Next few quarters should be interesting to watch as the new factory's starts to come in.
Also a good benchmark to gauge the global demand for these equipments.

The lens biz is still small at this moment.
New brand entering a mature market.
Limited impact on earnings.

It's difficult to short in this high crude oil market.
I think these short sellers will get burn.

I'm surprise with the pricing for Mate20 series from Huawei.

I never would thought that Huawei will join the high price segment.

Seems then, Samsung has no choice but to introduce similar range or lose out in this segment.

@ Shorty

Mind your mouth and tongue.
I believe you do not have children.
If you do, please display good role model to your children.

It's possible with good earnings in the next 3-4 quarters(combine), it has the opportunity to graduate to Main Market.
Additional boost for this counter.

Looks like there may be another few quarters of negative goodwill to come with the new acquisition.

@ Rehan
@ Dericlock

Thanks for the heads up.

@ ramsyll

If you had started investing in this company in 2010, you would have made 600% return by now.
It's good time to take profit and leave now.

Anyone has any idea how the company would finance the
50% stake in North Sea blocks for RM156m.
Through private placement or borrowings?

@ Kaka22

I think some of us here also bought at RM2 level a few years back.
But I think the dividend is quite good over the years.

@ Jomm

Shame on you to be rude.
Go and look at yourself in the mirror.
Hopefully, that you do not have children.
Else I couldn't imagine how your children will look up to you as role model.

@ ray1980

Agree that trade war will have effects on Inari. The company depends heavily on Broadcom which accounted to almost 50% of its total revenue.

Yesterday, CNBC quoted that Ford sales in China drop significantly in September.

There's the possibility that China will influenced the China population to buy China made products only as part of the patriotism for the republic.

--------------------------------------------------------------------------------------------------

https://www.cnbc.com/2018/10/12/ford-sales-in-china-dropped-43-percent-in-september.html

This counter had reached it peak in earnings.
Take a look at the quarter to quarter earnings in 2018/2017 and compared it with 2017/2016.

As RAPID completes soon, expect a large drop(approximately 50%) in top and bottom line as most of it is derived from sub construction works which is about 50% of the total revenue based on the 12 months ended 2018 result.

Inari biz depends much of iPhone numbers.
Seems that over the last few years when Inari started to massive earnings coincides with Apple launching Iphone 5, 5s,6, 6s,7

Since then when Apple declared a drop in number from Iphone 8 onwards, Inari had not been performing well.
In order to sustain the earnings, it biz ventured into Osram's LED.

I believe that the company is struggling to meet shareholder demand for growth.

Hard to trade construction counters since the change of government.
Decision can be change 180% anytime.

Never like JPM.

The worst among the worst.

Most analyst comment bearish when market down 2-3 days straight.
Saying things like market collapsing, sign of recession, stay away frm market.


Then next week, market rebounded back, the change their comment, saying things like market rebounded, sustain rally, breaking new high, possible rally in the making.

ALL UTTERLY RUBBISH.

None have come out and give a 5-10 year forecast and fixed it till it come to pass.

That's why warren buffet holds the best method of investment.
Buy in bad times and good times. Sell when the company not growing anymore.

Not sure why so many people here looking at the IDSS.

Based on yesterday volume which is considered above average than usual, the IDSS only recorded 10mil(value) against total trading value of 100 mil.

IT'S ONLY 10% for goodness sake.

It's a growing company and the world demand for all types of electronics are also growing and getting more sophisticated.
Test equipment will definitely have to be use to meet certain benchmark and quality.
In the long run, even looking towards 30 years ahead, I believe semicon industry will still growing as technology keeps evolving better and better.

Stock price still strong.
Its a buy time.

@ 3iii

Don't bother what others say.

In my opinion,
I believe in the next 5 years, Penta revenue and net profit would easily more than doubled the latest quarter result.
Already factored in the new facility in Batu Kawan assuming 90% utilisation.
Share price will be reflected accordingly.

@ Kaka22

Yes, still jump in.

WHat about you?

https://kidsongs.com/lyrics/this-old-man.html/

@ duncant1234

Buy high , have to wait and sell higher.
Crude oil still above USD65.
Share price will recover in a few weeks.
Nothing to worry.

DOn't get it , why people kept commenting US market crash and recession already here.
A correction and market crash is different.
A healthy correction is good and will keep the rally intact.

My opinion is the US overnight drop is just a correction to the past few months rally.
Nothing to worry about as by December, Dowjones should be back above the 25-week high, breaking new highs again.

Stock price still holding strong.

@ sincere_analyst

Some of us bought a few years ago.
Why need to run?

You probably have to short till its below RM1, maybe we will feel something.

@ sincere_analyst

I think you need to visit a psychiatrist.

You must be dreaming. Stock market sure sometimes up and other times down. Overall, we look for companies that grows fundamentally which will reflect in the price.

Many have negative comment on this counter.
Let the counter speak for itself.
Give it 6 months to prove.

Buy on weaknesses.
Looks good.

Hopeful to reach rm1.50 by this week.

@ calvintaneng

Run on what basis?

@ dagnarus

SO far there's no pullback yet.
I don't think there will be any unless crude oil drops 5% in a day.

Rally taking a break.
It look to resume upward soon.

Many years ago, a boring counter since IPO.
Now flush with traders buying like no tomorrow.
Really missed it.

@ NenekLatok

Wow. Some aggression there.
Anyway, welcome to this thread.

Btw, the announcement by Hibiscus management on Double Production was made on 27/9/2018.
So your comment came in 1 week late.

@ NenekLatok

ANother id to spread fake news?

@ sincere_analyst

Did you notice your "Tmr dip below XX"
The price seems to be adjusted higher and higher.

@ apolloang

Good luck to your friend. He had make a good profit.

@ calvintaneng

Trying to get the price down so that you can buy more?

@ sincere_analyst

The HK market crash is due to US-China Trade War issues.
Not much impact on Malaysia at this moment.
Good that you had close shop and keep cash.

Please don't post anything in i3 since a recession is coming and there's nothing much to talk about.

Please do come back after the crash.

Looks like another bonus issue of 1 for 1 coming soon.

@ Donald_J_Trump

Can you stop posting?

@ qqq3

You meant that Hibiscus is a badly managed company?
This company runs heavy capex e&p without any borrowings.
How can it then be badly managed???

@ derrtan

This road block is easy to break compare when it spend a few months breaking RM1.

@ godsonkyy

How do you get NTA=2.20 ??

@ LOOK009

Possible but I'm looking towards next year by 1st half 2019 for RM1.
Hope for the best.

Directors who are not major shareholders are merely dumping their ESOS for cash.

The next QR should be very interesting as the negative goodwill reported much earlier are mostly out.