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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.
  Fabien "The Efficient Capital Allocater" SAM always hovering around 8++ wait for next quarter result 23/04/2019 10:20 AM Hafid Sam Engineering, Parent company, Accuron Technologies, a wholly owned subsidiary of Temasek Holdings to focus its resources to pursue opportunities in the growing aerospace and industrial businesses. Even though parts-and-repair is the less glamourous side of the aviation sector, its lucrativeness has attracted original equipment manufacturers (OEM) to expand their presence in this after-sales service industry. 24/04/2019 3:41 PM Hafid SAM Engineering & Equipment image: https://cdn.thestar.com.my/Themes/img/chart.png (M) Bhd is ramping up production at its facilities in Penang and Singapore this year to fulfil its RM3.1bil order book. Group chief executive officer Jeffrey Goh said the US$20mil plant in Singapore was being equipped with machinery. “The plant, which produces engine casing for Airbus and Boeing, should be fully equipped by year-end and fully operational in 2020,” he said. The nacelle beam production facility at its RM140mil Bukit Minyak plant is equipped with state-of-the-art precision machinery and will employ 200 highly-skilled workers when it is fully operational. Goh said the short-term market outlook remained positive for the group’s aerospace business, which generates about 60% of its revenue. According to the recent SEMI forecast, the global fab equipment spending is expected to decline 14% to US$53bil. The International Data Corp (IDC) report said worldwide smartphone shipments are expected to fall by 0.8% in 2019, with volumes dipping to 1.39 billion. Read more at https://www.thestar.com.my/business/business-news/2019/04/29/penang-manufacturers-feel-the-heat/#hDirASAyy5qBzbJi.99 29/04/2019 11:03 AM klchai123 SAM will break rm10 bu 2020. increased revenue and higher profits backed by higher production capacity and rising demand. eps and dps will go up accordingly. 30/04/2019 8:48 PM klchai123 purchase of plant mac n equipment amounted to rm131 million in 2017 & 2018. if Sales failed to go up in tandem, better throw! 02/05/2019 10:25 AM Rwkl Kichal , I am baffled with your last 2 statements. Initially you proclaim everything will surge resulting in a RM10 price. However the very next day you declare sell when sales slump.... 03/05/2019 4:44 PM klchai123 RWKL, u misunderstood me. i wish to say, it is inevitable sales will go up in coming months.... if sales not up, then something must have gone wrong... 03/05/2019 6:20 PM HoldingKing Klchai, u know what is LPPL? Say = no say. RWKL, When the share price up then he will say is his buy call, when price drop he will say " see i told u alrdy sales cant go up, Sell!" So might as well he straight away say both buy n sell, in any event happen, he is also right. This technique has been widely used by the sifu in i3 forum. We shall get used to it. 07/05/2019 5:38 PM Wong Chie Kiong HoldingKing.. are you from EM? Sound like from here... u bought SAM? This is holding stock.. I hold this counter since 2015.. good dividend also.. 07/05/2019 5:51 PM HoldingKing Hi what is EM? Yup i did buy SAM. I bought at around 7.5 last year august. Waiting it to break new high 07/05/2019 8:49 PM klchai123 Sam profit up. good news! https://www.klsescreener.com/v2/news/view/530450 21/05/2019 2:19 PM CK https://www.theedgemarkets.com/article/sam-engineering-4q-net-profit-45-onyear https://www.thestar.com.my/business/business-news/2019/05/21/sam-engineering-posts-strong-fy19-profit/ 21/05/2019 5:38 PM klchai123 SAM would announce its dividend payment after Hari Raya Puasa, based on past years practices. guess should be about 28 sen in total. 21/05/2019 9:48 PM HoldingKing 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. 24/05/2019 2:42 PM Fabien "The Efficient Capital Allocater" Management guided a lower revenue for the semiconductor segment. Coupled with the headline news "trade war'. Selling most likely due to heightened risk aversion. 24/05/2019 4:21 PM  enigmatic [Breaker of Speculative Investing] LOL, highest profit in years but dividend is so-so. I wonder how the market would react to this. 01/06/2019 2:16 PM enigmatic [Breaker of Speculative Investing] 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. 02/06/2019 2:17 PM leekh5555 https://www.sam-malaysia.com/wp-content/uploads/2019/05/SAMEE-IR-Briefing-small-file-size.pdf 03/06/2019 5:39 PM Hafid 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 07/06/2019 9:10 AM shpg22 This is weird. Despite its negative FCF for the past 3 years, can still declare dividend + special. How do they do it ?? 21/06/2019 11:40 PM HoldingKing 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. 22/06/2019 10:04 PM Rwkl AGM based on past years should be mid Aug Anyway eagerly waiting their AR. Last year front cover was a roaring success 24/06/2019 4:54 PM enigmatic [Breaker of Speculative Investing] @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. 07/07/2019 3:50 PM enigmatic [Breaker of Speculative Investing] 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 enigmatic [Breaker of Speculative Investing] 8th consecutive YOY increase in net profit. 29/08/2019 10:20 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  |
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