Posted by HamsterHuat > 2021-08-25 15:31 | Report Abuse

adiooo hai...Inari. come come Naik lah..
Kan Iphone sales not affected..
ini kali lah

Posted by Bgt 9963 > 2021-08-25 15:48 |

Post removed.Why?

Posted by llrr77 > 2021-08-25 21:04 | Report Abuse

iPhone13 coming next month
INARI get ready to the moon

Posted by jinova546 > 2021-08-26 17:48 | Report Abuse

please la inari up up up up

Posted by staypositive > 2021-08-27 21:49 | Report Abuse

Broadcom alr breaking new high soon... Inari still kena bullied by our EPF

Posted by nisah395 > 2021-08-28 10:24 | Report Abuse

:)

Posted by llrr77 > 2021-08-28 13:09 | Report Abuse

I just found out Broadcom CEO is Malaysian from Penang

Posted by toto > 2021-08-29 11:11 | Report Abuse

Anyway thank you for yr sharing

Posted by newbie2y > 2021-08-29 19:48 | Report Abuse

From DBS Group Research :-
Valuation and recommendation
Raise FY22-23 EPS by 8-9%. We raise our FY22-23 earnings forecasts by 8-9% after adjusting for higher sales growth assumption and lower effective tax rate.

Maintain BUY with higher RM4.30 TP. Inari has completed its 10% private placement and raised about RM1.0bn, which we think could be a prelude to something bigger – i.e. securing new major customers or executing value-creating M&A.

Coupled with secured earnings visibility driven by its RF segment, we expect Inari’s valuation re-rating to continue, which is also helped by positive equity fund flows into the tech sector. We maintain our BUY call on Inari with a higher revised TP of RM4.30, based on 35x CY22 PE.
Key risks include: 1) Weaker-than-expected 5G smartphone sales, especially of the US end-customer; 2) Sharp depreciation of USD against MYR; and 3) Global economic slowdown.

Posted by ocbc > 2021-09-01 11:47 | Report Abuse

Big ramp up coming

https://www.scmp.com/tech/big-tech/article/3146465/iphone-13-launch-nears-apple-supplier-foxconn-rushes-hire-200000-more

Posted by Surge > 2021-09-01 15:24 | Report Abuse

Get ready train is moving, coz EPF start buy in large quantity. Believe other financial also eyeing, once volume hit 10m and above, price will go further.

Posted by staypositive > 2021-09-01 21:39 | Report Abuse

time to go lorr Bursa tech now laggard especially Inari...

Posted by mimisita > 2021-09-02 12:03 | Report Abuse

touched by min yuan......... still dream to fly??

Posted by EatCoconutCanWin > 2021-09-02 13:14 | Report Abuse

business impacted by mass screening cost and weekly antigen test kits covid. some more PPE and high cost for quarantine and hospitalisation for employees that impacted.

Posted by akuantiguru > 2021-09-02 16:12 | Report Abuse

time to get out from tech

Posted by awesometrader > 2021-09-02 22:38 | Report Abuse

a "proposed" total lockdown in PG will definitely affect business. Not surprised if it sinks a bit.

Posted by ocbc > 2021-09-02 23:17 | Report Abuse

good news, price of semicon chips up up all the way

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage

Posted by llrr77 > 2021-09-03 19:33 | Report Abuse

@azee smfh how many times u want to share this????????

Posted by Cocomelon > 2021-09-06 00:00 | Report Abuse

5th wave otw?

Posted by Trader258 > 2021-09-06 16:28 | Report Abuse

Ladies & gentlemen, the boastful ' own balls carrying ' Goo Shen is now also hiding under the name of ' akuantiguru ', if you still don't know.. ha,ha,ha.

Posted by Bgt 9963 > 2021-09-06 16:35 | Report Abuse

Good luck...

Posted by Targeted > 2021-09-07 18:59 | Report Abuse

Round 2........

Posted by Targeted > 2021-09-08 00:48 | Report Abuse

Gona be hard to hold this one back....!

Posted by llrr77 > 2021-09-08 11:10 | Report Abuse

Apple iphone new launch on Next week! Get ready to party with Inari

Posted by staypositive > 2021-09-09 21:39 | Report Abuse

Very soon exploding

Posted by richardsharing > 2021-09-11 23:29 | Report Abuse

FA not bad..but is current price too high?

Posted by Mr.Sm Invest123 > 2021-09-11 23:41 | Report Abuse

https://www.theedgemarkets.com/article/rise-and-rise-equipment-makers

Posted by Mr.Sm Invest123 > 2021-09-12 00:00 | Report Abuse

财经新闻
派对还没结束 券商续喊买科技股
2021年09月11日
（吉隆坡11日讯）科技股的高估值，已经引起部分投资者却步，不过，大华继显研究继续看好这个增长迅速的领域，高呼“派对还没结束”！

大华继显研究在最新报告指出，在5G时代降临的环境之下，全球半导体销售保持着高速增长，这也带动了半导体设备需求的高速增长，让我国相关领域业者将持续受惠。



世界半导体贸易数据已将今年全球半导体销售额增长预测，从原本的19.7%，上修至25.1%；全球半导体设备销售同样预测增长34.10%。

强劲的增长势头，也让本地的科技业者受惠，分析员预计，本地半导体封测（OSAT）业者今年的销售增长料达19%，明年再涨12%；设备制造商今年的销售增长更可达60%，明年再涨32%。

“由于贸易转移和更便宜的成本基础，这些数据都将高于全球基准。”



大补货时代未结束

高增长已是预期之内，但高估值却引发了担忧；目前，本地半导体封测企业的预期本益比估值，已较5年均值高出2个标准差。

不过分析员仍强调，“尽管风险回报不那么吸引人，估值部分已经反映了强劲的盈利预期，但历史趋势表明，增长仍有空间延伸到2022年。”


在过去半导体设备出现需求和供给两侧强烈冲击，导致的大补货时代降临时，最短的连续按年增长达到了20个月（2009年11月至2011年6月）；而最长的大补货时代持续了29个月（2016年8月至2018年12月）。

而目前的连续按年增长仅为17个月。

在这样的背景下，大部分制造商都已施加了可延迟但不可取消订单的合约条款，以更好地管理库存过剩的风险。

“所以估值已经反映了强劲的盈利预期，但派对仍未结束。”

大华继显研究分析员因此继续呼吁“增持”科技股。

半导体设备制造商净利与赚幅
首选益纳利美昌、阁代科技

尽管看好整体科技领域的前景，但考虑到估值已经偏高，分析员强调需要挑选拥有独特价值和高增长的股项；其中，益纳利美昌（INARI，0166 ，主板科技股）和阁代科技（GREATEC，0208，主板科技板）就成为了首选。

而腾达科技（PENTA，7160，主板科技股）也因股价表现仍落后，而受到青睐。

分析员也总结了科技股今年次季的业绩表现，其中益纳利美昌、阁代科技，以及伟特机构（VITROX，0097，主板科技股），都交出了让人惊喜的业绩表现。

另一方面，电子制造服务（EMS）企业，因为次季的管控趋严而受到了短期的利空，但随着政府逐渐放宽管控，分析员也预计这些企业产能将迅速复苏。

“对于电子制造服务领域，我们钟爱威铖（VS，6963 ，主板工业股），因其投资方向比同行更好。我们预计该公司3年可取得28%的复合增长净利。”

Posted by Mr.Sm Invest123 > 2021-09-12 00:01 | Report Abuse

财经新闻
派对还没结束 券商续喊买科技股

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%B4%BE%E5%AF%B9%E8%BF%98%E6%B2%A1%E7%BB%93%E6%9D%9F-%E5%88%B8%E5%95%86%E7%BB%AD%E5%96%8A%E4%B9%B0%E7%A7%91%E6%8A%80%E8%82%A1

Posted by EatCoconutCanWin > 2021-09-14 12:44 | Report Abuse

careful in technology guys. i heard that USA going to investigate force labor in tech giant in m'sia. once they ban like topglove, then all tech going to GG. took profit and don't look back. is your money to invest, but careful as tech PE very high and some shark going to create chaos to clear holding.

Posted by Cheers > 2021-09-14 15:03 | Report Abuse

All Tech except inari. Still sleeping

Posted by Cheers > 2021-09-14 15:03 | Report Abuse

No fly at all

Posted by nisah395 > 2021-09-14 15:32 | Report Abuse

noted with thanks

EatCoconutCanWin > careful in technology guys. i heard that USA going to investigate force labor in tech giant in m'sia. once they ban like topglove, then all tech going to GG. took profit and don't look back. is your money to invest, but careful as tech PE very high and some shark going to create chaos to clear holding.
14/09/2021 12:44 PM

Posted by Targeted > 2021-09-14 16:04 | Report Abuse

Last call for cheap tickets........

Posted by llrr77 > 2021-09-14 19:41 | Report Abuse

Tmr after apple announced their latest product, then Inari will fly to moon

Posted by Gabriel Khoo > 2021-09-14 22:12 | Report Abuse

Osat not ems. Their esg compliance very high especially inari.

Posted by richardsharing > 2021-09-15 10:10 | Report Abuse

Inari price moves with the launch of iphone13. Next is about iphone sale performance. Should be very good as this time is a real iphone upgrade

Posted by stockraider > 2021-09-15 10:32 | Report Abuse

Go for it

Posted by BearBear6115 > 2021-09-15 10:33 | Report Abuse

still will increase within a month ?

Posted by newbie2y > 2021-09-15 20:09 | Report Abuse

Dan Ives, a Wedbush Securities analyst, estimated that roughly 250 million iPhone users — out of nearly 1 billion who own Apple’s phones — have not upgraded in more than 3.5 years, calling it a “massive pent-up demand within Apple’s installed base.”

https://www.marketwatch.com/story/apples-iphone-13-upgrades-are-boring-but-they-will-still-sell-11631664870?mod=home-page

Posted by Targeted > 2021-09-16 01:27 | Report Abuse

Nice setup.....

Posted by TECHfullyBREWED > 2021-09-16 07:10 | Report Abuse

Broadcom ATH again!

Posted by yorkyork > 2021-09-17 13:10 | Report Abuse

hello everyone

Posted by Bgt 9963 > 2021-09-17 13:14 | Report Abuse

Tech and semi-con stock coming....

Posted by Targeted > 2021-09-17 13:46 | Report Abuse

Just starting engines........ taking off soon...

Posted by sten_still > 2021-09-17 14:56 | Report Abuse

will make it in composite index in less than 5 years

Posted by Targeted > 2021-09-17 15:03 | Report Abuse

sten_still will make it in composite index in less than 5 years

>>>>>>>>>>

Easily !

Posted by awesometrader > 2021-09-17 15:38 | Report Abuse

gogo sushi inari.

Posted by leno > 2021-09-17 15:59 | Report Abuse

there is no tech labor issue
tech use robot and AI machine.
They engage engineers and technician.
All staff already wear PPE before covid,
and with minimal staff,
they can do swab everyday also no problem.

This is not some petik buah sawit, or celup sarung tangan industry.

Posted by Targeted > 2021-09-17 16:26 | Report Abuse

Who is so kind to sell so many at 3.65?