Posted by kakashit > 2015-08-01 22:30 | Report Abuse

我喜欢你的名字，股海的确无涯，每天都有新的东西学

Posted by 股海無涯 > 2015-08-03 01:54 | Report Abuse

haha, thanks kakashit, 股海无涯， 唯勤是岸

Posted by CFTrader > 2015-08-03 02:20 | Report Abuse

Grade A company, but does SAM have Grade A valuation at current price ?

I only give Grade B+ at this current price...

Posted by 股海無涯 > 2015-08-03 02:39 | Report Abuse

CFTrader, i think valuation maybe will come to clear picture after next Quater Report announce. lets just seat tight and see how SAM perform on that.
buy a grade A company at fair price sound like a good investment to me anyway.

Posted by invester > 2015-08-03 09:27 | Report Abuse

Another indicator that you can monitor is the business from Boeing and Airbus. Monitor their financial report (and their share price performance). If they are doing well, most likely SAM will get more business. This will fulfill what you have 'missing' in the info as you mentioned (the awarded business).

Posted by 股海無涯 > 2015-08-03 11:55 | Report Abuse

Invester, thanks for your good suggestion.
will spend some time on that.however, SAM did not direct supply to boeing and Airbus, but supply to boeing and Airbus suppliers, monitor GE aviation sector can be a alternative, as i know since now their are not tape in Rolls Royce aircraft engine supply, yet.(GE & Rolls royce is the only 2 Aircraft Engine supplier i know so far) , there is another engine maker already SAM customer but i cant recall the name.

Posted by james_owk > 2015-09-17 16:27 | Report Abuse

@股海無涯 do u mean Pratt & Whitney?

Posted by 股海無涯 > 2015-09-28 19:22 | Report Abuse

@James_owk i mean SNECMA， Pratt & whitney i am not sure isnt direct customer.