
Patient guys and relax,not to worry.
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2020-12-14 17:39 | Report Abuse
Yuppp fully agreed.
Gloves will come again.
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2020-12-14 17:34 | Report Abuse
Relax guys,soon gloves counters will be back again.
Patient is key to sucessful investing.
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2020-12-14 17:27 | Report Abuse
Hai folks! do not worry so much.
You can always buy other counters that have plenty of profit eg gloves counters and etc.
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2020-11-28 17:06 | Report Abuse
I will definately hold this stock bcos the company got good products and strong customers based in us and europe.
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2020-11-28 10:38 | Report Abuse
Yapp! Lets fly, very undervalue stock.
4qtr profit to be very good bcos of the factory expansion.
Look forward for good dividen too.
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2020-11-19 11:18 | Report Abuse
Thks @stockiss,very impressive video and photos.
I have more confident to hold this stock now.
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2020-11-06 20:08 | Report Abuse
Yupp! this stock rm3 no problem.
Monday morning add some more.
Possible going to main board.
Very demanding products worldwide especially in us and europe.
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2020-11-06 19:58 | Report Abuse
No windfall tax is definately good news for esceram.
More expansion lines and new dipping lines are in the pipeline.
Will add more stocks monday morning before price going up.
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2020-11-06 18:06 | Report Abuse
Ha ha,no windfall tax is a good news for Hlt.
Can buy more Hlt stock on monday morning.
Coming qtr result possible to be very good.
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2020-11-06 18:00 | Report Abuse
Ha ha,no windfall tax to golves companies.
Should buy more carepls on monday morning.
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2020-11-01 17:00 | Report Abuse
Research done by kenanga that the hand formers need to be replaced after twelves months bcos of heavy usaged.
Imagine how big is the replacement and new dipping lines.
Prices of hand formers would be increased too due to limited suppliers.
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2020-11-01 16:45 | Report Abuse
The ceramic hand formers are essential and must have products in gloves dipping lines.
Supply very tight and demand very strong bcos of more expansion and new gloves factories.
Future very bright for esceram at list for two to three years
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2020-10-29 18:20 | Report Abuse
Hai guys,as ceramic hand formers are very limited supply now and great demand, this company can be a target of take over by bigger gloves companies.
This is not buy call,lt is my thinking only.
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2020-10-29 18:01 | Report Abuse
If l am not wrong qtr on 30th october which is tomorrow based on last qtr result on 30th july.
Looking forward for good result.
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2020-10-29 11:02 | Report Abuse
Good morning folks,
The ceramic hand formers are essential and must have products in gloves dipping lines.
Supply very tight and demand very strong bcos of more expansion and new gloves factories.
Future very bright for esceram at list for two to three years.
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2020-10-15 07:18 | Report Abuse
Good morning folks,
Anybody here know what is the latest development on hlt private placement shares.
Any taker?
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2020-10-14 12:50 | Report Abuse
Bravo!!! Scomnet coming qtr result will be better than last qtr hopefully.
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2020-10-11 17:37 | Report Abuse
Author: rakutentrade | Publish date: Mon, 7 Sep 2020, 2:44 PM
We continue to favour Supercomnet Technologies Bhd (“Scomnet”) for its resilient earnings outlook and as a proxy to the recession proof healthcare industry. We are raising our earnings estimates by 19.5% for FY21 on the back of rising orders from major clients. BUY with revised target price of RM2.68 premised on a 3-year average mean 34x PER which is at a discount to Bursa Malaysia Healthcare Index of 43x further supported by a 68% growth in EPS for FY21.
Scomnet’s recent 2Q20 results were pretty much in-line with our expectations where it reported net profit of RM5.95m (+45% from previous quarter and +12% from last year) with cumulative RM10m for 1H20.Net margins improved to 24.6% in 2Q20 and cumulative 1H20 to 19% from around 16.0% in FY19. We believe it is on track to surpass our RM30m forecast in FY20 with the medical cable segment being the key driver with resilient outlook and impressive pipeline of products to sustain its earnings going forward. Furthermore, their automotive segment is seeing a recovery post MCO and has landed a new major client in French PSA Group.
Scomnet is embarking on a multi-year expansion with initial capex of RM7-10m and eventually is expected to double production capacity catering for their supercharged growth in the medical products supplying their FDA and EMA approved medical cables to their long serving major key clients namely US based Edward Lifesciences and Denmark based Ambu and Mermaid Medical. These companies are major global cardiovascular medical devices companies anchoring Scomnet growth trajectory as cardiovascular diseases are the number no. 1 cause of death globally according to WHO.
Balance sheet remains healthy with cash pile growing to RM56.6m and zero borrowings. We expect Scomnet to deliver its strongest ever performance on record with supercharged growth in EPS of +59% in FY20 and +68.3% in FY21.
Source: Rakuten Research - 7 Sept 2020
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2020-10-11 16:31 | Report Abuse
TekSeng posted RM6.536 million net profit on it Q2 FY2020. This set of good earning is excellent despite reported slightly drop for it revenue. If you followed the news on TekSeng, you will know why this happened. Just read the news from The Edge dated 29 June 2020 as link below:
Face mask & PPE demand lifts TekSeng fortunes.
https://www.theedgemarkets.com/article/face-mask-and-ppe-demand-lifts-tek-sengs-fortunes
“For the PP non-woven segment, the revenue contribution was 25% last year. In the first quarter of this year (ended March 31), it made up about 30%. For 2Q, we’re looking at 70%,” Tek Seng executive director Loh Eng Chun tells The Edge in an interview”
“Due to resilient demand, average selling prices (ASPs) of PP non-woven fabric have also gone up substantially.“It should be looking quite strong for now. PP non-woven prices shot up close to 300% in April and May and we are looking at 200% from June to August. Overall, we are seeing a price surge of over 200%,” Eng Chun says, adding that net profit margin has doubled to 15% from the 6% to 8% seen before the Covid-19 pandemic.”
“With that, Tek Seng, which has been running at full capacity of 300 tonnes per month, will double its production capacity when new machinery comes on stream in 3Q. The company has set aside RM20 million in capital expenditure to increase production capacity.”
Q1 FY2020 EPS: 1.29 sen (net profit margin 8.9%)
Q2 FY2020 EPS: 1.82 sen (Net profit margin 15.8%)
Q3 FY2020 EPS: Forecast 20% increase of net profit => 2.3 sen
Q4 FY2020 EPS: Forefact 100% increase of net profit after double it production capacity: 4.6 sen
Thus, full year EPS forecast to be 10 sen
With PE of 15, TekSeng worth: RM1.50
With PE of 20, TekSeng worth: RM2.00
With PE of 25, TekSeng worth: RM2.50
The resilient demands of face masks, increase of average selling price for non-woven fabric and capital expenditure to increase production capacity in Q3 for sure will further boost up its net profit for the next few quarters.
Face mask has become one of the necessities in our daily life to combat with covid-19 virus. Not only in Malaysia (Compulsory to wear face mask @ public area started 1 Aug 2020), people in the world are practising of face mask wearing to reduce the risk of covid-19 infection (including US president Trump who refused to wear face mask in public previously has turned his mind to ask his people to wear face mask) . Thus, we can see demands for non-woven fabric will be very high and sustainable from all the companies that involved in face mask manufacturing like Topglove, Supermax, Notion, Adventa….etc..etc
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2020-10-11 16:16 | Report Abuse
⁰0TP2 is also possible. WHY? Simple...
QR1) EPS 1.29
QR2) EPS 1.82
QR3) If EPS is 25% higher than that of QR2), hence EPS for QR3) is 2.275
QR4) If EPS is 50% higher than that of QR2), hence EPS for QR4) is 2.730
Now the average PER for its peers within the non-woven hygiene segment is at 18 times.
TP (at 18x based on the average PER in the same market segment)
= 0.08 x 18 = 1.44
TP (at 32x PER eg NOTION "face masks") = 2.56
TP (at 68x PER eg COMFORT "gloves") = 5.44
HAHAHA......
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2020-09-23 15:37 | Report Abuse
Ha ha why you like to down hlt?
Hlt owned you money and never want to pay ke?
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2020-09-21 10:24 | Report Abuse
This mikecyc do not understand english.
Admin had many times removed his posting but still he copy paste.
Its not good for yourselves if continue make others not happy.
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Stock: [ESCERAM]: ES CERAMICS TECHNOLOGY BHD
2020-12-27 21:38 | Report Abuse
https://klse.i3investor.com/blogs/rubberglove_y2023/2020-12-27-story-h1538400349-AT_Glove_0072_Production_Line_Trial_Step_4.jsp