Highlights
KLSE: SAM (9822)       SAM ENGINEERING & EQUIPMENT (M) BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
20.40   -0.38 (1.83%)  20.28 - 20.62  122,400
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Overview

Market Cap: 2,761 Million
NOSH: 135 Million
Avg Volume (4 weeks):195,784
4 Weeks Range:19.10 - 23.96
4 Weeks Price Volatility (%):
26.75%
52 Weeks Range:6.37 - 24.90
52 Weeks Price Volatility (%):
75.72%
Average Price Target: 11.30
Price Target Upside/Downside: -9.10
Stamp duty exempted for year 2021

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2021 [#2]  |  24-Nov-2021
Next QR | Est. Ann. Date: 31-Dec-2021  |  23-Feb-2022
T4Q P/E | EY: 42.15  |  2.37%
T4Q DY | Payout %: 0.54%  |  22.76%
T4Q NAPS | P/NAPS: 4.73  |  4.31
T4Q NP Margin | ROE: 7.12%  |  10.23%

Headlines

Date Subject
30-Nov-2021 上升股:SAM工程 阻力RM21.52
26-Nov-2021 上升股:SAM工程 阻力RM22.48
25-Nov-2021 PublicInvest Research Headlines - 25 Nov 2021
23-Nov-2021 下跌股:SAM工程 RM19.48支撑
18-Nov-2021 下跌股:SAM工程 RM20.06支撑
19-Oct-2021 下跌股:SAM工程 RM21.50支撑
13-Oct-2021 下跌股:SAM工程 RM20.42支撑
08-Oct-2021 下跌股:SAM工程 RM22.00支撑
06-Oct-2021 热门股:SAM工程 上挑RM21.88
27-Sep-2021 Mplus Market Pulse - 27 Sept 2021
25-Sep-2021 上升股:SAM工程 阻力RM21.70
23-Sep-2021 上升股:SAM工程 阻力RM20.30
18-Sep-2021 下跌股:SAM工程 RM13.60支撑
26-Aug-2021 PublicInvest Research Headlines - 26 Aug 2021
19-Aug-2021 热门股:SAM工程 上挑RM13.30
17-Aug-2021 下跌股:SAM工程 RM13.10支撑
14-Aug-2021 上升股:SAM工程 阻力RM14.68
09-Aug-2021 1个月暴涨91% 宇航工程冲破14令吉
06-Aug-2021 [转贴] [Video:浅谈SAM ENGINEERING & EQUIPMENT (M) BHD, SAM, 9822] - James的股票投资James Share Investing
06-Aug-2021 上升股:SAM工程 阻力RM13.96

Business 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.
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  12 people like this.
 
leekh5555 Jeffrey Goh CEO sold almost 1 mil shares as at 20 Oct 2021, he hold 1.7 mil shares before the price spike, now only left 0.73 mil shares
21/10/2021 1:08 PM
iTelex5 Sam is running! Sam is exercising his legs!
21/10/2021 4:06 PM
iTelex5 Sam is going to hit 24.30 soon.
21/10/2021 4:08 PM
iTelex5 haha Sam did! Good ol'Sam!
21/10/2021 4:08 PM
mf tp rm26
21/10/2021 4:10 PM
iTelex5 Sam forever!
21/10/2021 4:39 PM
Vaccineyes Correction over. Tomm will fly
21/10/2021 5:02 PM
cbpenbrush Operator likes to pump n dump SAM
21/10/2021 5:17 PM
Vaccineyes Hope for another rally soon
21/10/2021 8:21 PM
skyhin Ceo sell 1mil share.. Who mkn it... Sure got people go mkn will goreng soon soon... Dont worry be happy.. See how there pump n dump it at Sam Sam
21/10/2021 11:21 PM
Vaccineyes A steady stock. Next week will rise
22/10/2021 5:23 PM
skyhin Hope hope like maintain it.... Dont like previous 10 minute pump n dump....
24/10/2021 12:39 AM
Yezzy99108 Keep for future
25/10/2021 5:20 PM
Vaccineyes Future is bright
25/10/2021 7:39 PM
Benhobenhobenho Could be another pump n dump company but hopefully not
27/10/2021 9:34 AM
tigerroar38 Putrajaya says approved 40 aerospace projects with total investment value of RM3.8b

“Going forward, the government will continue to promote and facilitate high quality foreign direct investments into Malaysia,” he said during the keynote address at a virtual webinar titled “Bolstering Malaysia Aerospace Industry in the 12th Malaysia Plan” (12MP) held today.

https://www.malaymail.com/news/malaysia/2021/10/26/putrajaya-says-approved-40-aerospace-projects-with-total-investment-value-o/2016108#

One of the theme that benefit under of government budget.

From technical. It is touching 20 EMA as a strong support. It supported at 20 ema twice before.

If don't breakdown. It will rebound and breakout.

Soon to hit RM 30!!

Let's go!
27/10/2021 8:44 PM
Vaccineyes Go SAM.our hero
27/10/2021 11:28 PM
YatYeeSam Post removed. Why?
27/10/2021 11:35 PM
Vaccineyes All the way to 25
28/10/2021 11:11 AM
iTelex5 When are you going to be a "tip of the day, ah". C'mon, I've seen you galloped like the wind. Now move! Up ah up, ok!
29/10/2021 3:17 PM
tigerroar38 Aerospace industry
Bumiputera SMEs in the aerospace industry will have RM100 million allocated to business matching grants.

Another RM100 million will go to smart automation matching grants for 200 manufacturing and servicing companies.
29/10/2021 7:42 PM
Vaccineyes The Budget was fantastic. Good stocks like SAM will uptrend along with KLCI
30/10/2021 10:17 AM
tigerroar38 Technically is good!

MACD has crossed. Stochastic has crossed. RSI above 50. Rebounded at EMA20 with a bullish engulfing candle.

Another breakout very soon!
02/11/2021 7:43 PM
Vaccineyes Tomm LU hopefully
02/11/2021 11:31 PM
Thiughtsigum Excellent!!! Forming of Nice Chart! Moving steadily upward accordingly.
03/11/2021 8:40 PM
Vaccineyes Yes. Uptrend from here on
03/11/2021 8:58 PM
tigerroar38 Breakout from flag pattern! Road to 30!
04/11/2021 7:53 AM
Vaccineyes Yes 25 coming, then 30
04/11/2021 8:40 AM
Mr.Sm Invest123 Oct 28,2021 14:04CST
Source:SMM

From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

SHANGHAI, Oct 28 (SMM) – From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

The insufficient power supply will inevitably lead to a decline in the output in Q4. The impact of the dual control of energy consumption is more significant on the supply of silicon. The major silicon metal producing regions including Yunnan, Xinjiang, Sichuan will have to cut the production, where the silicon plants cannot maintain the normal production from September to November. The power shortage also restricts the production. The downstream production in the major silicon consumption areas in east and south China has been mostly resumed after the short-term production restrictions.

The silicon metal production in Yunnan and Sichuan will decline in Q4 due to the upcoming dry season. The large plants in Xinjiang will also lower the operating rates due to the power shortage and the control of energy consumption. China’s output of silicon (Si content ≤ 97%) and secondary silicon totalled 240,000 mt from January to September 2021, which will supplement the shortage in the silicon metal supply. The lower overseas prices encouraged the imports. The total silicon import volume reached 4,000 mt from January to September 2021, up 782% on the year.

The seasonal increment in the silicon metal inventory in end 2021 will be far lower than the 10-year average

The higher domestic demand and declining exports will lead to the lower port inventory of silicon metal. The increment in the silicon metal inventory is lower than the 10-year average level in 2021, and a new inventory cycle has started. The total social inventory in end-2021 is expected to stand at around 70,000 mt, down 13%.

Prices of silicone and polysilicon rise along with silicon prices

Siloxane: The strong demand has boosted the silicone prices to hit a record high, and the mainstream prices are correlated to the silicon raw raw material prices. The domestic supply continues to make up for the overseas supply gap. The DMC prices are expected to stand at 50,000-55,000 yuan/mt.

Polysilicon: The skyrocketing silicon metal prices have pushed up the polysilicon prices. However, the silicon prices may pull back due to the low downstream operating rates in November and December.

The surging silicon prices change the aluminium alloy pricing models

Secondary aluminium alloy: The power curtailment, supply shortage of aluminium scrap, high silicon prices, chip shortage for cars, and other factors affect the operating rates of secondary aluminium alloy plants.

Primary aluminium alloy: The prices of silicon, the major auxiliary material, have surged, and the primary aluminium alloy producers have suffered the losses. The aluminium alloy prices are settled based on the silicon prices.

The production and sales of automobile continue to grow. The production and sales from January to September 2021 increased by 7.5% and 8.7% respectively.

Profits of silicon metal export turn positive, the control on the foreign exchange affects the overseas quotations

The silicon metal exporter suffered significant losses from May to July, and the losses narrowed in August, then turned into profits in October.

China's silicon exports in September 2021 were 72,000 mt, up 6% month on month and 32% year on year. The exports totalled 605,000 mt from January to September, up 40% year on year.

The demand growth rate of silicon metal stand at 21% in 2021. The production of the new capacities of the silicone and polysilicon is worth attention.

There are 800,000 mt of new capacities of silicon monomer have been put into production in 2021, and the exports in 2021 are expected to be near 800,000 mt, up 29% year on year. The capacities of 140,000 mt will be put into production in Q4 2021. The total silicon material output is expected to reach 480,000 mt, up 22% on the year. The total output of cast aluminium alloy in 2021 may grow by 9% on the year. The annual growth rate of the total domestic and overseas demand of silicon metal is expected to be 21% in 2021.

Price forecast

There is basically no new capacity of silicon metal in 2021. The new capacities will be put into production intensively in the rainy season in 2022.

The new capacities of silicone monomer and polysilicon will be put into production mainly in Q4 2021- H1 2022.

The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity.
04/11/2021 6:55 PM
Mr.Sm Invest123 The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.
04/11/2021 6:55 PM
Vaccineyes Push ahead SAM. We have great fate in you
05/11/2021 8:45 AM
Vaccineyes Great performance today. Next week bull run to continue
05/11/2021 5:41 PM
Vaccineyes Push ahead. U can do it
09/11/2021 1:15 PM
Thiughtsigum Recovery of air travel industry is happening worldwide! This will b added advantage for SAM!
14/11/2021 6:01 PM
roulette811 looking forward to the qtr results
15/11/2021 12:01 PM
mf Germany reported 52,826 new infections on Wednesday - a jump of a third compared with a week ago and another daily record, while 294 people died, bringing the total to 98,274, as the pandemic's fourth wave tightened its grip on Europe.
17/11/2021 8:35 PM
Vaccineyes SAM will rise soon. Keep faith
21/11/2021 11:45 AM
treasurehunt Bumper crops are ready for harvesting?
24/11/2021 12:09 PM
Yezzy99108 heard some investor who are connected to insiders bought big volume coz coming QR likely to be quite promising *tayor*
24/11/2021 2:04 PM
Vaccineyes Very good QR
24/11/2021 6:57 PM
treasurehunt People has different views in interpretation of QR good or so so. Share price dropped about 20% from the peak 25. It looks like harvesters have been deployed....
25/11/2021 7:27 AM
tigerroar38 Next quarter will be even better! Some deliveries have been push to Q3 due to mco. Even MCO thr qoq and yoy is growth.

Not to mentioned Thailand operation starting in October 2021.

TP 30 at least!
25/11/2021 8:45 AM
I_like_dividend PE44 cheap? QL what happened now?
25/11/2021 9:28 AM
Vaccineyes Keep it up SAM
25/11/2021 9:41 AM
Vaccineyes Push ahead SAM
26/11/2021 8:53 AM
treasurehunt Technhlogy index is controlled by few players only ie Inari, MPi, Unisem, Vitrox, Greatec & D&O whilst the rest have entered harvesting session.
26/11/2021 10:20 AM
meistsk3134 metal price drop. better sell
27/11/2021 9:25 AM
skyhin Go go for 22.00 soon
29/11/2021 8:48 PM
Mr.Sm Invest123 Energy Transition | Metals 29 Nov 2021 | 08:39 UTC

China's 2021 silicon exports seen up 23% on year, Q1 2022 demand to rise: agency

China's silicon metal exports in 2021 are expected to rise 23% on the year, while domestic demand is also set to increase in the first quarter of 2022, state-run metal consultancy Antaike said Nov. 29.

High silicon prices in domestic markets led to expensive shipment contracts, resulting in China's silicon exports in October dropping 29% on the month, to 51,100 mt, Antaike's data showed.

Despite a sharp dip in October, China's January-October exports still registered a 34% surge on the year, reaching 656,000 mt.

Silicon demand in China is likely to rise next year amid expectations of commissioning new polysilicon output capacity in Q1 2022, Antaike said.

The run rate of domestic polysilicon sector has remained high in November, with December output seen edging up. The polysilicon sector is a key silicon consumer.

In the organic silicon sector, another key silicon consumer, market players are mainly consuming silicon stocks, as they remain in a wait-and-watch mode amid a low run rate in the organic silicon sector, the agency said.

In the aluminum alloy sector, also a key silicon consumer, declining aluminum ingot prices that have now reached below Yuan 20,000/mt ($3,134/mt), have propped up aluminum alloy industry run rates, Antaike said.

Steady demand from the polysilicon and aluminum alloy sectors is expected to support silicon prices in the near term, sources said.

Tianjin port Chinese cash delivery oxygen 553 silicon prices were at Yuan 26,000-28,000/mt ($4,072-4,386/mt) in the week ended Nov. 26, stable from the third week, Antaike data showed.

The decline in domestic silicon prices is likely to halt ahead of the upcoming traditionally dry season in December, according to Antaike.

Silicon production in China relies on hydro power, which sees more production during the rainy season.

In the week through Nov. 5, prices were higher at Yuan 41,000-51,000/mt, the data showed.

The agency attributed the recent fall in prices to some cash-strapped smelters trimming prices to boost sales for funds.

Meanwhile, due to anticipated tight silicon supply in China ahead of the dry season, and the upcoming new output capacity release in the domestic organic and polysilicon sectors, Antaike said it sees market fundamentals to improve soon.

In Xinjiang region, China's biggest silicon hub, power supply is tight currently, which has capped smelters' run rate, according to commodity information services company Zhejiang Netsun.

Lack of rains in other silicon hubs such as Yunnan and Sichuan in winter could also cap run rates there, weighing on output outlook, Zhejiang Netsun said.
01/12/2021 8:52 AM
treasurehunt Inari, the leader, also cannot stand with the forced labour issue in EMS sector. Bursa Technology bye bye lor
02/12/2021 12:50 PM


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