SAM Engineering & Equipment (M) Berhad（SAM）株式概要SAM Engineering & Equipment (M) Berhad は投資持株会社で、マレーシア、その他のアジア、北米、中南米、ヨーロッパで航空宇宙・機器製造事業に従事している。 詳細SAM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金0/6報酬収益は年間37.59%増加すると予測されています リスク分析利益率(3.1%)は昨年より低い(6.2%) すべてのリスクチェックを見るSAM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueRM Current PriceRM 4.902.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue RM 2.3bEarnings RM 72.4mAdvancedSet Fair ValueView all narrativesSAM Engineering & Equipment (M) Berhad 競合他社Pentamaster Corporation BerhadSymbol: KLSE:PENTAMarket cap: RM 3.2bUWC BerhadSymbol: KLSE:UWCMarket cap: RM 6.5bDufu Technology BerhadSymbol: KLSE:DUFUMarket cap: RM 1.1bBM GreenTech BerhadSymbol: KLSE:BMGREENMarket cap: RM 1.0b価格と性能株価の高値、安値、推移の概要SAM Engineering & Equipment (M) Berhad過去の株価現在の株価RM 4.9052週高値RM 5.0752週安値RM 3.05ベータ0.271ヶ月の変化25.64%3ヶ月変化53.61%1年変化26.94%3年間の変化5.15%5年間の変化181.61%IPOからの変化486.67%最新ニュースNew Risk • 11hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • May 30+ 12 more updatesSAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026SAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 55 as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026. Composition of Audit Committee: Chairman: YM Tunku Afwida Binti Tunku A.Malek (Independent Non-Executive Director). Members: - Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director); Dato' Lim Bee Vian (Independent Non-Executive Director).Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM4.80, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM3.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total loss to shareholders of 14% over the past three years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: RM0.018 (vs RM0.046 in 3Q 2025)Third quarter 2026 results: EPS: RM0.018 (down from RM0.046 in 3Q 2025). Revenue: RM360.0m (down 12% from 3Q 2025). Net income: RM12.2m (down 61% from 3Q 2025). Profit margin: 3.4% (down from 7.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Major Estimate Revision • Nov 24Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from RM0.129 to RM0.101 per share. Revenue forecast steady at RM1.50b. Net income forecast to shrink 2.0% next year vs 24% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM3.79 to RM3.33. Share price fell 13% to RM3.73 over the past week.最新情報をもっと見るRecent updatesNew Risk • 11hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • May 30+ 12 more updatesSAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026SAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 55 as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026. Composition of Audit Committee: Chairman: YM Tunku Afwida Binti Tunku A.Malek (Independent Non-Executive Director). Members: - Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director); Dato' Lim Bee Vian (Independent Non-Executive Director).Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM4.80, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM3.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total loss to shareholders of 14% over the past three years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: RM0.018 (vs RM0.046 in 3Q 2025)Third quarter 2026 results: EPS: RM0.018 (down from RM0.046 in 3Q 2025). Revenue: RM360.0m (down 12% from 3Q 2025). Net income: RM12.2m (down 61% from 3Q 2025). Profit margin: 3.4% (down from 7.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Major Estimate Revision • Nov 24Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from RM0.129 to RM0.101 per share. Revenue forecast steady at RM1.50b. Net income forecast to shrink 2.0% next year vs 24% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM3.79 to RM3.33. Share price fell 13% to RM3.73 over the past week.Price Target Changed • Nov 18Price target decreased by 12% to RM3.33Down from RM3.79, the current price target is an average from 3 analysts. New target price is 19% below last closing price of RM4.11. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.14 last year.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: RM0.016 (vs RM0.037 in 2Q 2025)Second quarter 2026 results: EPS: RM0.016 (down from RM0.037 in 2Q 2025). Revenue: RM363.0m (down 1.9% from 2Q 2025). Net income: RM11.1m (down 56% from 2Q 2025). Profit margin: 3.0% (down from 6.7% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.分析記事 • Nov 17Does SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to RM4.55, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Machinery industry in Malaysia. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.57 per share.Major Estimate Revision • Aug 27Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM1.58b to RM1.51b. EPS estimate also fell from RM0.151 per share to RM0.129 per share. Net income forecast to shrink 5.6% next year vs 23% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM4.04 to RM3.79. Share price fell 7.4% to RM3.88 over the past week.Reported Earnings • Jul 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: RM0.14 (down from RM0.20 in FY 2024). Revenue: RM1.48b (down 1.1% from FY 2024). Net income: RM91.9m (down 15% from FY 2024). Profit margin: 6.2% (down from 7.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jul 21SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 20, 2025SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 20, 2025, at 14:00 Singapore Standard Time. Location: aman room, pe3, plot 17, hilir sungai keluang tiga, bayan lepas free industrial zone, phase iv, 11900 bayan lepas, pulau pinang, MalaysiaUpcoming Dividend • Jul 10Upcoming dividend of RM0.028 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (2.4%).Price Target Changed • May 27Price target decreased by 12% to RM4.04Down from RM4.60, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of RM3.82. Stock is down 37% over the past year. The company is forecast to post earnings per share of RM0.15 for next year compared to RM0.14 last year.Declared Dividend • May 25Dividend of RM0.028 announcedShareholders will receive a dividend of RM0.028. Ex-date: 17th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.5%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 22%.Reported Earnings • May 24Full year 2025 earnings released: EPS: RM0.14 (vs RM0.20 in FY 2024)Full year 2025 results: EPS: RM0.14 (down from RM0.20 in FY 2024). Revenue: RM1.48b (down 1.1% from FY 2024). Net income: RM91.9m (down 15% from FY 2024). Profit margin: 6.2% (down from 7.3% in FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.分析記事 • May 15SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Shares Climb 29% But Its Business Is Yet to Catch UpSAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders would be excited to see that the share price has had a...Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM4.10, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.14 per share.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Piroon Saengpakdee was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 28+ 3 more updatesSAM Engineering & Equipment (M) Berhad Announces Redesignation of Peter Lim Hee Seng as Non Independent and Non Executive Director, Effective 01 April 2025SAM Engineering & Equipment (M) Berhad announced redesignation of MR PETER LIM HEE SENG, age 62 as Non Independent and Non Executive Director from Executive Director. Date of change is 01 April 2025.Reported Earnings • Feb 21Third quarter 2025 earnings released: EPS: RM0.046 (vs RM0.054 in 3Q 2024)Third quarter 2025 results: EPS: RM0.046. Revenue: RM406.9m (up 5.1% from 3Q 2024). Net income: RM31.3m (up 6.9% from 3Q 2024). Profit margin: 7.7% (up from 7.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Machinery industry in Malaysia.Price Target Changed • Dec 04Price target decreased by 21% to RM4.56Down from RM5.74, the current price target is an average from 2 analysts. New target price is 9.8% above last closing price of RM4.15. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.20 last year.Reported Earnings • Nov 20Second quarter 2025 earnings released: EPS: RM0.037 (vs RM0.06 in 2Q 2024)Second quarter 2025 results: EPS: RM0.037 (down from RM0.06 in 2Q 2024). Revenue: RM370.2m (down 14% from 2Q 2024). Net income: RM24.9m (down 24% from 2Q 2024). Profit margin: 6.7% (down from 7.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Nov 19+ 1 more updateSAM Engineering & Equipment (M) Berhad Announces the Appointment of Poh Ming Yi as Joint SecretarySAM Engineering & Equipment (M) Berhad announced the appointment of Poh Ming Yi as Joint Secretary. Date of Change: 19 November 2024.New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).分析記事 • Nov 13The Returns On Capital At SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Major Estimate Revision • Oct 10Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM1.58b to RM1.53b. EPS estimate also fell from RM0.144 per share to RM0.129 per share. Net income forecast to grow 2.5% next year vs 21% growth forecast for Machinery industry in Malaysia. Consensus price target of RM5.10 unchanged from last update. Share price was steady at RM4.31 over the past week.分析記事 • Sep 30We Think SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 09Risks Still Elevated At These Prices As SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Shares Dive 27%To the annoyance of some shareholders, SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shares are down a...分析記事 • Sep 06SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Earnings Are Of Questionable QualityLast week's profit announcement from SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) was underwhelming for...Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to RM4.19, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Machinery industry in Malaysia. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.14 per share.Major Estimate Revision • Sep 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM1.78b to RM1.58b. EPS estimate fell from RM0.186 to RM0.144 per share. Net income forecast to grow 11% next year vs 24% growth forecast for Machinery industry in Malaysia. Consensus price target down from RM5.74 to RM5.10. Share price fell 22% to RM4.19 over the past week.分析記事 • Sep 02SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Analysts Just Cut Their EPS Forecasts SubstantiallyMarket forces rained on the parade of SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders today, when the...Price Target Changed • Sep 02Price target decreased by 7.0% to RM5.34Down from RM5.74, the current price target is an average from 3 analysts. New target price is 16% above last closing price of RM4.60. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of RM0.14 for next year compared to RM0.20 last year.Reported Earnings • Aug 31First quarter 2025 earnings released: EPS: RM0.015 (vs RM0.038 in 1Q 2024)First quarter 2025 results: EPS: RM0.015 (down from RM0.038 in 1Q 2024). Revenue: RM333.4m (up 8.3% from 1Q 2024). Net income: RM10.1m (down 51% from 1Q 2024). Profit margin: 3.0% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.お知らせ • Aug 30SAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Risk CommitteeSAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 54 as Independent and Non Executive Member of Risk Committee. Date of change is on 30 August 2024. Composition of Risk and Sustainability Committee: Chairman: Mr. Suresh Natarajan (Independent Non-Executive Director). Members: Mr. Shum Sze Keong (Non-Independent Non-Executive Director); Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director).Reported Earnings • Aug 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: RM0.20 (up from RM0.16 in FY 2023). Revenue: RM1.50b (up 3.6% from FY 2023). Net income: RM108.6m (up 22% from FY 2023). Profit margin: 7.3% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.お知らせ • Jul 26SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 30, 2024SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 30, 2024, at 14:30 Singapore Standard Time. Location: sam meerkat (m) sdn bhd, plot 103, hilir sungai keluang lima, taman perindustrian bayan lepas 4, 11900 penang, Malaysia分析記事 • Jul 15Here's What's Concerning About SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Upcoming Dividend • Jul 10Upcoming dividend of RM0.033 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Malaysian dividend payers (4.5%). Lower than average of industry peers (1.4%).Declared Dividend • May 31Dividend of RM0.033 announcedShareholders will receive a dividend of RM0.033. Ex-date: 17th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.5%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 12%.Price Target Changed • May 30Price target increased by 18% to RM5.74Up from RM4.86, the current price target is an average from 3 analysts. New target price is 5.1% below last closing price of RM6.05. Stock is up 30% over the past year. The company is forecast to post earnings per share of RM0.19 for next year compared to RM0.20 last year.Reported Earnings • May 30Full year 2024 earnings released: EPS: RM0.20 (vs RM0.16 in FY 2023)Full year 2024 results: EPS: RM0.20 (up from RM0.16 in FY 2023). Revenue: RM1.50b (up 3.6% from FY 2023). Net income: RM108.6m (up 22% from FY 2023). Profit margin: 7.3% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to RM5.84. The fair value is estimated to be RM4.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.分析記事 • May 13A Look At The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)Key Insights Using the 2 Stage Free Cash Flow to Equity, SAM Engineering & Equipment (M) Berhad fair value estimate is...お知らせ • Mar 27SAM Engineering & Equipment (M) Berhad Appoints Piroon Saengpakdee as Independent and Non Executive DirectorSAM Engineering & Equipment (M) Berhad announced the appointment of Mr. Piroon Saengpakdee as Independent and Non Executive Director. Age: 53, Date of change: 27 March 2024. Professional Qualification: Lawyer's licence Lawyers- Council of Thailand. Masters: Law (LL.M.) Southern Methodist University, Texas, United States of America. Others: Barrister-at-Law Thai Bar Association. Degree: Bachelor of Law (LL.B.) Thammasat University, Thailand. Working experience and occupation: Mr. Saengpakdee graduated from Thammasat University, Thailand with Bachelor of Law (LL.B.) in 1991, achieved a Barrister-at-Law in 1992 and Master of Law (LL.M.) from Southern Methodist University in Dallas, Texas in 1995. He is currently a licensed lawyer of the Lawyers Council of Thailand. With over 25 years of experience, Mr. Saengpakdee worked with international law firms in Thailand, i.e. Freshfields Bruckhaus Deringer and Hunton & Williams prior to joining Rajah & Tann Asia (Bangkok), as a Partner in 2016. He focuses his legal practice on banking and finance, employment as well as real estate matters. He has represented both major Thai and foreign clients in transactions involving a wide range of industries in Thailand, including Lao PDR and Myanmar. Prior to commencing his private law firm legal career, he spent time with the Council of the State and the Department of Labour Protection and Welfare.分析記事 • Feb 28SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedSAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders would be excited to see that the share price has had a...Reported Earnings • Feb 24Third quarter 2024 earnings released: EPS: RM0.054 (vs RM0.035 in 3Q 2023)Third quarter 2024 results: EPS: RM0.054 (up from RM0.035 in 3Q 2023). Revenue: RM387.3m (up 12% from 3Q 2023). Net income: RM29.3m (up 53% from 3Q 2023). Profit margin: 7.6% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 09Return Trends At SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 23Second quarter 2024 earnings released: EPS: RM0.06 (vs RM0.05 in 2Q 2023)Second quarter 2024 results: EPS: RM0.06 (up from RM0.05 in 2Q 2023). Revenue: RM428.6m (up 5.4% from 2Q 2023). Net income: RM32.6m (up 21% from 2Q 2023). Profit margin: 7.6% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 27SAM Engineering & Equipment (M) Berhad (KLSE:SAM) entered into a conditional share sale agreement to acquire Aviatron (m) Sdn Bhd Singapore Aerospace Manufacturing Pte Ltd. for approximately MYR 200 million.SAM Engineering & Equipment (M) Berhad (KLSE:SAM) entered into a conditional share sale agreement to acquire Aviatron (m) Sdn Bhd from Singapore Aerospace Manufacturing Pte Ltd. for approximately MYR 200 million on September 25, 2023. The proposed acquisition entails the acquisition of 30,000,000 ordinary shares in Aviatron, representing the entire equity interest in Aviatron, by SAMEE. To acquire the entire equity interest in Aviatron for a cash consideration approximately MYR 203.44 million. The Purchase Consideration will be funded entirely via the proceeds to be raised from the Proposed Rights Issue. In a related transaction, SAM Engineering proposes to undertake a renounceable rights issue of 135,397,357 new ordinary shares in SAMEE. Upon completion of the proposed acquisition, Aviatron will become a wholly-owned subsidiary of SAM Engineering. As of March 31, 2023, Aviatron reported adjusted net assets of MYR 121.2 million, revenue of MYR 126.4 million, EBITDA of MYR 40.9 million, Profit before tax of MYR 7.37 million and Profit after tax of MYR 4.98 million. The transaction is subject to Bursa Securities for the listing and quotation of the 135,397,357 Rights Shares on the Main Market of Bursa Securities and completion of the Proposed Rights Issue. Maybank Investment Bank Berhad and Inter-Pacific Securities Sdn Bhd acted as financial advisors to SAM Engineering & Equipment.お知らせ • Aug 29SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Sep 27, 2023SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Sep 27, 2023, at 14:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended 31 March 2023 together with the Reports of the Directors and Auditors thereon; to re-elect Datuk Dr. Wong Lai Sum who retires in accordance with Regulation 95 of the Company's Constitution and being eligible, offers herself for re-election; to re-elect YM Tunku Afwida Binti Dato Tunku Abdul Malek who retires in accordance with Regulation 95 of the Company's Constitution and being eligible, offers herself for re-election; and to discuss other matters.Price Target Changed • Aug 17Price target increased by 7.9% to RM4.86Up from RM4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of RM4.79. Stock is up 11% over the past year. The company is forecast to post earnings per share of RM0.16 for next year compared to RM0.16 last year.Reported Earnings • Aug 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: RM0.16 (up from RM0.14 in FY 2022). Revenue: RM1.45b (up 26% from FY 2022). Net income: RM88.8m (up 18% from FY 2022). Profit margin: 6.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 10Upcoming dividend of RM0.025 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 08 August 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Malaysian dividend payers (5.4%). Lower than average of industry peers (2.7%).Reported Earnings • May 25Full year 2023 earnings released: EPS: RM0.16 (vs RM0.14 in FY 2022)Full year 2023 results: EPS: RM0.16 (up from RM0.14 in FY 2022). Revenue: RM1.45b (up 26% from FY 2022). Net income: RM88.8m (up 18% from FY 2022). Profit margin: 6.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 25+ 1 more updateSam Engineering & Equipment (M) Berhad Reports Property, Plant and Equipment Written Off for the Fourth Quarter Ended March 31, 2023SAM Engineering & Equipment (M) Berhad reported property, plant and equipment written off of MYR 241,000 for the quarter ended March 31, 2023 against MYR 1,000 for the same period a year ago.分析記事 • May 19Calculating The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)Key Insights Using the 2 Stage Free Cash Flow to Equity, SAM Engineering & Equipment (M) Berhad fair value estimate is...Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to RM3.81, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Machinery industry in Malaysia. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM3.43 per share.Reported Earnings • Feb 23Third quarter 2023 earnings released: EPS: RM0.035 (vs RM0.047 in 3Q 2022)Third quarter 2023 results: EPS: RM0.035 (down from RM0.047 in 3Q 2022). Revenue: RM347.2m (down 1.1% from 3Q 2022). Net income: RM19.2m (down 24% from 3Q 2022). Profit margin: 5.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 03Second quarter 2023 earnings released: EPS: RM0.05 (vs RM0.031 in 2Q 2022)Second quarter 2023 results: EPS: RM0.05 (up from RM0.031 in 2Q 2022). Revenue: RM406.5m (up 73% from 2Q 2022). Net income: RM26.9m (up 63% from 2Q 2022). Profit margin: 6.6% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 16Price target increased to RM4.45Up from RM3.80, the current price target is provided by 1 analyst. New target price is 18% below last closing price of RM5.46. Stock is up 5.6% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.14 last year.分析記事 • Oct 19SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 10A Look At The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)How far off is SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) from its intrinsic value? Using the most recent...お知らせ • Aug 25+ 2 more updatesSAM Engineering & Equipment (M) Berhad Announces Appointment of Yeow Sze Min as Joint SecretarySAM Engineering & Equipment (M) Berhad announced appointment of YEOW SZE MIN as Joint Secretary. Date of change is August 24, 2022.お知らせ • Aug 24+ 11 more updatesSAM Engineering & Equipment (M) Berhad Announces Vacation of Office of Wong Siew Hai as Independent and Non Executive Member of Nomination and Remuneration CommitteeSAM Engineering & Equipment (M) Berhad announced the vacation of office of Wong Siew Hai as Independent and Non Executive Member of Nomination and Remuneration Committee. Date of change is August 23, 2022. Composition of Nomination and Remuneration Committee (Name and Directorate of members after change) Chairman: Datuk Dr. Wong Lai Sum (Independent Non-Executive Director). Members: Mr. Suresh Natarajan (Independent Non-Executive Director). Mr. Shum Sze Keong (Non-Independent Non-Executive Director).株主還元SAMMY MachineryMY 市場7D-1.6%1.3%-0.9%1Y26.9%39.3%11.5%株主還元を見る業界別リターン: SAM過去 1 年間で39.3 % の収益を上げたMY Machinery業界を下回りました。リターン対市場: SAM過去 1 年間で11.5 % の収益を上げたMY市場を上回りました。価格変動Is SAM's price volatile compared to industry and market?SAM volatilitySAM Average Weekly Movement5.7%Machinery Industry Average Movement8.2%Market Average Movement5.9%10% most volatile stocks in MY Market12.1%10% least volatile stocks in MY Market2.8%安定した株価: SAM 、 MY市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SAMの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1994n/aBoon Ngwww.sam-malaysia.comSAM Engineering & Equipment (M) Berhad は投資持株会社で、マレーシア、その他のアジア、北米、中南米、欧州で航空宇宙・機器製造事業に従事している。航空宇宙事業と機器事業の2つのセグメントで事業を展開している。航空宇宙事業では、重要なエンジン部品やその他関連機器部品の製造ソリューションを提供している。機器部門は、商業、半導体、その他の産業向けに様々な機器エンジニアリングとソリューションを提供している。また、モジュール式または完成品の機械・装置の設計・製造・組立、ハードディスク・ドライブ部品用のトリム・成形金型・サスペンションツールの設計・開発・製造、金属製・非金属製の人間工学的ワークステーションおよび電子製品の設計・製造・販売、装置制御ソフトウェアを備えた自動化装置の設計・組立、コンピュータ・プロセス制御システムの製造・開発、航空機およびその他関連装置部品・スペア・コンポーネント・精密エンジニアリング部品の製造も行っている。また、ディスクドライブ、エレクトロニクス、半導体向けの金型、治具、部品、切削工具の製造、精密工具や機械部品の製造も行っている。旧社名はLKT Industrial Berhadで、2010年9月にSAM Engineering & Equipment (M) Berhadに社名変更した。1994年に法人化され、マレーシアのペナンに本社を置く。SAM Engineering & Equipment (M) Berhad は Singapore Aerospace Manufacturing Pte Ltd.の子会社である。もっと見るSAM Engineering & Equipment (M) Berhad 基礎のまとめSAM Engineering & Equipment (M) Berhad の収益と売上を時価総額と比較するとどうか。SAM 基礎統計学時価総額RM 3.32b収益（TTM）RM 44.74m売上高(TTM)RM 1.44b74.1xPER（株価収益率2.3xP/SレシオSAM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SAM 損益計算書（TTM）収益RM 1.44b売上原価RM 1.30b売上総利益RM 142.37mその他の費用RM 97.63m収益RM 44.74m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.066グロス・マージン9.88%純利益率3.11%有利子負債／自己資本比率20.5%SAM の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.6%現在の配当利回り29%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 10:15終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SAM Engineering & Equipment (M) Berhad 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Woo TohHong Leong Investment Bank BerhadLucas SimMaybank Research Pte. Ltd.Tee LimRHB Investment Bank
New Risk • 11hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • May 30+ 12 more updatesSAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026SAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 55 as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026. Composition of Audit Committee: Chairman: YM Tunku Afwida Binti Tunku A.Malek (Independent Non-Executive Director). Members: - Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director); Dato' Lim Bee Vian (Independent Non-Executive Director).
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM4.80, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM3.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: RM0.018 (vs RM0.046 in 3Q 2025)Third quarter 2026 results: EPS: RM0.018 (down from RM0.046 in 3Q 2025). Revenue: RM360.0m (down 12% from 3Q 2025). Net income: RM12.2m (down 61% from 3Q 2025). Profit margin: 3.4% (down from 7.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Major Estimate Revision • Nov 24Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from RM0.129 to RM0.101 per share. Revenue forecast steady at RM1.50b. Net income forecast to shrink 2.0% next year vs 24% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM3.79 to RM3.33. Share price fell 13% to RM3.73 over the past week.
New Risk • 11hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.1% Last year net profit margin: 6.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • May 30+ 12 more updatesSAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026SAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 55 as Independent and Non Executive Member of Audit Committee, Effective 01 June 2026. Composition of Audit Committee: Chairman: YM Tunku Afwida Binti Tunku A.Malek (Independent Non-Executive Director). Members: - Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director); Dato' Lim Bee Vian (Independent Non-Executive Director).
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to RM4.80, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM3.70, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total loss to shareholders of 14% over the past three years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: RM0.018 (vs RM0.046 in 3Q 2025)Third quarter 2026 results: EPS: RM0.018 (down from RM0.046 in 3Q 2025). Revenue: RM360.0m (down 12% from 3Q 2025). Net income: RM12.2m (down 61% from 3Q 2025). Profit margin: 3.4% (down from 7.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Major Estimate Revision • Nov 24Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from RM0.129 to RM0.101 per share. Revenue forecast steady at RM1.50b. Net income forecast to shrink 2.0% next year vs 24% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM3.79 to RM3.33. Share price fell 13% to RM3.73 over the past week.
Price Target Changed • Nov 18Price target decreased by 12% to RM3.33Down from RM3.79, the current price target is an average from 3 analysts. New target price is 19% below last closing price of RM4.11. Stock is down 3.1% over the past year. The company is forecast to post earnings per share of RM0.10 for next year compared to RM0.14 last year.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: RM0.016 (vs RM0.037 in 2Q 2025)Second quarter 2026 results: EPS: RM0.016 (down from RM0.037 in 2Q 2025). Revenue: RM363.0m (down 1.9% from 2Q 2025). Net income: RM11.1m (down 56% from 2Q 2025). Profit margin: 3.0% (down from 6.7% in 2Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.
分析記事 • Nov 17Does SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to RM4.55, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 16x in the Machinery industry in Malaysia. Total loss to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.57 per share.
Major Estimate Revision • Aug 27Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from RM1.58b to RM1.51b. EPS estimate also fell from RM0.151 per share to RM0.129 per share. Net income forecast to shrink 5.6% next year vs 23% growth forecast for Machinery industry in Malaysia . Consensus price target down from RM4.04 to RM3.79. Share price fell 7.4% to RM3.88 over the past week.
Reported Earnings • Jul 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: RM0.14 (down from RM0.20 in FY 2024). Revenue: RM1.48b (down 1.1% from FY 2024). Net income: RM91.9m (down 15% from FY 2024). Profit margin: 6.2% (down from 7.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.7%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jul 21SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 20, 2025SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 20, 2025, at 14:00 Singapore Standard Time. Location: aman room, pe3, plot 17, hilir sungai keluang tiga, bayan lepas free industrial zone, phase iv, 11900 bayan lepas, pulau pinang, Malaysia
Upcoming Dividend • Jul 10Upcoming dividend of RM0.028 per shareEligible shareholders must have bought the stock before 17 July 2025. Payment date: 08 August 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Malaysian dividend payers (5.6%). Lower than average of industry peers (2.4%).
Price Target Changed • May 27Price target decreased by 12% to RM4.04Down from RM4.60, the current price target is an average from 3 analysts. New target price is 5.7% above last closing price of RM3.82. Stock is down 37% over the past year. The company is forecast to post earnings per share of RM0.15 for next year compared to RM0.14 last year.
Declared Dividend • May 25Dividend of RM0.028 announcedShareholders will receive a dividend of RM0.028. Ex-date: 17th July 2025 Payment date: 8th August 2025 Dividend yield will be 0.7%, which is lower than the industry average of 3.5%. Payout Ratios Payout ratio: 23%. Cash payout ratio: 22%.
Reported Earnings • May 24Full year 2025 earnings released: EPS: RM0.14 (vs RM0.20 in FY 2024)Full year 2025 results: EPS: RM0.14 (down from RM0.20 in FY 2024). Revenue: RM1.48b (down 1.1% from FY 2024). Net income: RM91.9m (down 15% from FY 2024). Profit margin: 6.2% (down from 7.3% in FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 1% per year.
分析記事 • May 15SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Shares Climb 29% But Its Business Is Yet to Catch UpSAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders would be excited to see that the share price has had a...
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM4.10, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Machinery industry in Malaysia. Total returns to shareholders of 1.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.14 per share.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Piroon Saengpakdee was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 28+ 3 more updatesSAM Engineering & Equipment (M) Berhad Announces Redesignation of Peter Lim Hee Seng as Non Independent and Non Executive Director, Effective 01 April 2025SAM Engineering & Equipment (M) Berhad announced redesignation of MR PETER LIM HEE SENG, age 62 as Non Independent and Non Executive Director from Executive Director. Date of change is 01 April 2025.
Reported Earnings • Feb 21Third quarter 2025 earnings released: EPS: RM0.046 (vs RM0.054 in 3Q 2024)Third quarter 2025 results: EPS: RM0.046. Revenue: RM406.9m (up 5.1% from 3Q 2024). Net income: RM31.3m (up 6.9% from 3Q 2024). Profit margin: 7.7% (up from 7.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Machinery industry in Malaysia.
Price Target Changed • Dec 04Price target decreased by 21% to RM4.56Down from RM5.74, the current price target is an average from 2 analysts. New target price is 9.8% above last closing price of RM4.15. Stock is up 3.0% over the past year. The company is forecast to post earnings per share of RM0.12 for next year compared to RM0.20 last year.
Reported Earnings • Nov 20Second quarter 2025 earnings released: EPS: RM0.037 (vs RM0.06 in 2Q 2024)Second quarter 2025 results: EPS: RM0.037 (down from RM0.06 in 2Q 2024). Revenue: RM370.2m (down 14% from 2Q 2024). Net income: RM24.9m (down 24% from 2Q 2024). Profit margin: 6.7% (down from 7.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Nov 19+ 1 more updateSAM Engineering & Equipment (M) Berhad Announces the Appointment of Poh Ming Yi as Joint SecretarySAM Engineering & Equipment (M) Berhad announced the appointment of Poh Ming Yi as Joint Secretary. Date of Change: 19 November 2024.
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (25% increase in shares outstanding).
分析記事 • Nov 13The Returns On Capital At SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Major Estimate Revision • Oct 10Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM1.58b to RM1.53b. EPS estimate also fell from RM0.144 per share to RM0.129 per share. Net income forecast to grow 2.5% next year vs 21% growth forecast for Machinery industry in Malaysia. Consensus price target of RM5.10 unchanged from last update. Share price was steady at RM4.31 over the past week.
分析記事 • Sep 30We Think SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 09Risks Still Elevated At These Prices As SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Shares Dive 27%To the annoyance of some shareholders, SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shares are down a...
分析記事 • Sep 06SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Earnings Are Of Questionable QualityLast week's profit announcement from SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) was underwhelming for...
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to RM4.19, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 21x in the Machinery industry in Malaysia. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM2.14 per share.
Major Estimate Revision • Sep 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from RM1.78b to RM1.58b. EPS estimate fell from RM0.186 to RM0.144 per share. Net income forecast to grow 11% next year vs 24% growth forecast for Machinery industry in Malaysia. Consensus price target down from RM5.74 to RM5.10. Share price fell 22% to RM4.19 over the past week.
分析記事 • Sep 02SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Analysts Just Cut Their EPS Forecasts SubstantiallyMarket forces rained on the parade of SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders today, when the...
Price Target Changed • Sep 02Price target decreased by 7.0% to RM5.34Down from RM5.74, the current price target is an average from 3 analysts. New target price is 16% above last closing price of RM4.60. Stock is down 2.1% over the past year. The company is forecast to post earnings per share of RM0.14 for next year compared to RM0.20 last year.
Reported Earnings • Aug 31First quarter 2025 earnings released: EPS: RM0.015 (vs RM0.038 in 1Q 2024)First quarter 2025 results: EPS: RM0.015 (down from RM0.038 in 1Q 2024). Revenue: RM333.4m (up 8.3% from 1Q 2024). Net income: RM10.1m (down 51% from 1Q 2024). Profit margin: 3.0% (down from 6.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Aug 30SAM Engineering & Equipment (M) Berhad Appoints PIROON SAENGPAKDEE as Independent and Non Executive Member of Risk CommitteeSAM Engineering & Equipment (M) Berhad announced the appointment of Mr. PIROON SAENGPAKDEE, age 54 as Independent and Non Executive Member of Risk Committee. Date of change is on 30 August 2024. Composition of Risk and Sustainability Committee: Chairman: Mr. Suresh Natarajan (Independent Non-Executive Director). Members: Mr. Shum Sze Keong (Non-Independent Non-Executive Director); Mr. Ng Chee Kiet (Independent Non-Executive Director); Mr. Piroon Saengpakdee (Independent Non-Executive Director).
Reported Earnings • Aug 02Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: RM0.20 (up from RM0.16 in FY 2023). Revenue: RM1.50b (up 3.6% from FY 2023). Net income: RM108.6m (up 22% from FY 2023). Profit margin: 7.3% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 39%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.
お知らせ • Jul 26SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 30, 2024SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Aug 30, 2024, at 14:30 Singapore Standard Time. Location: sam meerkat (m) sdn bhd, plot 103, hilir sungai keluang lima, taman perindustrian bayan lepas 4, 11900 penang, Malaysia
分析記事 • Jul 15Here's What's Concerning About SAM Engineering & Equipment (M) Berhad's (KLSE:SAM) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Upcoming Dividend • Jul 10Upcoming dividend of RM0.033 per shareEligible shareholders must have bought the stock before 17 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Malaysian dividend payers (4.5%). Lower than average of industry peers (1.4%).
Declared Dividend • May 31Dividend of RM0.033 announcedShareholders will receive a dividend of RM0.033. Ex-date: 17th July 2024 Payment date: 8th August 2024 Dividend yield will be 0.6%, which is lower than the industry average of 3.5%. Payout Ratios Payout ratio: 13%. Cash payout ratio: 12%.
Price Target Changed • May 30Price target increased by 18% to RM5.74Up from RM4.86, the current price target is an average from 3 analysts. New target price is 5.1% below last closing price of RM6.05. Stock is up 30% over the past year. The company is forecast to post earnings per share of RM0.19 for next year compared to RM0.20 last year.
Reported Earnings • May 30Full year 2024 earnings released: EPS: RM0.20 (vs RM0.16 in FY 2023)Full year 2024 results: EPS: RM0.20 (up from RM0.16 in FY 2023). Revenue: RM1.50b (up 3.6% from FY 2023). Net income: RM108.6m (up 22% from FY 2023). Profit margin: 7.3% (up from 6.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to RM5.84. The fair value is estimated to be RM4.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
分析記事 • May 13A Look At The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)Key Insights Using the 2 Stage Free Cash Flow to Equity, SAM Engineering & Equipment (M) Berhad fair value estimate is...
お知らせ • Mar 27SAM Engineering & Equipment (M) Berhad Appoints Piroon Saengpakdee as Independent and Non Executive DirectorSAM Engineering & Equipment (M) Berhad announced the appointment of Mr. Piroon Saengpakdee as Independent and Non Executive Director. Age: 53, Date of change: 27 March 2024. Professional Qualification: Lawyer's licence Lawyers- Council of Thailand. Masters: Law (LL.M.) Southern Methodist University, Texas, United States of America. Others: Barrister-at-Law Thai Bar Association. Degree: Bachelor of Law (LL.B.) Thammasat University, Thailand. Working experience and occupation: Mr. Saengpakdee graduated from Thammasat University, Thailand with Bachelor of Law (LL.B.) in 1991, achieved a Barrister-at-Law in 1992 and Master of Law (LL.M.) from Southern Methodist University in Dallas, Texas in 1995. He is currently a licensed lawyer of the Lawyers Council of Thailand. With over 25 years of experience, Mr. Saengpakdee worked with international law firms in Thailand, i.e. Freshfields Bruckhaus Deringer and Hunton & Williams prior to joining Rajah & Tann Asia (Bangkok), as a Partner in 2016. He focuses his legal practice on banking and finance, employment as well as real estate matters. He has represented both major Thai and foreign clients in transactions involving a wide range of industries in Thailand, including Lao PDR and Myanmar. Prior to commencing his private law firm legal career, he spent time with the Council of the State and the Department of Labour Protection and Welfare.
分析記事 • Feb 28SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Stock Rockets 31% As Investors Are Less Pessimistic Than ExpectedSAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) shareholders would be excited to see that the share price has had a...
Reported Earnings • Feb 24Third quarter 2024 earnings released: EPS: RM0.054 (vs RM0.035 in 3Q 2023)Third quarter 2024 results: EPS: RM0.054 (up from RM0.035 in 3Q 2023). Revenue: RM387.3m (up 12% from 3Q 2023). Net income: RM29.3m (up 53% from 3Q 2023). Profit margin: 7.6% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 09Return Trends At SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Aren't AppealingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 23Second quarter 2024 earnings released: EPS: RM0.06 (vs RM0.05 in 2Q 2023)Second quarter 2024 results: EPS: RM0.06 (up from RM0.05 in 2Q 2023). Revenue: RM428.6m (up 5.4% from 2Q 2023). Net income: RM32.6m (up 21% from 2Q 2023). Profit margin: 7.6% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 27SAM Engineering & Equipment (M) Berhad (KLSE:SAM) entered into a conditional share sale agreement to acquire Aviatron (m) Sdn Bhd Singapore Aerospace Manufacturing Pte Ltd. for approximately MYR 200 million.SAM Engineering & Equipment (M) Berhad (KLSE:SAM) entered into a conditional share sale agreement to acquire Aviatron (m) Sdn Bhd from Singapore Aerospace Manufacturing Pte Ltd. for approximately MYR 200 million on September 25, 2023. The proposed acquisition entails the acquisition of 30,000,000 ordinary shares in Aviatron, representing the entire equity interest in Aviatron, by SAMEE. To acquire the entire equity interest in Aviatron for a cash consideration approximately MYR 203.44 million. The Purchase Consideration will be funded entirely via the proceeds to be raised from the Proposed Rights Issue. In a related transaction, SAM Engineering proposes to undertake a renounceable rights issue of 135,397,357 new ordinary shares in SAMEE. Upon completion of the proposed acquisition, Aviatron will become a wholly-owned subsidiary of SAM Engineering. As of March 31, 2023, Aviatron reported adjusted net assets of MYR 121.2 million, revenue of MYR 126.4 million, EBITDA of MYR 40.9 million, Profit before tax of MYR 7.37 million and Profit after tax of MYR 4.98 million. The transaction is subject to Bursa Securities for the listing and quotation of the 135,397,357 Rights Shares on the Main Market of Bursa Securities and completion of the Proposed Rights Issue. Maybank Investment Bank Berhad and Inter-Pacific Securities Sdn Bhd acted as financial advisors to SAM Engineering & Equipment.
お知らせ • Aug 29SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Sep 27, 2023SAM Engineering & Equipment (M) Berhad, Annual General Meeting, Sep 27, 2023, at 14:30 Singapore Standard Time. Agenda: To receive the Audited Financial Statements for the financial year ended 31 March 2023 together with the Reports of the Directors and Auditors thereon; to re-elect Datuk Dr. Wong Lai Sum who retires in accordance with Regulation 95 of the Company's Constitution and being eligible, offers herself for re-election; to re-elect YM Tunku Afwida Binti Dato Tunku Abdul Malek who retires in accordance with Regulation 95 of the Company's Constitution and being eligible, offers herself for re-election; and to discuss other matters.
Price Target Changed • Aug 17Price target increased by 7.9% to RM4.86Up from RM4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of RM4.79. Stock is up 11% over the past year. The company is forecast to post earnings per share of RM0.16 for next year compared to RM0.16 last year.
Reported Earnings • Aug 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: RM0.16 (up from RM0.14 in FY 2022). Revenue: RM1.45b (up 26% from FY 2022). Net income: RM88.8m (up 18% from FY 2022). Profit margin: 6.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.7%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 10Upcoming dividend of RM0.025 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 July 2023. Payment date: 08 August 2023. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Malaysian dividend payers (5.4%). Lower than average of industry peers (2.7%).
Reported Earnings • May 25Full year 2023 earnings released: EPS: RM0.16 (vs RM0.14 in FY 2022)Full year 2023 results: EPS: RM0.16 (up from RM0.14 in FY 2022). Revenue: RM1.45b (up 26% from FY 2022). Net income: RM88.8m (up 18% from FY 2022). Profit margin: 6.1% (down from 6.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 25+ 1 more updateSam Engineering & Equipment (M) Berhad Reports Property, Plant and Equipment Written Off for the Fourth Quarter Ended March 31, 2023SAM Engineering & Equipment (M) Berhad reported property, plant and equipment written off of MYR 241,000 for the quarter ended March 31, 2023 against MYR 1,000 for the same period a year ago.
分析記事 • May 19Calculating The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)Key Insights Using the 2 Stage Free Cash Flow to Equity, SAM Engineering & Equipment (M) Berhad fair value estimate is...
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to RM3.81, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Machinery industry in Malaysia. Total returns to shareholders of 203% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at RM3.43 per share.
Reported Earnings • Feb 23Third quarter 2023 earnings released: EPS: RM0.035 (vs RM0.047 in 3Q 2022)Third quarter 2023 results: EPS: RM0.035 (down from RM0.047 in 3Q 2022). Revenue: RM347.2m (down 1.1% from 3Q 2022). Net income: RM19.2m (down 24% from 3Q 2022). Profit margin: 5.5% (down from 7.2% in 3Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 03Second quarter 2023 earnings released: EPS: RM0.05 (vs RM0.031 in 2Q 2022)Second quarter 2023 results: EPS: RM0.05 (up from RM0.031 in 2Q 2022). Revenue: RM406.5m (up 73% from 2Q 2022). Net income: RM26.9m (up 63% from 2Q 2022). Profit margin: 6.6% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in Malaysia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 16Price target increased to RM4.45Up from RM3.80, the current price target is provided by 1 analyst. New target price is 18% below last closing price of RM5.46. Stock is up 5.6% over the past year. The company is forecast to post earnings per share of RM0.17 for next year compared to RM0.14 last year.
分析記事 • Oct 19SAM Engineering & Equipment (M) Berhad (KLSE:SAM) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Sep 10A Look At The Intrinsic Value Of SAM Engineering & Equipment (M) Berhad (KLSE:SAM)How far off is SAM Engineering & Equipment (M) Berhad ( KLSE:SAM ) from its intrinsic value? Using the most recent...
お知らせ • Aug 25+ 2 more updatesSAM Engineering & Equipment (M) Berhad Announces Appointment of Yeow Sze Min as Joint SecretarySAM Engineering & Equipment (M) Berhad announced appointment of YEOW SZE MIN as Joint Secretary. Date of change is August 24, 2022.
お知らせ • Aug 24+ 11 more updatesSAM Engineering & Equipment (M) Berhad Announces Vacation of Office of Wong Siew Hai as Independent and Non Executive Member of Nomination and Remuneration CommitteeSAM Engineering & Equipment (M) Berhad announced the vacation of office of Wong Siew Hai as Independent and Non Executive Member of Nomination and Remuneration Committee. Date of change is August 23, 2022. Composition of Nomination and Remuneration Committee (Name and Directorate of members after change) Chairman: Datuk Dr. Wong Lai Sum (Independent Non-Executive Director). Members: Mr. Suresh Natarajan (Independent Non-Executive Director). Mr. Shum Sze Keong (Non-Independent Non-Executive Director).
