Posted by Schweppes > 2021-02-18 17:29 | Report Abuse

Hi @anzhsb, Thanks for sharing the Homily Chart you provided earlier for ESCERAM, was it produced using an app accessible to public (like KLSEScreener)?

Posted by Allenlee > 2021-02-18 19:06 | Report Abuse

One more good news for ES
ES's biggest client in Thailand posted a record net profit, investing 48 billion baht ( USD1.6 billion ) to triple its capacity by 2026

https://asia.nikkei.com/Business/Health-Care/Thai-medical-glove-maker-invests-1.6bn-to-triple-capacity-by-2026

Posted by Allenlee > 2021-02-18 19:07 | Report Abuse

Sri Trang Gloves Thailand

Posted by JohnFarmer458 > 2021-02-18 19:14 | Report Abuse

@AllenLee

Thank you for sharing

1.87 SGD
+0.40 (27.21%)

looking at Sri Trang share price, safe to say they can afford to pay lots of money for Esceram for their expansion plan

Lets to be frank, Glove ASP will drop in the next 2-3 years but it wont drop back to pre-covid level. Glove ASP drop may affect glove companies profit however with all existing glove companies and new glove companies are rapidly expanding as the profit is too lucrative, with higher volume of glove even with half of peak ASP its still many times more than pre-covid ASP

so in other word Esceram will have really good business ahead as more and more companies will be interested to open their own glove lines on top of the existing big players expanding

Posted by JohnFarmer458 > 2021-02-18 19:18 | Report Abuse

Its fair to say Esceram fair value value is RM2 with Esceram-WB trailing at RM1.80

Posted by David Coperfield > 2021-02-18 20:09 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3129729

1. 15 Feb 2021 300,000 Acquired Rosli Bin Hamat
2. 16 Feb 2021 680,000 Acquired Rosli Bin Hamat

Posted by David Coperfield > 2021-02-18 20:14 | Report Abuse

ESCERAM，主要业务是以生产检验手套模型为主，之后它的业务逐渐扩展， 包括手术手套模型、家庭手套模型、工业手套模型等等， 其实这些模型主要是用来制造橡胶手套的主要配件。公司在2005年上市， 直到现在为止。 目前是在马股的创业板上市。 ESCERAM原本只是一家小型业者，之后通过收购， 已经变成国内比较大的手套壳制造商， 甚至在泰国南部也有制造工厂。 ESCERAM, 旗下有2 间公司， 一间是位于马来西亚的 Easy Sun Sdn. Bhd. ， 主要是研发， 生产专业先进的手套模型， 另外一间就是位于泰国的 Euroceramic Technologies Co.， Ltd. , 主要生产examination formers, surgical formers, household formers 以及industrial formers。


*FS 分析*

- FY12的RM1.1m增长至FY16的RM7.3m，相等于60.5%的复合年增长率。简短来说，ESCERAM的盈利在5年内翻了超过6倍

- 盈利突破历史新高

- ESCERAM近年的业绩成长并非来自营业额的提升。其盈利的暴涨主要归功于成本效率和生产流程的改善

- ESCERAM目前的赚幅似乎已达到最佳水平，已有5个季度停滞在24%左右，无法再进一步获得提升

- 这也意味着ESCERAM未来的成长不能再单单依赖于生产效率的提升。它必须专注在寻找更多订单和销售量，来提升其业绩。

- ESCERAM对于外汇的影响几乎微不足道。再加上厂房逐渐自动化，最低劳工薪金的提升并未对ESCERAM带来明显的影响

*公司的供应链会因COVID-19而受到负面的影响。因为国际以及本地的医疗手套的增长， 公司对于橡胶手套的前景有着正面的看法。

Posted by David Coperfield > 2021-02-18 20:19 | Report Abuse

东南陶瓷（ESCERAM，0100）因股权出现变动，市场聚焦令其股价股量齐升。

另有消息指出，有名土著企业家成为该公司大股东，称这位企业家将带来一群土著财团加入东南陶瓷，推动其业务并扩大规模。

该公司主要生产手套陶瓷模版，手套需求大增也让其业务直线上升，盈利自然满盆满钵。

技术分析员指，该股突破80仙阻力后，将冲刺1.20令吉关卡突破。

Posted by anzhsb > 2021-02-18 22:51 | Report Abuse

@Schweppes

I created a fb posting about the mcdx
https://www.facebook.com/photo/?fbid=915781819240036&set=gm.5065321960204430

Posted by Schweppes > Feb 18, 2021 5:29 PM | Report Abuse

Hi @anzhsb, Thanks for sharing the Homily Chart you provided earlier for ESCERAM, was it produced using an app accessible to public (like KLSEScreener)?

Posted by Allenlee > 2021-02-19 01:10 | Report Abuse

Heading to next TP RM1.20

Posted by ppginvest > 2021-02-19 02:06 | Report Abuse

step by step first, 0.85 can break by tomorrow?
how about touching 0.90?

Posted by anzhsb > 2021-02-19 07:37 | Report Abuse

I want the son to be 20% premium ...

Posted by Schweppes > 2021-02-19 09:34 | Report Abuse

Thank you @anzhsb

Posted by JohnFarmer458 > 2021-02-19 10:53 | Report Abuse

alot attention at Dnex and Dnex-WD . need to wait next week for Esceram to rocket

Posted by martinbartesque > 2021-02-19 12:00 | Report Abuse

Hi anzhsb, can u pls share the latest mcdx chart. Thx

Posted by bigby7 > 2021-02-19 13:19 | Report Abuse

How is everyone?

Hohohoho

Posted by Vincenteoh29 > 2021-02-19 16:38 | Report Abuse

Possible to close .85

Posted by PositiveNews > 2021-02-19 16:41 | Report Abuse

Hopefully, and come Monday, the action starts for the next level...

Posted by PositiveNews > 2021-02-19 16:43 | Report Abuse

Yes, it's happening Vincenteoh29

Posted by anzhsb > 2021-02-19 16:48 | Report Abuse

anybody please teach me .. how can the son difference 4cents then mother ?

Posted by Stockhunter88 > 2021-02-19 16:52 | Report Abuse

Ice cream stronk

Posted by Stockhunter88 > 2021-02-19 16:54 | Report Abuse

Very strong buying at closing 0850..probably 2m shares wiped

Posted by Allenlee > 2021-02-19 17:03 | Report Abuse

Cantik closing at RM0.850

Posted by michaelwong > 2021-02-19 17:06 | Report Abuse

Son at discount price worth buying more

Posted by MasterOfSailang > 2021-02-19 17:09 | Report Abuse

Yupp @anzhsb. Somehow the warrant is in a discount price now. Its fair value should be around 0.645 to 0.65 with mother pricing now 0.85. Now only 0.615.. I don't think the time value of the warrant hits soo tremendously and the warrant is a new warrant being issued not long ago. So, its totally a discount to buy warrant now....

A very strong closing today... Expecting next week got some show already... Stay tuned....

Posted by Spectre888 > 2021-02-19 17:23 | Report Abuse

Hanging Man Pattern???

Posted by Imnoobonly > 2021-02-19 17:32 | Report Abuse

Icecream still yum yum

Posted by sanjanx > 2021-02-19 17:35 | Report Abuse

bought more at closing. Lets huat next week. Good weekend guys

Posted by MasterOfSailang > 2021-02-19 17:40 | Report Abuse

Haha, well.., interesting. you can say its a hanging man pattern, you can also say it looks like a hammer pattern. Either way it can go.. That depends very crucially on the next 2-3 candles to determine, which is next week...

Cheersss..

Posted by kumapuma > 2021-02-19 19:06 | Report Abuse

Any idea when is a good time for average up..? Will there be a pullback before Rm 1...

Posted by anzhsb > 2021-02-19 20:32 | Report Abuse

@umapuma
I bot at 435 450 475 505 and 605 .... I am averaging up ha haha


Posted by kumapuma > Feb 19, 2021 7:06 PM | Report Abuse

Any idea when is a good time for average up..? Will there be a pullback before Rm 1...

Posted by anzhsb > 2021-02-19 20:40 | Report Abuse

@martinbartesque
look at the daily mcdx .. the party is stating but not out of control yet ... still in time to average up


https://www.tradingview.com/x/32EQMcGA/

Posted by martinbartesque > Feb 19, 2021 12:00 PM | Report Abuse

Hi anzhsb, can u pls share the latest mcdx chart. Thx

Posted by anzhsb > 2021-02-19 20:42 | Report Abuse

@MasterOfSailang

today is hammer not hanging man coz hanging man is red candle , hammer head is green candle

Posted by MasterOfSailang > Feb 19, 2021 5:40 PM | Report Abuse

Haha, well.., interesting. you can say its a hanging man pattern, you can also say it looks like a hammer pattern. Either way it can go.. That depends very crucially on the next 2-3 candles to determine, which is next week...

Cheersss..

Posted by anzhsb > 2021-02-19 20:46 | Report Abuse

@deMusangking
I orang miskan ... x da cukup duit beli emak .. beli cucu je ....

Posted by deMusangking > Feb 19, 2021 8:37 PM | Report Abuse

anak at discount! better buy?

Posted by Allenlee > 2021-02-19 20:46 | Report Abuse

Careplus to raise glove capacity, targeting to complete the installation of 10 new production lines by this June

https://www.klsescreener.com/v2/news/view/792509

Posted by anzhsb > 2021-02-19 20:49 | Report Abuse

like what airasia said .. everybody can fly .
now is what the world say .. everbody can want to make gloves
1. all current gloves factory expending the capacity like crazy
2. AT make glove "not sure they scam or not"
3. Mahsing make glove
4. Aspen Make glove
5. Iconic make glove
6. Hong Seng Make glove
7. Vtec Make glove
but but but !!!!!!!
they all buy ceramic hand former from iceream wow !

Posted by Allenlee > 2021-02-19 20:54 | Report Abuse

All glove makers are expanding the production capacity kao kao

Posted by michaelwong > 2021-02-19 21:00 | Report Abuse

So the real beneficiaries to supply formers for new and old gloves industries will help to boost up Esceramic earnings . Go for it b4 promising reaching RM1 ....sooonnnnn !!!! Early birds catches the worms first to fill their empty stomach.....

Posted by anzhsb > 2021-02-19 21:44 | Report Abuse

I has been considering for few weeks .. icecream got a W shape chart ... what should I do when it hit 1.00 ? for the last 2 time it hit 1.00 it drop like crazy .. not sure this time with rosli join the party will it be difference ball games ?

Posted by Allenlee > 2021-02-19 22:25 | Report Abuse

Now is only PART 1. Once Rosli, his group n the big boss behind make announcement, then is the start of PART 2. More new businesses wil be injected into ES, not only manufacturing glove formers

Posted by Allenlee > 2021-02-19 22:26 | Report Abuse

Sure wil bring ES to next level

Posted by Allenlee > 2021-02-19 22:26 | Report Abuse

Wait n see

Posted by Boykered8888 > 2021-02-20 00:25 | Report Abuse

Just Keep Will See Result hold tight

Posted by JohnFarmer458 > 2021-02-20 15:04 | Report Abuse

22-26 FEB GEM to look out for

Tawin
Esceram
PEB
Dnex
Revenue
Iris
Datasonic
Awantech

Posted by farisfx54 > 2021-02-20 16:22 | Report Abuse

TQ mr J farmer tengah pergang Dnex dan Esceram kuatkuat

Posted by anzhsb > 2021-02-20 17:49 | Report Abuse

I will not enter DNEX .. maybe day trade if you want ...
I am from wafer industry ..
fabs is something that money can not buy
once china company owned silterra .. silterra will lost thie supplier list due to "country" export license restriction ...

Posted by Allenlee > 2021-02-20 18:12 | Report Abuse

I wil stick with ES n hold tight tight for fruitful announcement soon

Posted by Allenlee > 2021-02-20 18:36 | Report Abuse

The shortage in nitrile gloves could last until year 2023 or longer due to the shortage in raw material supply n labour

https://klse.i3investor.com/blogs/gloveharicut/2021-02-19-story-h1541169047-Fret_not_for_Malaysia_s_GLOVEs_still_has_legs_to_run.jsp

Posted by nasilemaktelur > 2021-02-20 23:39 | Report Abuse

damn its still Saturday, cant wait till monday especially market volume is huge and Ice Cream is uptrend

Posted by MasterOfSailang > 2021-02-20 23:46 | Report Abuse

Monday I'm quite sure got show d... If not means Tuesday... Chart wise and last Friday transaction already hinted and signaling something already...

Cheeerss... Just my 2 cents view...