Esceram current PE is 33
net cash company with no debt
2015-2017 EPS is 3-3.5
with glove manufacturer aggressive expansion, EPS should be able to maintain and growth 30% for coming FY 2021, with current price of rm 0.565
1) if FY 2021, estimate EPS 3-3.5, PE is 16-18
2) if growth of 30%, EPS 4-4.5, PE is 12-14

normalized PE 25
1) Target Price = Rm 0.75
2) Target Price = Rm 1.10

When lots of analyst said its a sell, does it mean they are accumulating? Does Karex future are so bleak when it comes to the third generation managing the company? Should they rebrand as Medical & Personal Care Manufacturer, sound better to me.

Some interesting facts to discuss on World Leading Condom Manufacture:
1) The global condom market will cross US$ 9.50 Billion by 2024 growing at a CAGR of more than 10% by 2024.
https://on.mktw.net/2ZTIh3I

2) Analyst argue that US & China are not supporting on birth control policy, but is the whole world just reply on US & China?
India, South America, Europe, Middle East & African Continent are the most potential market which Karex is positioning itself to grow its own brand

3) Latex Compounding plant is now running. This means they can sell Latex Compound to Glove manufacturer as well?

4) One of Karex product category is Medical Disposable which is Catheter, Probe Cover & Hand Sanitizer. Top Management should be able to see the bright future & opportunity for this segment and expand more product base into Transfusion Tube, Medical Storage Bags for Drugs, Blood, and Saline, Body Fluid, Medical Lab Disposable.

5) Looks like reversal of Weekly Trend is in the making. A good accumulation phase started since end of 2018 till now.
If a Break above 0.685 (1st Target) & 0.89( 2nd Target) will be great to have a New Mid - Long Term Bull

What do you think?

The cheapest source of ethanol is from petrol chemical. Food grade ethanol are more expensive and local malaysia production cannot beat china or thailand for this fact. Sales might be good but whether the company will be able to sustain profit will be another issue. Do you know that malaysia government impose 50% duties on food grade ethanol

HL Rubber sdn bhd its their subsidiary and production capacity is more than 1 billions glove, which is on par with ruberex, look at ruberex share price. HLT is a true lagger and bigger potential

should discuss about bonus issue

its time to buy before fund house comes in, now they will most likely take profit on glove (gilead drug will be effective for covid19)

and when recession come, MLM will thrive

i think zhulian is operating because they do coffee & tea, which is part of the essential
and thailand, myanmar & cambodia lock down not serious

too bad people dont see the value of this company

Finally New Malay Director is on board, could it be possibly a new direction on government project?

losses on 11 street is now very limited and the data on 11 street is very valuable and will improve digital advertising of PUC. Prestopay will serve as a universal e-wallet payment.

Red hot media will hold 11 street or prestomall and PUC will not carry the remaining balance

PUC Ventures Sdn Bhd, the wholly-owned subsidiary of PUC, had an 11.11% stake in Celcom Planet while RedHot Media International Ltd — the parent company of PUC — held the remaining 1.23%.

Following a series of shareholding restructuring (see chart), RedHot Media now directly controls 88% equity interest in Celcom Planet while PUC Ventures holds the remaining 12%.

Meanwhile, Axiata Digital will own all the RCPS in Pegasus 7, which will control 78% of the RCPS in Celcom Planet. The rest of the RCPS is held by RedHot Media.

https://www.theedgemarkets.com/article/will-axiatas-transfer-stake-11street-impact-puc

It will likely go higher after restructuring exercise. after 3rd quarter.

what a good opportunity to buy more

Why invest in PUC:
1) technology counter with big data support and service
2) technology e-solution which is in-line with present e-commerce
3) corporate online marketing, creative media & advertising channel
4) the only technology counter with exposure to theme park (recession proof business)
5) valuable Intellectual Property on technology for imaging solution
6) e-financing service provider
7) automatic ticketing system and solution
8) renewable energy

how can PUC game is over when it havent started yet

Jtiasa is better

Japan Tokyo Olympic 2020, will make timber export spike. Jtiasa will be the main beneficiary

No Calvin. I haven't follow consistently on your blog. Shame to say that. Do you mind to share your blogspot address?

I guess no.4 will be mudajaya.

No.4 stock is JTiasa

Why pp would take profit for a short sighted period? You must be kiddy.

0.035, have to touch before it can fly

Rapid cloud deal might not be so easy

tomorrow friday, lagi teruk

More down side. But ethanpro said rebound

Selling pressure still there

Sure or not bro?

PUC has been waiting for the digital free trade zone

i bet you will deeply regret to have sold off

let's see what is the share price in June

we shall know later, closing price will tell

thanks contrarian. Im aiming to gain 200%

Pls sell, I want to buy more!

15 Thai bath

1.24 coming soon

market ald price in the fed hike. 25 basis point is nothing la. Donld Trmp is going to print money like nobody business and weaken the dollar so that US goods can export. Bull run is coming and our market will follow once foreign fund profile adjustment/relocation is done.

we all ask you to get lost, not to talk cock

sayangawak, pls get out of this forum since you are not interested in this stock.

We should understand the business nature of mining, and food restaurant before keep lashing out on bornoil accounting report! You dont spend money to invest then how can revenue go up? Everyday sit at home reading account report then act like an expert! You are very shallow and i guess if you venture into business, damn sure is the first to close shop!

new shareholder emerge

To put a strong foundation under that line of thinking, reconsider this quote from Peoples Bank of China governor, Zhou Xiaochuan:

“At present, up to 12 trillion yuan stays in domestic residents’ saving accounts. The launch of individual gold investment, therefore, will allow residents to change currency assets into gold assets. At the macro level, it will expand channels for changing savings into investment, thus adjusting the money supply; in the micro aspect, allowing citizens to trade and keep gold can improve social welfare, benefiting both the country and the population. Moreover, with the dual attributes of common commodity and currency commodity, gold is a desirable instrument for hedging. Therefore, developing gold trade for individuals is practical.”

this is a no brainier stock investment

gold is set to break 1280, and sail toward 1300

welcome??

https://m.youtube.com/watch?feature=youtu.be&v=dxuhGOkp-wo

Dead cat bounce

result in may will be good but correction is still going on