Posted by klchai123 > May 21, 2019 9:48 PM | Report Abuse

SAM would announce its dividend payment after Hari Raya Puasa, based on past years practices. guess should be about 28 sen in total.

Posted by HoldingKing > May 24, 2019 2:42 PM | Report Abuse

Wadafak? annual profit breaks new high, share price drops. I think need to wait dy. Takaful also breaks new high only goes up after 9 months.

Posted by Fabien "The Efficient Capital Allocater" > May 24, 2019 4:21 PM | Report Abuse

Management guided a lower revenue for the semiconductor segment. Coupled with the headline news "trade war'. Selling most likely due to heightened risk aversion.

Posted by klchai123 > May 28, 2019 5:56 PM | Report Abuse

special and final dividend 29 sen. earlier than expected

Posted by klchai123 > May 28, 2019 5:58 PM | Report Abuse

29.05 sen to be exact

Posted by Rwkl > May 28, 2019 7:48 PM | Report Abuse

Is this a near 30pct increase from last year?

Posted by leekh5555 > May 28, 2019 8:33 PM | Report Abuse

2018 div rm0.2336.. 2019 div rm0.2905

Posted by Fabien "The Efficient Capital Allocater" > May 28, 2019 8:45 PM | Report Abuse

decent yield of 3.7%

Posted by enigmatic ¯\_(ツ)_/¯ > Jun 1, 2019 2:16 PM | Report Abuse

LOL, highest profit in years but dividend is so-so. I wonder how the market would react to this.

Posted by Rwkl > Jun 2, 2019 9:22 AM | Report Abuse

EPS increased 20pct while div is up 27pct and it’s called so so?

Posted by enigmatic ¯\_(ツ)_/¯ > Jun 2, 2019 2:17 PM | Report Abuse

Look at 2015/2016's div amount.

I expected a higher div this time, since some of last year's cash was for capex.

Besides, this wouldn't spark the market's interest, & SAM's price would probably not rise beyond the limit of RM8.50+, based on the behavior of SAM for the past 3 yrs, at least.

Good prospects nonetheless frm SAM in this tough economic environment, maybe my expectation was too high.

Posted by leekh5555 > Jun 3, 2019 5:39 PM | Report Abuse

https://www.sam-malaysia.com/wp-content/uploads/2019/05/SAMEE-IR-Briefing-small-file-size.pdf

Posted by Hafid > Jun 7, 2019 9:10 AM | Report Abuse

SAM - Notice of Book Closure
ILC-03062019-00018
1) First Interim Single Tier Dividend of 17.43 sen per ordinary share and 2)
Special Single Tier Dividend of 11.62 sen per ordinary share Further to
Reference No. ILC-29052019-00012, kindly be advised of the following : 1) The
above Company's securities will be traded and quoted 'Ex - Dividend? as from:
12 Jul 2019 (Remain Unchanged) 2) The last date of lodgment : 15 Jul 2019
(Remain Unchanged) 3) Date Payable : 13 Aug 2019 (Instead of 12 Aug 2019)
Remarks:- The change of the dividend payment date from 12 August 2019 to 13
August 2019 is due to the replacement public holiday on 12 August 2019.
MANAGER, REF. DATA MANAGEMENT

Posted by leekh5555 > Jun 7, 2019 11:22 AM | Report Abuse

传波音与中国洽巨额订单 贸易战最大绊脚石
http://www.enanyang.my/?p=1238344

Posted by shpg22 > Jun 21, 2019 11:40 PM | Report Abuse

This is weird. Despite its negative FCF for the past 3 years, can still declare dividend + special. How do they do it ??

Posted by HoldingKing > Jun 22, 2019 10:04 PM | Report Abuse

when is the AGM? where do u see negative bro? SAM just break new high in annual net profits. is just waiting for it to shoot up.

Posted by Rwkl > Jun 24, 2019 4:54 PM | Report Abuse

AGM based on past years should be mid Aug

Anyway eagerly waiting their AR. Last year front cover was a roaring success

Posted by HoldingKing > Jul 5, 2019 8:26 PM | Report Abuse

Probably break new high next week. Get ready.

Posted by enigmatic ¯\_(ツ)_/¯ > Jul 7, 2019 3:50 PM | Report Abuse

@HoldingKing, I don't think SAM will rise so quickly as shown previously in '16, '17 and '18. SAM usually rises at end July or after the Aug QR, provided that QR is better than the past years. I do hope SAM will break RM9.00 this time though.

Posted by HoldingKing > Jul 8, 2019 7:56 PM | Report Abuse

Break New High Today!

Posted by Armada An Quantum Leap Stock In 2019/2020 > Jul 8, 2019 8:05 PM | Report Abuse

Next Hrc on the making ?

Posted by Fabien "The Efficient Capital Allocater" > Jul 9, 2019 7:54 PM | Report Abuse

SAM steadily up

Posted by enigmatic ¯\_(ツ)_/¯ > Jul 10, 2019 12:11 AM | Report Abuse

I still have doubts. I expect it to drop back to RM8.20 level soon. SAM has always been like this. I would only start believing when it breaches RM9 mark.

Posted by HoldingKing > Jul 10, 2019 4:19 AM | Report Abuse

When u start to believe thats when u start to regret bro.

Posted by john doe > Jul 24, 2019 9:05 AM | Report Abuse

The bull shall finally die soon after long long long run?? fatigue bull

Posted by klchai123 > Jul 28, 2019 6:02 AM | Report Abuse

If we examine the last 4 quarterly results of GCB, revenues and eps have been increasing. For FY ended 31/3/2019, quarterly revenues were 179m,189m,191m & 196m, making total annual revenue 755m which is about 22% higher than total revenue 618 recorded in FYE 31/3/2018. EPS were progressively higher: 13.01, 13.56, 14.81 &16.6 for the 4 quarters in 2019.
In the FYE 2019, production capacity as reflected by Plant, M&E has increased by about 30%. PPE 277M(2019) - 241M(2018) + Depreciation 34M =  70M.  We can see that Revenue increase in FYE2019 has not reflected the increase in production capacity proportionately, probably due to time lag. As time passed and with sustainable demand, revenue should catch up accordingly. Earnings should therefore be better in FYE2020. The expectation for SAM to cross RM9 is just matter of time. Should happen within before year end.

Posted by leekh5555 > Jul 31, 2019 4:00 PM | Report Abuse

https://www.adsadvance.co.uk/sam-completes-acquisition-of-jw-kane.html

Posted by Shinnzaii > Aug 16, 2019 5:05 PM | Report Abuse

https://themalaysianreserve.com/2019/08/16/miti-aerospace-industry-to-grow-10-to-15/

Posted by leekh5555 > Aug 26, 2019 3:03 PM | Report Abuse

https://seekingalpha.com/news/3494417-boeing-shares-supported-potential-737-max-progress

Posted by enigmatic ¯\_(ツ)_/¯ > Aug 29, 2019 10:20 PM | Report Abuse

8th consecutive YOY increase in net profit.

Posted by leekh5555 > Sep 3, 2019 4:34 PM | Report Abuse

https://www.sam-malaysia.com/wp-content/uploads/2019/09/SAMEE-25th-AGM-Presentation-Post-Discussion-As-at-21-August-2019-R.._.pdf

Posted by leekh5555 > Sep 3, 2019 4:36 PM | Report Abuse

Aerospace segment projected order book RM2.7b

Posted by Icon8888 > Oct 4, 2019 2:59 PM | Report Abuse

This one semicon play also

Posted by Icon8888 > Oct 9, 2019 9:54 AM | Report Abuse

overlooked semicon dark horse

Posted by enigmatic ¯\_(ツ)_/¯ > Oct 9, 2019 10:42 PM | Report Abuse

3 months after my expression of doubt, nothing changed. Wakakaka

Posted by HoldingKing > Oct 10, 2019 7:39 PM | Report Abuse

Note that new factory in Singapore is operating in this october. in the next few quarter it would contribute to the Fak Report. going up is just a matter of time.

Posted by Quincy > Oct 16, 2019 9:16 AM | Report Abuse

very strong industry tailwind for the aerospace division with high barriers of entry, proven management team...hmmm

Posted by Icon8888 > Oct 22, 2019 10:36 AM | Report Abuse

https://klse.i3investor.com/blogs/icon8888/231104.jsp

Posted by Quincy > Oct 23, 2019 4:13 PM | Report Abuse

@Icon8888 sifu, previously RM15 target, why now RM12 saja, what changes you saw?

Posted by enigmatic ¯\_(ツ)_/¯ > Nov 4, 2019 2:31 PM | Report Abuse

Rather high volume today. Better QR ahead maybe?
Will SAM thrive amidst the underwhelming semicon industry?

Posted by HoldingKing > Nov 4, 2019 6:40 PM | Report Abuse

QR reporting better n better, my neck waiting longer n longer

Posted by leekh5555 > Nov 13, 2019 5:39 PM | Report Abuse

https://www.airbus.com/aircraft/market/orders-deliveries.html

Posted by James Ng > Nov 18, 2019 10:01 AM | Report Abuse

https://klse.i3investor.com/blogs/general/237154.jsp
[转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD：在设备领域，数据存储业务的增长和有利的外汇换算带来了更高的收入] - James的股票投资James Share Investing

Posted by HoldingKing > Nov 26, 2019 6:12 PM | Report Abuse

I think coming liao~ 3 days green with volume

Posted by PaulNewman > Nov 27, 2019 5:57 PM | Report Abuse

Solid results. A re-rating is imminent.

Posted by Icon8888 > Nov 27, 2019 6:08 PM | Report Abuse

Yes.

Next few quarters will grow as it benefits from stronger demand of semicon equipment

Posted by enigmatic ¯\_(ツ)_/¯ > Nov 27, 2019 9:20 PM | Report Abuse

9th consecutive YOY increase in net profit.

Posted by leekh5555 > Nov 30, 2019 5:16 PM | Report Abuse

https://www.youtube.com/watch?v=2AqchIxaHCY&feature=youtu.be&fbclid=IwAR1VZEaeT1hqrAsZeGV1NojI7U3BksF2VM7-7pk-X_cgB0fZQOxJYFv-FNQ