@EVO118

Thanks for the update. Overlooked on it. Mukhriz is the one that sold its stakes to Dato Eddie Ong.

It matters to everyone here what are the company's plans, visions and why existing shareholder sold off.

Closest target in terms of size and nature of biz looks like UTAC HOLDINGS LTD

Any idea why would Datuk Mokzhani sold off his 15% stakes to Dato Eddie Ong.

Likely fibre optics would be good biz since the 5G implementation is progressing well.

Q3 earnings doesn't look that impressive as compared with its rolling pe of 96 and forward pe of 82.

Was hoping PAT of RM13mil

@khatulistiwa1234

Not everyone like you have unlimited funds to keep pouring in.

The best way for most of us is choose a good entry or purchase accumulative in 2-3 sets.

But I do believe and agree in 10 years time, it should reach RM16.

Before pandemic, between 2010-2019, it's share price appreciates between 15%-20% per annum.

Next AGM, must inquire whether frontken will follow to provide their services in TSMC new plants eg: US and now Japan?

Any news from BNM to resume the CTOS service?

Already 2 weeks.

@FSX123

Depends on the SIR outcome.

No necessarily will spike up.

@007007
Short term may be affected due to chip shortage that leads to lower car being manufactured, thus lower sales for D&O products.
Once the issue of chip shortage is solved probably in 2023, EV should still need more D&O products.

Looking at crude oil surging beyond USD80 pbl really not doing justice for AA which in the recovery mode and kick started flying recently.

@HamsterHuat

Q1 normally in 3rd or 4th week of Nov

https://finance.yahoo.com/news/3-apple-supplier-stocks-buy-140633849.html

@HamsterHuat

Inari is likely to report a strong Q1 report as the company is pushing to meet year end demand from the new phone.

The stock price should follow suit.

@Gabriel Khoo

Thanks for the update.

Manage to get some details from the website regarding GC.

@techinvestormy

7.89 sounds better

Anyone know about the RM420 mil project in Sarawak is UHP or construction.

Was wondering is it doing something different than its core biz?

Hopefully, the issues can be resolve by this week.

@roger3210

If you had hold on to this stock since 2010, you can see a big difference.

Then you should look for others.

Yeah, hopefully has some meaningful acquisition.

Many years ago Inari acquire Amertron in 2013 which propels it where it is today.

https://www.theedgemarkets.com/article/ctos-extends-drop-after-bnm-temporary-suspends-access-ccris

@calvintaneng, despite the many stock market crash since 40 years ago, quality stocks like Microsoft, Apple (US listed) or even in Msia (Maybank, public bank, TM, TNB) still around

Buy good quality stocks should be the key for successful investment without any worries stock market crash

@Blackpepper2020

The investors that took part during IPO, requesting to sell more than 33.33% the shares per annum in the moratorium agreement.

You may read the prospectus on pg17-18, item 3.2 (c)

China is in the midst of policy tightening to reduce coal power plant and solar, wind and hydro power plants may be the only solution to curb the current power crunch.

Raw material price for these equipment will increase in prices.

Those company who locked in projects and their respective capex between 2020 to 2021 will feel the pinch and worst case scenario unable to deliver/complete the projects on time.

There will be a cycle whereby the oversupply will hit the glove market somewhere between 2022 to 2023.

Glove stock price will see a squeeze during that period, that's the best entry time.

Just wait for right timing, meanwhile look for other counters that will benefit from the economic reopening.

On behalf of the board of directors of Solarvest, M&A Securities Sdn Bhd is pleased to announce that Bursa Securities had vide its letter dated 30 September 2021 approved the Company’s application for the exemption from moratorium imposed on the solarvest shares held by the promoters of Solarvest pursuant to Rule 3.19(1B) of the ACE Market Listing Requirements of Bursa Securities.


The approval is subject to the condition that the promoters may only deal in the shares of the Company after 1 full market day from the date of this announcement.


This announcement is dated 30 September 2021.

@Benhobenhobenho

It's mostly institutional shorting via RSS

@roger3210

Maybe after bonus issue, it's possible to reach your tp.

@wallstreetrookie


Correction on Ekovest or market or KLSE in general?

@Bgt 9963

It's very common for any market to up/down 1%-2%.

Unless you are not investing long term, then everyday up/down makes a different for you.

@richardsharing

We are talking about Inari stuff in Inari thread.

Lol.

Then why are you here???

Audit: Silterra advised to reduce wafer scrap rate, operating expenses

https://www.bernama.com/en/news.php?id=2007959

@roger3210

I believe Uchitec is the cheapest company is the EMS universe.

Do let me know if I'm wrong.

@richardsharing

Inari's factory in Kunshan is only 4,650 sqm so the capacity for production is also very limited.

Compared that with Msia's + Philippines total factory size 111,722 sqm.

In other words, China size and capacity to production is only 4%.

You may refer to latest annual report pg.221 + 222 for these details

Anyone knows from latest QR, how to segregate Silterra portions?

Company will be planning to raise more cash for the next phase capacity expansion.

A few options available, private placement, warrants issue or rights issue

Yeah agreed.
This counter is a good dividend yield stocks.

Not suitable for others who are looking capital growth.

If you are comparing genetec, MPI, SAM, frontken,Vitrox, etc, you are at the wrong forum.

@asml_tsmc

Noted.

I have added more ASML instead.

@asml_tsmc

I believe EV using less than 16NM is limited as it's very expensive and the quantity may be less than 10mil unit per annum since world car sales is only at 52 mil per annum.

Smartphones shipped in are more than 1.0 bil per annum

More profitable to increase capacity for smartphone biz than EV

"The Chinese Yuan will soon replace the US dollar as the world’s currency"

I doubt so.

Why write something so childish.

Can't even make it even 5% of the global reserve currency.

Try over throne GBP and JPY first.

Looks like more force selling from the major shareholder's margin call.

Give the share price time to normalise.

Long term fundamental is till there unless there is new technology that can replace glove.

Coal price rallied from USD46 to USD166 in last 1 year.

Not sure if this has impact on their profitability.

Unless, the coal supply agreement honors a fixed price regardless of market price.

Q4 results quite dissapointing

Q3 results also. Seems peak earning in Q2.

According to Q4 report, Group encountered logistical challenges for certain semiconductor equipment due to the nationwide Movement Control Order 3.0 (“MCO 3.0”) effective from 12 May 2021. Also, the Group
was only allowed to operate at 60% capacity until 6 July 2021. MCO 3.0 was further extended where the Group was allowed to operate at 80% capacity from 7 July 2021 to 19 August 2021.

@Starship2

Based on Supermax's planning capacity by end 2022 would be 48 billion.

Based on Hartalega's CEO ASP assumption at USD35 post pandemic with the 48 billion, would yield approximately EPS of 0.625.

Unlikely to go lower than that as, capacity planning would increase annually and would annual ASP growth as well.

A 30% drop in ASP is quite significant.

The CEO mentioned 'expected', means forecast?

From Q3 to Q4 seems like earnings peak.
Have to Q1 earning able to sustain and justify the price rally.

Anyone attended the AGM?

Any minutes to share?

Anyone has any news why the QR not out yet?

Seems a little later than usual.

@rr88

I believe no one here really bothers about PE.

Even at pe 200, everyone is buying in as long the price is moving up.

@llrr77

Please share the details of the factory operation in China for the high performance test contactors (eg: what stage %, months expected to complete, 5-years capex, expected revenue/profit upon kick off)