Posted by Johnchew5 > 2020-04-27 11:08 | Report Abuse

Top glove Finance Director oredi mentioned labour shortage .. even worst with MCO ..

Posted by Chua Joe Beng > 2020-04-27 11:09 | Report Abuse

‘AQL‘ stands for ‘Acceptance Quality Limit‘, and is defined as the “quality level that is the worst tolerable” in ISO 2859-1.It represents the maximum number of defective units, beyond which a batch is rejected. Importers usually set different AQLs for …

Posted by calvintaneng > 2020-04-27 11:13 | Report Abuse

Posted by Papaping > Apr 27, 2020 10:51 AM | Report Abuse

My friend who working in this company say they have to work non stop since Feb. There are too many project since Covid 19 start.

Calvin thinks this is a good contribution

Too many projects since covid 19 start?

Could be due to Rubberex going into expansion for another 1 Billions Gloves (examination)

Others could be Top Glove, SuperMax, Kossan & Hartalega & still others planning more Glove lines

Plus the great news from Thailand New Glove Ipo trying to challenge Top Glove with 32 Billions Glove production a year

All these add up to boost the confidence of Director buying so many shares in March when fear was at its highest

Now we can expect for this year of 2020 will be a Real Growth time for Es_ceramic

Posted by Johnchew5 > 2020-04-27 11:13 | Report Abuse

AQL level is mostly depending on industry type ...

Posted by Papaping > 2020-04-27 11:15 | Report Abuse

I thought esceramic only supply supermax and topglove? TBH i follow the tips to enter. Lucky gain more than 10% this morning.

Posted by Johnchew5 > 2020-04-27 11:17 | Report Abuse

The finance head of Malaysia’s Top Glove shares efforts behind the scenes in the company’s production ramp-up.
By Alexis See Tho
17 March 2020

The doubling of February orders means that it has to make roughly 5.8 billion more gloves in the coming weeks just to meet February’s additional demand. The usual lead time of 30–40 days was stretched to 50 days. This month when FM reached out again, orders are now 120 days till delivery, and its factories’ utilisation rate rose to 95%, up from 85% in February.

On the surface, a production ramp-up looks as simple as increasing inputs — raw materials, labour, and cash. But the experience of one manufacturer, Prestige Ameritech in the US, has shown that swift increases in production could create a risk that could almost destroy a business, according to a US National Public Radio report.
In 2009 at the height of the H1N1 flu pandemic, Texas-based Prestige Ameritech hired more workers and built new machines to increase surgical mask production. But the machines took months to complete, and by the time they were ready, the swine flu crisis had ended and demand had died out. To add to its woes, there was oversupply in the market, and hospitals didn’t buy for months. The manufacturer almost went bankrupt, NPR reported.

Posted by Johnchew5 > 2020-04-27 11:18 |

Post removed.Why?

Posted by Johnchew5 > 2020-04-27 11:19 |

Post removed.Why?

Posted by calvintaneng > 2020-04-27 11:20 | Report Abuse

For as long as Covid 19 not completely eradicated the Ramping up of Glove production by All Glove Companies will continue

During the Spanish Flu pandemic it lasted 36 months from Jan 1918 to December 1920

One hundred years later now Covid 19 spread as fast as Spanish flu

Only recourse now is Superior Medical Skill with Glove, face mask & ventilator

So there is long upside for Es_ceramic

See
https://en.wikipedia.org/wiki/Spanish_flu

Posted by Papaping > 2020-04-27 11:23 | Report Abuse

Those large glove companies are overpriced. Es_ceramic is undervalue, i hope this company bring me fly.

Posted by Johnchew5 > 2020-04-27 11:24 | Report Abuse

Delivery lead time is increasely longer n longer ..

Meaning production output is not much increase..


The doubling of February orders means that it has to make roughly 5.8 billion more gloves in the coming weeks just to meet February’s additional demand. The usual lead time of 30–40 days was stretched to 50 days. This month when FM reached out again, orders are now 120 days till delivery, and its factories’ utilisation rate rose to 95%, up from 85% in February.

Posted by Johnchew5 > 2020-04-27 11:26 |

Post removed.Why?

Posted by Johnchew5 > 2020-04-27 11:29 | Report Abuse

Ho ho vaccine is under phase 2 testing .. period is 6 months ..

Posted by Johnchew5 > 2020-04-27 11:30 | Report Abuse

SARS vaccine is taken 18 months ... Covid-19 is expected to be faster ..

Posted by calvintaneng > 2020-04-27 11:33 | Report Abuse

Topglove facing constrain due to spacing out workers to avoid infection

Also Topglove asking for more chemical production as demand now exceeds supply

Es_ceramic is supply hand formers to all Glove Companies in Malaysia, Singapore & Thailand (highest sale)

Thailand sri Trang Glove going to increase Glove production by 5 billion pieces from current 27 billion to 32 billion pieces bad for Top Glove but will be good for Es_ceramic as it sells to everyone irrespective of competitors or friends

GO GO ES_CERAMIC

See

https://asia.nikkei.com/Business/Health-Care/Top-Thai-medical-gloves-maker-files-IPO-as-pandemic-spurs-demand

Posted by Papaping > 2020-04-27 11:52 | Report Abuse

vaccine progress is not smooth. Ytd UK die one volunteer. Remdesiver got side effect on human sperm. Phase 2 are still beginning. Covid 19 seems gonna affect human living style at least one to two years. Sad

Posted by Johnchew5 > 2020-04-27 12:03 |

Post removed.Why?

Posted by Johnchew5 > 2020-04-27 12:04 | Report Abuse

See hand formers can be repair ...

Posted by Johnchew5 > 2020-04-27 12:05 | Report Abuse

There r 4 countries is testing vaccine ...china is leading ..

Posted by Papaping > 2020-04-27 12:06 | Report Abuse

oh ya.. china now short of volunteer to test vaccine.

Posted by Johnchew5 > 2020-04-27 12:06 |

Post removed.Why?

Posted by Papaping > 2020-04-27 12:08 | Report Abuse

But Malaysia can help. Now China cooperate with Malaysia to test the vaccine. But so far still no good news about it.

Posted by calvintaneng > 2020-04-27 12:08 | Report Abuse

Repair hand formers for industrial gloves ok

BUT NOT SURGICAL GLOVES

THE LIVES OF SURGEON CANNOT TAKE RISK TO SAVE ON SUCH COST

ALL SURGICAL HAND FORMERS MUST BE IN 100% TIP TOP CONDITION AT ALL TIME JUST LIKE AN AEROPLANE ENGINE CANNOT AFFORD STALLING UP 25,000 FEET IN THE SKY

Posted by calvintaneng > 2020-04-27 12:11 | Report Abuse

https://www.youtube.com/watch?v=1-uH0KmgU_o

Posted by Johnchew5 > 2020-04-27 12:28 | Report Abuse

Scientists, healthcare professionals, chemical industry workers, cleaning service workers, food processing workers, food handlers, law enforcement workers, beauticians or other workers having special protection needs, wear such gloves in their occupational environment.

Posted by calvintaneng > 2020-04-27 12:44 | Report Abuse

Yes all lives are precious

So make sure to get from qualified Ceramic Hand Former/Mold makers like ES_CERAMIC

Thumbs Up!

https://www.esceramics.com.my/

Posted by Richielee > 2020-04-27 12:48 | Report Abuse

If the bullish trend continues it may hit 1.10-1.15 few months down the road.

Posted by air01557 > 2020-04-27 13:18 | Report Abuse

immediate target is 0.60

Posted by Eldon > 2020-04-27 13:20 | Report Abuse

See noon session how it play...

Posted by amateurJR > 2020-04-27 13:57 | Report Abuse

@Johnchew5

Do you have any other stocks for buy recommendation instead of keep recommending sell?

Posted by Abba84 > 2020-04-27 14:03 | Report Abuse

Calvin explaintion hit logic button..all point to derivatives in healt care busnes .gloves ceramic gloves l-tex- equimnt(hlt) all products.supportng gloves manucftrg..etc
N mny unkown cmpnies lying low ft decades like esceramic all suddnly bcome the focus to fight covid19 pndemc.
I belive mny wer unkwn of thes derivatives cmpnies.until pandemic emerged...lik vntilatirs masks detrgents ..
Busness coming to life but fr how long..
As it s a new nrml being created i blive thes industries wil thrived as mindset twrds clealiness hygienes surged!

Posted by lextcs > 2020-04-27 14:08 | Report Abuse

sud have call it a buy @ 25c... now almost 80% up... too late in the game la...

Posted by Lucky81 > 2020-04-27 14:23 | Report Abuse

too late dun buy, better missed than lose money.

Posted by Tripaka > 2020-04-27 14:25 | Report Abuse

Genting closed. Now bursa becomes Genting..

Posted by spielmacher > 2020-04-27 14:30 | Report Abuse

TP1 0.45 here we go!

Posted by Eldon > 2020-04-27 14:41 | Report Abuse

Break 0.425 first

Posted by JN88 > 2020-04-27 14:43 | Report Abuse

gogogogogogogoogogogog goreng goreng

Posted by up88up > 2020-04-27 14:43 | Report Abuse

Unless huat is a problem for you, with comfort, rubberex, luxchem as example...you decide

Posted by clouud1234 > 2020-04-27 15:11 | Report Abuse

People profit taking going on

Posted by Lucky81 > 2020-04-27 15:20 | Report Abuse

buy more, it will up again, undervalueddddd!!!

Posted by alexlee06037 > 2020-04-27 15:25 | Report Abuse

I 0.270 buy 0.350 buy 0.42buy now q 0.400,
when QR out sure going 0.50 glove demand strong look SG other country
SG
SG

Posted by Johnchew5 > 2020-04-27 15:31 | Report Abuse

Undervalue ? With PE Ratio 35 .. No Margin of Safety NTA 0.25

Posted by Johnchew5 > 2020-04-27 15:32 | Report Abuse

As said I retreat at 0.42 .....

Posted by micben64 > 2020-04-27 15:55 | Report Abuse

Congratulations John , you should retreat as you have no clue what you are talking. Cut and paste statements is worthless in this environment. You need to be credible in your statements. I have no clue what you are trying to explain and infer. Goodbye to you I hope...

Posted by Bullish > 2020-04-27 16:05 | Report Abuse

Sold ESCERAM. Switch to hottest stock COMCORP 7195

Posted by amateurJR > 2020-04-27 16:20 | Report Abuse

@ Bullish

Feel funny suddenly got someone promotes the stock which help me to earn money few yrs ago

Posted by TrippleZ > 2020-04-27 16:23 | Report Abuse

Comcorp traded only about 1mil shares today. So pathetic and weak.

Posted by alexlee06037 > 2020-04-27 16:31 | Report Abuse

I just know QR I already
I only keep esceram and kossan good luck other stock

Posted by alexlee06037 > 2020-04-27 16:33 | Report Abuse

Nvm you can Keep promote here, you are good delighter^^

Posted by Johnchew5 > 2020-04-27 16:42 | Report Abuse

PDT n IDSS is suspended until April ... will SC prolong the suspension???