Highlights
KLSE: SAM (9822)       SAM ENGINEERING & EQUIPMENT (M) BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
7.63   0.00 (0.00%)  0.00 - 0.00  0
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Overview

Market Cap: 1,031 Million
NOSH: 135 Million
Avg Volume (4 weeks):230,884
4 Weeks Range:6.93 - 8.27
4 Weeks Price Volatility (%):
92.26%
52 Weeks Range:4.20 - 8.27
52 Weeks Price Volatility (%):
92.26%
Average Price Target: 11.30
Price Target Upside/Downside: +3.67
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2020 [#4]  |  05-Jun-2020
Next QR | Est. Ann. Date: 30-Jun-2020  |  29-Aug-2020
T4Q P/E | EY: 12.92  |  7.74%
T4Q DY | Payout %: 1.93%  |  24.99%
T4Q NAPS | P/NAPS: 4.51  |  1.69
T4Q NP Margin | ROE: 8.50%  |  13.09%

Headlines

Date Subject
24-Jul-2020 [转贴] SAM Engineering and Equipment (M) Berhad - E.E. CAMERON
27-Jun-2020 上升股:SAM工程 阻力RM7.82
24-Jun-2020 SAM ENGINEERING - DON'T SLEEP ON THIS
19-Jun-2020 Daily Technical Highlights – (KPOWER, SAM)
19-Jun-2020 上升股:SAM工程 阻力RM7.09
10-Jun-2020 Sam Engineering & Equipment (M) Berhad- 4Q20 – Within Expectation, Strong Semiconductor Demand Offset Sluggish Aerospace Segment
14-May-2020 [转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD:B787,A320neo,A330,公务机和工业燃气轮机的机壳产品销售增长] - James的股票投资James Share Investing
20-Apr-2020 Trading Stocks - SAM Engineering & Equipment (M)
17-Apr-2020 M+ Online Technical Focus - 17 April 2020
17-Apr-2020 Daily Market Update - 17 Apr 2020 (G3, SAM)
04-Mar-2020 Daily technical highlights – (GHLSYS, SAM)
02-Mar-2020 Sam Engineering & Equipment (M) Berhad - 3Q20 – in Line With Expectation, Lifted by Equipment Business But Outlook Challenging
01-Mar-2020 (Icon) Sam Engineering - Excellent Result. Share Price Can Potentially Double Within 2 Years
12-Feb-2020 上升股:SAM工程阻力RM8.34
29-Nov-2019 Sam Engineering & Equipment (M) Berhad - 2Q20 Within Expectation, Growth Momentum Continue
13-Nov-2019 Stocks on Radar - Sam Engineering & Equipment (M) (9822)
22-Oct-2019 (Icon) Sam Engineering - An Overlooked Semicon Play
03-Sep-2019 SAMEE - 1Q20 Strong Start, Wary of Semiconductor Outlook

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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  9 people like this.
 
leekh5555 fair value at P/E 25
26/06/2020 2:33 PM
Humbleinvestor123 at least RM20
26/06/2020 3:04 PM
leekh5555 rolling 4 quarters eps 59.06sen x 25= rm14.76
26/06/2020 3:21 PM
leekh5555 I switch all my BURSA and KESM into SAM.
26/06/2020 3:23 PM
Warrant Buffet agree with Fabien. That seems like a very efficient way to allocate capital.
26/06/2020 11:09 PM
ijanto Read the QR. Clear explanation. More confident
26/06/2020 11:40 PM
gohku very strong growth company
27/06/2020 12:12 PM
leekh5555 several good news on its way...grab,wait,harvest.
27/06/2020 3:19 PM
leekh5555 https://www.investing.com/news/stock-market-news/boeing-737-max-certification-flight-tests-to-begin-on-monday-sources-2214352
28/06/2020 9:35 PM
HoldingKing this shares will fly above 8.5
02/07/2020 12:02 PM
Warrant Buffet Holdingking recommend you hold longer. This share will fly above 13
03/07/2020 12:08 PM
leekh5555 will break new high very soon. 1st tagert RM10.60
03/07/2020 2:48 PM
Fabien "The Efficient Capital Allocater" semicon upswing. look at the Chinese market, the chip makers were being valued at over 100times of earnings

look at domestic market, Dufu, UWC, Greatec..all being valued at 50 times multiples.

i will leave it to the wisdom of the market in deciding the correct multiple for SAM
03/07/2020 3:40 PM
leekh5555 SAM equipment segment business will growth strongly.
03/07/2020 3:50 PM
leekh5555 fair value : PER 25.
03/07/2020 4:07 PM
Warrant Buffet Lee I think 40x also can. Look at uwc.

https://klse.i3investor.com/blogs/buyandholdlt/2020-06-30-story-h1509679814-Bigger_in_size_half_the_price_SAM.jsp
03/07/2020 4:18 PM
leekh5555 if compare with other tech stocks,SAM is deeply undervalued,now is time for SAM to shine.
03/07/2020 4:39 PM
leekh5555 WB,of course it will happen,just matter of time..just hold
03/07/2020 4:42 PM
Axelrod wah just recovered but should be going higher and higher laa. U see their aerospace also improving:

https://www.nytimes.com/2020/07/02/travel/boeings-737-max-flying.html
03/07/2020 5:15 PM
Axelrod now just see their equipment also very strong but if aerospace come back also i think this counter got many upside
03/07/2020 5:16 PM
leekh5555 aerospace segment will come back for sure and maybe will be awarded more products due to supply chain relocation(to avoid supply chain disruption because of COVID19)
03/07/2020 5:34 PM
Warrant Buffet https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3064969

Good news. Believe Mr. Suresh can recommend more customers to this dirt cheap semicon stock.
04/07/2020 8:24 AM
lcs13579 Now RM 8+ still can buy?
12/07/2020 8:49 AM
Fabien "The Efficient Capital Allocater" https://cdn1.i3investor.com/my/files/dfgs88n/2020/07/13/1514330958-1381086382.pdf

Following the spark US/China/Huawei tech war, many have rushed to develop their semiconductor capabilities, especially in leading edge (≤7nm) frontend fabrication (foundry) to be self-sufficient on the back of national strategic and security interests

Expect robust capex in near to mid-term on frontend subsector benefiting companies like Frontken, UWC & SAM.

Global peers valuation at forward PE of 35 times.

SAM Engineering

A hidden gem? Under-researched SAM Engineering and Equipment (not rated) has morphed into a sizable semiconductor contract manufacturer after successful diversification strategy from aerospace market. Its equipment business has outgrown aerospace in FY20 with revenue and PBT accounted for 52% and 63% of overall.

Supported by strong parents (SAM Group and Accuron Technologies), SAM has exposure in semiconductor frontend and storage devices with reputable customers (Agilent, Teradyne, KLA Tencor, Bosch, P&G and etc) in telecommunication, medical and automotive sectors. Conservatively, assuming that any slack from aerospace will be compensated by equipment’s strength and yield a flattish bottom line for FY21 (RM80m), SAM is currently trading at undemanding 13.6x PE. However, we do note the concerns of liquidity and severe-than-expected slump in aerospace segment which should be mitigated by its initiatives to divert capacity to equipment business.
13/07/2020 4:25 PM
RainT already up quite a lot

now expect to up to the sky ?
15/07/2020 12:26 PM
Fabien "The Efficient Capital Allocater" Compared to its peers, SAM is a deep laggard

Please look at its valuation vis-a-vis earnings prospect and not its share prices
15/07/2020 9:56 PM
Kon Lim Chai The eventual owner is Temasik, owner kiasu. CEO also kiasu. Who want to fry this counter?
19/07/2020 10:30 AM
Kon Lim Chai the kiasu characteristic clearly shown when FYE31/3/20 recorded higher profit over 31/3/2019 but declared much lower dividend for FYE 2020.
19/07/2020 10:33 AM
Warrant Buffet This is a growth stock yea. Dividend is PAID despite major expansion.

https://www.thestar.com.my/business/business-news/2019/02/22/sam-engineering-plant-to-supply-parts-to-airbus/
20/07/2020 8:03 AM
Fabien "The Efficient Capital Allocater" Global semiconductor sales are forecast to increase 3.3% y-o-y in 2020.
21/07/2020 10:14 AM
Stock Wizard (know yourself) this shares hard to go up, the valuation stick to there, temasek also dw goreng.
22/07/2020 12:36 AM
lching shareholder selling how to go up?
22/07/2020 12:39 PM
HoldingKing shareholder wash you out only. It will still go up
23/07/2020 6:30 PM
optimusprimeXV no liquidity, wait until you die
23/07/2020 7:27 PM
crawler laugh to your bank until you die
23/07/2020 8:20 PM
crawler https://simplywall.st/stocks/my/capital-goods/klse-sam/sam-engineering-equipment-m-berhad-shares?utm_medium=finance_user&utm_campaign=integrated-pitch&utm_source=post&blueprint=1196854#dividend
23/07/2020 8:24 PM
HoldingKing Yo wtf. One day be4 Dividend drop so much. Smlj
24/07/2020 5:07 PM
crawler v shape rebound
24/07/2020 8:43 PM
Fabien "The Efficient Capital Allocater" Managed to grab some at 6.93 this morning.
27/07/2020 3:46 PM
stevenckheng leaked QR,not good
27/07/2020 3:57 PM
Slc1 QR not good? Then better don't buy first.
27/07/2020 5:19 PM
crawler I also add on today. Patience is a virtue!
27/07/2020 5:27 PM
Warrant Buffet Nice one Fabien. I also managed to add more. Havent collect enough.
27/07/2020 9:39 PM
RainT erm

bad quarter result is already expected la , cover from 4,5,6

only good quarter result is the unexpected now, new normal
28/07/2020 10:14 AM
crawler i add on more today
28/07/2020 5:53 PM
Rwkl Seems there are no virtual AGM facilities up north in Penang?
They are having it in PJ. At last got a chance to hear them out
30/07/2020 6:17 PM
lching finally rebounded.
04/08/2020 4:34 PM
crawler taking private hopefully...too low price now to make sense
04/08/2020 9:04 PM
stockraider Buy well manage & strong shareholder...now a bargain price mah...!!
05/08/2020 8:05 AM
crawler too cheap to ignore
05/08/2020 3:09 PM


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