https://uk.investing.com/news/stock-market-news/china-agrees-to-buy-290-airbus-a320-planes-10-a350s---french-presidency-1474180

@boon1515 thanks.

worth to buy now? seemed like fully valued(little bit over value)

what are the range of PER,do you think ppl willing to pay for KRONO? now is about P/E 14.

SAM will get more order from AIRBUS..

1H EPS RM 0.072, assuming 4quarters rolling EPS RM0.144(0.072 x 2),current PE=65.48 ..

Edwardong53, NOSH increase too from 236,988,000 shares to 522,375,300 shares after acquisition of SANDZ,thus may affect EPS.

The new 145,000 sq ft plant is equipped with state-of-the-art precision machinery and will employ 200 highly-skilled workers at full capacity.

The manufacturing facility, which produces nacelle structures for the Airbus A320neo and the A350 aircraft, is the company’s latest and ninth facility in the world, adding to the five existing plants in Malaysia, two in Singapore and one in Thailand.

“SAMEE has become an important aerospace manufacturing hub for SAM and it is a long-term, capital intensive business,” Goh said.

He added that the new facility will push SAMEE’s growth in the aerospace business in Malaysia.

https://www.malaymail.com/news/money/2019/02/21/sam-engineering-and-equipment-sees-aerospace-sector-growing/1725275

「儘管全球经济放缓，不过只要有飞机的一天，我们的业务將维持，而截至2018年，我们已接获未来5至10年价值31亿令吉的订单。」

www.orientaldaily.com.my/s/279873

i will just hold this gem...their bukit minyak plant start contributing and Jurong plant will be ready maybe in 2020/2021

https://klse.i3investor.com/servlets/pfs/116306.jsp

MR Tan KW,

attached pls find my portfolio,thank you.

https://www.klsescreener.com/v2/news/view/468174/cimb-research-sees-weak-demand-retains-hold-for-kesm

https://www.klsescreener.com/v2/news/view/468176/cimb-research-lowers-target-price-for-kesm-to-rm9

http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=559831&bb=571740

@RainT, I wish you are correct at your guessing.

put into watchlist,wait another 2 quarters performance before buying.

maybe their average cost are much lower than current price.

we do not know at what price the start collecting,at the time we see the announcement,they already hold more than 5%..

could it be that they knew something that we dont. i would rather decide after QR(maybe will announce next Friday 23Nov).

KWAP keep selling ..13 nov 2018 announcement.

KWAP continue selling..12 Nov 2018 announcement

Boeing posted good Q result, hope SAM can tumpang some luck.

https://www.fool.com/investing/2018/10/24/boeing-co-earnings-another-beat-and-raise-quarter.aspx?source=iedfolrf0000001

better wait for coming quarterly result first(announce in around 23-24 Nov)before buying

where is the bottom?

https://donovan-ang.blogspot.com/2018/06/funds-flow-of-sam-engineering-and.html

everyone wait to buy cheap but how cheap could it be?

sincere_analyst...tq

sincere_analyst...would appreciate if can you please share with us what are the reasons causes KESM fall until so teruk? thank you.

Mr. Sam Lim, Executive Chairman & Chief Executive Officer of KESM explained,
“Our result was affected by a crunch in the supply of materials and poor yields of new
devices experienced by our customers. This temporary delay hindered our expansion progress. Hence, we made a decision to hold back some of our investments, which
gave us a surplus to pay higher dividends to our shareholders.”

annoucement on 21 Sep 2018

https://klse.i3investor.com/servlets/ptres/47488.jsp

Thanks Wong.

please share

some recent comments disappeared.

Wong,may i know from which sifu?

hold some for long term and trade some along the way if there is opportunity

wow, your friend really have good foresight...i bet and wish SAM is the next
one too...

agreed...just hold for next few years.

ya, at least 25.

if using P/E to value SAM,roughly how much P/E you will give?

hopefully KWAP will buy in to support the price,if not further decline is anticipated

bought some @5.02

add some this morning.

bought some @3.13

https://www.facebook.com/1200094743335476/posts/2042491992429076/

http://www.sam-malaysia.com/wp-content/uploads/2018/08/Company-Presentation-August-2018.pdf

http://klse.i3investor.com/blogs/sinchew_company_story/168505.jsp

ya maybe you are right,2 FMS(total 12) already in production.