Eddy Khoo's comment on ESCERAM. All Comments

Eddy Khoo
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when is esceramic gonna issue the additional shares for evermix purchase? back of the envelope calculation, it should impact 5% of the share price post adjustment.
jimmy zai
wait 0.085 only buy la
Like · 2 months · translate
William Yang
Is today Eddy. Gloves market going up but not esceramic. Not sure what market is labeling this counter now. Construction or Glove?
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Eddy Khoo
majority revenue from construction. Esceramic is now a construction counter.
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sws lss
Finally completed for 0.32 additional shares. everything in place, time to move up.
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cheng
indeed, sws. welcome evermix owners to the list of top30 shareholders.
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Xiaomi Siau
现在这个价位可以买进吗?
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Eddy Khoo
don't be surprised if the coming QR reflects the construction counters with the completion of the shares issuance.
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Xiaomi Siau
什么意思,好还是不好?哈
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cheng
Can wait and observe first as it's just early signs of manufacturing segment picking up, xiaomi. final tranche of consideration shares of 32 cents per share completed and listed. Evermix owners are now substantial shareholders. EPS dilution assuming everything else is equal. EPS upside in FY25 will be a good sign for buying. Just my opinions, could be wrong. Hope it helps.
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cheng
Should be expecting Esceram's manufacturing segment to continue pick up in coming quarters based on commentaries in topglove's report - As recovery for the glove industry continues to gain traction, the Group anticipates continual improvement in sales orders in line with more positive demand supply dynamics. Moreover, glove sales to the U.S., which have already been increasing exponentially, are expected to receive an additional boost with the United States Trade Representative (USTR)’s recent announcement of impending tariff increases for Chinese medical gloves from the current 7.5% to 50% effective January 2025, and to 100% by January 2026.To ensure the Group is well positioned to meet the rapidly returning glove demand, installation of advanced production lines, which had been temporarily halted due to oversupply, will resume at Top Glove’s newer factories. However, the Group maintains a cautiously optimistic approach for capacity expansion plans in light of the volatile business environment which can be affected by geopolitical factors. The Group’s long term outlook for the glove industry remains optimistic, as gloves are an essential, single use item in the healthcare industry, for which there is no viable replacement to date.
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