Highlights
KLSE: SAM (9822)       SAM ENGINEERING & EQUIPMENT Main : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
7.65   0.00 (0.00%)  7.65 - 7.65  1,000
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Overview

Market Cap: 963 Million
NOSH: 126 Million
Avg Volume (4 weeks):173,941
4 Weeks Range:6.67 - 7.96
4 Weeks Price Volatility (%):
75.97%
52 Weeks Range:4.88 - 7.99
52 Weeks Price Volatility (%):
89.07%
Average Price Target: 6.50
Price Target Upside/Downside: -1.15

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2017[#4]  |  18-May-2017
Next QR | Est. Ann. Date: 30-Jun-2017  |  17-Aug-2017
T4Q P/E | EY: 22.09  |  4.53%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 3.6102  |  2.12
T4Q NP Margin | ROE: 8.11%  |  9.59%

Market Buzz

Date Type Subject
20-Jun-2017 Blog Daily Technical Highlights - (SAM, ANCOM)

Headlines

Latest Headlines
20/06/2017  Daily Technical Highlights - (SAM, ANCOM)
18/05/2017  SAM Engineering's FY17 net profit down nearly 31%!
18/05/2017  (Icon) Sam Engineering (3) - Excellent Results. All Divisions Doing Well
19/02/2017  (Icon) SAM Engineering (2) - Dark Horse of 2017, Super Star of 2018
08/02/2017  Mplus Market Pulse - 8 Feb 2017

Business Background

The late Mr. Loh Kim Teow founded LKT in 1948. Over the years, LKT has evolved from a humble foundry into a group of technology-based companies in Malaysia and globally, with the holding company listed on the Main Board of Bursa Malaysia, Technology counter. LKT, manufactures and enable technology for automated equipment technology including provision of precision manufacturing solutions with broad portfolio of innovative equipment, services and niche products for aerospace; renewable energy; semiconductor; medical equipment; oil and gas; and related microelectronics industries. Since 1948, LKT uses accumulated experience and knowledge for its core pillars: Design & Engineering; System Integration; Fabrication; Extensive Supply Chain Management; Customer Support; to pursue growth. Today, LKT's ingenuity in precision manufacturing; niche equipment contract manufacturing; system design and integration, has honed to form a unique set of capabilities to continuously take on challenges in our communities and create the world of tomorrow. Throughout the decades, LKT uses the accumulated technology and strengths of its core divisions to grow. By adopting the same organizational stance, our company can effectively adapt to rapidly changing market conditions all over the world. Drawing together the vast expertise we have cultivated through our business fields, LKT seeks to further refine its array of unique technologies in order to strengthen its commitment of being a leader in the "next generation" of technology.
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  8 people like this.
 
stockmanmy who?

SAM Engineering & Equipment (M) Berhad (“SAM Malaysia”) is a key player in precision machining, equipment integration and automation solutions, primarily for the aerospace and equipment industries.


by Icon8888 > May 3, 2017 12:05 PM | Report Abuse

Beneficiary of worldwide strong semicon sales
03/05/2017 12:09
Icon8888 It was previously called LKT Industrial, specialise in manufacturing semicon equipment. Singapore Aerospace injects aero business into it to reverse take over few years ago. The semicon division still inside the group
03/05/2017 12:11
ss20_20 SAM starts to rock
03/05/2017 12:13
Peggy Method More info here.

http://politemarket.blogspot.my/2017/02/sam-engineering-equipment.html

Thanks to Icon
03/05/2017 13:50
dompeilee Oh I love you oh my SAM! :D
03/05/2017 14:55
SALAM What % is contributed by Aero and what % from SEM ?
03/05/2017 18:08
leekh5555 you can find the info from quarter report.
03/05/2017 18:45
shan75 Smell t coffee of SAM from now!
05/05/2017 10:10
Icon8888 If coming quarter result good, will fly
05/05/2017 10:11
shan75 Artificial Intelligent needs a lot of sensors and steel, so the future belongs to this two segments, invest wisely!
05/05/2017 10:17
shan75 Mad rush!
05/05/2017 10:45
wge1189 target 7.50
05/05/2017 11:21
dompeilee SAM...oh MY SAM!!! :D
05/05/2017 15:24
dompeilee Touched 7.00!!!
08/05/2017 11:38
shan75 8.20 by this week!
10/05/2017 11:16
Charlie Shan75 what is your basis it will hit 8.20?
16/05/2017 20:19
Rocketfuel Finally a turnaround in their quarterly results!
18/05/2017 20:08
Icon8888 https://klse.i3investor.com/blogs/icon8888/123100.jsp
18/05/2017 21:05
OptimusCallShitBaba Results is fairly good, but EPS drop so much because of conversion of loan stocks, diluted become reality. Sales 10b dream was still remained in the dream after more than 5 years. Real talk big CEO.
18/05/2017 21:13
GerrardChong SAM Engineering's FY17 net profit down nearly 31%!
https://klse.i3investor.com/blogs/Investnowlah/123103.jsp
18/05/2017 22:13
Ryan88 tomorrow dip 30%.

Sell before too late
19/05/2017 00:39
John Wick Market is forward looking..price will react what is coming. Icon has written in his blog
19/05/2017 09:12
wge1189 8.20
19/05/2017 09:25
dompeilee SAM...Oh my SAM!!! :D
19/05/2017 14:58
leekh5555 div. on the way...
19/05/2017 16:34
FairTalk What a strong and convincing performance by SAM today. Those who bad mouth this counter must be very disappointed. Believe there is room for further improvement. You invest at your own risks. Do your on homework. Best wishes
19/05/2017 17:01
shan75 T another q report is excellent!
20/05/2017 10:46
Wong Chie Kiong Trade receiveble increase... which is good... coming 3 quarter they should be very good
20/05/2017 14:50
dompeilee SAM...Oh my SAM!!! :D :D
22/05/2017 20:37
sato dividend will announce on jun-jul
31/05/2017 16:12
applecider up nicely
06/06/2017 16:21
Wong Chie Kiong Dividend might be announce tomorrow after 5..anyone have internal news?
07/06/2017 17:09
Obsidian divvy so low this year?
11/06/2017 01:02
suregain Wat u expect? Profit not soo good ma
11/06/2017 09:43
leekh5555 div payout 47.29%.. not bad la..
13/06/2017 15:12
AyamGoreng kikikiki.....oh ya, dividend mari mari
13/06/2017 16:51
leekh5555 don't know how's the progress of the new plant?
15/06/2017 12:42
leekh5555 anyone can please update..
15/06/2017 12:43
dompeilee SAM...Oh my SAM!!! :D :D :D
19/06/2017 11:02
John Wick wow. suddenly jumped!
19/06/2017 11:50
musangfoxking 10 by year end!!! believe the great bomoh?
19/06/2017 12:09
musangfoxking today SAM spurts out forcefully, wetting the whole sky including my pantee indicates good profit in the making!!!! song song!!!
19/06/2017 15:25
dompeilee SAM...Oh my SAM!!! :D :D :D
19/06/2017 15:27
sato waloa! win liao-liao lah
19/06/2017 15:49
Wong Chie Kiong 100m factory just completed and fully operating FEB17... more to come
19/06/2017 18:46
musangfoxking sure will set new high by mth end!!!!
19/06/2017 19:35
20/06/2017 06:58
John Wick keep pushing!!
20/06/2017 11:44
Wong Chie Kiong Introduction

SAM is 75% owned by Temasek and is principally involved in manufacturing of the following:
(a) Semiconductor related equipment; and
(b) Mechanical parts for Boeing and Airbus.

In the past two years (2015-2016), SAM secured new contracts from Boeing and Airbus, resulted in increase in order book to RM3.5 billion. To cater for the higher demand, SAM is investing RM100 mil in a new manufacturing plant in Penang, which is expected to start generating profit in 2018.

Financial Highlight

(a) The group performed well during the period from June 2015 until March 2016. However, from June 2016 onwards, earnings had weakened markedly due to followings: Thinning of margin (caused by weakening of USD?) and decline in revenue of aerospace and semiconductor equipment divisions (which accounted for the bulk of revenue);

(b) Apart from currency effect, one possible reason for decline in aerospace profitability was start up cost for the new Penang plant;

(c) Performance of Precision Engineering division was impressive. It commanded EBIT margin of more than 30% consistently;

(d) PBT staged a strong rebound in latest quarter (ended Dec 2016), back to the RM15 mil level seen in 2015.

Aerospace division continued to be weak (both in revenue as well as margin).

Equipment division surprised on the upside, delivering a robust margin of 14%. This single handedly pulled up entire group's performance. Management attributed that to better product mix.

Precision Engineering continued to shine, contributed more than 25% of EBIT based on less than 10% revenue.

(e) If not because of higher effective tax rate of 36%, latest quarter (ended Dec 2016) EPS would have come in very strong and caused a re-rating. It seemed that the group has exhausted its tax credit. But the RM100 mil capex should result in lower tax rate going forward.

(f) One of the most striking observations is how small the group's revenue base has been. For example, over past 12 months (Jan 2016 – Dec 2016), total revenue for aerospace division was only RM300 mil. What is the implication? The implication is that the RM3.5 billion order book should have a huge impact on prospective earnings.

The group has set a target of RM1 billion in revenue by 2019. The bulk of the increase will be from the aerospace division, the revenue of which is expected to increase from estimated RM300 mil in 2017 to RM800 mil by 2019. Observers expect 2018 aerospace revenue to be somewhere in between (probably RM500 to RM600 mil). That should result in a huge jump in earning by 2018.
21/06/2017 20:14
999999999 yes, i believe 10 by yr end
22/06/2017 10:28


 

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