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2014-10-31 12:33 | Report Abuse
Apple sales for year end quarter will be 50% higher than previous quarter, which will flow down to Avago and Inari. We shall just let the year-end results do justice to the share price.
2014-10-30 16:52 | Report Abuse
Probably negative, but hopefully proven wrong :P
2014-10-30 16:26 | Report Abuse
Queues are illusions. Boring trading range expected.
2014-10-30 12:14 | Report Abuse
Aiya. Same joker lah. Got multiple accounts. After getting banned in several accounts, come up with more accounts to spew poison around. Check him out in Unisem and Inari threads. He'll be here for some time.
2014-10-30 11:34 | Report Abuse
It's a tightly held counter. Hard for retailers to play it.
2014-10-30 10:28 | Report Abuse
Big wave down hopefully huh :P Better than boring range bound trading.
2014-10-30 10:21 | Report Abuse
Wait for RM2.70 to pick up if possible.
2014-10-29 19:12 | Report Abuse
lee9fold: Same joker la. No new joker.
2014-10-29 16:40 | Report Abuse
Back to range bound trading. Wait till next results in end Nov lah. Yawn.....
2014-10-28 14:14 | Report Abuse
Ex-date not fixed yet. Wait for announcement. You can check in Bursa Malaysia website.
2014-10-28 14:13 | Report Abuse
Can arbitrage, buy warrants and convert to mother. Earn 5 sen per share.
2014-10-28 11:55 | Report Abuse
What kinda playing 1 lot by 1 lot?
2014-10-24 11:53 | Report Abuse
Not bothered with end of QE in US. US will definitely end QE in view of the firm economic recovery. Might have knee jerk reaction but longer term still uptrend. More QE in EU, China and Japan will make up for the slack.
2014-10-23 22:16 | Report Abuse
Avago US$90++ only all time high lah :p
2014-10-22 14:34 | Report Abuse
Depending on the reception of its upcoming launches. Mazda 2 is the Japanese car of the year 2014-15. Gonna sell like hot cakes when launched end of this year or early next year. I'm looking at RM4.00 at least. Continued weakening of the yen, greater localization, huge growth in Philippines market etc all bode well for the company.
2014-10-21 23:09 | Report Abuse
The higher the share price, the more attractive the rights issue will be. Push Inari's share price to sky high and everyone will be chasing for the rights.
2014-10-21 22:26 | Report Abuse
Awesome Avago! The party will continue with guidance by Apple that current quarter will be 50% up QoQ in sales!
2014-10-21 21:03 | Report Abuse
1 right for every 8 shares held. Must subscribe. If not, dilute shareholding by 1/8. Date is not fixed yet. Share price adjusted by multiplying 8 divided by 9. If RM3, will become RM2.67.
2014-10-21 15:57 | Report Abuse
The whole Apple value chain up. Naturally Inari will follow suit :p
http://seekingalpha.com/news/2042725-cirrus-avago-skyworks-rf-micro-nxp-gain-following-apples-earnings
2014-10-21 08:08 | Report Abuse
About 36% of wireless segment revenue of Avago come from Apple. Inari supplies assembly and test operations to Avago. Thus, Apple's performance will have good impact on Inari.
2014-10-20 11:16 | Report Abuse
Check with its share registrar. Contact info found in BJAuto's annual report.
2014-10-18 15:06 | Report Abuse
Berjaya Auto dividend already paid on 8th Oct, either to your bank account or cheque. Please check with your broker.
2014-10-17 23:44 | Report Abuse
RFMD, Skyworks, Avago, NXP Semicon almost reclaim back to their levels before the fall.
2014-10-17 20:21 | Report Abuse
Avago vs Nasdaq:
3mth: 5.15% vs -3.35%
6mth: 24.2% vs -3%
YTD: 43.45% vs 1.52%
1-Yr: 64.3% vs 7.74%
2-Yr: 123.47% vs 41.15%
5-Yr: 371% vs 95.75%.
2014-10-17 20:11 | Report Abuse
Avago doesn't just supply to Apple. It is providing to many other mobile manufacturers in China, including Xiaomi. Whether market leader or not, Avago should be able to diversify accordingly.
2014-10-17 20:04 | Report Abuse
This one we have to follow closely. Anyway, Mr Ho continues to add 150k shares. Let's continue to sell to him.
2014-10-17 19:27 | Report Abuse
Lonaldo, reason for drop, Microchip boss came out to say semicon industry gonna face correction. Investors lump all semicon industry as one. The divergent one was mobile business and mobile semicon businesses continue to do well, and recent earnings releases and comments by Skyworks and Intel lent support that mobile businesses are still bullish. Inari is being lumped into this whole semicon crash thingy and forgot that Inari is in the mobile businesses, latching onto the success of Avago. Avago also crashed more than 10% to touch its 200MA line briefly but since then has rebounded from US$68 to US$75. Inari should follow suit, but instead of rebounding from 200MA line, it crashed right through 30% below this line. I won't be surprised that it would rebound back above RM2.60 and should continue to rise 10-15% above RM2.60. So, there you go, the reasons for the fall and rise. As usual, investors don't care about the fundamentals and this will be the time for us to take advantage of the manic Mr. Market.
But of course, if you all argue that a financial crisis is coming, everything will be sold down, not limited to Inari. Might as well not stay invested and just keep cash. But if this doesn't happen, Inari will be an outperformer against the market. So, it's either, an outperformer against the market in a calm market, or a rubbish like the rest of the market during an impending full-blown end of the world financial crisis.
Apple mobile phones are getting sold in China with China Mobile which has few hundred million subscribers. I will expect sales to be exceedingly good and this will bode well for Avago, which in turn will be good for Inari. Inari bought a land and a factory which are many times bigger than all its current factories combined for a reason - Explosive growth! and these equipments can get set up relatively short time of around 6 months plus to cater for Avago's growth. Inari has to keep up with Avago's growth or risk losing out, that's why the rights/warrants to boost its capital to expand faster.
Gonna sound like a broken record...sigh..
2014-10-17 16:52 | Report Abuse
RM2.60 is at around 200MA. It should reclaim above 200MA, like the similar semicon companies in US.
2014-10-17 16:20 | Report Abuse
Tracking the US semicon stocks like Avago, NXP, RFMD will provide a better picture of how Inari's share price will work. Lumping Inari with the whole industry is not a good indication at all. Congrats!
2014-10-17 16:04 | Report Abuse
Thanks to all who indiscriminately sell, we got a huge discount to buy!
2014-10-17 16:02 | Report Abuse
200MA above RM2.60 coming!...hopefully
2014-10-17 15:57 | Report Abuse
NXP, RFMD, AVAGO, SKYWORKS, all reclaimed above or stayed above 200MA. Inari's indiscriminate selling is unjustified.
2014-10-17 14:57 | Report Abuse
I expect it to reclaim above 200MA of RM2.60 provided there's not another global meltdown.
2014-10-17 12:20 | Report Abuse
If the whole world collapses, possible to go to these levels :p Now that fear is back, everyone will be shouting that the world's economy will collapse into one blackhole. Never know, they could be right.
2014-10-17 11:35 | Report Abuse
Check out NXP Semicon, Avago, RFMD being exposed to mobile business. Not all semiconductor players are the same. Avago rebounded strongly from US$68 (its 200MA line) to US$75 now. Inari is being sold down together with everyone else, smashed right through its 200MA of RM2.60. If market calms down, I will expect it to reclaim back quite fast. If the whole world's markets evolve into a full blown crisis, all cards are off of course. So, you can't lump all semicon into one big blackhole.
2014-10-15 06:49 | Report Abuse
Inari can close eye and just buy. Intel and Skyworks had done some justice on semis. Microchip doesn't represent the mobile segment as the boss is reluctant to go into the segment. Thanks to his comments we can enter at a huge discount! All the best guys!
2014-10-14 17:53 | Report Abuse
Avago profits beat all analysts' estimates excluding all one-offs, that's why its share price went ballistic from 71 to 90++. Pls read their results for the previous quarter properly. The upcoming results will be spectacular as well due to iPhone6. please sell to below RM2 and let Mr Ho Phon Guan grab the shares. Analysts continue to be bullish on Avago despite the selldown this past week. How dependable Microchip boss' comments on Semicon going to be? It's his comment that spooked the whole world's tech investors.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1764297
2014-10-13 16:12 | Report Abuse
Trade with caution. The whole semicon industry was down due to announcement by Microchip boss' that semicon industry is in for a correction. Microchip is a small company selling lower level products. Does his view represent the whole industry? Is the smartphone industry affected? How much is it affected? Does the Microchip boss' view include mobile business or just the semicon industry as a whole? Questions that I've yet to be able to answer. Perhaps this will shed more light. However, nobody knows how this will work out. http://seekingalpha.com/article/2553275-microchip-technology-ceo-flubs-a-warning-announcement
2014-10-08 14:52 | Report Abuse
Hero for today. down around 8% and now in black.
2014-10-07 15:26 | Report Abuse
Someone got fed up with the way price is moving, dump it. That's why no need to look at the counter until it has breakout from the current range in either way. :p
2014-10-07 10:21 | Report Abuse
Someone needs to buy at lower levels. Prices driven down 1 lot by 1 lot.
2014-10-04 00:05 | Report Abuse
BJCorp is jacked up by Mr Bone and is not driven by fundamental changes to the company. BJAuto price increase is driven by increasing sales/localization, weakening yen, upcoming attractive new models. To link BJCorp with BJAuto price movement doesn't make sense.
2014-10-04 00:02 | Report Abuse
Accumulate at this level. RM3 will be difficult.
2014-10-03 17:41 | Report Abuse
It's called managed. To determine pricing of rights/warrants. You can see from two perspectives, it can be intentionally pushed up, or pressed down, depending on which side you're on. Don't waste time looking at queues. Those are illusions.
2014-09-30 16:43 | Report Abuse
Hahaha. No need to monitor until it breaks above RM3.35-3.40.
Stock: [INARI]: INARI AMERTRON BERHAD
2014-10-31 14:32 | Report Abuse
Japan QE. HSI up 1.3%, Nikkei up 4.8%. Spillover soon.