3 people like this.

17 comment(s). Last comment by pamaladu 2019-10-29 15:50

Op3rs

397 posts

Posted by Op3rs > 2019-10-22 11:51 | Report Abuse

Sam have 2 legs, one leg is Aerospace and the other equipment (semiconductor & hdd)

Sales of aerospace parts will be further increased next year (2020) due to the followings

There will be an airshow site in December in dubai on november 17th-21st which in 2017, airbus recorded a total of 510 new air plane orders.

The need to start replacing older model airplanes, with the new fuel-efficiency airplanes throughout 2020-2030.

Increase in demand for hdds due to the adoption of 5g technology worldwide will boost its equipment segment's revenue.

With both legs running at high speed, god knows how fast it can go :)

Posted by ITreeinvestor > 2019-10-22 14:17 | Report Abuse

B737Max is a time bomb.

Posted by ITreeinvestor > 2019-10-22 14:27 | Report Abuse

Look at this , 80% from Boeing order book belong to 737. what happen if 737 stop production?

737* 4,703
747 822
767 103
777 441
787 624

Icon8888

19,022 posts

Posted by Icon8888 > 2019-10-22 14:40 | Report Abuse

Read this

https://www.sam-malaysia.com/wp-content/uploads/2019/09/SAMEE-25th-AGM...

It said 737 max less than 10% revenue

Icon8888

19,022 posts

Posted by Icon8888 > 2019-10-22 14:41 | Report Abuse

Quote “Boeing 737Max contributed <10% of SAMEE FY2019 Revenue”

Op3rs

397 posts

Posted by Op3rs > 2019-10-22 14:43 | Report Abuse

Boeing 737Max contributed <10% of SAMEE FY2019 Revenue

this was presented in 2019 presentation slides of SAM.

Posted by ITreeinvestor > 2019-10-22 15:46 | Report Abuse

Yes, it seem like conflict between their own wording.
How can 4703 Order book contributed less than 10% ?

Posted by ITreeinvestor > 2019-10-22 17:19 | Report Abuse

oh, if that is the case, then Sam is a good bet with recovery of semicon + aero CAGR 4% .
I'm in.

3iii

10,614 posts

Posted by 3iii > 2019-10-22 20:02 | Report Abuse

This is a company I like too.

Posted by Choivo Capital > 2019-10-23 13:21 | Report Abuse

Looks nice.

Posted by Smartinvestor2030 > 2019-10-23 16:57 |

Post removed.Why?

Philip Greta

4,454 posts

Posted by Philip Greta > 2019-10-23 19:27 | Report Abuse

I totally did not know they did semiconductor business. All this while when i visited their plant in penang I only thought they did fabrication of the hard disk drive pins and metal spring miniature steel fabs.

which part of semiconductors do they produce?

paperplane

21,585 posts

Posted by paperplane > 2019-10-24 17:29 | Report Abuse

not cheap enough

Icon8888

19,022 posts

Posted by Icon8888 > 2019-10-29 12:31 | Report Abuse

LOL what do you mean ONLY ?

Front end and back end means cover everything already (they do make HDD components)

pamaladu

108 posts

Posted by pamaladu > 2019-10-29 15:50 | Report Abuse

"only" not necessary a bad thing. merely emphasize they are not making semicon end products. they "only" make the equipments which is a niche market but there are a few big players out there. from annual report 2018 onwards, can see SAM gaining momentum, widening scope with existing customer and winning new big customers.

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