Posted by RainT > 2020-06-13 10:18 | Report Abuse

aerospace shall be short term is bad

in long term air travel still is a must

Posted by moolala > 2020-06-15 17:09 | Report Abuse

SAM one engine kaputt, only equipment segment powering it at the moment. Wait till aerospace engine back on it will fly sky high

Posted by Axelrod > 2020-06-17 09:20 | Report Abuse

Very poor counter. Markets up but cant move. Sad..

Posted by Axelrod > 2020-06-17 09:23 | Report Abuse

Market up no move, market down kaput

Posted by Calvin882 > 2020-06-17 12:29 | Report Abuse

Should be good opportunity to buy

Posted by RainT > 2020-06-17 15:51 | Report Abuse

start up trend?

Posted by RainT > 2020-06-17 15:51 | Report Abuse

all the bad news due to Boeing stop order because lack of air travel demand in short term now no more ?

Posted by Calvin882 > 2020-06-17 19:14 | Report Abuse

What do you expect Boeing also spiked up 100% from it's recent low already. SAM consider slow already.

Posted by Calvin882 > 2020-06-17 22:00 | Report Abuse

Looks like just formed cup and handle

Posted by Axelrod > 2020-06-18 11:40 | Report Abuse

https://klse.i3investor.com/blogs/icon8888/2019-10-21-story231104-_Icon_Sam_Engineering_An_Overlooked_Semicon_Play.jsp

Posted by Axelrod > 2020-06-18 11:40 | Report Abuse

maybe sifu icon collecting

Posted by lching > 2020-06-18 20:56 | Report Abuse

miss icon.......

Posted by leekh5555 > 2020-06-19 15:32 | Report Abuse

RM10.6

Posted by apple168 > 2020-06-19 15:51 | Report Abuse

不忘初心，始终如一。

Posted by HoldingKing > 2020-06-19 18:58 | Report Abuse

This share will break new high

Posted by RainT > 2020-06-20 17:50 | Report Abuse

where is ICON888 anybody know?

Posted by abang_misai > 2020-06-20 17:51 | Report Abuse

He's still inside the banks counting his gains.

Posted by RainT > Jun 20, 2020 5:50 PM | Report Abuse

where is ICON888 anybody know?

Posted by Axelrod > 2020-06-22 08:25 | Report Abuse

In its result announcement, the company said its outlook for the equipment business remains strong, largely driven by increased demand from the medical, telecommunications and the electronics industries.

https://www.theedgemarkets.com/article/sam-engineering-shares-close-highest-three-months-covid19fueled-thematic-play

Posted by RainT > 2020-06-24 19:49 | Report Abuse

so that is why share price seem on uptrend

Posted by leekh5555 > 2020-06-25 23:38 | Report Abuse

ave.up

Posted by leekh5555 > 2020-06-26 10:36 | Report Abuse

add some. will touch 8 very soon

Posted by Fabien "The Efficient Capital Allocater" > 2020-06-26 14:04 | Report Abuse

at least RM10

Posted by leekh5555 > 2020-06-26 14:33 | Report Abuse

fair value at P/E 25

Posted by Humbleinvestor123 > 2020-06-26 15:04 | Report Abuse

at least RM20

Posted by leekh5555 > 2020-06-26 15:21 | Report Abuse

rolling 4 quarters eps 59.06sen x 25= rm14.76

Posted by leekh5555 > 2020-06-26 15:23 | Report Abuse

I switch all my BURSA and KESM into SAM.

Posted by MrWarrantBuffet > 2020-06-26 23:09 | Report Abuse

agree with Fabien. That seems like a very efficient way to allocate capital.

Posted by ijanto > 2020-06-26 23:40 | Report Abuse

Read the QR. Clear explanation. More confident

Posted by gohku > 2020-06-27 12:12 | Report Abuse

very strong growth company

Posted by leekh5555 > 2020-06-27 15:19 | Report Abuse

several good news on its way...grab,wait,harvest.

Posted by leekh5555 > 2020-06-28 21:35 | Report Abuse

https://www.investing.com/news/stock-market-news/boeing-737-max-certification-flight-tests-to-begin-on-monday-sources-2214352

Posted by HoldingKing > 2020-07-02 12:02 | Report Abuse

this shares will fly above 8.5

Posted by Warrant Buffet > 2020-07-03 12:08 | Report Abuse

Holdingking recommend you hold longer. This share will fly above 13

Posted by leekh5555 > 2020-07-03 14:48 | Report Abuse

will break new high very soon. 1st tagert RM10.60

Posted by Fabien "The Efficient Capital Allocater" > 2020-07-03 15:40 | Report Abuse

semicon upswing. look at the Chinese market, the chip makers were being valued at over 100times of earnings

look at domestic market, Dufu, UWC, Greatec..all being valued at 50 times multiples.

i will leave it to the wisdom of the market in deciding the correct multiple for SAM

Posted by leekh5555 > 2020-07-03 15:50 | Report Abuse

SAM equipment segment business will growth strongly.

Posted by leekh5555 > 2020-07-03 16:07 | Report Abuse

fair value : PER 25.

Posted by Warrant Buffet > 2020-07-03 16:18 | Report Abuse

Lee I think 40x also can. Look at uwc.

https://klse.i3investor.com/blogs/buyandholdlt/2020-06-30-story-h1509679814-Bigger_in_size_half_the_price_SAM.jsp

Posted by leekh5555 > 2020-07-03 16:39 | Report Abuse

if compare with other tech stocks,SAM is deeply undervalued,now is time for SAM to shine.

Posted by leekh5555 > 2020-07-03 16:42 | Report Abuse

WB,of course it will happen,just matter of time..just hold

Posted by Axelrod > 2020-07-03 17:15 | Report Abuse

wah just recovered but should be going higher and higher laa. U see their aerospace also improving:

https://www.nytimes.com/2020/07/02/travel/boeings-737-max-flying.html

Posted by Axelrod > 2020-07-03 17:16 | Report Abuse

now just see their equipment also very strong but if aerospace come back also i think this counter got many upside

Posted by leekh5555 > 2020-07-03 17:34 | Report Abuse

aerospace segment will come back for sure and maybe will be awarded more products due to supply chain relocation(to avoid supply chain disruption because of COVID19)

Posted by Warrant Buffet > 2020-07-04 08:24 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3064969

Good news. Believe Mr. Suresh can recommend more customers to this dirt cheap semicon stock.

Posted by lcs13579 > 2020-07-12 08:49 | Report Abuse

Now RM 8+ still can buy?

Posted by Fabien "The Efficient Capital Allocater" > 2020-07-13 16:25 | Report Abuse

https://cdn1.i3investor.com/my/files/dfgs88n/2020/07/13/1514330958-1381086382.pdf

Following the spark US/China/Huawei tech war, many have rushed to develop their semiconductor capabilities, especially in leading edge (≤7nm) frontend fabrication (foundry) to be self-sufficient on the back of national strategic and security interests

Expect robust capex in near to mid-term on frontend subsector benefiting companies like Frontken, UWC & SAM.

Global peers valuation at forward PE of 35 times.

SAM Engineering

A hidden gem? Under-researched SAM Engineering and Equipment (not rated) has morphed into a sizable semiconductor contract manufacturer after successful diversification strategy from aerospace market. Its equipment business has outgrown aerospace in FY20 with revenue and PBT accounted for 52% and 63% of overall.

Supported by strong parents (SAM Group and Accuron Technologies), SAM has exposure in semiconductor frontend and storage devices with reputable customers (Agilent, Teradyne, KLA Tencor, Bosch, P&G and etc) in telecommunication, medical and automotive sectors. Conservatively, assuming that any slack from aerospace will be compensated by equipment’s strength and yield a flattish bottom line for FY21 (RM80m), SAM is currently trading at undemanding 13.6x PE. However, we do note the concerns of liquidity and severe-than-expected slump in aerospace segment which should be mitigated by its initiatives to divert capacity to equipment business.

Posted by RainT > 2020-07-15 12:26 | Report Abuse

already up quite a lot

now expect to up to the sky ?

Posted by Fabien "The Efficient Capital Allocater" > 2020-07-15 21:56 | Report Abuse

Compared to its peers, SAM is a deep laggard

Please look at its valuation vis-a-vis earnings prospect and not its share prices

Posted by Kon Lim Chai > 2020-07-19 10:30 | Report Abuse

The eventual owner is Temasik, owner kiasu. CEO also kiasu. Who want to fry this counter?

Posted by Kon Lim Chai > 2020-07-19 10:33 | Report Abuse

the kiasu characteristic clearly shown when FYE31/3/20 recorded higher profit over 31/3/2019 but declared much lower dividend for FYE 2020.