Posted by Rwkl > 2019-06-24 16:54 | Report Abuse

AGM based on past years should be mid Aug

Anyway eagerly waiting their AR. Last year front cover was a roaring success

Posted by HoldingKing > 2019-07-05 20:26 | Report Abuse

Probably break new high next week. Get ready.

Posted by enigmatic [Breaker of Speculative Investing] > 2019-07-07 15:50 | Report Abuse

@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.

Posted by HoldingKing > 2019-07-08 19:56 | Report Abuse

Break New High Today!

Posted by VenFx > 2019-07-08 20:05 | Report Abuse

Next Hrc on the making ?

Posted by Fabien "The Efficient Capital Allocater" > 2019-07-09 19:54 | Report Abuse

SAM steadily up

Posted by enigmatic [Breaker of Speculative Investing] > 2019-07-10 00:11 | Report Abuse

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.

Posted by HoldingKing > 2019-07-10 04:19 | Report Abuse

When u start to believe thats when u start to regret bro.

Posted by john doe > 2019-07-24 09:05 | Report Abuse

The bull shall finally die soon after long long long run?? fatigue bull

Posted by klchai123 > 2019-07-28 06:02 | Report Abuse

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.

Posted by leekh5555 > 2019-07-31 16:00 | Report Abuse

https://www.adsadvance.co.uk/sam-completes-acquisition-of-jw-kane.html

Posted by Shinnzaii > 2019-08-16 17:05 | Report Abuse

https://themalaysianreserve.com/2019/08/16/miti-aerospace-industry-to-grow-10-to-15/

Posted by leekh5555 > 2019-08-26 15:03 | Report Abuse

https://seekingalpha.com/news/3494417-boeing-shares-supported-potential-737-max-progress

Posted by enigmatic [Breaker of Speculative Investing] > 2019-08-29 22:20 | Report Abuse

8th consecutive YOY increase in net profit.

Posted by leekh5555 > 2019-09-03 16:34 | Report Abuse

https://www.sam-malaysia.com/wp-content/uploads/2019/09/SAMEE-25th-AGM-Presentation-Post-Discussion-As-at-21-August-2019-R.._.pdf

Posted by leekh5555 > 2019-09-03 16:36 | Report Abuse

Aerospace segment projected order book RM2.7b

Posted by Icon8888 > 2019-10-04 14:59 | Report Abuse

This one semicon play also

Posted by Icon8888 > 2019-10-09 09:54 | Report Abuse

overlooked semicon dark horse

Posted by enigmatic [Breaker of Speculative Investing] > 2019-10-09 22:42 | Report Abuse

3 months after my expression of doubt, nothing changed. Wakakaka

Posted by HoldingKing > 2019-10-10 19:39 | Report Abuse

Note that new factory in Singapore is operating in this october. in the next few quarter it would contribute to the Fak Report. going up is just a matter of time.

Posted by Quincy > 2019-10-16 09:16 | Report Abuse

very strong industry tailwind for the aerospace division with high barriers of entry, proven management team...hmmm

Posted by Icon8888 > 2019-10-22 10:36 | Report Abuse

https://klse.i3investor.com/blogs/icon8888/231104.jsp

Posted by Quincy > 2019-10-23 16:13 | Report Abuse

@Icon8888 sifu, previously RM15 target, why now RM12 saja, what changes you saw?

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-04 14:31 | Report Abuse

Rather high volume today. Better QR ahead maybe?
Will SAM thrive amidst the underwhelming semicon industry?

Posted by HoldingKing > 2019-11-04 18:40 | Report Abuse

QR reporting better n better, my neck waiting longer n longer

Posted by leekh5555 > 2019-11-13 17:39 | Report Abuse

https://www.airbus.com/aircraft/market/orders-deliveries.html

Posted by James Ng > 2019-11-18 10:01 | Report Abuse

https://klse.i3investor.com/blogs/general/237154.jsp
[转贴] [SAM ENGINEERING & EQUIPMENT (M) BHD：在设备领域，数据存储业务的增长和有利的外汇换算带来了更高的收入] - James的股票投资James Share Investing

Posted by HoldingKing > 2019-11-26 18:12 | Report Abuse

I think coming liao~ 3 days green with volume

Posted by PaulNewman > 2019-11-27 17:57 | Report Abuse

Solid results. A re-rating is imminent.

Posted by Icon8888 > 2019-11-27 18:08 | Report Abuse

Yes.

Next few quarters will grow as it benefits from stronger demand of semicon equipment

Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-27 21:20 | Report Abuse

9th consecutive YOY increase in net profit.

Posted by leekh5555 > 2019-11-30 17:16 | Report Abuse

https://www.youtube.com/watch?v=2AqchIxaHCY&feature=youtu.be&fbclid=IwAR1VZEaeT1hqrAsZeGV1NojI7U3BksF2VM7-7pk-X_cgB0fZQOxJYFv-FNQ

Posted by blackchicken > 2019-12-15 22:58 | Report Abuse

https://www.design-reuse.com/news/47206/october-2019-semiconductor-sales.html

Posted by blackchicken > 2019-12-19 09:52 | Report Abuse

https://klse.i3investor.com/blogs/kltrader/2019-12-02-story242378-Sam_Engineering_Equipment_M_Berhad_2Q20_Within_Expectation_Growth_Momentum_Continue.jsp

Posted by KPH5328 > 2019-12-20 13:12 | Report Abuse

https://www.straitstimes.com/business/companies-markets/airbus-sees-strong-sales-haul-this-year-on-asia-demand-long-range-a321
likely that Sam's order book from Airbus & Boeying will contra each other

Posted by blackchicken > 2019-12-27 14:21 | Report Abuse

https://www.straitstimes.com/business/economy/optimism-in-semiconductor-sector

Posted by CFTrader > 2020-01-01 21:12 | Report Abuse

just trust Temasek

Posted by HoldingKing > 2020-01-02 19:33 | Report Abuse

JCY also up liao. This shares is coming soon too.

Posted by bukithot > 2020-01-02 22:39 | Report Abuse

https://www.klsescreener.com/v2/news/view/614462

Posted by gemfinder > 2020-01-06 09:59 | Report Abuse

bought 7.95

Posted by leekh5555 > 2020-01-06 14:40 | Report Abuse

https://www.airbus.com/content/dam/corporate-topics/strategy/global-market-forecast/GMF-2019-2038-Airbus-Commercial-Aircraft-book.pdf

Posted by gemfinder > 2020-01-07 14:48 | Report Abuse

sold 8.03. thx

Posted by HoldingKing > 2020-01-07 22:33 | Report Abuse

The buy signal just appear today u sell already.

Posted by Dakewlest > 2020-01-08 17:52 | Report Abuse

Why drop so much??

Posted by HoldingKing > 2020-01-08 20:35 | Report Abuse

Boeing crash + iran us war. Fundamental still remain intact. Dont worry

Posted by leekh5555 > 2020-01-09 15:33 | Report Abuse

2020 black horse

Posted by Dakewlest > 2020-01-09 19:59 | Report Abuse

Any TP by any IB??

Posted by blackchicken > 2020-01-10 06:53 | Report Abuse

Iran missile shot down Ukraine-bound Boeing airliner, officials say
https://www.cnbc.com/2020/01/09/trump-says-he-has-doesnt-believe-the-boeing-plane-crash-in-iran-was-due-to-mechanical-error.html

Posted by leekh5555 > 2020-01-10 15:01 | Report Abuse

@Dakewlest

http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=876935&bb=893028

Posted by blackchicken > 2020-01-14 20:23 | Report Abuse

WASHINGTON (Reuters) - China has pledged to buy almost $80 billion of additional manufactured goods from the United States over the next two years as part of a trade war truce, according to a source,
likely giving a much-needed boost for planemaker Boeing.