ES CERAMICS TECHNOLOGY BHD

KLSE (MYR): ESCERAM (0100)

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Last Price

0.155

Today's Change

-0.005 (3.13%)

Day's Change

0.15 - 0.16

Trading Volume

784,100


24 people like this.

14,536 comment(s). Last comment by Lee Ying Yee 5 days ago

anzhsb

381 posts

Posted by anzhsb > 2021-02-21 00:28 | Report Abuse

I enter the market at 430 for the warrant !
I will not sell the warrant if a king cobra biting at me :)
see you all at 3.50 !

kumapuma

111 posts

Posted by kumapuma > 2021-02-21 09:45 | Report Abuse

TP 3.50 achieveable?

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-02-21 10:19 |

Post removed.Why?

farisfx54

350 posts

Posted by farisfx54 > 2021-02-21 10:22 | Report Abuse

Semua ni control oleh operator kita main tikam je

Allenlee

603 posts

Posted by Allenlee > 2021-02-21 10:44 | Report Abuse

We r not gambler, kita tak main tikam. We r mid to long term investors into good fundamental company with guaranteed orders for years, confirmed future expansion plans n cash rich. Even big big tai gor keep accummulating ES shares aggressively. Kita tunggu apa lagi

TGbee

206 posts

Posted by TGbee > 2021-02-21 11:28 | Report Abuse

https://finbox.com/KLSE:ESCERAM

farisfx54

350 posts

Posted by farisfx54 > 2021-02-21 12:32 | Report Abuse

Ok mr Allenlee kalau macam itu baguslah

Allenlee

603 posts

Posted by Allenlee > 2021-02-21 13:00 | Report Abuse

Believe Dato Karim n his group value the niche technology, expertise n knowledge ES is having. Stil hv ample rooms for injecting other new businesses into ES since hand formers manufacturing is on track oledi. ES wil be diversifying into other manufacturing n businesses in near future, beside the core business hand formers.

Allenlee

603 posts

Posted by Allenlee > 2021-02-21 13:06 | Report Abuse

Til now no one or new company wantedto invest in hand former manufacturing. It is simply because of the niche technology, expertise n knowledge that are not easily to imitate n duplicate

anzhsb

381 posts

Posted by anzhsb > 2021-02-21 13:11 | Report Abuse

@Allenlee
Correct ..
Ah pig ah dog can build glove factory ..
until now still nobody start a ceramic hand formers factory yet :)


Posted by Allenlee > Feb 21, 2021 1:06 PM | Report Abuse

Til now no one or new company wantedto invest in hand former manufacturing. It is simply because of the niche technology, expertise n knowledge that are not easily to imitate n duplicate

farisfx54

350 posts

Posted by farisfx54 > 2021-02-21 13:44 | Report Abuse

Nampak ada kaitan dengan ESC yang kamu sangat pasti dengan Company ini walau baigaimanapun Terima kasih untuk info TQ.

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-21 14:43 | Report Abuse

I am holding very very big ESCERAM-WB. wait for magic show next week

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-21 14:49 | Report Abuse

ESCERAM TP RM2.00 130% upside
ESCERAM-WB TP RM1.80 200% upside

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-21 14:59 | Report Abuse

ESCERAM FAQ
1.if glove demand continue increasing Esceram earning will also go up
2.if glove ASP go down will it affect Esceram? The answer is NO, it will not affect Esceram earning
3.Glove material cost increase will it affect Esceram? The answer is NO, it will not affect Esceram earning
4.Glove factory close down due to covid will it affect Esceram? The answer NO
5. If glove oversupply in the future will it affect Esceram? The answer is NO
6. If more new glovemaker in the market how will it affect Esceram? Esceram earning will go up , now we have Mahsing,AT,Karex,Inix and many more companies diversifying into glove
7.Existing glove maker expanding more production line how will it affect Esceram? Esceram earning will go up
8. Glovemaker operation full 24hour shift how will it affect Esceram? Esceram earning will go up
9. Malaysia Ringgit strengthening against USD how will it affect Esceram? Esceram will not be affected

As you can see negative things that can have negative affect on glove does not affect Esceram earnings whereas positive thing that can have positive impact on glove will also give benefit to Esceram

Conclusion Esceram is a very good investment for long term as it will benefit from Glove supernormal profit but it the future 4-5 years later when ASP go down esceram wont have any negative impact as there would still be more glove factories opening or expanding in line with the normal market growth for glove

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-21 15:03 | Report Abuse

WILL GLOVE ASP go back to pre-covid level after ASP normalize?

Answer is NO. the depletion of the old stock piling will take years of massive buying to recover, more and more less advanced country like Brazil,India making glove usage mandatory in hospital, more demands from other sector for glove due to new normal compliances.

Previously glove maker has been struggling to make profit due to thin margin, now with ASP normalize at many times higher than pre-covid level, more companies will diversify and venture into glove thus making Esceram very very busy for many years to come

farisfx54

350 posts

Posted by farisfx54 > 2021-02-21 15:18 | Report Abuse

Baik info terus kan

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-21 15:27 | Report Abuse

Now all glove maker are CASH RICH, even our neighbor Sri Trang order from Esceram to expand their glove production lines. What glove companies with their milions and billions of cash? Of course they will expand their line to be more competitive and achieve better economic of scales

farisfx54

350 posts

Posted by farisfx54 > 2021-02-21 15:30 | Report Abuse

YES

Allenlee

603 posts

Posted by Allenlee > 2021-02-21 15:52 | Report Abuse

All the superb cash rich glove makers are expanding production lines but . . . . .
Why are they not investing in ceramic hand formers ?
The answer is simple. Sendiri fikir

Now all glove maker are CASH RICH, even our neighbor Sri Trang order from Esceram to expand their glove production lines. What glove companies with their milions and billions of cash? Of course they will expand their line to be more competitive and achieve better economic of scales

Allenlee

603 posts

Posted by Allenlee > 2021-02-21 15:55 | Report Abuse

And ES is the 1 and only ceramic hand former company in KLSE

L2earn

349 posts

Posted by L2earn > 2021-02-21 16:57 | Report Abuse

>>JohnFarmer458 I am holding very very big ESCERAM-WB. wait for magic show next week
21/02/2021 2:43 PM

Hi JohnFarmer458, do you plan to convert your warrants to Mother shares?

TpeeZack

189 posts

Posted by TpeeZack > 2021-02-21 20:59 | Report Abuse

I HV only few hundreds of mother shares...no anak yet.

TGbee

206 posts

Posted by TGbee > 2021-02-21 21:18 | Report Abuse

They will have to buy new moulds

TGbee

206 posts

Posted by TGbee > 2021-02-21 21:21 | Report Abuse

Rubber glove factory in South Thailand belong to Sri Trang in flames

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-02-21 21:54 |

Post removed.Why?

Allenlee

603 posts

Posted by Allenlee > 2021-02-22 00:18 | Report Abuse

Sri Trang is ES main client in Thailand

Allenlee

603 posts

Posted by Allenlee > 2021-02-22 00:23 | Report Abuse

Shd top up some warrant since it is trading at much discounted price

TpeeZack I HV only few hundreds of mother shares...no anak yet.

Addy

294 posts

Posted by Addy > 2021-02-22 01:39 | Report Abuse

Vaccine arrives, takes Malaysia’s battle against Covid-19 to next level
https://www.youtube.com/watch?v=pKxG4-t2jFQ

ngs98

360 posts

Posted by ngs98 > 2021-02-22 09:07 | Report Abuse

Good day ahead!!

SeVeNty

19 posts

Posted by SeVeNty > 2021-02-22 09:12 | Report Abuse

next high will be looking at rm1 guys! gogogo~~~

Bgt 9963

7,445 posts

Posted by Bgt 9963 > 2021-02-22 09:13 |

Post removed.Why?

Posted by MasterOfSailang > 2021-02-22 09:27 | Report Abuse

Warrant pricing kinda off tho...

Posted by EricTellsYou > 2021-02-22 09:29 | Report Abuse

Today breaks 0.90

anzhsb

381 posts

Posted by anzhsb > 2021-02-22 09:54 | Report Abuse

apa la .. harga anak 4.5 cents kurang .. ini apa punia cerita ?

Posted by MasterOfSailang > 2021-02-22 09:58 | Report Abuse

Yeaaaa. apasal ah? Apa punya cerita ni... Wa pun tarak faham. Discounted so much...

ooi8888

1,650 posts

Posted by ooi8888 > 2021-02-22 10:59 | Report Abuse

glove stocks everyday lao sai

Allenlee

603 posts

Posted by Allenlee > 2021-02-22 11:00 | Report Abuse

Having checked, i hv friends sold some tech stocks n masuk ES warrant just now

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-22 11:04 | Report Abuse

the warrant can go at least 70c this week

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-22 11:36 | Report Abuse

cup and handle starting

TGbee

206 posts

Posted by TGbee > 2021-02-22 11:37 | Report Abuse

En Rosli keep adding.. .what's cooking?

Allenlee

603 posts

Posted by Allenlee > 2021-02-22 11:37 | Report Abuse

Yes i noticed tat

Posted by Alfred Tan > 2021-02-22 11:37 | Report Abuse

Wow, warrant very cheap now... But already entered last week... Still can go in?

JohnFarmer458

1,797 posts

Posted by JohnFarmer458 > 2021-02-22 11:38 | Report Abuse

i sold more mothershare to add more warrant

Allenlee

603 posts

Posted by Allenlee > 2021-02-22 11:39 | Report Abuse

I use my another trading account to masuk more for the warrant. Do not want to affect my average price for anak

Stockhunter88

2,031 posts

Posted by Stockhunter88 > 2021-02-22 11:45 | Report Abuse

Stronk

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