Highlights
KLSE: INARI (0166)       INARI AMERTRON BHD MAIN : Technology
Last Price Today's Change   Day's Range   Trading Volume
3.63   +0.01 (0.28%)  3.59 - 3.67  19,112,500
Analyze this stock with MQ Trader system

Financials


Market Cap: 13,371 Million

Market Cap 13,371 Million
NOSH 3,683 Million

Latest Audited Result:  30-Jun-2020

Latest Audited Result: 30-Jun-2020
Announcement Date 26-Oct-2020
Next Audited Result: 30-Jun-2021
Est. Ann. Date: 26-Oct-2021
Est. Ann. Due Date: 27-Dec-2021

Latest Quarter:  30-Jun-2021 [#4]

Latest Quarter: 30-Jun-2021 [#4]
Announcement Date 06-Aug-2021
Next Quarter: 30-Sep-2021
Est. Ann. Date: 24-Nov-2021
Est. Ann. Due Date: 29-Nov-2021
QoQ | YoY   7.83%  |    149.09%

Annual (Unaudited) ( EPS: 8.97, P/E: 40.46 )

Revenue | NP to SH 1,428,704  |  330,473
RPS | P/RPS 38.79 Cent  |  9.36
EPS | P/E | EY 8.97 Cent  |  40.46  |  2.47%
DPS | DY | Payout % 9.99 Cent  |  2.75%  |  111.29%
NAPS | P/NAPS 0.37  |  9.75
YoY   112.18%
NP Margin | ROE 23.15%  |  24.09%
F.Y. | Ann. Date 30-Jun-2021  |  06-Aug-2021

T4Q Result ( EPS: 8.97, P/E: 40.46 )

Revenue | NP to SH 1,428,704  |  330,473
RPS | P/RPS 38.79 Cent  |  9.36
EPS | P/E | EY 8.97 Cent  |  40.46  |  2.47%
DPS | DY | Payout % 9.88 Cent  |  2.72%  |  110.10%
NAPS | P/NAPS 0.37  |  9.75
QoQ | YoY   19.05%  |    112.18%
NP Margin | ROE 23.15%  |  24.09%
F.Y. | Ann. Date 30-Jun-2021  |  06-Aug-2021

Annualized Result ( EPS: 8.97, P/E: 40.46 )

Revenue | NP to SH 1,428,704  |  330,473
RPS | P/RPS 38.79 Cent  |  9.36
EPS | P/E | EY 8.97 Cent  |  40.46  |  2.47%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   2.37%  |    112.18%
NP Margin | ROE 23.15%  |  24.09%
F.Y. | Ann. Date 30-Jun-2021  |  06-Aug-2021


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Jun-2021 06-Aug-2021 30-Jun-2021 4 361,320 93,395 88,673 88,360 83,588 1,371,846 94.60% 24.54% 6.44% 3,343,521 10.81 9.81 2.64 2.40 2.50 2.27 0.4103 0.37   7.83%   149.09% 30-Jun-2021 3.17 29.33 119.95 7.73 0.83% 0.79% 06-Aug-2021 3.60 33.31 136.22 8.77 0.73% 0.69%
30-Jun-2021 21-May-2021 31-Mar-2021 3 342,933 86,727 81,892 81,946 132,684 1,385,890 161.92% 23.88% 5.91% 3,317,115 10.34 9.31 2.47 2.22 4.00 3.60 0.4178 0.38   -9.05%   133.72% 31-Mar-2021 3.28 31.73 132.77 7.85 0.75% 1.22% 21-May-2021 3.00 29.02 121.44 7.18 0.82% 1.33%
30-Jun-2021 24-Feb-2021 31-Dec-2020 2 376,830 94,713 90,085 90,097 82,321 1,313,852 91.37% 23.91% 6.86% 3,292,863 11.44 10.23 2.74 2.45 2.50 2.23 0.3990 0.36   28.58%   140.35% 31-Dec-2020 2.76 24.12 100.87 6.92 0.99% 0.91% 3.28 28.66 119.88 8.22 0.83% 0.76%
30-Jun-2021 24-Nov-2020 30-Sep-2020 1 347,621 77,414 70,065 70,070 65,252 1,254,151 93.12% 20.16% 5.59% 3,262,621 10.65 9.44 2.15 1.90 2.00 1.77 0.3844 0.34   97.53%   46.80% 30-Sep-2020 2.28 21.40 106.16 5.93 0.94% 0.88% 24-Nov-2020 2.47 23.18 115.01 6.43 0.87% 0.81%
30-Jun-2020 27-Aug-2020 30-Jun-2020 4 233,341 34,066 36,142 35,473 35,677 1,202,337 100.58% 15.49% 2.95% 3,243,425 7.19 6.34 1.09 0.96 1.10 0.97 0.3707 0.33   1.17%   -7.37% 30-Jun-2020 1.69 23.49 154.52 4.56 0.65% 0.65% 27-Aug-2020 2.24 31.14 204.81 6.04 0.49% 0.49%
30-Jun-2020 21-May-2020 31-Mar-2020 3 242,566 40,757 35,058 35,062 32,381 1,190,979 92.35% 14.45% 2.94% 3,238,117 7.49 6.59 1.08 0.95 1.00 0.88 0.3678 0.32   -6.46%   -8.19% 31-Mar-2020 1.24 16.55 114.52 3.37 0.87% 0.81% 21-May-2020 1.44 19.22 132.99 3.92 0.75% 0.69%
30-Jun-2020 25-Feb-2020 31-Dec-2019 2 265,437 42,652 37,496 37,485 31,884 1,144,655 85.06% 14.13% 3.27% 3,188,456 8.32 7.21 1.18 1.02 1.00 0.87 0.3590 0.31   -21.46%   -31.95% 31-Dec-2019 1.70 20.42 144.60 4.74 0.69% 0.59% 25-Feb-2020 1.64 19.70 139.50 4.57 0.72% 0.61%
30-Jun-2020 26-Nov-2019 30-Sep-2019 1 316,607 54,889 47,744 47,730 41,320 1,140,138 86.57% 15.08% 4.19% 3,178,530 9.96 8.60 1.50 1.30 1.30 1.12 0.3587 0.31   24.64%   -20.65% 30-Sep-2019 1.82 18.27 121.20 5.07 0.83% 0.71% 26-Nov-2019 1.95 19.58 129.86 5.44 0.77% 0.67%
30-Jun-2019 28-Aug-2019 30-Jun-2019 4 270,670 49,261 38,327 38,294 35,257 1,128,255 92.07% 14.16% 3.39% 3,205,270 8.44 7.35 1.19 1.04 1.10 0.96 0.3520 0.31   0.28%   -32.94% 28-Jun-2019 1.60 18.95 133.92 4.55 0.75% 0.69% 28-Aug-2019 1.59 18.83 133.09 4.52 0.75% 0.69%
30-Jun-2019 23-May-2019 31-Mar-2019 3 256,322 42,570 38,747 38,188 31,935 1,107,854 83.63% 15.12% 3.45% 3,193,585 8.03 6.96 1.20 1.04 1.00 0.87 0.3469 0.30   -30.68%   -30.79% 29-Mar-2019 1.57 19.56 131.30 4.53 0.76% 0.64% 23-May-2019 1.32 16.45 110.39 3.81 0.91% 0.76%
30-Jun-2019 21-Feb-2019 31-Dec-2018 2 300,147 59,476 55,155 55,086 47,818 1,115,776 86.81% 18.38% 4.94% 3,187,933 9.42 8.15 1.73 1.50 1.50 1.30 0.3500 0.30   -8.43%   -19.71% 31-Dec-2018 1.50 15.93 86.81 4.29 1.15% 1.00% 21-Feb-2019 1.61 17.10 93.17 4.60 1.07% 0.93%
30-Jun-2019 26-Nov-2018 30-Sep-2018 1 325,721 64,898 60,118 60,155 50,418 1,092,184 83.81% 18.46% 5.51% 3,151,139 10.34 8.84 1.91 1.63 1.60 1.37 0.3466 0.30   5.34%   -12.02% 28-Sep-2018 2.28 22.06 119.43 6.58 0.84% 0.70% 26-Nov-2018 1.71 16.54 89.58 4.93 1.12% 0.94%
30-Jun-2018 28-Aug-2018 30-Jun-2018 4 301,162 81,401 66,862 57,103 63,517 1,073,757 111.23% 22.20% 5.32% 3,175,857 9.48 8.18 1.80 1.55 2.00 1.72 0.3381 0.29   3.50%   -12.98% 29-Jun-2018 2.26 23.83 125.69 6.68 0.80% 0.88% 28-Aug-2018 2.37 24.99 131.81 7.01 0.76% 0.84%
30-Jun-2018 22-May-2018 31-Mar-2018 3 325,827 62,486 55,505 55,174 33,516 1,026,872 60.75% 17.04% 5.37% 2,094,803 15.55 8.85 2.63 1.50 1.60 0.91 0.4902 0.28   -19.59%   7.81% 30-Mar-2018 2.75 17.68 104.41 5.61 0.96% 0.58% 22-May-2018 2.16 13.89 82.01 4.41 1.22% 0.74%
30-Jun-2018 27-Feb-2018 31-Dec-2017 2 375,964 77,903 69,068 68,613 50,840 978,584 74.10% 18.37% 7.01% 2,033,633 18.49 10.21 3.37 1.86 2.50 1.38 0.4812 0.27   0.35%   8.83% 29-Dec-2017 3.40 18.39 100.77 7.07 0.99% 0.74% 27-Feb-2018 3.45 18.66 102.26 7.17 0.98% 0.72%
30-Jun-2018 21-Nov-2017 30-Sep-2017 1 373,089 73,668 68,695 68,376 46,118 907,937 67.45% 18.41% 7.53% 2,005,161 18.61 10.13 3.41 1.86 2.30 1.25 0.4528 0.25   4.19%   42.44% 29-Sep-2017 2.54 13.65 74.49 5.61 1.34% 0.91% 21-Nov-2017 2.83 15.21 82.99 6.25 1.20% 0.81%
30-Jun-2017 22-Aug-2017 30-Jun-2017 4 345,650 72,223 66,055 65,624 55,512 870,558 84.59% 19.11% 7.54% 1,982,598 17.43 9.38 3.31 1.78 2.80 1.51 0.4391 0.24   28.23%   64.40% 30-Jun-2017 2.11 12.10 63.75 4.81 1.57% 1.33% 22-Aug-2017 2.50 14.34 75.53 5.69 1.32% 1.12%
30-Jun-2017 16-May-2017 31-Mar-2017 3 274,033 54,277 52,162 51,178 42,973 830,568 83.97% 19.03% 6.16% 1,953,358 14.03 7.44 2.62 1.39 2.20 1.17 0.4252 0.23   -18.83%   139.13% 31-Mar-2017 2.04 14.54 77.86 4.80 1.28% 1.08% 16-May-2017 2.18 15.54 83.21 5.13 1.20% 1.01%
30-Jun-2017 23-Feb-2017 31-Dec-2016 2 275,051 64,363 62,354 63,047 17,352 794,546 27.52% 22.67% 7.93% 964,021 28.53 7.47 6.54 1.71 1.80 0.47 0.8242 0.22   31.34%   52.20% 30-Dec-2016 3.32 11.64 50.76 4.03 1.97% 0.54% 23-Feb-2017 1.91 6.69 29.20 2.32 3.42% 0.94%
30-Jun-2017 22-Nov-2016 30-Sep-2016 1 281,577 49,965 48,152 48,004 28,744 718,239 59.88% 17.10% 6.68% 958,163 29.39 7.64 5.01 1.30 3.00 0.78 0.7496 0.19   20.26%   5.48% 30-Sep-2016 3.32 11.30 66.27 4.43 1.51% 0.90% 22-Nov-2016 3.30 11.23 65.87 4.40 1.52% 0.91%
30-Jun-2016 24-Aug-2016 30-Jun-2016 4 257,210 41,326 39,014 39,918 22,120 719,127 55.42% 15.17% 5.55% 1,005,491 25.58 6.98 2.02 1.08 2.20 0.60 0.7152 0.20   86.52%   -1.13% 30-Jun-2016 2.97 11.61 74.81 4.15 1.34% 0.74% 24-Aug-2016 3.06 11.96 77.08 4.28 1.30% 0.72%
30-Jun-2016 18-May-2016 31-Mar-2016 3 217,321 23,031 22,743 21,402 9,640 655,363 45.05% 10.47% 3.27% 964,054 22.54 5.90 2.22 0.58 1.00 0.26 0.6798 0.18   -48.34%   -43.79% 31-Mar-2016 3.22 14.28 145.05 4.74 0.69% 0.31% 18-May-2016 2.72 12.07 122.52 4.00 0.82% 0.37%
30-Jun-2016 23-Feb-2016 31-Dec-2015 2 293,640 44,838 42,845 41,425 17,721 642,198 42.78% 14.59% 6.45% 738,413 39.77 7.97 5.61 1.12 2.40 0.48 0.8697 0.17   -8.97%   2.73% 31-Dec-2015 4.58 11.52 81.64 5.27 1.22% 0.52% 23-Feb-2016 3.39 8.52 60.43 3.90 1.65% 0.71%
30-Jun-2016 12-Nov-2015 30-Sep-2015 1 274,949 43,936 42,489 45,509 20,420 608,026 44.87% 15.45% 7.48% 729,310 37.70 7.46 6.24 1.24 2.80 0.55 0.8337 0.17   12.71%   34.82% 30-Sep-2015 3.39 8.99 54.33 4.07 1.84% 0.83% 12-Nov-2015 3.82 10.13 61.22 4.58 1.63% 0.73%
30-Jun-2015 20-Aug-2015 30-Jun-2015 4 255,016 39,778 40,122 40,376 16,672 535,326 41.29% 15.73% 7.54% 724,883 35.18 6.92 5.57 1.10 2.30 0.45 0.7385 0.15   6.03%   40.24% 30-Jun-2015 3.25 9.24 58.35 4.40 1.71% 0.71% 20-Aug-2015 3.13 8.90 56.19 4.24 1.78% 0.73%
30-Jun-2015 14-May-2015 31-Mar-2015 3 228,288 37,961 37,193 38,078 14,053 473,933 36.91% 16.29% 8.03% 669,209 34.11 6.20 5.69 1.03 2.10 0.38 0.7082 0.13   -5.57%   52.52% 31-Mar-2015 3.31 9.70 58.17 4.67 1.72% 0.63% 14-May-2015 3.32 9.73 58.35 4.69 1.71% 0.63%
30-Jun-2015 04-Feb-2015 31-Dec-2014 2 227,912 39,989 39,327 40,324 14,073 347,802 34.90% 17.26% 11.59% 611,896 37.25 6.19 6.59 1.09 2.30 0.38 0.5684 0.09   19.46%   65.07% 31-Dec-2014 2.54 6.82 38.54 4.47 2.59% 0.91% 04-Feb-2015 2.86 7.68 43.40 5.03 2.30% 0.80%
30-Jun-2015 25-Nov-2014 30-Sep-2014 1 221,883 33,948 33,606 33,756 12,377 297,390 36.67% 15.15% 11.35% 562,600 39.44 6.02 6.00 0.92 2.20 0.34 0.5286 0.08   17.24%   60.48% 30-Sep-2014 3.23 8.19 53.83 6.11 1.86% 0.68% 25-Nov-2014 2.88 7.30 48.00 5.45 2.08% 0.76%
30-Jun-2014 26-Aug-2014 30-Jun-2014 4 223,884 31,138 28,952 28,791 8,911 247,700 30.95% 12.93% 11.62% 495,104 45.22 6.08 5.81 0.78 1.80 0.24 0.5003 0.07   15.32%   119.51% 30-Jun-2014 3.03 6.70 52.11 6.06 1.92% 0.59% 26-Aug-2014 3.23 7.14 55.54 6.46 1.80% 0.56%
30-Jun-2014 15-May-2014 31-Mar-2014 3 191,814 27,173 25,498 24,966 9,620 224,405 38.54% 13.29% 11.13% 481,040 39.87 5.21 5.19 0.68 2.00 0.26 0.4665 0.06   2.20%   101.53% 31-Mar-2014 2.69 6.75 51.83 5.77 1.93% 0.74% 15-May-2014 2.84 7.12 54.72 6.09 1.83% 0.70%
30-Jun-2014 20-Feb-2014 31-Dec-2013 2 186,618 26,557 25,075 24,429 6,900 196,950 28.25% 13.44% 12.40% 460,056 40.56 5.07 5.31 0.66 1.50 0.19 0.4281 0.05   16.14%   171.98% 31-Dec-2013 1.63 4.02 30.70 3.81 3.26% 0.92% 20-Feb-2014 1.94 4.78 36.53 4.53 2.74% 0.77%
30-Jun-2014 26-Nov-2013 30-Sep-2013 1 191,339 22,066 20,874 21,034 6,727 174,281 31.98% 10.91% 12.07% 448,486 42.66 5.19 4.69 0.57 1.50 0.18 0.3886 0.05   60.37%   179.37% 30-Sep-2013 1.02 2.39 21.75 2.62 4.60% 1.47% 26-Nov-2013 1.52 3.56 32.41 3.91 3.09% 0.99%
30-Jun-2013 27-Aug-2013 30-Jun-2013 4 67,661 13,537 12,768 13,116 3,554 124,442 27.10% 18.87% 10.54% 355,447 19.04 1.84 3.69 0.36 1.00 0.10 0.3501 0.03   5.88%   139.30% 28-Jun-2013 0.715 3.76 19.38 2.04 5.16% 1.40% 27-Aug-2013 0.785 4.12 21.27 2.24 4.70% 1.27%
30-Jun-2013 16-May-2013 31-Mar-2013 3 56,776 8,324 12,437 12,388 6,059 108,495 48.91% 21.91% 11.42% 336,630 16.87 1.54 3.68 0.34 1.80 0.16 0.3223 0.03   37.92%   190.87% 29-Mar-2013 0.435 2.58 11.82 1.35 8.46% 4.14% 16-May-2013 0.595 3.53 16.17 1.85 6.18% 3.03%
30-Jun-2013 25-Feb-2013 31-Dec-2012 2 62,057 11,269 8,653 8,982 3,027 96,043 33.71% 13.94% 9.35% 336,404 18.45 1.68 2.67 0.24 0.90 0.08 0.2855 0.03   19.30%   45.15% 31-Dec-2012 0.40 2.17 14.98 1.40 6.68% 2.25% 25-Feb-2013 0.425 2.30 15.92 1.49 6.28% 2.12%
30-Jun-2013 20-Nov-2012 30-Sep-2012 1 54,646 10,158 7,385 7,529 2,688 94,179 35.71% 13.51% 7.99% 336,116 16.26 1.48 2.24 0.20 0.80 0.07 0.2802 0.03   37.37%   90.17% 28-Sep-2012 0.34 2.09 15.18 1.21 6.59% 2.35% 20-Nov-2012 0.32 1.97 14.29 1.14 7.00% 2.50%
30-Jun-2012 27-Aug-2012 30-Jun-2012 4 41,799 3,842 5,130 5,481 2,625 82,083 47.90% 12.27% 6.68% 328,203 12.74 1.13 1.67 0.15 0.80 0.07 0.2501 0.02   28.69%   33.36% 29-Jun-2012 0.37 2.91 22.16 1.48 4.51% 2.16% 27-Aug-2012 0.36 2.83 21.56 1.44 4.64% 2.22%
30-Jun-2012 29-May-2012 31-Mar-2012 3 43,838 4,729 4,009 4,259 2,620 81,445 61.54% 9.15% 5.23% 327,615 13.38 1.19 1.30 0.12 0.80 0.07 0.2486 0.02   -31.17%   61.69% 30-Mar-2012 0.38 2.84 29.23 1.53 3.42% 2.11% 29-May-2012 0.365 2.73 28.08 1.47 3.56% 2.19%
30-Jun-2012 27-Feb-2012 31-Dec-2011 2 46,790 7,032 6,188 6,188 1,954 72,660 31.58% 13.23% 8.52% 325,684 14.37 1.27 1.90 0.17 0.60 0.05 0.2231 0.02   56.30%   -48.49% 30-Dec-2011 0.38 2.65 20.00 1.70 5.00% 1.58% 27-Feb-2012 0.37 2.58 19.47 1.66 5.14% 1.62%
30-Jun-2012 24-Nov-2011 30-Sep-2011 1 48,348 4,699 3,959 3,959 1,915 71,230 48.39% 8.19% 5.56% 319,274 15.14 1.31 1.24 0.11 0.60 0.05 0.2231 0.02   -3.67%   - % 30-Sep-2011 0.36 2.38 29.03 1.61 3.44% 1.67% 24-Nov-2011 0.37 2.44 29.84 1.66 3.35% 1.62%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  58 people like this.
 
akuantiguru time to get out from tech
02/09/2021 4:12 PM
awesometrader a "proposed" total lockdown in PG will definitely affect business. Not surprised if it sinks a bit.
02/09/2021 10:38 PM
ocbc 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
02/09/2021 11:17 PM
llrr77 @azee smfh how many times u want to share this????????
03/09/2021 7:33 PM
Cocomelon 5th wave otw?
06/09/2021 12:00 AM
Trader258 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.
06/09/2021 4:28 PM
Bgt 9963 Good luck...
06/09/2021 4:35 PM
Targeted Round 2........
07/09/2021 6:59 PM
Targeted Gona be hard to hold this one back....!
08/09/2021 12:48 AM
llrr77 Apple iphone new launch on Next week! Get ready to party with Inari
08/09/2021 11:10 AM
staypositive Very soon exploding
09/09/2021 9:39 PM
richardsharing FA not bad..but is current price too high?
11/09/2021 11:29 PM
Mr.Sm Invest123 https://www.theedgemarkets.com/article/rise-and-rise-equipment-makers
11/09/2021 11:41 PM
Mr.Sm Invest123 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。”
12/09/2021 12:00 AM
Mr.Sm Invest123 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
12/09/2021 12:01 AM
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
Cheers All Tech except inari. Still sleeping
14/09/2021 3:03 PM
Cheers No fly at all
14/09/2021 3:03 PM
nisah395 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
14/09/2021 3:32 PM
Targeted Last call for cheap tickets........
14/09/2021 4:04 PM
llrr77 Tmr after apple announced their latest product, then Inari will fly to moon
14/09/2021 7:41 PM
Gabriel Khoo Osat not ems. Their esg compliance very high especially inari.
14/09/2021 10:12 PM
richardsharing 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
15/09/2021 10:10 AM
stockraider Go for it
15/09/2021 10:32 AM
BearBear6115 still will increase within a month ?
15/09/2021 10:33 AM
newbie2y 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
15/09/2021 8:09 PM
Targeted Nice setup.....
16/09/2021 1:27 AM
TECHfullyBREWED Broadcom ATH again!
16/09/2021 7:10 AM
yorkyork hello everyone
17/09/2021 1:10 PM
Bgt 9963 Tech and semi-con stock coming....
17/09/2021 1:14 PM
Targeted Just starting engines........ taking off soon...
17/09/2021 1:46 PM
sten_still will make it in composite index in less than 5 years
17/09/2021 2:56 PM
Targeted sten_still will make it in composite index in less than 5 years

>>>>>>>>>>

Easily !
17/09/2021 3:03 PM
awesometrader gogo sushi inari.
17/09/2021 3:38 PM
leno 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.
17/09/2021 3:59 PM
Targeted Who is so kind to sell so many at 3.65?
17/09/2021 4:26 PM
Mtrade https://www.cnbc.com/2021/09/16/apple-iphone-13-pre-orders-show-signs-of-growth-in-china.html?utm_content=Tech&utm_medium=Social&utm_source=Facebook&fbclid=IwAR2BKRLqjN2MOXGc2CmGRewrFO8MlN0PR-TVunm6ued0-gVJBJyt_4jH0-U#Echobox=1631799152
17/09/2021 5:35 PM
Mtrade TECH
The iPhone 13 is already showing strong early sales in China, local media reports say
17/09/2021 5:35 PM
Mtrade 2 million pre order from china dy
17/09/2021 5:35 PM
gemfinder Rm4 ma
17/09/2021 5:56 PM
Targeted Inari and frontken, biggest beneficiary of Apples super-cycle....
17/09/2021 7:50 PM
bkokyew Question, is inari depends on apple products only?
17/09/2021 8:40 PM
Firewood1313 Inari is directly dealing with Broadcom, where Broadcom is world largest player in the mobile phone industry, customers including Samsung & Apple. What donu think?
18/09/2021 12:25 AM
Bgt 9963 Loot9e....
18/09/2021 10:46 AM
LOLANTO BEWARE, nasdaq doesn't look good!
18/09/2021 5:33 PM
Targeted @LOLANTO BEWARE, nasdaq doesn't look good!
18/09/2021 5:33 PM

>>>>>>>>

Broadcom resilient!
18/09/2021 8:34 PM
HamsterHuat Fuyoooo...Inari only lose 2 cent despite BloodBath today.
Must be the Iphone Hot kacang at China preventing it from massive drop...

Hail Inari...
Hmmm

Hail Iphone...
20/09/2021 7:36 PM
richardsharing Wow, inari price more stable based on these few days record, as compared to others
21/09/2021 10:33 AM
Firewood1313 Challenging 3.68, if everything going smooth, 4.00 is just the matter of time, by end of the year.
21/09/2021 11:49 AM
HamsterHuat Iphone Hotcake like MoonCake especially China people....
Why never support Huawei or Xiaomi....Why China people love Iphone??

Don't care why but Inari will is reaping massive rewards on supplying parts to Iphone...

Gogogo to RM5.....
let people FOMO.
21/09/2021 8:46 PM