Celestialb

Celestialb | Joined since 2019-10-15

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2019-12-30 12:04 | Report Abuse

Congratulation to those who invest and hold. Serba is a good stock and fantastic biz to own. Just be patient. Share price cannot forever go up, same goes to flattish. Most importantly, the profit must be growing and mgmt is working hard! They have one crown jewel that will be shinning next yr.

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2019-12-20 11:22 | Report Abuse

One last thing, i m quite sure a lot Insti Fund Manager are shaking now as they can't cut loss now. They will be hoping price stay here or further support it till start of next yr.

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2019-12-20 11:19 | Report Abuse

When you look at thevaluation, P/E over 20x. One must be thinking this co's growth rate must be 20% or more, but the reality is NOT. Insas has spend years of looking for biz, before Avago. If you know Insas owner, you wont have touch Inari. Again, we are looking at Inari from biz perspective, it does give a fantastic result over the years. Can it continue? Other competitors has catch up to Broadcom's FBAR biz.

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2019-12-20 11:15 | Report Abuse

i saw many ppl here still thinking to add Inari. First of all, one should check who is the ultimate owner before buying into this co. Second, what's their biz model? After that, you look at the valuation. Most of ppl here can't answer the first two, i think.

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2019-12-20 11:10 | Report Abuse

final countdown! last chance to add before it fly!

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2019-12-19 13:47 | Report Abuse

That's the problem with Inari. Single client risk. It's better to take the cut now before the insti guys sell. When it happens, it's gonna be painful!

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2019-12-18 15:17 | Report Abuse

If you r smart enough and look at the biz, you know Serba profit is growing even faster next yr!

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2019-12-18 15:16 | Report Abuse

Warrant is for speculator to play. If you have money, i think mother share is better. Mother share is not moving, due to heavy selling pressures by big boys. it doesn't mean the share is bad. It just that Big Boy hands r tied. Look at ASB dividend! They r forced to sell any shares that in profit to meet dividend for next yr!

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2019-12-18 09:06 | Report Abuse

On another note, i think your profit guidance are too prudent. Given the product mix, your blended margin should be a lot higher! Hope you can come back on this.

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2019-12-18 09:03 | Report Abuse

@888next, i hope you can continue to update here. Just ignore the stupid comment. There are day traders and syndicate here. Why give a care about them. Focus on real investors.

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2019-12-13 10:00 | Report Abuse

My advice is to collect as much as you can now. It will rally in Jan.

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2019-12-06 16:25 | Report Abuse

Congrats for those that have hold on to Notion. Christmas does come early this year!

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2019-12-03 09:46 | Report Abuse

@888next, Thank you for the info.

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2019-12-02 14:51 | Report Abuse

@888next Can you give us more color on FY2020 guided revenue. How much is coming from EMS and auto?

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2019-12-02 09:42 | Report Abuse

Frankly, i found it's weird that he come to retails forum! But i appreciate that he is willing to share the info. Buy or not is up to you! Based on his guidance, FY2020 earnings look impessive. Btw, why would he put himself on the risk to cheat you all here? SC now is closely monitor every trades!

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2019-11-29 11:42 | Report Abuse

Based on the guidance, it looks impressive. If it's EMS and Auto that contribute to the extra RM100mil, net profit will be very good.

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2019-11-29 11:20 | Report Abuse

1. Can you give us the segment breakdown of FY2020 revenue guidance?

2. What's the margin for EMS and Auto?

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2019-11-29 11:02 | Report Abuse

Thank you Mr Thoo for the info again. Btw, you can't expect the street ppl to know what question to ask, let alone some of the fund managers now also ask stupid questions.

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2019-11-27 10:05 | Report Abuse

Wait for the quarter briefing first. Btw, it's not the mgmt job to stabilise the price. We have to appreciate that the mgmt himself is willing to share the info here. I have dealt with a lot of listed co mgmt. If you re not big fund PM, they wont even want to look at you. If you re from EPF or PNB, they will quickly come and cosy with you!

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2019-11-26 21:01 | Report Abuse

Thank you, mr Thoo. cant wait to see you at agm

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2019-11-25 19:52 | Report Abuse

It's now or never for big funds to sell and realise profits. If you think they re purposely to push down for next quarter, it's maybe true as well. Protect the profit first and stay at sideline. If it dip in December, then you can go in buy again.

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2019-11-25 10:13 | Report Abuse

get out while you can! Big guys r selling down to realise profit. Pressured by mgmt

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2019-10-23 12:00 | Report Abuse

Quick Q: Why directors keep selling their shares? Isnt' they know the bonus issue is coming? Strange right