SAM Meerkat With its vertically integrated services and flexibility to produce equipment from High Mix–Low Volume to High Mix–High Volume requirements, SAM Meerkat is a preferred partner in Equipment Manufacturing & Integration servicing some of the world’s leading brands in Semiconductor, LED, Electronics, Renewable Energy, and Disc Drive industries.
i. Built to print equipment from customer’s OEM design and provision of Assembly Services – supported by a team of highly experienced Electro-Mechanical & Electrical Engineers capable of integrating up to 12,000 parts per machine. SAM Meerkat is also equipped with a Class 10K Cleanroom facility.
ii. Sheet Metal Fabrication – built to print enclosures, skins, and structures with sophisticated, high precision machining capabilities, complete with In- house secondary processes such as Phosphating pretreatment, Wet paint & Powder coating facilities.
iii. Design & development of customized automation solutions, offering the services of consulting & project development, design & engineering, production & assembly, and integration & service.
Mobirise SAM Precision SAM Precision has the capabilities in the manufacturing of high precision milling and turning parts. Our state of the art CNC machining centers comprise of 3 to 5-axis milling and up to 9-axis turning machines enable SAM Precision to manufacture and deliver high complexity and quality parts to our customers worldwide mainly in semiconductor (front end & back end), telecommunication and disk drive industry.
SAM Precision has continuously invested in new technology and competencies to support increasing product requirements and be competitive in cost and fast turnaround time.
Mobirise SAM Tooling Technology Focusses on built to print precision tools, dies, jigs and fixtures; modular and equipment assemblies, primarily for the Disk Drive, connectors, medical, automotive, and semiconductor industries.
Capable of fabricating various types of materials, i.e., hot/cold rolled steel (hardened stainless steel, high carbon steel, high-speed steel), engineering plastics (Delrin, PEEK, ESD), stainless steel, carbide, ceramic, titanium, etc.
Mobirise SAM Precision (Thailand) Focusses on built to print precision tools, dies, jigs and fixtures; modular and equipment assemblies on refurbishing or build new, primarily for the Disk Drive and semiconductor industries.
By excluding 30 largest shareholders, 16.5 million shares is available in the market.
Shareholders : 0 to 10,000 shares - 5 million shares Shareholders : 10,001 to 100,000 shares - 7.9 million shares Shareholders : 100.001 to 200,000 shares - 3.6 million shares
I'm still holding my Sam. At forward PE ratio based on current qr eps of 18 sen x4, if taken at industry pe of 38 is worth rm27,. Still hugely undervalued compared against its peers
The TP is RM 30. Because the fair value is RM 30. SAM always go up to fair value before pausing for a long time. So this time it will also go up to fair value before pausing at RM 30 for next 5 years.
Aiya ez to calculate. Let me show u. PE 30*RM 120 million net profit from semicon business=RM 2.5 billion. Aerospace business normal year profit around RM 40 million. PE 10 equals to RM 400 million. Conservative estimate la. Actually aerospace business worth much more than that. But I want to play safe ma. So total RM 3 billion, equals to RM 30. Fuyooh
I tend to agree with Foker mostly on the above with some slight variation. My fair value is 27 but if the earnings growth climbs in the next few quarters then it is definitely worth over 30 based on pe comparison with the peers in bursa
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
investorbat
1,448 posts
Posted by investorbat > 2021-08-06 18:37 | Report Abuse
closing not bad,barely above 14