Sam Engineering & Equipment (m) Bhd · MYX:SAM
Sam Engineering & Equipment (m) Bhd — Investor Presentation (September 2021)
23 slides from Sam Engineering & Equipment (m) Bhd's investor presentation, Sep 21, 2021
Slide 1: Business Presentation
Business Presentation Propriety Information of SAM 1
Slide 2: Disclaimer
Disclaimer “The information contained in this business update, which are believed to be factual and current as at 21 September 2021, comprises the views and opinion of the management of SAM Engineering & Equipment (M) Berhad (“SAMEE”) and should not be considered as a source of financial investment
Slide 3: SAM Group of Companies
SAM Group of Companies Singapore Aerospace Manufacturing Pte Ltd SAM Northern SAM Suzhou SAM Germany SAM Malaysia Ireland Aviatron SAM Engineering & Equipment Berhad Propriety Information of SAM 3
Slide 4: Propriety Information of SAM
Source: USNI News Source: https://www.eu-china-twinning.org/ Propriety Information of SAM 4
Slide 5: Who are We?
Who are We? • Contract Manufacturer • Machining • Fabrication • Special Process • System Integrator Propriety Information of SAM 5
Slide 6: We Are A Manufacturing Company
We Are A Manufacturing Company Propriety Information of SAM 6
Slide 7: Manufacturing Is What We Are Good At.
Manufacturing Is What We Are Good At. Propriety Information of SAM 7
Slide 8: Our Business is in Aerospace and Equipment
Our Business is in Aerospace and Equipment Propriety Information of SAM 8
Slide 9: Global Competition
GLOBAL COMPETITION Propriety Information of SAM 9
Slide 10: PC: Social Media Propriety Information of SAM
PC: Social Media Propriety Information of SAM 10
Slide 11: Source: SCMP Propriety Information of SAM
Source: SCMP Propriety Information of SAM 11
Slide 12: Propriety Information of SAM
Propriety Information of SAM 12
Slide 13: Aerospace Outlook
Aerospace Outlook Forecast International (July 2021) Commercial Aircraft Production rate 2500 Actual Deliveries Forecast Production 2000 1,891 1,929 1,934 1,957 1,885 1,833 1,606 1,671 1,484 1500 Total 1,243 1,155 Boeing 974 1000 Airbus 723 590 500 0 2018 2019 2020 2021 2021 2022 2023 2024 2025 2026
Slide 14: Propriety Information of SAM
Propriety Information of SAM 14
Slide 15: Data Storage
DATA STORAGE Propriety Information of SAM 15
Slide 16: Our Equipment Customers
Our Equipment Customers Applied Materials ASM International Carsem Keysight Technologies KLA Nexperia Nordson On Semi P&G TDK Teradyne UMC Propriety Information of SAM 16
Slide 17: Historical Performance
Historical Performance 3-year Revenue RM’ Mil 1000 939 874 800 755 600 400 200 0 FY2019 FY2020 FY2021 Aerospace Equipment Propriety Information of SAM 17
Slide 18: Historical Performance by Business Segments
Historical Performance by Business Segments Aerospace Equipment 1000 1000 900 900 CAGR (3yr) : 54% 800 800 702 700 700 600 600 460 489 500 450 500 400 400 295 300 Currently 300 200 172 affected by 200 COVID-19 100 100 0 0 FY2019 FY2020 FY2021 FY2022 FY2019 FY2020 FY2021 FY2022 Propriety Information
Slide 19: Growth & Expansion
Growth & Expansion Th ail an d Propriety Information of SAM 19
Slide 20: Phase 1
Phase 1 Thailand Rojana Industrial Park 60,000 sqft Mass Production starts in 4Q 2021 Propriety Information of SAM 20
Slide 21: Phase 2 (Akan Datang)
Phase 2 (Akan Datang) New factory (120,000 sqft) Thailand Expansion to support Growth (Assembly, Fabrication, Machining & Special Processes) For illustration purposes only Phase 1 & 2 : 180,000 sqft Propriety Information of SAM 21
Slide 22: image: Freepik.com
image: Freepik.com Propriety Information of SAM 22
Slide 23: Thank you for your attention
Thank you for your attention Propriety Information of SAM 23
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