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[转贴] SAM Q1FY17 - 股海無涯

Tan KW
Publish date: Wed, 17 Aug 2016, 11:08 PM
Tan KW
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股海無涯 Endless Wave

 

SAM Q1FY17
1. Q1的季度不慎理想, QoQ Profit下跌了25%至9.8m, Revenue也下
跌了7.3 million.

2. Rev下跌主要原因是Aerospace air cargo方面需求放緩影響了交貨.

3. Profit下跌主要是Aerospace主要是被New Project Start Up cost影響,

4. 從P&L中, 可以看到Operation Exp和Dirstribution and Admin Exp 大幅增長, 兩項加總對比去年增加了將近5m, 相信是管理層提到的New Project Start Up Cost.

5. BS 還是非常健康, 沒有什麼好挑剔, 超級凈現金Net Cash 公司.

6. 161m現金是Total Liabilities 88.8m 的將近1倍

7.投資New Project是為了更好的未來, 才能消化3.5b訂單, 對於前景依然保持樂觀.

8. 沒有特殊大事件依然是打算長期持有.

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3 people like this. Showing 9 of 9 comments

paperplane2016

Tomolo will crash

2016-08-17 23:20

moneySIFU

Everyone expected growing profits, so this is a bad surprise.

2016-08-18 00:07

optimus9199

Over expectation....this will happen to Liihen to

2016-08-18 09:45

Icon8888

this stock a bit too early to buy. It will fly only after the new plant is completed by end 2017

==============
Tuesday, 8 March 2016
SAM Engineering’s RM100mil expansion, including new plant
BY DAVID TAN

The company has seven plants on the island, of which three are aerospace facilities. Goh said the company has RM3.5bil of orders in hand to fulfil beyond 2020, compared to RM2bil in 2014.

“This is why we need to expand,” Goh added.

According to Goh, the group would be recruiting 100 engineers and technicians for the two plants, which are scheduled to start operations by the end of 2017.

2016-08-18 09:56

Andyghk

What is the total loan stock can exchange shares? Net aset may fall what lower value? What is the actual value after all the loan stock exchange?

2016-08-18 15:58

Angielim9955

Andyghk :
hi friend Andyghk , sorry hope you dont mind I kacau u here ,
because I have and question about cw play methods , wish can learn from you or other sifu at here , hope someone can teach me a little bit ?

let see below :


KLSE : DAYANG-CT
0.025 +0.015 (150.00%) ;

KLSE : DAYANG-CU
0.025 -0.125 (83.33%) ,( NEGATIVE)

KLSE : DAYANG-CV
0.025 +0.01 (66.67%)

KLSE : DAYANG-CW
0.015 +0.005 (50.00%)

hi sifu , I wonder why few days agao all dayang anak-anank all flying
only DAYANG-CU made a loss -83% , so that mean on that day no one like to goreng DAYANG-CU, however I find out DAYANG-CU better than others ,
so do you guys know why they dont want goreng DAYANG-CU ?
And after i COMPARE actually DAYANG-CU more valueable than DAYANG-CT
And I also find out DAYANG-CU always no volume one ?

guys can explain what happen to DAYANG-CU, is this no longer exist or people not aware?

thanks , very thanks for your guys please help me find out can ah

2016-08-18 17:19

Andyghk

All the warrant and c will be high risk and limitation ,if hold long time will facing zero value problem.

2016-08-18 19:25

Angielim9955

noted thanks

2016-08-19 16:04

Angielim9955

Andyghk , hi Andyghk , do you know when a company nta become 0 value , what was that mean ?

2016-08-21 18:57

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