ESCERAM: Strong Net Cash Shield vs. High Receivables Risk @YZFinanceMY⁩
https://youtu.be/YgUTo1_McEc?si=eRXjenis6-E5nN4O


📊 Is ES Ceramics (ESCERAM 0090) poised for a sustained earnings recovery at RM0.22?
While many investors link ESCERAM directly to the glove industry's rebound, a deep dive into the Q1 FY2027 results reveals a much more nuanced story:
🔹 Building Materials Engine: Over 95% of Q1 FY2027 group revenue (RM137.05M) is now driven by building materials, leveraging growth catalysts