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Overview
Financial Highlight
HeadlinesBusiness Background SAM Engineering & Equipment (M) Bhd is a Malaysian company which provides precision machining, equipment integration and automation solutions to aerospace and equipment industries. The company is engaged in providing manufacturing solutions for critical engine parts and other related equipment parts and also on engineering and high precision tooling including large format CNC machining parts. It also provides for the arrangement of equipment engineering and solutions for commercial, semiconductor and other industries. The company manages its business in three segments namely Aerospace, Equipment manufacturing, and Precision engineering and generates the majority of the revenues from its business in Asia.
  enigmatic ¯\_(ツ)_/¯ 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. 10/07/2019 12:11 AM  klchai123 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. 28/07/2019 6:02 AM Shinnzaii https://themalaysianreserve.com/2019/08/16/miti-aerospace-industry-to-grow-10-to-15/ 16/08/2019 5:05 PM leekh5555 https://seekingalpha.com/news/3494417-boeing-shares-supported-potential-737-max-progress 26/08/2019 3:03 PM leekh5555 https://www.sam-malaysia.com/wp-content/uploads/2019/09/SAMEE-25th-AGM-Presentation-Post-Discussion-As-at-21-August-2019-R.._.pdf 03/09/2019 4:34 PM enigmatic ¯\_(ツ)_/¯ 3 months after my expression of doubt, nothing changed. Wakakaka 09/10/2019 10:42 PM HoldingKing 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. 10/10/2019 7:39 PM Quincy very strong industry tailwind for the aerospace division with high barriers of entry, proven management team...hmmm 16/10/2019 9:16 AM Quincy @Icon8888 sifu, previously RM15 target, why now RM12 saja, what changes you saw? 23/10/2019 4:13 PM enigmatic ¯\_(ツ)_/¯ Rather high volume today. Better QR ahead maybe? Will SAM thrive amidst the underwhelming semicon industry? 04/11/2019 2:31 PM  James Ng 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 18/11/2019 10:01 AM  Icon8888 Yes. Next few quarters will grow as it benefits from stronger demand of semicon equipment 27/11/2019 6:08 PM leekh5555 https://www.youtube.com/watch?v=2AqchIxaHCY&feature=youtu.be&fbclid=IwAR1VZEaeT1hqrAsZeGV1NojI7U3BksF2VM7-7pk-X_cgB0fZQOxJYFv-FNQ 30/11/2019 5:16 PM blackchicken https://www.design-reuse.com/news/47206/october-2019-semiconductor-sales.html 15/12/2019 10:58 PM blackchicken https://klse.i3investor.com/blogs/kltrader/2019-12-02-story242378-Sam_Engineering_Equipment_M_Berhad_2Q20_Within_Expectation_Growth_Momentum_Continue.jsp 19/12/2019 9:52 AM KPH5328 https://www.straitstimes.com/business/companies-markets/airbus-sees-strong-sales-haul-this-year-on-asia-demand-long-range-a321 likely that Sam's order book from Airbus & Boeying will contra each other 20/12/2019 1:12 PM blackchicken https://www.straitstimes.com/business/economy/optimism-in-semiconductor-sector 27/12/2019 2:21 PM leekh5555 https://www.airbus.com/content/dam/corporate-topics/strategy/global-market-forecast/GMF-2019-2038-Airbus-Commercial-Aircraft-book.pdf 06/01/2020 2:40 PM HoldingKing Boeing crash + iran us war. Fundamental still remain intact. Dont worry 08/01/2020 8:35 PM blackchicken Iran missile shot down Ukraine-bound Boeing airliner, officials say https://www.cnbc.com/2020/01/09/trump-says-he-has-doesnt-believe-the-boeing-plane-crash-in-iran-was-due-to-mechanical-error.html 10/01/2020 6:53 AM leekh5555 @Dakewlest http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=876935&bb=893028 10/01/2020 3:01 PM blackchicken WASHINGTON (Reuters) - China has pledged to buy almost $80 billion of additional manufactured goods from the United States over the next two years as part of a trade war truce, according to a source, likely giving a much-needed boost for planemaker Boeing. 14/01/2020 8:23 PM blackchicken https://au.news.yahoo.com/china-buy-more-us-cars-planes-energy-053651501--spt.html 15/01/2020 7:37 AM blackchicken The freshly signed US-China trade agreement could benefit Boeing and the broader US aerospace sector in the next 24 months, with Beijing committed to buying $77.7 billion worth of US manufactured goods during a two-year period. https://www.flightglobal.com/us-china-trade-pact-likely-a-boon-for-boeing/136166.article 16/01/2020 3:10 PM uptrending Temasek should take it private. Share price lack luster and thinly trader. 22/01/2020 9:48 AM blackchicken Reuters KUALA LUMPUR: Malaysia's central bank unexpectedly cut its key interest rate by 25 basis points to 2.75% on Wednesday, aiming to spur private spending and protect economic growth. Bank Negara Malaysia (BNM) said it expects growth to gradually improve with support from private spending, improved external demand and a modest recovery in overall investment activity underpinned by ongoing and new projects. 22/01/2020 8:45 PM  |
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