Posted by Hafid > 2019-03-15 09:04 | Report Abuse

boieng will have to pay a lot of compensation and order

Posted by James Ng > 2019-03-18 12:25 | Report Abuse

https://klse.i3investor.com/blogs/general/198328.jsp
[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

Posted by Cash Only > 2019-03-19 11:18 | Report Abuse

What is the conclusion of above recommendation James? BUY? Target?

Posted by klchai123 > 2019-03-19 22:10 | Report Abuse

hold on to it! By May we will know the dividend payout. This is not for short term speculators

Posted by klchai123 > 2019-03-19 22:16 | Report Abuse

sorry dividend annoucement should be early June. yr end March 2019. YTD 9 months profit for shareholder RM56 m vs RM47 M 9 months last yr. logically should be more profitable coming yr end n better dividend pmt

Posted by leekh5555 > 2019-03-26 21:42 | Report Abuse

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

Posted by Hafid > 2019-04-05 14:15 | Report Abuse

As the industry leader, we believe Sam Engineering (BME 3182) will be the prime beneficiary. Its growth outlook remains positive given its strong order book and potential new revenue streams through recent acquisitions.

The outlook for air travel demand is expected to remain strong with consumers spending more on travel and tourism.When there is an exponential growth in demand for air travel, this inevitably drives up the demand for new aircrafts and airports to support this huge influx of volume.

According to projections, global fleet will grow roughly 41% from its current fleet to meet the air travel demand in the next decade. The Asia Pacific region will be contributing to the bulk of growth, accounting for approximately 40% of the global fleet .

Similar to automobiles, all commercial/civil aircrafts are subjected to periodic maintenance checks under a highly regulated environment.
They said that among the local industry players with original equipment manufacturing (OEM) capabilities, were SME Aerospace, CTRM Aero Composite, Airod Sdn Bhd, UMW Aerospace and SAM Engineering & Equipment (M) Berhad.

“These firms have demonstrated their capabilities to meet the stringent global reliability and quality assurance standards.

“Thus, they have been able to break in into the global aerospace supply chain,” said one of them.

Posted by klchai123 > 2019-04-05 19:17 | Report Abuse

let us see next month final q announcement. hopefully better earnings with higher dividend

Posted by leekh5555 > 2019-04-08 09:51 | Report Abuse

https://www.klsescreener.com/v2/news/view/512951

Posted by KPH5328 > 2019-04-08 11:09 | Report Abuse

Boeing cuts 20% production of 737 Max from mid Apr
https://www.cnbc.com/2019/04/05/boeing-slows-737-max-production-beginning-in-mid-april.html

Posted by FairTalk > 2019-04-11 09:54 | Report Abuse

Many will agree that this is a solid counter with a good record. Well done.

Posted by BlackWhite > 2019-04-15 15:16 | Report Abuse

Yah good outlook however this counter best always around 8 for many years , can't make real money

Posted by klchai123 > 2019-04-20 07:04 | Report Abuse

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

Posted by Hafid > 2019-04-21 06:18 | Report Abuse

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

Posted by Hafid > 2019-04-22 12:03 | Report Abuse

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.

Posted by Hafid > 2019-04-23 09:51 | Report Abuse

sam up at 8.28

Posted by Fabien Extraordinaire > 2019-04-23 10:20 | Report Abuse

SAM always hovering around 8++

wait for next quarter result

Posted by Hafid > 2019-04-24 15:41 | Report Abuse

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.

Posted by HoldingKing > 2019-04-25 00:20 | Report Abuse

Breaking 8.4 soon.

Posted by klchai123 > 2019-04-26 04:00 | Report Abuse

will break 8.40 when final qrtly results are known

Posted by Hafid > 2019-04-29 11:03 | Report Abuse

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

Posted by klchai123 > 2019-04-30 20:48 | Report Abuse

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.

Posted by klchai123 > 2019-05-02 10:25 | Report Abuse

purchase of plant mac n equipment amounted to rm131 million in 2017 & 2018. if Sales failed to go up in tandem, better throw!

Posted by Fabien Extraordinaire > 2019-05-02 17:34 | Report Abuse

RM10 by end of the year?

Posted by c_whwan > 2019-05-03 14:01 | Report Abuse

Buy Buy!! RM10 when the quarter announced!!!

Posted by Rwkl > 2019-05-03 16:44 | Report Abuse

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....

Posted by klchai123 > 2019-05-03 18:20 | Report Abuse

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...

Posted by HoldingKing > 2019-05-07 17:38 | Report Abuse

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.

Posted by Cash Only > 2019-05-07 17:51 | Report Abuse

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..

Posted by HoldingKing > 2019-05-07 20:49 | Report Abuse

Hi what is EM? Yup i did buy SAM. I bought at around 7.5 last year august. Waiting it to break new high

Posted by klchai123 > 2019-05-21 14:19 | Report Abuse

Sam profit up. good news! https://www.klsescreener.com/v2/news/view/530450

Posted by chun2 > 2019-05-21 15:20 | Report Abuse

Hi, guys, let's enjoy the flight with the good news

Posted by leekh5555 > 2019-05-21 16:25 | Report Abuse

2020 black horse

Posted by CK > 2019-05-21 17:38 | Report Abuse

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/

Posted by klchai123 > 2019-05-21 21:48 | Report Abuse

SAM would announce its dividend payment after Hari Raya Puasa, based on past years practices. guess should be about 28 sen in total.

Posted by HoldingKing > 2019-05-24 14:42 | Report Abuse

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.

Posted by Fabien Extraordinaire > 2019-05-24 16:21 | Report Abuse

Management guided a lower revenue for the semiconductor segment. Coupled with the headline news "trade war'. Selling most likely due to heightened risk aversion.

Posted by klchai123 > 2019-05-28 17:56 | Report Abuse

special and final dividend 29 sen. earlier than expected

Posted by klchai123 > 2019-05-28 17:58 | Report Abuse

29.05 sen to be exact

Posted by Rwkl > 2019-05-28 19:48 | Report Abuse

Is this a near 30pct increase from last year?

Posted by leekh5555 > 2019-05-28 20:33 | Report Abuse

2018 div rm0.2336.. 2019 div rm0.2905

Posted by Fabien Extraordinaire > 2019-05-28 20:45 | Report Abuse

decent yield of 3.7%

Posted by enigmatic [Breaker of Speculative Investing] > 2019-06-01 14:16 | Report Abuse

LOL, highest profit in years but dividend is so-so. I wonder how the market would react to this.

Posted by Rwkl > 2019-06-02 09:22 | Report Abuse

EPS increased 20pct while div is up 27pct and it’s called so so?

Posted by enigmatic [Breaker of Speculative Investing] > 2019-06-02 14:17 | Report Abuse

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.

Posted by leekh5555 > 2019-06-03 17:39 | Report Abuse

https://www.sam-malaysia.com/wp-content/uploads/2019/05/SAMEE-IR-Briefing-small-file-size.pdf

Posted by Hafid > 2019-06-07 09:10 | Report Abuse

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

Posted by leekh5555 > 2019-06-07 11:22 | Report Abuse

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

Posted by shpg22 > 2019-06-21 23:40 | Report Abuse

This is weird. Despite its negative FCF for the past 3 years, can still declare dividend + special. How do they do it ??

Posted by HoldingKing > 2019-06-22 22:04 | Report Abuse

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.