I sold out half today & bought CME.

Beside Inari, I also bought frontkn. All are techno counter. Hi all bro, can consider frontkn also. Good growing & profitable company and it is undervalue too.

very good. After wait so long, has some result today.

voonyoke. Sure will keep it until report out in middle May.

director sold it yesterday

it passed its resistance at 0.182 today. If it still can pass it tomorrow, it should be high chance to touch 0.20 which is its next resistance.

Will consider to sell part of it in early April if the current buying & selling condition still persist until end March.

Quite desperate with this counter. KLCI is up a lot within these two days, but this counter still about the same. Quite difficult for it to be up. When it is going to be up due to heavy buying, then selling pressure came behing. EPF can't keep buying it everyday if Datuk keeps selling it every day.

Next supporting is 0.17sen. If drop again, we can meet at 0.16

I know this company is good. How come the director keeps selling his share?

Its supporting is 0.18sen. If drop below 0.18sen, it will go to 0.17sen. Hope it will rebound

EPF share ownership becomes 5.7% now. Good sign.

Above 3QFY15 is referred to Q1 2015. Above stated results will be released in April.

From RHB-OSK source on 13 March 2015. The MYR factor. The recent weakness of the MYR against the greenback should help to improve Inari Amertron’s (Inari) earnings growth when its 3QFY15 (Jun) results are released in April.

when will earning report of Q1 2015 be out? I thought is in May, but newspaper ever stated in April. Pls share.

Remember always sell share gradually after get profit. For example, I always allocate my share into 4 portion or 25% in selling each time.

RI is just one of the way to get money to buy oil n gas asset. Cash money amount needed to be paid is much higher than RI. The most effective way to collect cash is to get profit through pushing up the share price.

Do u know the right issue price? Has it been announced? Pls share

I don't think there is a big high this time. Probably the price will be around 0.40sen. After right issue, then push up again.

RHB increases TP from 3.41 to 3.74

http://klse.i3investor.com/blogs/rhb/72659.jsp

US DJ up 259 point. If Frontkn still not up a lot today, really hopeless :)

Above was for EPF

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction Date of change
No of securities

Price Transacted (RM)

Acquired 09/03/2015
350,500

Circumstances by reason of which change has occurred Acquisition of shares in the open market
Nature of interest Direct
Direct (units) 38,975,987
Direct (%) 5.46
Indirect/deemed interest (units) 0
Indirect/deemed interest (%) 0
Total no of securities after change 38,975,987
Date of notice 10/03/2015

Kerennga. you are right. Its TA chart is very fantastic & beautiful. Therefore, I bought a lot of Frontkn. TP of 0.30 is not my target. I will keep it until 0.40-0.50

I am quite lucky. Managed to top up more in this morning at 0.185

Although I still have profit after today's drop, but I never think to sell it. I still hold it firmly until Q1 15 earning report is out in middle May. Be patient.

definitely this stock will be fried through my study. If you study the transaction details, a group is controlling transaction of buy in & sell out to create volume. It is good sign. If this group is not going to fry up the stock, why they spend so much time to do this thing. Patient.

If based on currency rm3.25 in Q4 14 and rm3.65 in Q1 15, its Q1 15 profit wil b up 28%.

• A Shariah-compliant growth stock riding on near-term growth of smart-devices and long-term growth of big data.
• We are upbeat on Inari’s new installed capacity to provide better scale, growth prospects and new business proposition.
• Reiterate BUY with an unchanged TP of MYR3.95, pegged on 16x CY16 PER. This offers a 20% upside and 2+% yields.

What’s New

We recently hosted Inari Amertron on a 2-day Non-Deal Roadshow (NDR) in Hong Kong. The management team was represented by Lau Kean Cheong (CEO) and Ho Phon Guan (Executive Director).

What’s Our View

Institutional funds were generally receptive towards Inari’s nearterm growth which rides on bigger orders for its RF division from its major customer, Avago Technologies (AVGO US, Not-rated), which accounts for more than 90% of revenue. Queries were mostly on Inari’s (i) single-customer risk and mitigating strategies, (ii) capacity expansion, (iii) next growth catalyst, (iv) USD sensitivity.

Inari’s partnership with Avago blossomed even before its IPO in 2006 with Avago Malaysia holding a 13.5% strategic stake pre-IPO. Over the years, despite the exit of Avago as its shareholder, the working partnership has grown; Inari is today the largest test house for Avago’s RF products. While Avago remains its largest customer because of fast-growing outsourcing works, Inari has diversified its customer portfolio to include OSRAM and Agilent in recent years.

Going forward, Inari expects additional outsourcing of newer products by Avago following its recent acquisition of connectivity solution/enterprise storage related assets (i.e. CyOptics, LSI, PLX Technology, Emulex). For this, Inari’s wholly-owned ISK and Amertron are equipped to support fibre-optics related products. Further strengthening of the USD also benefits Inari which is a net exporter in USD (90%/70% of its revenue/COGS in USD) - every 1% change in the MYR/USD is a 2.3% change to earnings.

Source: Maybank Research - 11 Mar 2015

If macro market is not good, sure Inari will be affected too.

USD is very strong. Abt RM3.704 It is gd for Inari business.

may not be good tomorrow as US Dow is dropping 245 now.

US Dow is dropping 226p now

sales increased 26.83% in Feb 14 compared Feb 13. very good.

Consider is good result. CNY was in Feb. Believe Taiwan has longer CNY closure and Feb had shorter days.

good or bad?

Inari Amertron Bhd's 5m shares were transacted at discount of 13.8% below the market price in an off-market deal on Monday. Stock market data showed the shares was transacted at RM2.80 each. The transaction was at a discount of 45 sen below the midday price of RM3.25. Inari's subsidiaries are involved in the electronics manufacturing services (EMS) industry, principally back-end semiconductor packaging, which comprises of back- end wafer processing, package assembly and radio frequency final testing for the electronics and semiconductor industry. (Starbiz)

Sin Chew Newspaper on 8th March

(吉隆坡7日訊）全球半導體銷售在過去兩年增速加快，且未見趨緩跡象，歸功於晶片需求的增長，特別是智能手機使用量的增加。

這對領域業者絕對是正面的，但問題是上升軌跡能否持續？

友力森（UNISEM,5005,主板科技組）集團董事經理謝聖德相信“能”，認為在美國經濟復甦支撐下，增長應可延續一段時間，。

半導體領域協會（SIA）最新報告顯示，按年計，全球半導體銷售已連續21個月增長，而多數區域和產品類別表現依舊強勁。

他向財經週刊《The Edge》表示：“美國經濟這次看似｀真正’復甦，其實我們在第四季預期銷售將因季節性因素下跌，但出乎意料，這並未發生。”

與往年不同，謝聖德說，友力森2014財政年第四季銷售持續增長，並樂觀相信截至2015年12月31日止財政年營業額和淨利將取得雙位數增長，主要獲外圍因素和新業務模式支撐。

“未來數季的盈利能見度更高，所以我們今年的營業額和淨利將顯著增長。”

他指出，友力森現產能使用率為65%，而曝露於智能手機環節的小間距晶圓凸塊（Wafer bumping）、晶圓級晶片尺寸封裝（Wafer-level chip scale）等高賺益封裝產能則超過90%。

“今年，我們的計劃是延續去年更多轉向新科技的努力，以帶來更高的盈利賺益。”

同時，謝聖德預期友力森很快將變成淨現金公司，但將持續審慎開銷，僅在產能“飽和”時進行擴充。（星洲日報／財經‧The Edge專版）

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last 10min before closing, there was big transaction. About 500,000unit. Can't sure it was selling or purchase. Because of this transaction, price dropped from 2.13 to 2.10 in last 10min.

I wil keep this stock for long term. This is USD exporter. If in case oil price drop n lead to further depreciation in RM, inari will get benefit in business

Yistock. Thanks.

YiStock. Where did you read the disposal of warrant announcement?

I always asked my surrounding friends to buy & keep frontkn. Myeg is 2.85 with 11mil net profit in Q4 2014. Meanwhile, frontkn is 0.175 with 7mil net profit. Not logical for the price of frontkn

From the buy and sell pattern, it is done by a same group if you study the transaction details.

No point to sell it now. It has strong support at 0.17, followed by 0.16sen. Its TA is still good. Will rebound.

The director sold it on 25 feb before the stock price was up on 26 and 27 feb. Funny.

Will the WA conversion affect the mother share price? More share in the market which lead to dilution? I think YES. Pls share your view.

No worries. Its TA is very gd. Sure wil b up.

Net profit is 7.15mil. Cheers