With EPF and Kumpulan Wang Persaraan entry into Insas, price will hold above RM1.20 and when LUTH and PNB beginning buying tomorrow price will run up RM1.40.
according to AUDREY DERMAWAN (2023), Malaysia world market share of Semiconductor stands at 13%. this is projected to increase to 15% by 2030.
Bright future because we have good universities producing engineers, infrastructure, favourable energy costs relative to Singapore and (debatable) stable government pro-investment policies.
Inari is the largest semiconductor producer in the country listed in Bursa and stands to gain.
Brighter future.
Invest in Insas for exposure to Inari.
Disclosure: I own Inari and Inari WC and may continue to accumulate in next 3 days.
For information, there is another forum who saying BYE BYE to those who sold Insas too early. Something is brewing. The moment EPF start investing, the stocks will shoot to the sky.
We see YTL Power increased in valuation RM26 BILLION to current valuation RM31BILLION in about 12 months. That is the power of Institutional investors including Tabung Haji, PNB and LTAT.
Why worried about Insas retreating? Isn’t that opportunity to buy.
Risks: Fall back to 90sen, falls 40sen Rewards: Shoot to RM4.63 with PTBV at 1.3x. super reasonable compared to MPI at 2.8TIMES!! increase 3.33
Your downside is 40sen with upside RM3.33. Ratio of 1:8 vs downside:upside
When it happens? I don’t know. Just that who can stand it when they see a home selling for RM850,000 but comes with house AND gold bars worth RM2.47million? that is buying the house at 67% discount!
Remember, Insas is a conglomerate 150% larger than Blue Chip MBMR (king of Economy cars) in asset valuation
Malaysia semiconductor players cornered 13% of WORLD market worth US$616 BILLION or RM2,895 BILLION which is RM376.4BILLION
By 2030, the Semiconductor industry is expected US$1 TRILLION (RM4.7 TRILLION) in which Malaysia semiconductors expected to corner 15% or US$150BILLION (RM705 BILLION)
That is increase of RM329 BILLION or 88% increase over 7 years or 26% simple average per year!!
if you know your business you own has large MOATS meaning rivals find it tough to imitate you due to your scale, expertise, costs advantages - why would you sell it for small profit margins?
Food for thought.
Disclaimer: Caveat Emptor. please do your research before investing.
Disclosure: Insas and Insas WC is my biggest portfolio holdings as todate and may continue to increase buying in next 72 hours.
Remember, Insas is a conglomerate 150% larger than Blue Chip MBMR (king of Economy cars) in asset valuation
Yet, Insas is valued at RM894million whereas MBMR is valued at RM1,680 million. Remember, Insas assets is worth MORE than MBMR and sells at a deep discount.
It is like buying a Bungalow for a price of 1-storey Terrace house in the same neighbourhood like damansara, Petaling Jaya
When it happens? I don’t know. Just that who can stand it when they see a home selling for RM850,000 but comes with house AND gold bars worth RM2.47million? that is buying the house at 67% discount!
Let me clarify :
Insas market cap is RM894million but have assets worth RM2,567million. share price is 67% discount to actual assets marked to market meaning at CURRENT market prices.
Stay alert, we must. Foreign funds are coming back in. Foreign ownership in Bursa including Carlberg, BAT, Heineken, Nestle are at 10 year low at 17% vs 27% (2014)
Bursa PE Ratio on average is 14.9x making it among the cheapest in South East Asia.
You benchmark to Insas projected PE Ratio at 7.8x (2024) , isn’t that a huge deep discount?
Mike-tikus, Insas after dispose 100 million of M&A shares still hold 1,115,718,665 units 55.83% M&A
And after dispose 5 million Inari share still hold 532,008,575 units 14.20% Inari
Stock [M&A]: M & A EQUITY HOLDINGS BERHAD Announcement Date 18-Jan-2024 Reference No CS2-16012024-00066 Substantial Shareholder's Particular: Name INSAS BERHAD Details of Changes: Currency - Date of Change Type Number of Shares 15-Jan-2024 Disposed 85,770,000 Registered Name Insas Plaza Sdn Bhd Nature of Interest Deemed Interest 15-Jan-2024 Disposed 14,230,000 Registered Name M & A Nominee (Asing) Sdn. Bhd. Montego Assets Limited Nature of Interest Deemed Interest Nature of Interest Deemed Interest Shares Ordinary Shares Reason Disposal of Equity Interest via Direct Business Transaction. Total no of securities after change Direct (units) 1,009,090,909 Direct (%) 50.49 Indirect (units) 106,627,756 Indirect (%) 5.34 Total (units) 1,115,718,665 Total (%) 55.83 Date of Notice 18-Jan-2024
My target this round on Insas is to collect back my cost of RM 2 million then let the balance free cost Insas to run to whatever direction it wish to go.
So no harm asking Mike-tikus for direction and he will tell you Insas is now at point 1, 2, 3, 4 or 5.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
TheContrarian
9,495 posts
Posted by TheContrarian > 2024-01-22 16:11 | Report Abuse
True, true, true, EPF and Kumpulan Wang Persaraan never own a single share before but today they are buying up to 4.99%.