Posted by Markv572421 > 2021-11-15 11:17 | Report Abuse

Any way tks ...i can buy more

Posted by isupertrader > 2021-11-15 12:58 | Report Abuse

Do buy more at PE35. Inari made great profits too. RM4.11 is a good deal plus you got 2 cents per share. 100,000 shares worth RM400k plus gives you RM2,000 return. Definitely a sensible thing to do.

Posted by richardsharing > 2021-11-15 13:36 | Report Abuse

Affin Hwang said the new businesses included the power module assembly product for a multinational corporation (MNC).

The firm said this was in the final stages of qualification and could open new growth avenues and opportunities.

Posted by Mabel > 2021-11-15 14:47 | Report Abuse

Meow Meow Meow

So happy!

Posted by Mabel > 2021-11-15 14:48 | Report Abuse

#gemfinder Just buy inari. Dun buy holding company if u wan exposure in inari
15/11/2021 8:13 AM

Haha first time Mabel agree with you..

Meow

Posted by Markv572421 > 2021-11-15 15:24 | Report Abuse

Expected price to close today ???

Posted by Markv572421 > 2021-11-15 15:43 | Report Abuse

i think operator wont make the price up he/she blocked the price between 4.09 & 4.10

Posted by Markv572421 > 2021-11-15 16:01 | Report Abuse

block block blockk..

Posted by James Ng > 2021-11-15 19:58 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-11-15-story-h1593845208.jsp
[转贴] [Video:浅谈INARI AMERTRON BHD, INARI, 0166] - James的股票投资James Share Investing

Posted by leno > 2021-11-15 20:16 | Report Abuse

RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by blackchicken > 2021-11-15 22:19 | Report Abuse

https://www.nst.com.my/business/2021/11/745487/new-businesses-give-more-inari

Posted by Gabriel Khoo > 2021-11-16 00:12 | Report Abuse

From CIMB

Healthy new products pipeline

■ Inari’s diversification into automotive is gaining traction with the potential maiden contribution from its newly-created SOM division at P55 in 1HCY22F.

■ Reiterate Add, with an unchanged RM4.95 TP, still based on 38x CY23F P/E.

1QFY6/22 results briefing

● We attended Inari-Amertron’s virtual 1QFY6/22 post-results briefing, hosted by Group CEO KC Lau this morning. We learnt that Inari’s new system-on-module (SOM) assembly division at P55 is on track to begin production in 1QCY22. SOM division is running a reliability testing process that could take up to 12 weeks before it can start production, but we are encouraged to learn Inari’s new customer is expediting the number of products qualified. We see SOM division as a new growth driver for Inari to diversify and grow its exposure in the automotive segment. We expect Inari to utilise a portion of placement proceeds for SOM division expansion from CY22F onwards.

Key takeaways

● The group is allocating RM100m capex for investment in new technology platform and capacity expansion and value-added processes such as electromagnetic interference (EMI) shield coating for RF chips. The group recently added two new system-inpackage (SiP) lines in Oct and Nov 21, which raised its total SiP assembly to 24 lines. In addition, Inari is also investing US$5.8m (RM24.4m) in a new double-sided molding packaging platform that could be utilised in the next generation RF chips in 2022/23F.

● The group expects utilisation in 2QFY6/22F to stay elevated, driven by RF content value growth going into 5G mobile devices. The group highlighted that its RF division’s utilisation is hovering close to 90% currently.

● Meanwhile the group does not expect a significant impact from the Makmur Tax implementation given that Inari’s wholly-owned subsidiary, Inari Technology Sdn Bhd which houses its RF division, still enjoys a pioneer tax exemption until 3QCY22F. The group is also looking to apply for new tax incentives with the commercialisation of newer RF chips for use in 5G mobile devices. The group is guiding for an average of 9-10% effective tax rate in FY22-23F, broadly in line with our expectations.

Reiterate Add and RM4.95 TP

● We reiterate Add, with an unchanged RM4.95 TP, still based on 38x CY23F P/E, which is 2 s.d. above its 3-year historical mean. We see an earnings-accretive outsource semiconductor assembly and test (OSAT) JV in China, stronger-thanexpected RF chip demand, consensus earnings upgrades and new customer wins as potential re-rating catalysts for the stock. Slowing demand for 5G smartphones, ringgit appreciation vs. US dollar and delays in new customers’ diversification are key downside risks to our Add call.

Posted by leno > 2021-11-16 08:20 | Report Abuse

RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by Cakes Moon > 2021-11-16 09:05 | Report Abuse

Super strong uptrend!!!

Posted by newbie2y > 2021-11-16 10:25 | Report Abuse

From UOB Kayhian,
Inari recorded its fifth consecutive yoy growth with a record-high profit, thanks to marvelous RF sales amid the 5G technology refreshment cycle. The group also executed its first multi-pronged growth strategy via horizontal integration, which will be done via a JV setup in China with CFTC for OSAT manufacturing in the China market. Further earnings-accretive M&A activities could uplift its market cap for the potential FBMKLCI inclusion. Maintain BUY with a higher target price of RM4.40.

Posted by stockraider > 2021-11-16 10:35 | Report Abuse

Raider already said many times....When inari share price advance as long as insas does not follow with upside too....inari price will eventually cannot sustained & fall loh!

The faith of insas & inari are tied together like mother & son mah!

Lu tau boh ?

Posted by chengcheekaan > 2021-11-16 10:51 | Report Abuse

Insas YTD - 0.95 to 1.18, 24.21%
Inari YTD - 2.72 to 4.05, 48.90%

Don't simply say they are tied together, Inari obviously run faster than Insas, like 2x Insas.

Posted by leno > 2021-11-16 10:57 | Report Abuse

YTD

Inari 2.72 to 4.05
+ 11 sen div
= 53%

Insas 0.95 to 1.18
+ 2 sen div
+ half-WC (51/2)
= 53%

INARI CANTEEEEEEEEEEEEEEEKKK !!

RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by richardsharing > 2021-11-16 11:03 | Report Abuse

LOL, lu tau boh still alive. He is so worry about insas.

Posted by leno > 2021-11-16 11:05 | Report Abuse

of course he worri
lu tau boh buy insas high 1.20 last week

INARI CANTEEEEEEEEEEEEEEEKKK !!

Posted by stockraider > 2021-11-16 11:07 | Report Abuse

Inari no power to move up without insas upside mah!

Lu tau boh ?

Posted by leno > 2021-11-16 11:08 | Report Abuse

Taik Kucing
insas no power to move up without inari lah BODO !!

INARI CANTEEEEEEEEEEEEEEEKKK !!

Posted by richardsharing > 2021-11-16 11:10 | Report Abuse

Congrats to Lu Tau Boh for his 1.20 ticket.

Posted by leno > 2021-11-16 11:14 | Report Abuse

INARI
is breaking into China Massive RESOURCES and TECH Market !!

RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by stockraider > 2021-11-16 11:20 | Report Abuse

This Leno.boloh loh!

Go & buy and hold insas-w now out of money loh!

Insas need to move above rm 1.40 b4 warrant can break even mah!

Posted by stockraider > 2021-11-16 11:25 | Report Abuse

VERY IMPORTANT TO REMEMBER THIS LOH!

INARI WILL BE THE 1ST TECHNOLOGY STOCK TO BE INCLUDED IN THE KLSE 30 COMPONENT INDEX LOH!

THE COST OF INARI TO INSAS IS ONLY 46 SEN WHEREAS THE SHARE PRICE IS CLOSE TO RM 4.00 MAH!

Those who sell at Rm 1.10 to Rm 1.20 are just plain silly loh!

Can't they just hold & wait for 1 mth to let insas surge to reap good profit leh ?

Stay focus in insas your best bet mah!

Why Raider says Insas can be a strong growth stock ?
Bcos Insas has shown very consistent earnings growth support & value creation every year for the past years mah!

Insas is not a goreng stock, thus its share show steady appreciation consistently...thus over medium term, Insas will surely do better n gain better appreciation than most goreng stocks loh!

Just look at the amazing growth track record of value creation of insas for the past 10 yrs

June 2021- Nta Rm 2.99

Mar 2021 - Nta Rm 2.96

Dec 2020 - Nta Rm 2.83

Dec 2019- Nta Rm 2.68

Dec 2018- Nta Rm 2.54

Dec 2017..Nta rm 2.49

Dec 2016 ...Nta Rm 2.18

Dec 2015..Nta Rm 1.96

Dec 2014..Nta rm 1.82

Dec 2013 nta..rm 1.71

Dec 2012 nta ..rm 1.51

Dec 2011 nta..rm 1.38

Dec 2010 nta...rm 1.22

Dec 2009 nta ..rm 1.14


Insas Amazing Good Earnings & Value Creation Track records .

Insas has grown from Rm 1.14 NTA per share to Rm 2.99 per share in June 2021 & amazing capital gain of 162% over a period of about 12 yrs or a capital gain of 13.5% pa but if u factored in the dividend as well as u get a return above 14.5% pa loh!

Conclusion; Insas is a very great investment with equivalent to berkshire hathaway mah!

U just sleep well investing in insas loh!

Remember do not sell insas prematurely loh!

Insas CHIAK BEH LIAW !!


If u fear the high price of Inari, just buy insas for Inari exposure mah!

1000 insas is equivalent to 785 inari exposure mah!

That means u buy insas for Rm 1200 ....for Rm 3170 worth of inari share mah!

Btw this rm 3170 of inari value exclude other business value in insas share , that worth more than Rm 2600 per share mah!

Basically insas thereotical value per share is Rm 5880 per 1000 insas share loh!

Lu tau boh ?

Posted by leno > 2021-11-16 11:27 | Report Abuse

INARI CANTEEEEEEEEEEEEEEEEKKK !!

Lu Tau Boh BODOHHHHHHHHHHHHHH !!

Posted by stockraider > 2021-11-16 11:29 | Report Abuse

Lu tau boh ??

All raider says all true & benar....No tipu mah!

Do not listen to Grab kon ular mah!


Posted by grabConUlar > Nov 16, 2021 11:26 AM | Report Abuse

Con stockraider aka whistlebower99 aka thehoff etc, long time twisting PP n ESOS n Consolidation as Conning people, n use it to sing down price 4 the syndicates to collect slowly.

Compare 2 whistlebower99, Con Ularsawa/anakularsawa hard sell in Sept 20 at 4.5 cts, is kacang!

whistlebower99 lagi fierce, he bunuh all until naked now price drop to 5 cts meant ppl lost 25 times of their investment in Lambo alone, what about the other penny stocks?

Posted by grabConUlar > 2021-11-16 11:30 |

Post removed.Why?

Posted by stockraider > 2021-11-16 11:31 | Report Abuse

Why buy inari when u can make better gain in insas leh ?

If u fear the high price of Inari, just buy insas for Inari exposure mah!

1000 insas is equivalent to 785 inari exposure mah!

That means u buy insas for Rm 1200 ....for Rm 3170 worth of inari share mah!

Btw this rm 3170 of inari value exclude other business value in insas share , that worth more than Rm 2600 per share mah!

Basically insas thereotical value per share is Rm 5880 per 1000 insas share loh!

Lu tau boh ?

Posted by Sslee > 2021-11-16 11:37 | Report Abuse

Lu tau boh can you please stop promoting Insas in Inari forum.

I3lurker had this fact to say about Insas:
the reported NTA will exceed RM5.00 per share very soon even if the share price does not.

its already RM2.99 per share last QR so as at today should be RM3.00 ++

of course .... the "actual NTA" already exceeds 5.00 but only a few people like sslee will care,

Posted by stockraider > 2021-11-16 11:45 | Report Abuse

Sslee could u buzz off ??

Whether Raider promote insas in inari forum or greatech forum ,it is non of your business mah!

The fact is insas...is a good stock that we can benefit & profit...bcos of its prospects and its margin of safety mah!

Raider conscience is very clear mah! People who buy no risk if they hold loh!

Lu tau boh ?

Posted by Sslee > Nov 16, 2021 11:37 AM | Report Abuse

Lu tau boh can you please stop promoting Insas in Inari forum.

I3lurker had this fact to say about Insas:
the reported NTA will exceed RM5.00 per share very soon even if the share price does not.

its already RM2.99 per share last QR so as at today should be RM3.00 ++

of course .... the "actual NTA" already exceeds 5.00 but only a few people like sslee will care,

Posted by value_seeker > 2021-11-16 11:48 | Report Abuse

Insas is good. Inari is very good. Both are good stock to invest. Buy are the right time than can earn money. For me Inari will be good for next few years. Insas i think got good management. Most important is strong management to increase shareholder value.

Posted by leekh5555 > 2021-11-16 11:49 | Report Abuse

unless INSAS sell all INARI shares and pay you as dividend, if not in the book of INSAS just show as investment.

Posted by value_seeker > 2021-11-16 11:51 | Report Abuse

Insas main problem is that the company pay low dividend to shareholder and i believe is a holding company that does not run a manufacturing or business by itself. It value cannot be fully unlock if the company does not increase it visibility and pay higher dividend.

Posted by leekh5555 > 2021-11-16 11:53 | Report Abuse

if you think INARI is good just buy INARI, make investment simple. INARI declared 2.8sen div.. if you bought INSAS how much you can get?

Posted by stockraider > 2021-11-16 11:54 | Report Abuse

Lu pakai otak & think lah!

If u put Rm 100k in FD in the bank...at interest for 5 years compound at 4% pa....do u give a poor value to your FD at Rm 25k just bcos u cannot get your hand on the money now leh ?

No mah!

U still value the FD worth at least more than Rm 100k mah!

Lu tau boh ??

Do not be silly mah!

Insas is good. Inari is very good. Both are good stock to invest. Buy are the right time than can earn money. For me Inari will be good for next few years. Insas i think got good management. Most important is strong management to increase shareholder value.


Posted by leekh5555 > Nov 16, 2021 11:49 AM | Report Abuse

unless INSAS sell all INARI shares and pay you as dividend, if not in the book of INSAS just show as investment.

Posted by leekh5555 > 2021-11-16 11:54 | Report Abuse

NTA is irrelevant in this scenario unless INSAS going to winding up.

Posted by stockraider > 2021-11-16 11:54 | Report Abuse

Lu pakai otak & think lah!

If u put Rm 100k in FD in the bank...at interest for 5 years compound at 4% pa....do u give a poor value to your FD at Rm 25k just bcos u cannot get your hand on the money now leh ?

No mah!

U still value the FD worth at least more than Rm 100k mah!

Lu tau boh ??

Do not be silly mah!

Insas is good. Inari is very good. Both are good stock to invest. Buy are the right time than can earn money. For me Inari will be good for next few years. Insas i think got good management. Most important is strong management to increase shareholder value.


Posted by leekh5555 > Nov 16, 2021 11:49 AM | Report Abuse

unless INSAS sell all INARI shares and pay you as dividend, if not in the book of INSAS just show as investment.

Posted by grabConUlar > 2021-11-16 11:58 |

Post removed.Why?

Posted by richardsharing > 2021-11-16 12:02 | Report Abuse

LOL, this Lu Tau Boh so scare nobody know his intelligent level. I guess he will be still staying for some time. so welcome him to witness growth of Inari

Posted by Sslee > 2021-11-16 12:05 | Report Abuse

I remember when I attended my first INSAS AGM in 2017 to ask for better dividend the Executive director Dato Dr. TAN replied if you want dividend and share price appreciation then you can choose to invest in Inari. But if you choose to invest in Insas then we are here to grow Insas net worth and the performancce of share price is not our responsibility.

I should have invested in Inari then but since I already made my choice so let it be.

Posted by richardsharing > 2021-11-16 12:10 | Report Abuse

ya, insas i being controlled by mainshareholder. it highly depends on whether they want to unlock value of insas or not. a bit try luck there. anyway, let's get rich together

Posted by gohku > 2021-11-16 12:15 | Report Abuse

I believe that stockraider comment make alot of sense.

As a good investor, we should have a overall big picture perspective for our insas investment.

Surely if the market give the wrong value & impression to your assets like the case of insas, you should ignore it .

This is because short term the market is a voting machine & over a longer term it always are weighing machine.

Better invest for the longer term.



Posted by stockraider > Nov 16, 2021 11:54 AM | Report Abuse

Lu pakai otak & think lah!

If u put Rm 100k in FD in the bank...at interest for 5 years compound at 4% pa....do u give a poor value to your FD at Rm 25k just bcos u cannot get your hand on the money now leh ?

No mah!

U still value the FD worth at least more than Rm 100k mah!

Lu tau boh ??

Do not be silly mah!

Insas is good. Inari is very good. Both are good stock to invest. Buy are the right time than can earn money. For me Inari will be good for next few years. Insas i think got good management. Most important is strong management to increase shareholder value.

Posted by leno > 2021-11-16 12:19 | Report Abuse

INARI CANTEEEEEEEEEEEEEKKK !!

RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by richardsharing > 2021-11-16 12:47 | Report Abuse

@gohku stockraider comment at wrong place. He just nonstop purposely promote insas for his own benefit, and try to mislead. that's why he gets bombarded. He should go away and stop copy and paste hundred times here. Here is Inari.

Posted by newbie8080 > 2021-11-16 12:53 | Report Abuse

@richardsharing

Yup,very much agreed.

This is Inari thread.

If Insas is a good counter, it would do well without much advertising.

Posted by newbie8080 > 2021-11-16 12:58 | Report Abuse

Next thurs is Inari AGM.

Hope to get some future direction and company's OSAT planning in China.

Posted by leno > 2021-11-16 12:59 | Report Abuse

Copy paste and repeat
same post, so long, people don't want to read also need to scroll up down so long

INARI CANTEEEEEEEEEEEEEEKKK !!
RM 5 RINGGIT !! RM 5 RINGGIT !!

Posted by TR6699 > 2021-11-16 13:19 | Report Abuse

What an answer from Insas's director. I agreed with him. I have choosen Inari long time back. Because I clearly know what I want. I want capital appreciation and dividend. I am not chasing "paper net worth". No right or wrong, it is your choice. I think this is a very good summary to it.

Posted by Sslee > Nov 16, 2021 12:05 PM | Report Abuse

I remember when I attended my first INSAS AGM in 2017 to ask for better dividend the Executive director Dato Dr. TAN replied if you want dividend and share price appreciation then you can choose to invest in Inari. But if you choose to invest in Insas then we are here to grow Insas net worth and the performancce of share price is not our responsibility.

I should have invested in Inari then but since I already made my choice so let it be.