External broker reports(aggregated public sources), Hong Leong Investment Bank Berhad

Hong Leong Investment Bank Berhad

External broker reports(aggregated public sources)

Hong Leong Investment Bank Berhad operates as an investment banking company. The Company provides debt and equity funding, private debt securities issuance, merger and acquisitions, initial public offerings, corporate restructuring, and stockbroking services. 

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Equity Bottom-Up

Sam Engineering & Equipment / Equity Bottom-Up

<ul>
<li>SAMEE reported 1HFY24 core earnings of RM53m (+5% YoY).</li>
<li>We deem the results to be within expectations at 58% and 61% of ours and consensus full-year estimates.</li>
<li>While we think that SAMEE is a highly rare secular growth stock, we remain wary as: (i) the global semiconductor industry is going through a cycle of inventory correction; and (ii) we are seeing a considerable slowdown in demand for both data storage and consumer electronics segments globally. </li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


SAMEE reported 1HFY24 core earnings of RM53m (+5% YoY).
We deem the results to be within expectations at 58% and 61% of ours and consensus full-year estimates.
While we think that SAMEE is a highly rare secular growth stock, we remain wary as: (i) the global semiconductor industry is going through a cycle of inventory correction; and (ii) we are seeing a considerable slowdown in demand for both data storage and consumer electronics segments globally. 

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SAM Engineering & Equipment - Sequential Improvement

<ul><li>SAMEE reported 1QFY24 core earnings of RM13.9m (-13% QoQ, -29% YoY).</li><li>We deem the results to be within expectations at 15% and 16% of ours and consensus full-year estimates as we think that the group will register improved performance in upcoming quarters with its ongoing capacity expansion in Thailand.</li><li>While we think that SAMEE is a highly rare secular growth stock, we remain wary as: (i) the global semiconductor industry is going through a cycle of inventory correction; and (ii) we are seeing a considerable slowdown in demand for both data storage and consumer electronics segments globally.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SAMEE reported 1QFY24 core earnings of RM13.9m (-13% QoQ, -29% YoY).We deem the results to be within expectations at 15% and 16% of ours and consensus full-year estimates as we think that the group will register improved performance in upcoming quarters with its ongoing capacity expansion in Thailand.While we think that SAMEE is a highly rare secular growth stock, we remain wary as: (i) the global semiconductor industry is going through a cycle of inventory correction; and (ii) we are seeing a considerable slowdown in demand for both data storage and consumer electronics segments globally.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SAM Engineering & Equipment - A Slow Start to FY24

Malaysia

Sam Engineering & Equipment (M) Bhd manufactures production equipment and aerospace products.  The Company produces manufacturing machinery including test handlers, laser mark handlers, material handling systems, vision inspection and automation solutions; and offers metal machining and sheet metal fabrication services.

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Sam Engineering & Equipment (SEQB MK)

SAM Engineering & Equipment - Sequential Improvement

SAMEE reported 1HFY24 core earnings of RM53m (+5% YoY). We deem the results to be within expectations at 58% and 61% of ours and consensus full...

Hong Leong Investment Bank Berhad

SAM Engineering & Equipment - A Slow Start to FY24

We deem the results to be within expectations at 15% and 16% of ours and consensus full-year estimates as we think that the group will register...

Hong Leong Investment Bank Berhad

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