Posted by maestro85 > 2022-03-31 08:36 | Report Abuse

rm3.00 today?

Posted by 521onepiece > 2022-03-31 19:35 | Report Abuse

tut tut.. apa macam inari niii

Posted by jenkins > 2022-03-31 21:48 | Report Abuse

Thursday, 31 Mar 2022
5:06PM INARI EMPLOYEES PROVIDENT FUND BOARD (2,000,000 units Acquired)
5:06PM INARI KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (1,777,200 units Transacted)

Posted by flyhub888 > 2022-03-31 22:09 | Report Abuse

nasdaq is red noww.. sedia besok? ada miracle tak?

Posted by warrenchok90 > 2022-04-01 06:44 | Report Abuse

think will drop today

Posted by warrenchok90 > 2022-04-01 06:56 | Report Abuse

very sad...

Posted by paktua73 > 2022-04-01 07:33 |

Post removed.Why?

Posted by warrenchok90 > 2022-04-01 07:43 | Report Abuse

will up because of big fund... I hope it does.

Posted by hoot9e996 > 2022-04-01 10:04 | Report Abuse

wow no seller? whats this!!!

Posted by i3lurker > 2022-04-01 11:55 | Report Abuse

Apple share price dropped 2% and most tech stocks went down too.

Posted by warrenchok90 > 2022-04-01 18:41 | Report Abuse

thank you paktua... you calm me while I hesitate to hold or not... nasib I hold.

Posted by soon2795 > 2022-04-06 09:58 | Report Abuse

KWSP and EPF slowly acquiring

Posted by Putrajaya666 > 2022-04-06 10:37 | Report Abuse

inari will have sideway for quiet a long long months ahead of us..... i personally believe will sideway for 2-3months...

Posted by sailang_now > 2022-04-06 12:07 | Report Abuse

Good afternoon! Tut tut...

Posted by Tristanharrell011 > 2022-04-06 14:44 | Report Abuse

Train is starting.... Tut tut...

Posted by Putrajaya666 > 2022-04-07 09:10 | Report Abuse

lolz tut tut to the south... tut tut JB station lmao

Posted by Sirius69 > 2022-04-07 14:16 | Report Abuse

Second chance for those who missed the train tut tut

Posted by ken2004 > 2022-04-07 17:10 | Report Abuse

Another weak sentiment due to the coming us interest rate raise on may?

Posted by Gore Victor Lee > 2022-04-07 17:14 | Report Abuse

inflation in USA getting worst

Posted by SooHai > 2022-04-07 19:25 | Report Abuse

Tomorrow below 3.00
Recession will come

Posted by chipchip > 2022-04-08 14:50 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/04/08/chip-cycle-to-extend-on-demand

Posted by chipchip > 2022-04-08 14:51 | Report Abuse

EPF and KWAP keep buying

Posted by chipchip > 2022-04-08 16:00 | Report Abuse

Tut tut gang get ready rocket launcher

Posted by chipchip > 2022-04-08 16:17 | Report Abuse

All US futures rising now
https://www.investing.com/indices/indices-futures

Posted by chipchip > 2022-04-08 16:22 | Report Abuse

European stocks ralling right now... look at their indices
https://www.investing.com/indices/major-indices

Posted by chipchip > 2022-04-08 16:23 | Report Abuse

Tonight US tech stocks should be rallying as well

Posted by chipchip > 2022-04-08 16:38 | Report Abuse

US tech pre market rallying now

Posted by Mabel > 2022-04-09 19:42 | Report Abuse

*This article is contributed by https://www.prosperus.asia/other-markets/5-reasons-to-buy-inari-amertr...


Long-term investors are finding it hard to navigate their portfolios with the first federal funds rate hike in March and a more aggressive rate hike expectations for this year amid high inflation.

In Malaysia, the stock market is not spared from the uncertainties in global markets.

While it is probably safer to rotate into some of the “value” stocks such as banks, I think that long-term investors should take the opportunity to gradually build positions in select growth stocks in Malaysia.

With this in mind, I think Inari Amertron Berhad (KLSE: 0166) offers a good buying opportunity. The prospects for the semiconductor player remain bright with its radio frequency (RF) business set to benefit from rising demand for 5G smartphones.

It is also an open secret that Inari, which is Malaysia’s largest outsourced semiconductor assembly and test (OSAT) player, is a key component supplier to the most valuable company in the world: Apple Inc (NASDAQ: AAPL).
With all that, here are five reasons why I think investors should buy into this semiconductor player following the sell-off in its share price.
1. Strong earnings growth
Despite the lacklustre share price performance, Inari has maintained its growth momentum.
In the first half of fiscal year 2022 (1H FY2022), Inari recorded 17.5% growth in its revenue to RM 851.4 million (US$201.8 million) as compared to RM 724.5 million in the corresponding period a year ago.
In line with the better top-line performance, the company’s net profit grew by 33.8% to RM 214.2 million during the same period.
The robust growth in its earnings is also reflective of its longer-term growth.
Based on its trailing 12-months revenue and net profit of RM1.56 billion and RM385.5 million, respectively, Inari has recorded a compounded annual growth rate (CAGR) of 24% an 35% for both its revenue and net profit over the last decade.

2. Earnings outlook remains strong
The management has guided that the RF division will sustain its earnings growth in the 2H FY2022, driven orders for its legacy products.
The recent launch of Apple’s iPhone SE with 5G is also another positive catalyst for the company.
As Apple introduce new powerful chips and 5G features into its most affordable iPhone line-ups, this will keep up the momentum for its RF division.

3. Potential growth prospects
Aside from its existing business, the finalisation of Inari’s joint venture (JV) agreement – with China Fortune-Tech Capital Co (CFTC) to establish its OSAT presence in China – is also another growth lever for Inari.
As China’s chip foundries push ahead with capacity expansion plans and increase self-reliance amid the bitter high-tech war with US, this will benefit Inari’s expansion into China over the long term.

4. Robust fundamentals and dividend
Aside from the strong earnings growth, I believe Inari has a strong economic moat as its balance sheet remains solid.
Given its net cash position, the company will also be shielded from the rising interest rate environment.
The successful private placement undertaken by Inari to raise RM 1.03 billion in 2021 also put the company’s expansion plans into motion.
In terms of its cash flow, Inari has continued to generate positive operating cashflow. In the 1H FY2022, the company generated RM 278.0 million in operating cashflow, an increase from the RM 228.4 million in the 1H FY2021.
Management also rewards its shareholders as seen by the average dividend yield of around 3.2% over the last five years.
This is impressive considering its strong earnings growth over the last 10 years.

5. Five key projects with five new customers
Inari’s recent private placement allows the company to diversify away from the reliance on a single customer as part of its next phase of growth.
Among the five key projects are:
1) System on Module assembly and test for automotive industry
2) Transceiver Module for data centres
3) High Power LED package
4) RF double-sided moulding (DSM) system in package
5) Advanced embedded material
The group targets for these new projects’ contribution to start in FY2022 with at least 5% and to grow to 15% in FY2023.

Inari’s strong track record worth the premium
One of the downsides to Inari is perhaps its valuation but I think given its strong track record, it is worth the premium.

On top of that, the company has seen a decline of 22% in its share price year-to-date, which offers a better entry price.

It is also worth noting that the sell-off seems to have dissipated following the rebound from its lows since the middle of last month.

For long-term investors, the prolonged upcycle in the semiconductor sector, Inari’s expansion and its track record warrant the stock as a buy despite the uncertainty in the stock market.

Posted by SooHai > 2022-04-11 13:54 | Report Abuse

Can see below 3 coming
York2 hiding now

Posted by i3lurker > 2022-04-11 14:32 | Report Abuse

Taxi driver sold INARI for money to pump petrol

Posted by chipchip > 2022-04-11 16:02 | Report Abuse

Then who is buying

Posted by maestro85 > 2022-04-11 16:10 | Report Abuse

US tech stocks down heavily past few weeks. just don't enter yet. wait. go goreng plantation first

Posted by SooHai > 2022-04-12 19:14 | Report Abuse

Bottom fished 2.90
Overdrop
Hope ching beng crash is over by now

Posted by i3lurker > 2022-04-13 06:01 | Report Abuse

Recession is confirmed
many tech companies will go bankrupt, especially weaker ones
repeated RIs and every quarter losses will become normal for tech.
share and earnings dilution awaits those foolish enough to hold.

with zero dividends as tech fights for survival, smart investors jump ship.
many already mentioned Quek already sold down tech desperately

left behind tutu tuti taxi drivers holding tech stocks

Posted by newbie8080 > 2022-04-13 18:05 | Report Abuse

@i3lurker

Which tech companies are you referring to?

Posted by ken2004 > 2022-04-13 22:20 | Report Abuse

Recession = tech stock down only, other stock no issue? Lol, to me, Recession mean everything drop, not tech stock only..........means what, dispose everything you have now?

Posted by Skywalker00 > 2022-04-13 22:36 | Report Abuse

Isn’t recession is when price of necessities goes up, but most of all is when you see ppl losing their jobs.... otherwise it just soft like covid time,, got gaji.... sky drop also no issues.

Posted by necro > 2022-04-14 10:02 | Report Abuse

Recession? Mana ada...
It's called cycle play kawan.

"Chip Cycle" more precise, standby kawan, corrections is far from over.

You can monitor NASDAQ as guidelines where is bottom for tech industries.

Posted by Mabel > 2022-04-14 21:41 | Report Abuse

Revising earnings estimates

We have trimmed our FY22-23 EPS estimates by 9%/8% on the back of 2H seasonality weakness and the potential fallout from Chinas Covid Zero lockdown policy. We maintain the BUY call but further lower our valuation peg to 32x FY23E PER, at +1SD to the LT mean to account for the accelerated inflation-induced rate increase cycle; our new TP is MYR4 (-16%). We have also introduced an expanded ESG tear sheet (see Pg. 3) for Inari and assigned it an above average overall score of 70.

Source: Maybank

Posted by i3lurker > 2022-04-15 10:06 | Report Abuse

expanded ESG tear sheet => it means Tears flow non-stop if you buy

Posted by soon2795 > 2022-04-15 11:02 | Report Abuse

RM2.64 coming soon. Not sure to top up or hold tight tight.

Posted by macamyesman > 2022-04-15 12:52 | Report Abuse

Tech now mostly turn to undervalued. - my 2 cent opinion

Posted by macamyesman > 2022-04-15 12:52 | Report Abuse

After plantation rally , here we come tech stock again.

Posted by Mabel > 2022-04-15 19:54 | Report Abuse

# macamyesman After plantation rally , here we come tech stock again.
15/04/2022 12:52 PM

Yes La...

Plantation Biofuel is rocketing
Fossil Fuel is pushing to the next level..
Techs Missiles is calibrating for the melt up..

Life is really so beautiful..

Even a Kangkung if cooked correctly, it can be as good as having a Lobsters..

To Our Success !

Chef Mabel Meow

Posted by warrenchok90 > 2022-04-16 05:15 | Report Abuse

buy low sell high. wait for the price stabilize then join. inari still one of the great choice.

Posted by DannyArcher > 2022-04-17 12:33 | Report Abuse

Inari leaving KLCI30 soon if price dont recover. June is the review. July will see Inari leave and someone else take over, who? Maybe westport, maybe QL, maybe some other.

Posted by stockraider > 2022-04-17 13:22 | Report Abuse

Not true loh!

Insas associate Inari is dominating the industry loh!

Lu tau boh ?

Btw insas cost in inari is less than 70 sen per share loh!

If u invest in insas....u r buying into Inari at below 70 sen per share at inari loh!

Posted by DannyArcher > 24 seconds ago | Report Abuse

sslee... insas is jack of all trades, master of none. so many subsidaries, but none is dominating the industry. it is better to get 1A in SPM and 9Cs, then to have 10Bs.

u should just max your margin and buy up as much as you can and be the top10 shareholders and demand a seat in the board.

Posted by Putrajaya666 > 2022-04-18 09:40 | Report Abuse

wait 2.50 better.... non stop diarrhea .... such a disappointment, wonder inari will be kick out from index component or not

Posted by SooHai > 2022-04-18 10:04 | Report Abuse

Cutloss first
Putin is very mad now
Anytime escalate

Posted by DragonEgg > 2022-04-18 10:25 | Report Abuse

ok .. cut cut cut .. so i got chance buy lower..