soon Lee's comment on ESCERAM. All Comments

soon Lee
Like · Reply
main board ?
cheng
unlikely due to aggregate of 20mil for the latest 3 to 5 financial years. Company has to produce min ~5% margin consistently especially the building material segment.
Like · 1 week · translate
Siow Wei Sen
Possible if hold for long term. this financial year annual profit estimated more than 15million, next financial year estimate more than 20million and third year 25million.
Like · 1 week · translate
cheng
I am not sure whether it makes sense to hold for long term if the company fails to keep the margin at ~5%
Like · 1 week · translate
cheng
Will be a big disappointment if esceram fails to keep the margin at mid single digit despite high demand for rmc - The Malaysia Ready Mix Concrete Market is projected to grow from USD 685.2 billion in 2025 to USD 945.6 billion by 2032, registering a CAGR of 4.7% during the forecast period. Growth is driven by rapid urbanization and increasing construction activities across residential and commercial sectors. Ready mix concrete offers superior quality control and reduces construction time compared to site-mixed concrete. Infrastructure development projects such as roads, bridges, and commercial complexes are further boosting demand. Additionally, the adoption of advanced construction technologies and sustainable materials is supporting market expansion. Continued investment in infrastructure will sustain long-term growth across Malaysia.
Show more
Like · 1 week · translate
MOHD RAZIF BIN AZIZ
If QoQ or annual net profit consistently grows by more than 50%, then a 5% profit margin is no longer my main concern. Even large companies like Malayan Cement operate with relatively low profit margins. What matters more is that revenue, sales, and net profit continue to grow consistently, as that shows the business is expanding and creating more value.
Show more
Like · 1 week · translate
cheng
Just be conservative with this stock until proven otherwise :) Mcement net margin is ~15%; topline and bottom line growing together.
Like · 1 week · translate
MOHD RAZIF BIN AZIZ
Sure.. Hopefully the recent surge in volume and sharp price increase are good signs for the upcoming quarterly results. Have been waiting a long time to reap the rewards.
Like · 1 week · translate
cheng
Ok. I can understand that as I bought it previously back in 2024; post acquisition of Evermix. Unfortunately, the margin was really low after the profit guarantee period even when it's peers were doing really well. decided to exit it. Last qr was the first promising qr. Hope to see 2nd consecutive promising qr.
Show more
Like · 1 week · translate
cheng
hmmm, Evermix's boss disposing
Like · 1 week · translate
......
incoming Qr result may be bad? that’s y he dispose it now ?
Like · 1 week · translate
cheng
No idea. Just wait for the results to be released by the end of the month.
Like · 1 week · translate
William Yang
Boss disposed is normal. Maybe he is going to US to watch world cup final. Need money. Completely normal.
Like · 1 week · translate
cheng
just be conservative for now until proven otherwise
Like · 1 week · translate
MOHD RAZIF BIN AZIZ
Boss was playing shorts
Like · 1 week · translate
cheng
qr in a week's time
Like · 5 days · translate
cheng
looks like 2nd floor incoming strongly. potentially decent qr?
Like · 4 days · translate
Alvin Au
if mainboard sure rm1
Like · 4 days · translate
cheng
unlikely mainboard at the moment
Like · 4 days · translate
William Yang
Buy on rumors, sell on news
Like · 4 days · translate
......
have rumors? where?
Like · 4 days · translate
Sin Sue
Likely another good QR this round due to increasing business in its building material segment
Like · 4 days · translate
......
ya guess so, hopefully could see 山,now almost 二
Like · 4 days · translate
cheng
congrats to those holding it. i'll rejoin once the qr is out and showing confirmation of structural changes leading to better performance
Like · 4 days · translate
cheng
hmmm... really strong. hopefully dont go up too high yet until qr is out.
Like · 4 days · translate
......
hopefully can up to 0.25
Like · 4 days · translate
cheng
lets see what is the results from the qr first.
Like · 4 days · translate
cheng
i'll cheer for you, william. I will get on board if the upcoming qr showing good margin. well, I may miss it big time if it spikes to PE15 before qr release.
Like · 4 days · translate
......
come join also at HHRG, have something interesting
Like · 4 days · translate
cheng
qr incoming by early of next week
Like · 2 days · translate
William Yang
Hahaha so excited ah?
Like · 2 days · translate
William Yang
I think priced in already
Like · 2 days · translate
cheng
yeah. safer to wait for the qr first
Like · 2 days · translate
jimmy zai
maybe tomorrow qr report
Like · 2 days · translate
William Yang
We need QR to announce something unusual.
Like · 2 days · translate
cheng
2 consecutive mid single digit margin performance is good enough.
Like · 2 days · translate
William Yang
Tomorrow last day discount Cheng
Like · 2 days · translate
cheng
resisting the temptation to buy for now, william. playing it safe. it can go pretty far as long as it continues to deliver mid single digit margin. Still in time for me to join the boat.
Like · 2 days · translate
cheng
maybe you should consider to do risk mgmt, william :)
Like · 2 days · translate
jimmy zai
i dun think this qr report will very very good la.... maybe is good or normal only
Like · 2 days · translate
jimmy zai
still very very long way to go
Like · 2 days · translate
cheng
I wanted to think it's the usual low single digit performance, jimmy. But, the price actions saying otherwise; 2nd consecutive good qr.
Like · 2 days · translate
cheng
Both you and Jimmy deserved the gain, William. Thumbs up for the patience.
Like · 2 days · translate
......
who sold at 0.17
Like · 2 days · translate