Posted by Dakewlest > 2021-01-24 16:38 | Report Abuse

Newbie, thank you so much. Hoping that inari can go up to RM4.00.

Posted by beinvested > 2021-01-24 16:53 | Report Abuse

INARI - SUBSTANTIAL SHAREHOLDERS AS AT 25 SEPTEMBER 2020

NAME NO. OF ORDINARY SHARES %
Dato’ Sri Thong Kok Khee (1) 558,515,776 17.07
Insas Berhad (2) 554,853,575 16.96
Insas Technology Berhad (3) 450,785,875 13.78
Kumpulan Wang Persaraan (4) 431,677,175 13.20
Employees Provident Fund (5) 337,412,750 10.31



INSAS - SUBSTANTIAL SHAREHOLDERS
As at 5 October 2020

Name No. of Ordinary Shares %
1. Dato’ Sri Thong Kok Khee 166,064,962 25.05
2. M & A Investments International Limited 124,420,289 18.77
3. Dato’ Thong Kok Yoon 74,203,648 11.19


EPF, KUMPULAN WANG invested in Inari instead of INSAS. But in these 2 companies, there are common directorships. INSAS Bhd holding Inari (16.96%) and Insas Technology Berhad (13.78%), total almost 30% , i have not detected the connection between Insas Bhd and Insas Technology Bhd yet...

Posted by beinvested > 2021-01-24 17:07 | Report Abuse

SO, Insas holding so much percentage in Inari,
Why Insas share value not going up faster yet?

Insas is going to rais funds via the "rights issue" with FREE warrants
For what?

INSAS BERHAD -

RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,604,152 NEW REDEEMABLE PREFERENCE SHARES ("RIGHTS RPS") IN INSAS TOGETHER WITH UP TO 331,510,380 FREE DETACHABLE WARRANTS ("WARRANTS") ON THE BASIS OF 2 RIGHTS RPS AND 5 WARRANTS FOR EVERY 10 EXISTING ORDINARY SHARES HELD BY THE ENTITLED SHAREHOLDERS, AT 5.00 P.M. ON 3 FEBRUARY 2021 AT AN ISSUE PRICE OF RM1.00 PER RIGHTS RPS ("RIGHTS ISSUE WITH WARRANTS").

BUT the NTA is RM2.73
In book , is very rich, holding Inari...
P/E 10.57 , Earning 8.99 sen.

Posted by apple168 > 2021-01-24 17:07 | Report Abuse

https://www.sinchew.com.my/content/content_2416542.html

Posted by apple168 > 2021-01-24 17:08 | Report Abuse

Back to 1.0

Posted by beinvested > 2021-01-24 17:18 | Report Abuse

Why EPF and the Pension funds buying Inari?

Obviously, because of that, the value is better than others...
Needless to say, your company is very lucky and should be good if these Funds have shareholdings in your company.

Posted by newbie2y > 2021-01-24 19:56 | Report Abuse

More orders for iphone 12 Pro burning into Q1 2021!
https://www.digitimes.com/news/a20210122PD210.html

Posted by Midnite > 2021-01-24 20:58 | Report Abuse

https://mobile.reuters.com/article/idUSKBN29R2BI

Posted by Midnite > 2021-01-24 20:59 | Report Abuse

NEW YORK (Reuters) - A bevy of major U.S. earnings reports next week led by Apple, Microsoft and Facebook could help technology and growth stocks reassert their dominance after a recent run by banks, energy and other potential beneficiaries of an economic reopening

Posted by GooShen > 2021-01-25 09:01 |

Post removed.Why?

Posted by GooShen > 2021-01-25 09:09 | Report Abuse

Haters all piss inside pants
Every time when drop, they disappear
What a joke
One person play multiple fake ID

Posted by GooShen > 2021-01-25 09:17 |

Post removed.Why?

Posted by Gala Kat > 2021-01-25 09:31 |

Post removed.Why?

Posted by amateurJR > 2021-01-25 11:10 | Report Abuse

Haha typical Goosai drops less than 5% then shouts like century meltdown.

Posted by amateurJR > 2021-01-25 11:11 | Report Abuse

This Gooshen sold his Inari below RM2 and it climbs more than RM3. What a legendary noob Gooshen.

Posted by apple168 > 2021-01-25 11:20 | Report Abuse

Once upon a time, a rich man from the city arrived in a village. He announced to the villagers that he would buy Monkeys for 100 each.

The villagers were very happy, after all there were hundreds of Monkeys in a nearby forest.

They caught the Monkeys and got them to the rich man. He bought hundreds of Monkeys and paid 100 for every Monkey the villagers gave him.

They began to make a living out of getting Monkeys from the forest and selling it to the rich man.

Soon, the forest began to run out of monkeys that were easy to catch.

Sensing this, the rich man offers 200 for every monkey. The villagers were ecstatic.

They went back to the forest, set up traps and caught the monkeys and got them to the rich man.

A few days later, the rich man announced he would pay 300 per monkey.

The villagers began climbing trees and risking their lives to catch monkeys and get them to the rich man – who bought them all.

There were no Monkeys left in the forest!

One day, the rich man announced he would like to buy more monkeys – this time for 800 each.

The villagers couldn’t believe this. They were desperately trying to get more monkeys.

Meanwhile, the rich man said he had to go back to the city on some business work and until he returns his manager would deal on his behalf.

Once he left, the villagers were unhappy. They were making quick and easy money from selling monkeys, but the forest no longer had monkeys.

This is when the manager of the rich man stepped in.

He made an offer the villagers could not refuse.

Pointing out to all the monkeys that the rich man had caged. He told the villagers he would sell the monkeys for 400 each.

“Sell them back to the rich man at 800 each when he comes back” the manager said.

The villagers were over the moon. Buy for 400 and sell for 800 in few days. They had just found the easiest way to double their money.

The villagers collected all their savings and even borrowed money.

There were long queues and within a few hours, almost all the monkeys were sold out.

Unfortunately, their happiness did not last long, as the manager went missing the next day and the rich man never came back.

Many villagers kept the monkeys with them, hoping the rich man would come back. But soon, they lost hope and had to let the monkeys back into the forest as feeding and taking care of the noisy monkeys became extremely difficult.

Good Luck!

Posted by Gala Kat > 2021-01-25 11:32 |

Post removed.Why?

Posted by GooShen > 2021-01-25 11:42 |

Post removed.Why?

Posted by Ahlok75 > 2021-01-25 11:42 | Report Abuse

Aiya Inari drop less than 1% and he already talking trash but look at his favorite fpgroup .... over2%

Posted by safewinner > 2021-01-25 11:57 |

Post removed.Why?

Posted by amateurJR > 2021-01-25 12:03 | Report Abuse

How much u earn in glove? This kind of little profit frm glove u also dare to show off? Chicken Gooshen u have missed the glove bull run last yr when I was reaping huge profit.

Posted by amateurJR > 2021-01-25 12:04 | Report Abuse

Gooshen is jealous about my huge profit in gloves and now he only entered at late stage.

Posted by amateurJR > 2021-01-25 12:04 | Report Abuse

One again proven I am more excellent than delusional Gooshen

Posted by Gala Kat > 2021-01-25 12:21 |

Post removed.Why?

Posted by GooShen > 2021-01-25 12:33 |

Post removed.Why?

Posted by Snorlax013 > 2021-01-25 12:55 | Report Abuse

Goosai, search on YouTube for ipman vs 10 men. What ip man does to the last man's face is truly what you deserve now.

Posted by Ahlok75 > 2021-01-25 14:36 | Report Abuse

Wow just now Fpgroup fall under rm1.00
How?


GooShen: Proven I am excellent GooShen
1.14, what a big big angpao
20/01/2021 10:21 AM

Posted by Smilerys > 2021-01-25 16:07 | Report Abuse

Haha, gooshen someone is looking for you at Kpower

Posted by Gabriel Khoo > 2021-01-25 22:49 | Report Abuse

We project 60% yoy RF sales growth in FY6/21F, driven by SiP assembly
and tester capacity expansion on new 5G smartphone launch cycles.
■ We raise FY21-23F EPS by 6-10%, and expect a 3-year EPS CAGR of 30%.
■ Reiterate Add with a higher RM3.70 TP, based on a higher 35x P/E.

Cimb

Posted by Mabel > 2021-01-26 00:31 | Report Abuse

Nothing Gooshem said today will make Mabel angry..

Have you check what happened to Mabel's Hartalega today?

See Mabel told you Naysayers oledi you are going to miss alot of Lobsters in 2021..

Next you are going to miss Inari lobsters too

Meow Meow Meow Meow

Posted by Togetherweearn > 2021-01-26 09:17 | Report Abuse

Slow and steady Inari?

Posted by Gala Kat > 2021-01-26 10:09 |

Post removed.Why?

Posted by amateurJR > 2021-01-26 10:27 | Report Abuse

Today up Gooshen will hide. When drop 1-2% only he comes out and bark. That is typical chicken Gooshen

Posted by Gabriel Khoo > 2021-01-26 11:39 | Report Abuse

After two consecutive years of earnings decline, Inari is poised for a strong
comeback in FY21, as we expect it to benefit from the deployment of 5G
wireless technology with more RF contents to be included in 5G devices. Inari
has recently increased its number of SiP lines to 22, from the initial 8 lines, in
order to cater for the strong volume loading. Its new JV with PCL
Technologies also serves as another prong of growth to the Group,
underpinned by the adoption of 400G Ethernet ports. With that being said, we
forecast a CAGR of 32.1% on Inari’s FY20-23F earnings. We initiate Inari with
an Outperform call, with a TP of RM3.80. We derive our TP based on a PE
multiple of 42x, which is c.15% premium to its local peers’ average. We deem
the premium multiple justifiable, given its multiple prong growth strategy that
will support the Group’s near to medium term outlook.
 Closest proxy to 5G. We believe Inari will greatly benefit from the
transition to the emerging 5G technology, given that the wireless
technology evolution will result in higher number of frequency bands
supported by 5G devices, which in turn, increases the need for more RF
filters to be fitted. Inari provides assembly and testing services to its long-
time customer, Broadcom for the latter’s premium FBAR filters. We
highlight that Inari has installed a total of 22 SiP lines currently, from 8
lines initially. Its RF segment is expected to flourish, considering the
overwhelming demand for the US-based smartphone maker’s latest 5G
model. We opine that the wireless component supply agreement signed
between Broadcom and the US phone smartphone maker also helps to
provide clarity to Inari in the short to medium term.
 New JV to start bearing fruit. Inari’s 30%-owned JV with the Taiwan-
based PCL Technologies will be focused on producing optical
transceivers with transfer speeds up to 400Gbps, which is 4x the speed
of current optical transceivers used in data centers. The growth of the
optical transceiver market will be underpinned by the adoption of 400G
Ethernet ports as well as data center growth. The new venture has made
its first shipment in June 2020 and we also expect to see positive
contribution from this JV to the Group in FY21.
 Valuation. We initiate coverage on Inari with an Outperform call,
ascribing a PE multiple of 42x on its CY21F EPS of 9.1sen per share.
The 42x multiple implies c.15% premium to local peers’ average. We
deem the premium justifiable, considering (i) its strong 3-year earnings
CAGR of 32.1%, (ii) closest proxy for 5G growth, and (iii) its exposure to
the growing optical transceiver space.

Posted by Bgt 9963 > 2021-01-26 11:55 | Report Abuse

Add...!

Posted by cyrus_sam > 2021-01-26 15:00 | Report Abuse

PUBLIC BANK, Price Call : BUY, Price Target : 3.80
好了終於又調升了目標价, 而我再重申我的目標價是 $4.40 ...
加油!

Posted by Gala Kat > 2021-01-26 15:03 |

Post removed.Why?

Posted by yorkyork > 2021-01-26 15:04 | Report Abuse

shhhh

Posted by GooShen > 2021-01-26 15:07 |

Post removed.Why?

Posted by yorkyork > 2021-01-26 15:21 | Report Abuse

He's so mad, but he won't give up that easy? No
He won't have it, he knows his whole back's to these ropes

Posted by yorkyork > 2021-01-26 15:23 | Report Abuse

You only get one shot, do not miss your chance to blow
This opportunity comes once in a lifetime, the next one is 6g. another 10 years.

Posted by yorkyork > 2021-01-26 15:23 | Report Abuse

人生有几个10年

Posted by troy88 > 2021-01-26 15:38 | Report Abuse

Steady Inari. Can sleep tight.

Posted by Gala Kat > 2021-01-26 15:38 |

Post removed.Why?

Posted by expansion0 > 2021-01-26 15:44 | Report Abuse

where is excellent gooshen ??

Posted by chengcheekaan > 2021-01-26 16:19 | Report Abuse

No need to ask where is GooShen, drop 1c he will appear.

Posted by junetan11 > 2021-01-26 16:24 | Report Abuse

my tp is 4

Posted by GooShen > 2021-01-26 16:26 |

Post removed.Why?

Posted by Trainspotter > 2021-01-26 16:28 | Report Abuse

Nope. I can't. I am only a dumb follower. Yes, money also too much.

Posted by Seeyounoup > 2021-01-26 16:32 | Report Abuse

lol. so zai KIKiKI

we earn like mad here. u really lousy in investing. better go tanam ubi la .bongok