Posted by Foker > 2021-08-03 14:05 | Report Abuse

Is a good thing for existing shareholders to top up

Posted by Foker > 2021-08-03 14:06 | Report Abuse

Good thing SAM pause before a meteoric rise

Posted by Foker > 2021-08-03 14:06 | Report Abuse

Get in more b4 too late

Posted by stockraider > 2021-08-03 14:07 | Report Abuse

Go For It Mah!

Go for Gold loh!

Posted by Foker > 2021-08-03 17:07 | Report Abuse

I exploit this price drop and took massive advantage of the dumb sellers and bought super undervalued stock worth RM. 30 at a price of RM 10

Posted by ocbc > 2021-08-04 11:10 | Report Abuse

Delta virus getting worst, their production still no order if i am not wrong.

Posted by investorbat > 2021-08-04 14:47 | Report Abuse

after T+2,still holding well,another leg up is imminent

Posted by Foker > 2021-08-04 15:37 | Report Abuse

Where is Fabien?

Posted by Foker > 2021-08-04 15:38 | Report Abuse

Once Sam go down he go missing

Posted by Foker > 2021-08-04 15:38 | Report Abuse

This Fabien promote everywhere. I saw him in Reddit also

Posted by stockraider > 2021-08-04 15:39 | Report Abuse

Good Luck !

Posted by Bgt 9963 > 2021-08-04 17:05 |

Post removed.Why?

Posted by dchin472 > 2021-08-04 21:26 | Report Abuse

这一次不想再被放飞机了，今天all in sam engineering ，管理层好，虽然是迟进场了，但看好未来的持续发展，ah sam gor加油

Posted by ChongLeeWoon > 2021-08-05 09:57 | Report Abuse

Wa ah pang u also here ah haha

Posted by cikminah7777 > 2021-08-05 11:04 | Report Abuse

Took the risk, yesterday. Bought 2,000 units at rm10.60.

Posted by investorbat > 2021-08-05 11:06 | Report Abuse

i though u said no future for pump n dump stock

Posted by ChongLeeWoon > 2021-08-05 11:10 | Report Abuse

GENETEC substantial shareholder is Papparich...

SAM also has a giant Papparich behind... TEMASEK!!

Posted by treasurehunt > 2021-08-05 11:28 | Report Abuse

SAM is a new semiconductor gem uncovered. Go! Go! Go!

Posted by ipohwhitecoffee > 2021-08-05 11:34 | Report Abuse

Ah sam long term. Just pick up and hold and huge profit$$$

Posted by treasurehunt > 2021-08-05 11:41 | Report Abuse

Using a simple PER metric for comparison. How SAM is being undervalued at the price 11.60.

SAM - 26x

Dufu - 39x
Kobay - 49x
UWC - 72x

Posted by treasurehunt > 2021-08-05 12:02 | Report Abuse

Pang72. SAM shareholders win. Of course, we can't compare SAM with segment OSAT, ATE & EMS. SAM is categorized with Dufu, Kobay & UWC & Genetec.

A simple comparison between the segment in PER within the industry.

OSAT segment :28x to 42x
ATE segment: 51x to 81x
EMS segment : 22x

Posted by Powerplay666 > 2021-08-05 13:36 | Report Abuse

I agree with the Samsters here. The pe ratio for Sam is so undervalued compared to its peers. Price should be around rm25 if measured against Kobay and Uwc

Posted by newbie8080 > 2021-08-05 13:53 | Report Abuse

@treasurehunt

What is your take on the FV for Sam?

with tech comparison among EMS players

Posted by treasurehunt > 2021-08-05 14:55 | Report Abuse

Newbie8080. SAM is grouped together with Dufu, Kobay and UWC. Therefore, FV PER will be between 40x to 70x

Posted by stockraider > 2021-08-05 15:38 | Report Abuse

Hooray $$$$$$$$$$$$ gain for raider loh!

Posted by investorbat > 2021-08-05 15:52 | Report Abuse

Sam's valuation is near the lowest now since 2011,taking into consideration of aerospace segment was not doing well,pe of 25 is fair.Since Boeing's revenue is picking up compared to last year due to covid and the equipment segment is doing very well(np50%q/q),i think pe of 28-30 should be fair. Estimate full year 2021 revenue break 1bil and np of 90mil,pe of 28x90mil=2.5bil=$18

Posted by stockraider > 2021-08-05 15:59 | Report Abuse

SAM is the bluest blue chips of them all loh!

Posted by treasurehunt > Aug 5, 2021 2:55 PM | Report Abuse

Newbie8080. SAM is grouped together with Dufu, Kobay and UWC. Therefore, FV PER will be between 40x to 70x

Posted by mf > 2021-08-05 16:24 | Report Abuse

tp rm13.80

Posted by Bgt 9963 > 2021-08-05 16:28 |

Post removed.Why?

Posted by investorbat > 2021-08-05 16:43 | Report Abuse

now not so garang,if BI,u can see shoot like rocket,previously the pe valuation so low is due to illiquid volume

Posted by stockraider > 2021-08-05 17:16 | Report Abuse

Sam

Go Go Go loh!

Posted by stockraider > 2021-08-05 17:19 | Report Abuse

SAM mkt cap should exceed dufu mktcap Rm 2.5b mah!

The TP for SAM will be rm 18.50 loh!

Posted by ipohwhitecoffee > 2021-08-05 18:08 | Report Abuse

No RM25 no take profits.

Posted by cikminah7777 > 2021-08-05 19:35 | Report Abuse

All counters that go up, will yoyo for the next few days. This seems like a trend .. Kobay has been yoyo after it was up 0.54ct on Monday.. So, take care everyone.

Posted by calvintaneng > 2021-08-05 19:35 | Report Abuse

Better take profits and go switch to laggard palm oil stocks now

Posted by Fabien _the efficient capital allocator > 2021-08-05 20:08 | Report Abuse

@Foker I don't see the need to constantly update here anymore. fact remains i'm still holding 50% with average cost of 6.63

the hard work has already been done. if you scroll through the old thread i have been recommending SAM when it was 6++ and 7++ and the share price has been hovering around that range for about a year

now that SAM has been re-rated and the surged in price has pique market interest...SAM is in a position of strength. A virtuous cycle ensues...

again, i would like to mention that i recommended SAM when it was at 7-ish..not when it has surged above RM10

am gonna sit on the sidelines and enjoy my gains. cheers

Posted by treasurehunt > 2021-08-05 20:20 | Report Abuse

Target Price SAM in term of similar PER valuation against Dufu, Kobay and UWC.

RM 17 - PER 39x against Dufu
RM 22 - PER 50x against Kobay
RM 32 - PER 72x against UWC

Posted by Cakes Moon > 2021-08-05 20:38 | Report Abuse

All the way to RM20

Posted by nickinvests > 2021-08-05 20:48 |

Post removed.Why?

Posted by Foker > 2021-08-05 21:11 | Report Abuse

Fabien I m not asking u for updates

Posted by Foker > 2021-08-05 21:12 | Report Abuse

I am saying u r promoting everywhere, from reddit to i3

Posted by Foker > 2021-08-05 21:12 | Report Abuse

It is very desparate and useless move

Posted by Foker > 2021-08-05 21:15 | Report Abuse

Nickinvests. I was the one who asked about Kobay vs SAM in the interview.

Posted by Bgt 9963 > 2021-08-05 21:16 |

Post removed.Why?

Posted by Fabien _the efficient capital allocator > 2021-08-05 21:27 | Report Abuse

Foker what r u smoking??

I don't have reddit account. only active here.

Posted by blackchicken > 2021-08-05 22:15 | Report Abuse

Sam is still cheap compared to other semiconducor stocks.

Posted by investorbat > 2021-08-05 22:47 | Report Abuse

Talking about Kobay vs Sam,the latest quarter revenue and PAT of Sam is more than Kobay's yearly revenue n PAT.How many company in Asia can deal with Boeing n Airbus?This is not an easy engineering that u can developed in short time.The only advantage in Kobay is NP margin of more than 15%,that's why Kobay demands much higher pe.I truly believe Sam's NP margin will reach double digit in coming 1 or 2 quarters .Sam's free float is less than 20mil shares,very volatile,trade within your risk appetite .

Posted by Foker > 2021-08-06 00:41 |

Post removed.Why?

Posted by HuatAh8809 > 2021-08-06 00:43 | Report Abuse

This industry easily can trade at 40x PE...

So SAM will definitely be another genetec

Easily can go up to RM24

Posted by Foker > 2021-08-06 01:47 | Report Abuse

HuatAh you joker