6 people like this.

17 comment(s). Last comment by yongyou 2015-08-05 10:50

Icon8888

18,658 posts

Posted by Icon8888 > 2015-06-20 07:56 | Report Abuse

Great pick. Absolutely agree. This us a lean and mean company

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2015-06-20 08:30 | Report Abuse

Intrinsic value rm6.40

Icon8888

18,658 posts

Posted by Icon8888 > 2015-06-20 08:32 | Report Abuse

This company is run by Singaporean. They are efficient and competent.

A bit cocky though, too much chest thumping in the annual report, ha ha

RosmahMansur

2,870 posts

Posted by RosmahMansur > 2015-06-20 08:36 | Report Abuse

I like efficient people running a company, unlike in Malaysia run by clowns.
Did u attend the AGM?

Posted by itjustabouttheprofit > 2015-06-20 08:38 | Report Abuse

Icon8888: completely agreed with u haha cocky annual report. Especially first few pages. But it is a good company.

duitKWSPkita

26,756 posts

Posted by duitKWSPkita > 2015-06-20 08:48 | Report Abuse

Good morning itjustabouttheprofit and Icon8888 and RosmahMansur..

Harlo. U guys no sleep meh? Long short SAM during weekend? Why so serious?

Guys... Happy dumpling day.

Flintstones

1,762 posts

Posted by Flintstones > 2015-06-20 09:21 | Report Abuse

This stock is like Fimacorp. Too tightly held by top shareholders. Institution funds will never get to buy a piece of SAM. The share price of this counter will solely depend on retail investors perception

sasopi87

641 posts

Posted by sasopi87 > 2015-06-20 20:25 | Report Abuse

great....

Posted by tabularasa > 2015-06-20 23:15 | Report Abuse

You guys are forgetting the diluting effects of the ICUTS - take this into account, I think SAM is trading at circa 16x PE 2015.

Is this reasonable? Perhaps, with the good balance sheet and healthy growth but it's definitely not as cheap as you make it out to be. :-)

Posted by Orionpacific > 2015-06-21 16:05 | Report Abuse

Gosh...a one buyer Company...acquired Avitrton...how about its debts,,,what are the liabilities that came with it ??

kpfam

37 posts

Posted by kpfam > 2015-06-22 12:53 | Report Abuse

Who is the 2nd largest shareholder? Is it just coincidence that SAM gets attention just 3 days after he left MEGB?

feiloh

911 posts

Posted by feiloh > 2015-06-23 12:49 | Report Abuse

Public mutual?

tonylim

4,796 posts

Posted by tonylim > 2015-06-23 13:59 | Report Abuse

kpfam, who left MEGB

Kevin Wong

416 posts

Posted by Kevin Wong > 2015-06-26 20:02 | Report Abuse

Happy and prosperous investing everybody!

yongyou

4,676 posts

Posted by yongyou > 2015-08-05 10:27 | Report Abuse

Hi, (TP:RM10.95) ??

Posted by itjustabouttheprofit > 2015-08-05 10:48 | Report Abuse

Hi yongyou my tp reflected is after 6months to 1years time

yongyou

4,676 posts

Posted by yongyou > 2015-08-05 10:50 | Report Abuse

noted with thanks

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