Highlights
KLSE: SAM (9822)       SAM ENGINEERING & EQUIPMENT (M) BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
7.89   -0.03 (0.38%)  7.86 - 7.90  14,200
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Overview

Market Cap: 1,066 Million
NOSH: 135 Million
Avg Volume (4 weeks):32,438
4 Weeks Range:7.84 - 8.64
4 Weeks Price Volatility (%):
6.25%
52 Weeks Range:7.20 - 8.68
52 Weeks Price Volatility (%):
46.62%
Average Price Target: 11.30
Price Target Upside/Downside: +3.41
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2019 [#4]  |  21-May-2019
Next QR | Est. Ann. Date: 30-Jun-2019  |  15-Aug-2019
T4Q P/E | EY: 13.58  |  7.36%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 3.96  |  1.99
T4Q NP Margin | ROE: 10.40%  |  14.67%

Headlines

Date Subject
25-Jul-2019 Trading Stocks - SAM Engineering & Equipment (M)
16-Jul-2019 下跌股:SAM工程RM7.82支撑
10-Jul-2019 Stocks on Radar - SAM Engineering & Equipment (9822)
09-Jul-2019 上升股:SAM工程阻力RM8.65
09-Jul-2019 Trading Stocks - SAM Engineering & Equipment (M)
23-May-2019 Mplus Market Pulse - 23 May 2019
09-May-2019 热门股:SAM工程上挑RM8.34
18-Mar-2019 [转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD:预计占宇航工程收入约60%的航空航天业收入将保持稳定,他们预计硬盘驱动器存储领域的需求将在下一个财政年度恢复] - James的股票投资James Share Investing
27-Feb-2019 [转贴] 马股唯一(宇航业)—— SAM 的中深度分析 Part (3)- 孙子小弟
26-Feb-2019 Trading Stocks - SAM Engineering & Equipment (M)
26-Feb-2019 [转贴] 马股唯一(宇航业)—— SAM 的中深度分析 Part (2)- 孙子小弟
25-Feb-2019 [转贴] 马股唯一(宇航业)—— SAM 的中深度分析 Part (1)- 孙子小弟
21-Feb-2019 Sam Engineering & Equipment (M) Bhd - 3QFY19 meet expectation, wary of semiconductor demand outlook
21-Feb-2019 SAMEE - 3Q19 Meet Expectation, Wary of Semiconductor Demand Outlook
21-Feb-2019 Sam Engineering & Equipment (M) Bhd - 3QFY19 meet expectation, wary of semiconductor demand outlook
07-Jan-2019 Trading Stocks - SAM Engineering & Equipment (M)
30-Nov-2018 SAMEE - 2QFY19 Growth Momentum Continues
30-Nov-2018 Sam Engineering & Equipment (M) Bhd - 2QFY19 growth momentum continues
19-Nov-2018 Technical Analysis - SAM Engineering
13-Nov-2018 Technical Analysis - SAM Engineering & Equipment (M)

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.
Analyze this stock with MQ Trader system

  9 people like this.
 
klchai123 Financial yr ended 31/3/18 made EPS about 48 sen. EPS for 9 months up to 31/12/18 already 41sen. last qtr ended 31/3/19? Guess should bring in at least 15 sen eps because of increased capacity. higher dividend expected. just wait for announcement in May
20/04/2019 7:04 AM
Hafid Strong growth in the MRO industry
Similar to automobiles, all commercial/civil aircrafts are subjected to periodic maintenance checks under a highly regulated environment. According to Oliver Wyman, global Maintenance, Repair and Overhaul (MRO) market is expected to grow by 40% in the next decade. The biggest growth region will be the Asia Pacific, where it is expected to almost double from USD 24.5 billion to USD 42.6 billion in the next 10 years, with China and India being the main growth drivers
21/04/2019 6:18 AM
Hafid It produces components for plane manufacturers such as Boeing and Airbus. There are not many such producers in this region as it takes years of experience and perfection before the parts can be acceptable to the plane manufacturers. Despite the continued weakness in our equipment business, revenue for the group rose steadily due to the strong aerospace sales.SAM is a subsidiary of Singapore Aerospace Manufacturing, which also owns Aviatron (M) Sdn Bhd in Penang Science Park, Bukit Minyak.
22/04/2019 12:03 PM
Hafid sam up at 8.28
23/04/2019 9:51 AM
Fabien "The Efficient Capital Allocater" SAM always hovering around 8++

wait for next quarter result
23/04/2019 10:20 AM
Hafid Sam Engineering, Parent company, Accuron Technologies, a wholly owned subsidiary of Temasek Holdings to focus its resources to pursue opportunities in the growing aerospace and industrial businesses. Even though parts-and-repair is the less glamourous side of the aviation sector, its lucrativeness has attracted original equipment manufacturers (OEM) to expand their presence in this after-sales service industry.
24/04/2019 3:41 PM
HoldingKing Breaking 8.4 soon.
25/04/2019 12:20 AM
klchai123 will break 8.40 when final qrtly results are known
26/04/2019 4:00 AM
Hafid SAM Engineering & Equipment
image: https://cdn.thestar.com.my/Themes/img/chart.png

(M) Bhd is ramping up production at its facilities in Penang and Singapore this year to fulfil its RM3.1bil order book.

Group chief executive officer Jeffrey Goh said the US$20mil plant in Singapore was being equipped with machinery.

“The plant, which produces engine casing for Airbus and Boeing, should be fully equipped by year-end and fully operational in 2020,” he said.

The nacelle beam production facility at its RM140mil Bukit Minyak plant is equipped with state-of-the-art precision machinery and will employ 200 highly-skilled workers when it is fully operational.

Goh said the short-term market outlook remained positive for the group’s aerospace business, which generates about 60% of its revenue.

According to the recent SEMI forecast, the global fab equipment spending is expected to decline 14% to US$53bil.

The International Data Corp (IDC) report said worldwide smartphone shipments are expected to fall by 0.8% in 2019, with volumes dipping to 1.39 billion.


Read more at https://www.thestar.com.my/business/business-news/2019/04/29/penang-manufacturers-feel-the-heat/#hDirASAyy5qBzbJi.99
29/04/2019 11:03 AM
klchai123 SAM will break rm10 bu 2020. increased revenue and higher profits backed by higher production capacity and rising demand. eps and dps will go up accordingly.
30/04/2019 8:48 PM
klchai123 purchase of plant mac n equipment amounted to rm131 million in 2017 & 2018. if Sales failed to go up in tandem, better throw!
02/05/2019 10:25 AM
Fabien "The Efficient Capital Allocater" RM10 by end of the year?
02/05/2019 5:34 PM
c_whwan Buy Buy!! RM10 when the quarter announced!!!
03/05/2019 2:01 PM
Rwkl Kichal ,
I am baffled with your last 2 statements.
Initially you proclaim everything will surge resulting in a RM10 price.

However the very next day you declare sell when sales slump....
03/05/2019 4:44 PM
klchai123 RWKL, u misunderstood me. i wish to say, it is inevitable sales will go up in coming months.... if sales not up, then something must have gone wrong...
03/05/2019 6:20 PM
HoldingKing Klchai, u know what is LPPL? Say = no say.
RWKL, When the share price up then he will say is his buy call, when price drop he will say " see i told u alrdy sales cant go up, Sell!"

So might as well he straight away say both buy n sell, in any event happen, he is also right. This technique has been widely used by the sifu in i3 forum. We shall get used to it.
07/05/2019 5:38 PM
Cash Only HoldingKing.. are you from EM? Sound like from here... u bought SAM? This is holding stock.. I hold this counter since 2015.. good dividend also..
07/05/2019 5:51 PM
HoldingKing Hi what is EM? Yup i did buy SAM. I bought at around 7.5 last year august. Waiting it to break new high
07/05/2019 8:49 PM
klchai123 Sam profit up. good news! https://www.klsescreener.com/v2/news/view/530450
21/05/2019 2:19 PM
chun2 Hi, guys, let's enjoy the flight with the good news
21/05/2019 3:20 PM
leekh5555 2020 black horse
21/05/2019 4:25 PM
CK https://www.theedgemarkets.com/article/sam-engineering-4q-net-profit-45-onyear

https://www.thestar.com.my/business/business-news/2019/05/21/sam-engineering-posts-strong-fy19-profit/
21/05/2019 5:38 PM
klchai123 SAM would announce its dividend payment after Hari Raya Puasa, based on past years practices. guess should be about 28 sen in total.
21/05/2019 9:48 PM
HoldingKing Wadafak? annual profit breaks new high, share price drops. I think need to wait dy. Takaful also breaks new high only goes up after 9 months.
24/05/2019 2:42 PM
Fabien "The Efficient Capital Allocater" Management guided a lower revenue for the semiconductor segment. Coupled with the headline news "trade war'. Selling most likely due to heightened risk aversion.
24/05/2019 4:21 PM
klchai123 special and final dividend 29 sen. earlier than expected
28/05/2019 5:56 PM
klchai123 29.05 sen to be exact
28/05/2019 5:58 PM
Rwkl Is this a near 30pct increase from last year?
28/05/2019 7:48 PM
leekh5555 2018 div rm0.2336.. 2019 div rm0.2905
28/05/2019 8:33 PM
28/05/2019 8:45 PM
enigmatic [Breaker of Speculative Investing] LOL, highest profit in years but dividend is so-so. I wonder how the market would react to this.
01/06/2019 2:16 PM
Rwkl EPS increased 20pct while div is up 27pct and it’s called so so?
02/06/2019 9:22 AM
enigmatic [Breaker of Speculative Investing] Look at 2015/2016's div amount.

I expected a higher div this time, since some of last year's cash was for capex.

Besides, this wouldn't spark the market's interest, & SAM's price would probably not rise beyond the limit of RM8.50+, based on the behavior of SAM for the past 3 yrs, at least.

Good prospects nonetheless frm SAM in this tough economic environment, maybe my expectation was too high.
02/06/2019 2:17 PM
leekh5555 https://www.sam-malaysia.com/wp-content/uploads/2019/05/SAMEE-IR-Briefing-small-file-size.pdf
03/06/2019 5:39 PM
Hafid SAM - Notice of Book Closure
ILC-03062019-00018
1) First Interim Single Tier Dividend of 17.43 sen per ordinary share and 2)
Special Single Tier Dividend of 11.62 sen per ordinary share Further to
Reference No. ILC-29052019-00012, kindly be advised of the following : 1) The
above Company's securities will be traded and quoted 'Ex - Dividend? as from:
12 Jul 2019 (Remain Unchanged) 2) The last date of lodgment : 15 Jul 2019
(Remain Unchanged) 3) Date Payable : 13 Aug 2019 (Instead of 12 Aug 2019)
Remarks:- The change of the dividend payment date from 12 August 2019 to 13
August 2019 is due to the replacement public holiday on 12 August 2019.
MANAGER, REF. DATA MANAGEMENT
07/06/2019 9:10 AM
leekh5555 传波音与中国洽巨额订单 贸易战最大绊脚石
http://www.enanyang.my/?p=1238344
07/06/2019 11:22 AM
shpg22 This is weird. Despite its negative FCF for the past 3 years, can still declare dividend + special. How do they do it ??
21/06/2019 11:40 PM
HoldingKing when is the AGM? where do u see negative bro? SAM just break new high in annual net profits. is just waiting for it to shoot up.
22/06/2019 10:04 PM
Rwkl AGM based on past years should be mid Aug

Anyway eagerly waiting their AR. Last year front cover was a roaring success
24/06/2019 4:54 PM
HoldingKing Probably break new high next week. Get ready.
05/07/2019 8:26 PM
enigmatic [Breaker of Speculative Investing] @HoldingKing, I don't think SAM will rise so quickly as shown previously in '16, '17 and '18. SAM usually rises at end July or after the Aug QR, provided that QR is better than the past years. I do hope SAM will break RM9.00 this time though.
07/07/2019 3:50 PM
HoldingKing Break New High Today!
08/07/2019 7:56 PM
No right Nor wrong Only to Win Next Hrc on the making ?
08/07/2019 8:05 PM
09/07/2019 7:54 PM
enigmatic [Breaker of Speculative Investing] I still have doubts. I expect it to drop back to RM8.20 level soon. SAM has always been like this. I would only start believing when it breaches RM9 mark.
10/07/2019 12:11 AM
HoldingKing When u start to believe thats when u start to regret bro.
10/07/2019 4:19 AM
john doe The bull shall finally die soon after long long long run?? fatigue bull
24/07/2019 9:05 AM
klchai123 If we examine the last 4 quarterly results of GCB, revenues and eps have been increasing. For FY ended 31/3/2019, quarterly revenues were 179m,189m,191m & 196m, making total annual revenue 755m which is about 22% higher than total revenue 618 recorded in FYE 31/3/2018. EPS were progressively higher: 13.01, 13.56, 14.81 &16.6 for the 4 quarters in 2019.
In the FYE 2019, production capacity as reflected by Plant, M&E has increased by about 30%. PPE 277M(2019) - 241M(2018) + Depreciation 34M =  70M.  We can see that Revenue increase in FYE2019 has not reflected the increase in production capacity proportionately, probably due to time lag. As time passed and with sustainable demand, revenue should catch up accordingly. Earnings should therefore be better in FYE2020. The expectation for SAM to cross RM9 is just matter of time. Should happen within before year end.
28/07/2019 6:02 AM
leekh5555 https://www.adsadvance.co.uk/sam-completes-acquisition-of-jw-kane.html
31/07/2019 4:00 PM
Shinnzaii https://themalaysianreserve.com/2019/08/16/miti-aerospace-industry-to-grow-10-to-15/
16/08/2019 5:05 PM


 

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