Posted by Samuelgold > 2021-03-15 09:08 | Report Abuse

Hi JF, pls add me too. TQ.

Posted by Samuelgold > 2021-03-15 09:08 | Report Abuse

Hi JF, pls add me too. TQ.

Posted by david13 > 2021-03-15 09:15 | Report Abuse

can you add me JF?

Posted by Impression > 2021-03-15 09:17 | Report Abuse

Thank you for your detail explanation Sifu Calvin. 60M cash is a very strong support. The big Tai Koh are still accumulating. The shares will be less floating in the open market. Ultimately only one trajectory. Upwards.

Posted by David Coperfield > 2021-03-15 09:20 | Report Abuse

Now all glove sector turn RED

Posted by calvintaneng > 2021-03-15 09:53 | Report Abuse

gloves sector turn red is natural due to

very fierce expansion by all glove taikos loaded with billions in Cash so will buy lots more glove hand molds

also many many new glove wannanbees are rushing to set up New glove FACTORIES needing even more glove hand formers

while there is mushrooming of new glove FACTORIES Esceramic remain Unchallenged as A monopoly both in Thailand and Malaysia

Posted by farisfx54 > 2021-03-15 10:01 | Report Abuse

Mr calvin boleh ke ESC cope dgn sebanyak orderini dan bila boleh meet demand

Posted by calvintaneng > 2021-03-15 12:01 | Report Abuse

farisfx54

they are expanding production from 500,000 pieces to 1 million pieces by adding 2 new Factories to meet demand

Posted by TGbee > 2021-03-15 12:39 | Report Abuse

Sudah beli tanah for expansion ma...

Posted by TGbee > 2021-03-15 12:40 | Report Abuse

https://www.klsescreener.com/v2/announcements/view/3285417

Posted by dasan784 > 2021-03-15 12:58 | Report Abuse

Sifu Calvin......the minute you share your thoughts and ideas in this forum, investors are motivated. You share facts through your research and it is not main tembak punya. Kita sekarang perlu tambah saham jika ada ada Dana atau tunggu dgn sabar saham ini melonjak ke langit.
Terima kasih banyak banyak sifu Calvin.

Posted by Will188 > 2021-03-15 13:04 | Report Abuse

So happening now. Better buy ESCERAM rather than glove company, lower risk. as all of them need Esceram for expansion.

Posted by Allenlee > 2021-03-15 13:31 | Report Abuse

MARGMA targets RM38bil rubber glove export revenue this year | The global demand is stil far higher than supply https://www.klsescreener.com/v2/news/view/802351

Posted by Allenlee > 2021-03-15 13:39 | Report Abuse

This strong demand wil last til at least 2nd quarter of 2022

Posted by Richard123456 > 2021-03-15 13:41 | Report Abuse

calvintan sifu, good explanation, thks

Posted by Allenlee > 2021-03-15 13:49 | Report Abuse

Bear in mind there are many new comers into glove making, at least 8 to 10 new glove making companies are taking hand formers from ES

Will188 So happening now. Better buy ESCERAM rather than glove company, lower risk. as all of them need Esceram for expansion.

Posted by farisfx54 > 2021-03-15 13:55 | Report Abuse

Terima kasih Mr Calvin for yr info and feedback

Posted by AdCool > 2021-03-15 18:44 | Report Abuse

Today no momentum at all. The news wasnt really excited as per the market. Hot money is still with those tech stocks and Dataprp

Posted by Newbiexxxxxxxxx > 2021-03-15 19:30 | Report Abuse

Seems like already priced in

Posted by calvintaneng > 2021-03-15 20:33 | Report Abuse

Another day another record earnings by Comfort glove

And going for 33% more expansion

Lots more business for Esceramic going forward..

Every glove factory also need after sale service by maintenance of glove hand formers in tip top condition for non stop churning out of gloves

Posted by jackyyaya > 2021-03-15 22:54 | Report Abuse

Aside from good profit for this QR, please take a look at the other & trade payables of the company.
QR1 = 4.1m, QR2 = 18.5m, this QR2 = 29.8m, i believe the main reason is due to their customers are willing to pay in advance to secure their orders, which means sales of the company is secured in the coming QRs.

Posted by Michael Yeo > 2021-03-16 15:51 | Report Abuse

Market sentiments remains weak today. Anuarb Ibrahim schedule to hold press conference at 4.30pm today. Might be a coalition between PKR & Umno

Posted by Kabali > 2021-03-16 17:19 | Report Abuse

Still close green.....more to come this week

Posted by yjasonng2020 > 2021-03-16 18:24 | Report Abuse

https://twitter.com/JJ39132147/status/1371769110917308421?s=20

Posted by RaksasaKambing > 2021-03-16 18:39 | Report Abuse

This one I think hold for long term. 80c priced in current earnings but doesn't take into account future growth prospect. The profit margins have improved, and so will the volume. @Jackyyaya made an accurate observation, order books are filled up for some time to come. Let the glove market be oversaturated, but this glove former only got Esceram that is listed.

Posted by pputeh > 2021-03-17 10:21 | Report Abuse

Are there any other listed co. in the same business making glove hand molds

Posted by shrewdinvestor > 2021-03-17 10:31 | Report Abuse

none

Posted by pputeh > 2021-03-17 10:42 | Report Abuse

Its sole monopoly than. Thanks

Posted by Samuelgold > 2021-03-17 11:07 | Report Abuse

Wow so big volumn today

Posted by 2020covid19 > 2021-03-17 12:14 | Report Abuse

listed gloves companies need to buy hand formers from listed company as well?

Posted by RaksasaKambing > 2021-03-17 12:36 | Report Abuse

No, there's also Ceramtec, a non-listed company. You can find out more on the video that FIRL produced on Esceram.

Posted by Vincenteoh29 > 2021-03-17 12:48 | Report Abuse

Son is trading at a big discount from the mother share

Posted by yjasonng2020 > 2021-03-17 12:51 | Report Abuse

https://twitter.com/JJ39132147/status/1372047416736710656?s=19

Posted by Felicity2333 > 2021-03-17 15:05 | Report Abuse

Kssc hand former company

Posted by Boykered8888 > 2021-03-17 15:20 | Report Abuse

Great Performance good to keep

Posted by macdaddy > 2021-03-17 15:25 | Report Abuse

hop on, hop on...still long way to go..

Posted by anzhsb > 2021-03-17 16:00 | Report Abuse

hold .. my target is 1 apartment in Bayan Baru area ...

Posted by Boykered8888 > 2021-03-17 16:15 | Report Abuse

should be close too .885 finger cross

Posted by 2020covid19 > 2021-03-17 16:31 | Report Abuse

>>anzhsb hold .. my target is 1 apartment in Bayan Baru area ...
17/03/2021 4:00 PM

aim to hold for how long? if you buy more at lower price, then by few months down the road. Else have to wait until end of the year/next year!

Posted by piranha88 > 2021-03-17 17:15 | Report Abuse

Sifu Calvin, thanks for sharing your information. I have been following your posts for some time. You always give good write up. Welcome back! :)

Posted by Imnoobonly > 2021-03-17 18:20 | Report Abuse

Hold tight tight until reach rm2... Hihihi

Posted by calvintaneng > 2021-03-17 19:55 | Report Abuse

Good closing

Posted by shrewdinvestor > 2021-03-17 21:55 | Report Abuse

Calvin, in your view , if PAT in excess of 40 m/annum consistently, what would be a fair price for this stock? $2 realistic?

Posted by anzhsb > 2021-03-17 22:02 | Report Abuse

@2020covid19
hopefully this year , my target still the same TP 3.5



Posted by 2020covid19 > Mar 17, 2021 4:31 PM | Report Abuse

>>anzhsb hold .. my target is 1 apartment in Bayan Baru area ...
17/03/2021 4:00 PM

aim to hold for how long? if you buy more at lower price, then by few months down the road. Else have to wait until end of the year/next year!

Posted by Epseps > 2021-03-18 00:49 | Report Abuse

@anzhsb I think in short term u don't need to c your psychiatrist haha

Posted by calvintaneng > 2021-03-18 07:37 | Report Abuse

shrewd investor

Rm2 will come if growth is accompanied with dividends later. For now the next target is Rm1.00

Posted by Vincenteoh29 > 2021-03-18 08:37 | Report Abuse

It need to break 90sen first.
Read an article saying TP RM1-RM1.12.
Is the range fair?

Posted by Bizfuneng > 2021-03-18 09:09 | Report Abuse

Vincenteoh29 , can u share the article?

Posted by Vincenteoh29 > 2021-03-18 09:33 | Report Abuse

https://www.enanyang.my/行家论股/es陶瓷挑战98仙敏源

Posted by EricTellsYou > 2021-03-18 09:35 | Report Abuse

today will break 90 Sen