Posted by shrewdinvestor > 2021-06-08 11:40 | Report Abuse

In this group, there are value investors who are discerning individuals and can accept logical arguments. Then there are the momentum investors who use charts and really have no clue of the company. No right or wrong but I tend to favour value investing in this counter. Looking forward to the next round of dividends.

Posted by Newbiexxxxxxxxx > 2021-06-08 11:54 | Report Abuse

Going strong, hopefully good news soon

Posted by Imnoobonly > 2021-06-08 11:56 | Report Abuse

Looking good...

Posted by shrewdinvestor > 2021-06-08 12:13 | Report Abuse

Assuming all warrants are eventually converted to mother. NOSH should be around 600 m. Assuming this company delivers an annual profit going forward of 60 m/annum consistently, easy I think. Then, even at $1 per share, the return is 10% for your investment if you buy in at $1 per share. I cannot think of many companies achieving this. That's why we are lucky to be in this counter. It's just my back of the envelope calculation. I am not a finance person!

Posted by Pgraduate123 > 2021-06-08 12:31 | Report Abuse

Limit Down b4 closing

Posted by sengkee > 2021-06-08 12:33 | Report Abuse

Hopefully can go up until 60 sen later

Posted by Speed99 > 2021-06-08 12:44 | Report Abuse

glove only tis Green today

Posted by Financier > 2021-06-08 12:56 | Report Abuse

@HamsterHuat If they sold below 5%, they need to declare that they sold. From then, they no longer need to declare if they sell. Look at KWAP in Serba Dinamik. They might have sold even more but they don't need to declare.

Posted by Financier > 2021-06-08 13:20 | Report Abuse

Stock target price is RM 2. I hope it can go up to RM 8.88. Huat ah!

Posted by Speed99 > 2021-06-08 13:31 | Report Abuse

hope esok convert warrant tak drop lagi ya.....

Posted by Schweppes > 2021-06-08 14:14 | Report Abuse

What is the intrinsic value of ESCERAM?

Posted by lfccrew84 > 2021-06-08 14:27 | Report Abuse

Rm 1.40

Posted by Warren_Buffett88 > 2021-06-08 14:34 | Report Abuse

Towards rm1 again...go go go

Posted by intrigue83 > 2021-06-08 14:50 | Report Abuse

otw back up 0.7x range

Posted by cy0728 > 2021-06-08 15:34 | Report Abuse

RHB give TP1.40 - 1.70 change main board soon

Posted by MadCow75 > 2021-06-08 15:37 | Report Abuse

wow!!! warrant more power....

Posted by Imnoobonly > 2021-06-08 15:56 | Report Abuse

Up up

Posted by lfccrew84 > 2021-06-08 16:15 | Report Abuse

Esceram has always been a mid-term hold..look at other counters like Hextar and Optimax both are around 1.5-1
6, this counter will also be around that range eventually..good company good cash flow..

Posted by kc02245 > 2021-06-08 19:39 | Report Abuse

The Tan family is still in full control of ES Ceramics.

R&R are just regular shareholders like us. Let's keep the status quo.

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E5%8D%A1%E9%A9%AC%E9%80%BE20%E8%82%A1%E6%9D%83%E8%BD%AC%E7%BB%99%E5%AE%B6%E4%BA%BA-%E9%99%88%E6%B0%8F%E5%AE%B6%E6%97%8F%E6%B2%A1%E9%80%80%E5%87%BAes%E9%99%B6%E7%93%B7

Posted by yong0728 > 2021-06-08 20:36 | Report Abuse

58sen thanks for info

Posted by Impression > 2021-06-08 21:49 | Report Abuse

Top Glove QR should be tomorrow. Esceram QR very very soon. Will be fantastic. Collected again today. Hope will be Green this week.

Posted by Godblessyou > 2021-06-08 22:02 | Report Abuse

Hope it’s not a dead cat bounce...

Posted by sanjanx > 2021-06-09 10:19 | Report Abuse

shrewdinvestor, how you came up with this 60 m/annum theory?

Posted by shrewdinvestor > Jun 8, 2021 12:13 PM | Report Abuse

Assuming all warrants are eventually converted to mother. NOSH should be around 600 m. Assuming this company delivers an annual profit going forward of 60 m/annum consistently, easy I think. Then, even at $1 per share, the return is 10% for your investment if you buy in at $1 per share. I cannot think of many companies achieving this. That's why we are lucky to be in this counter. It's just my back of the envelope calculation. I am not a finance person!

Posted by sanjanx > 2021-06-09 10:20 | Report Abuse

have you been smoking weed lately?
Put fact and figures in your comments please. Be realistic

Posted by Financier > Jun 8, 2021 1:20 PM | Report Abuse

Stock target price is RM 2. I hope it can go up to RM 8.88. Huat ah!

Posted by shrewdinvestor > 2021-06-09 11:06 | Report Abuse

@sanjanx, no need to be rude bro. I said going forward , potential 15 m/quarter is no problem with all the demand for formers. It's realistic, If you want definitive, I advise you to put your money in FD at 1.5% returns per annum. Clear?

Posted by The_JQuestion > 2021-06-09 11:09 | Report Abuse

if QR so good why no director buy in?
HLT QR was good and didnt move instead it slumped...Need volume in when QR come if not no matter how good it will not reflect because market is down on GLOVES.

Posted by shrewdinvestor > 2021-06-09 11:37 | Report Abuse

@sanjanx, PBT last Q ending Feb 2021 was RM 10 m at capacity 300 k pcs/month. With current expansion to be completed by year end, capacity will be 1m pcs/month. That was my basis of RM 15 m PBT/quarter= 60 m /annum will not be an issue going forward . Perhaps even more? Realistic?

Posted by GloveASP > 2021-06-09 11:58 | Report Abuse

BANK VALUE $0.43

Posted by sanjanx > 2021-06-09 11:58 | Report Abuse

explain which part of my message was rude? I simply asked you a question lesser then 10 words and you went up until schooling me for FD rates?

Posted by sanjanx > Jun 9, 2021 10:19 AM | Report Abuse X

shrewdinvestor, how you came up with this 60 m/annum theory?


Posted by shrewdinvestor > Jun 9, 2021 11:06 AM | Report Abuse

@sanjanx, no need to be rude bro. I said going forward , potential 15 m/quarter is no problem with all the demand for formers. It's realistic, If you want definitive, I advise you to put your money in FD at 1.5% returns per annum. Clear?

Posted by shrewdinvestor > 2021-06-09 12:27 | Report Abuse

Read my post after that and do you have to ask if I am smoking weed? Come on man..

Posted by shrewdinvestor > 2021-06-09 12:27 | Report Abuse

We all try to help each other, don't ridicule.

Posted by farisfx54 > 2021-06-09 13:19 | Report Abuse

Umm....iya mana itu Allenlee boleh promote lagi kasi naik mesti naiknya tak payah lari ma

Posted by jolynce > 2021-06-09 13:21 | Report Abuse

@shrewdinvestor Appreciate your perspective.

Posted by jolynce > 2021-06-09 13:23 | Report Abuse

My cost is still 0.70.. i will wait to average down..probably @0.45-0.47

Posted by Wolger > 2021-06-09 13:57 | Report Abuse

@sanjanx - you were being rude in your first sentence..

We need more valueable inputs like what shrewdinvestor has written.

Posted by keepup > 2021-06-09 15:40 | Report Abuse

warrant price much more better than mother price. why ah?

Posted by The_JQuestion > 2021-06-09 15:53 | Report Abuse

because ppl think esceram is currently not worth the price it is at now...warrant is forward thinking

lucky i throw this.when glove finally green esceram continue red show i got no strong mental for this cannot see on...

Posted by yc123 > 2021-06-09 15:56 | Report Abuse

As media said, new plant should be started operation in July. But I dunno whether delay not.

Do u know what is IR email address of ESceram ? I try to google but cant get it

Posted by yc123 > 2021-06-09 15:56 | Report Abuse

Posted by GloveASP > Jun 9, 2021 11:58 AM | Report Abuse

BANK VALUE $0.43

Which bank value 0.43 ? got any report ?

Posted by yc123 > 2021-06-09 16:00 | Report Abuse

https://www.bursamarketplace.com/mkt/themarket/stock/ESCM/ownership

Posted by GloveASP > 2021-06-09 16:08 | Report Abuse

Malaysia Government insider news, they will decide to close all the business soo due to covid

Posted by Warren_Buffett88 > 2021-06-09 16:58 | Report Abuse

Flushed weak holders…tmr fly like rocket…grab it before too late

Posted by keepup > 2021-06-09 17:04 | Report Abuse

going back to 50 cents again. smart management

Posted by Financier > 2021-06-09 17:43 | Report Abuse

@yc123 44% controlled by insiders? That's about RM 116 million.

Posted by yong0728 > 2021-06-09 19:44 | Report Abuse

Esceram was no follow glove trend since Feb

Posted by yong0728 > 2021-06-09 19:45 | Report Abuse

Can look back the chart compare with glove stock

Posted by StockGodFatt > 2021-06-09 19:46 | Report Abuse

Esceram is under essential category so it won’t close

Posted by yc123 > 2021-06-09 19:53 | Report Abuse

Posted by Financier > Jun 9, 2021 5:43 PM | Report Abuse

@yc123 44% controlled by insiders? That's about RM 116 million.

I dunno how u calculate 44%...because i not sure who is insider

As per AR 2020 , 10/8/2020 director holding as below :-

Wong Fook Lin 35,560,925 16.67%
Dato Kamal YP 52,631,300 24.68%
Tan Boon Sing 300,000 0.14%
Khoo Siang Hsi 600620 0.28%

As per bursa updated 3/5/21
Wong Fook Lin 65,730,000 13.05%
Dato Kamal YP 12,900,000 2.56%
Tan San Kwang 25,000,000 4.96%

Tan San Kwang is son of Dato Kamal , correct ?

But, can see the director is reducing their holding..Then R&R come in...dunno what the story behind

Posted by yc123 > 2021-06-09 19:58 | Report Abuse

Posted by yong0728 > Jun 9, 2021 7:45 PM | Report Abuse

Can look back the chart compare with glove stock

Yes, previously not follow..maybe that time R&R intervene ..but now the market sentiment , too bad....

Lets Mr. Market decide what will be..

Posted by yong0728 > 2021-06-09 23:09 | Report Abuse

Today Mr. Market was show u results
All glove green