Eddy Khoo's comment on ESCERAM. All Comments

Eddy Khoo
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finally declare dividends from its 90 millions ++ cash hoard..
Siow Wei Sen
Cash 90m over than market value of 71m. Crazy valuation. And major shareholder not even more than 10%. if you got 8m, you can become biggest shareholder here.
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Wilson Tan
Monday lu??? fly
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cheng
there is a big change in the latest report - building materials net margin tripled to 4.5% for the 1st time after so many qtrs; used to be ~1.5%. The last positive change observed was in the annual report 2025 whereby lower RPTs compared to previous years. If the positive change is structural, building materials segment should continue to report higher net margin; resulting in higher profitability to the company. Logically, it should be structural given the design of the building materials segment - batching plants, customer contract and raw mat pricing, and operational efficiency. If it is one-off, the net margin will fall back to 1.5%. The real test will be the following 2 QRs - Q4FY26 and Q1FY27.
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