Eddy Khoo's comment on ESCERAM. All Comments

Eddy Khoo
1 Like · Reply
probably will declare another dividend in end Oct if the results is good and that would push the share price further up.
jimmy zai
really??????
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Yap Mei Wven
Will break RM0.2?
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Eddy Khoo
QR should be out this Wed or Thursday if reference back to last year announcement date.
Like · 2 weeks · translate
......
not sure qr result good not...price didnt move much
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Eddy Khoo
from 0.18 early of Oct to now 0.22-0.23, that s movements. now whether it could move further to 0.28, that would depend on the QR and special div if any.
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sam sam
I think pat around 9-11m, if so I think share price will up towards 33cent before acquisition of evermix
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......
the acquisition was in 2022 right
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sam sam
look at the chart, ath is coming strong upward momentum, don’t be surprised it up to 40cent
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Eddy Khoo
no QR yet and the price is also stable for now. seems the market has no direction for Esceramic now until QR is out.
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William Yang
QR on the 26th
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Siow Wei Sen
next quarter profit >5m and cash >100m
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JustMD90 SWY
I heard is about 6’m profit
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jimmy zai
where you heard?
1 Like · 1 week · translate
sam sam
I heard 10m profit, as their glove form business recovering, all the big 4 glove maker back to pre Covid earnings.
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......
so many versions, 5 6 10
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jimmy zai
yes, some info from pasar malam, some from pasar pagi and some from kopitiam....hahaha
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Eddy Khoo
jimmy, that s y share market is volatile and about all the best guess.
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jimmy zai
yes for guess and wait for the result... no for guess and spread the rumors...
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Eddy Khoo
few more days and we'll know.
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jimmy zai
yes... im hope it is good result also
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JustMD90 SWY
Ana qr~ why not out yet~
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William Yang
Today QR. Fly or no fly?
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sam sam
Not moving at all, seem like QR in red
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William Yang
Same result. Price should be stagnant again for the next 3 months
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Eddy Khoo
manufacturing back to profit. building materials higher revenue but lower PAT due to setup cost for expansion. last quarter they did impairment, this quarter they charged it to expansion.
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jimmy zai
yes, profit was compressed but company doing better and better every quarter means business is growing
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William Yang
Company doing better is fine, but is it peaked?
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Eddy Khoo
from the recent few reports, there have been mentioned of JB RTS development bringing more projects in JB. latest report mentioned lower profit due to expansion of operation. meaning yet to peak. don't forget it yet to mention any projects in Penang. I recalled they have been expanding to Penang too and optimizing Evermix assets there. but there have not been latest update on this.
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Mia Chen
This is a good signal that glove ceramics are starting to enter a profit cycle. And the 20 million trade receivables will be converted into cash in the next quarter, which is within 90-day terms.
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William Yang
Hmmmmmmmmm
Like · 6 days · translate
Eddy Khoo
no doubt the market is expecting higher profits and not just mere rm4 mil ++ especially retailers as Esceramic doesn't really have institutional investors due to ace market. the question is why management is artificially suppressing the number by impairment and charge out to capex these two quarters? hence the dropped from 0.22 to 0.19 now after the release of QR.
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William Yang
To collect more? Hahaha
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Eddy Khoo
I won't as it probably would stay at this 0.18-0.20 range for the next 2.5 months. unless there s an aggressive SBB but it never happened thus far. the company just renew their authority but never bought anything. don't think there would be any good news or announcement except for an old rumor that moving to main market from ace. other than that it would be BAU until the release of QR in Jan 2027.
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Eddy Khoo
let's revisit in early to mid Dec when there could be year end housekeeping for the overall market. have a good ones
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William Yang
Where is Cheng? He can start to buy soon
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JustMD90 SWY
Collect more hehehe
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