十 强

sephiroth88 | Joined since 2013-06-09

Investing Experience Advanced
Risk Profile High

Followers

0

Following

0

Blog Posts

1

Threads

5,194

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5,194
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2014-07-11 10:52 | Report Abuse

dah hijau dah.... nanti RM 3.40

Stock

2014-07-11 10:41 | Report Abuse

for CA , every 4 cent increase from monther share, it will up 1 cent

Stock

2014-07-11 10:39 | Report Abuse

Initiate with BUY; MYR4.20 cum-rights TP (17x CY15 PER) offers 30% upside and backed by 2+% net yield in FY15.

Promising new catalysts and growth prospects
Demand for smart devices, adoption of faster cellular network (i.e. from 3G to LTE) and cloud computing activities are on the rise. International Data Corporation (IDC) expects smartphone shipments to grow to 1.8b units in 2018 (2013: 1b units), representing a 5-year CAGR of 12.3%. Global adoption of LTE/LTEA cellular networks remains low. Shifts to faster cellular networks increase the complication and content of radio frequency (RF) chips in smart devices. Meanwhile, Cisco’s forecasts of a >10x jump in global mobile data traffic to 15.9 exabyte (EB)/month by 2018 will prompt higher usage of fibre-optic components to facilitate faster data transmission.

Against this backdrop, Inari Amertron’s (Inari) growth trajectory is promising, riding on the growth of its strategic partner, Avago, a key OEM to global electronics players (i.e. Apple, Samsung, LG). As one of Avago’s key electronics manufacturing services (EMS) companies, Inari is well-equipped to ride the wave of growth with core competencies in the packaging, manufacturing and testing of RF chips and fibre-optics transceivers. Its operations are well supported by the Government with matching R&D grants and pioneer status.

Risk/reward ratio is compelling, valuations are undemanding at 12.9x CY15 PER with a PEG of just 0.5x. We see potential upside to earnings on the back of (i) a potential uptick in demand for smart devices and (ii) new manufacturing contract awards. We initiate coverage with a BUY and MYR4.20 cum-rights TP (17x CY15 PER).

Source: Maybank Research - 9 Jul 2014

Stock

2014-07-11 10:38 | Report Abuse

i think later will turn green

Stock

2014-07-11 10:30 | Report Abuse

inari today no volume pula

Stock
Stock

2014-07-10 12:18 | Report Abuse

Afternoon watch movie...

Stock

2014-07-10 12:04 | Report Abuse

CA now RM 0.22

Stock

2014-07-10 11:55 | Report Abuse

mysaham, why CA should go down?

Stock

2014-07-10 11:54 | Report Abuse

lol CA go down...

Stock

2014-07-10 11:34 | Report Abuse

2014-07-07 16:55
(吉隆坡7日訊)
■新聞
益納利美昌(INARI,0166,主板科技組)建議以8配1比例配售最多8千882萬5千648股附加股,同時每1附加股送1憑單,從中集資最多1億3千324萬令吉。

附加股售價暫定1令吉50仙,預期最多籌得1億3千324萬令吉,憑單轉換價為2令吉,若全數轉換,最多可得1億7千765萬令吉。

兩大股東Insas科技公司和Insas大廈公司承諾認購最少2千134萬8千665股、最多2千324萬3千221股附加股。

■分析
豐隆研究指出,除了集資途徑外,該行對益納利美昌的積極擴張計劃不感驚訝。該公司第五間無線頻率新廠已接近85%全面產能,因此正在評估下一階段擴張的數個選項,包括使用第五廠的樓頂、收購土地建廠或採購現成的工廠。這強烈顯示了益納利美昌的無線頻率業務繼續享有強大成長。

豐隆在納入無線頻率領域在2015年的更積極擴張之後,將益納利美昌的2015-16財政年財測分別調高8.7%和7.6%,2014年則保持不變,目標價也從3令吉零9仙上調10.4%至3令吉41仙,本益比估值為15.1倍。

建議認購附加股興業研究建議投資者認購此附加股,因從中所籌集的資金(超過1億令吉)將用於擴張核心業務以在長期帶動盈利成長。

該行表示,憑單行使價2令吉,相等於益納利美昌理論除權價2令吉95仙的32.2%折價,這將吸引投資者認購附加股,因憑單處於嚴重已到價水平。

Stock

2014-07-10 11:28 | Report Abuse

(吉隆坡8日訊)券商看好益納利(INARI,0166,主要板科技)本財年末季料交出創紀錄盈利表現,估計2015財年淨利漲幅達34%。

益納利管理層指無線電頻率產品需求強勁復甦,相信成長源自主要客戶Avago。這類產品在今年總產量料達16億單位,按年增15%。

有信心賺幅改善10%

雖然該公司淨賺幅改善至7%到8%之間,但管理層相信仍有空間提高至約10%。

益納利打算在檳城收購新工廠,為現有使用率超過85%工廠帶來額外產能。隨著旗下ISK公司投入運作,該公司面對人才流失問題,因此打算將ISK營運遷移至新工廠,以便在未來進行大勢生產。

艾芬投資研究報告稱:“我們相信這有助降低成本,檳城良好開發生態系統有助改善效率。”

該公司為執行擴展計劃,建議進行附加股,雖會稀釋每股盈利,但益納利盈利表現正面且有利公司長期發展。

該行維持益納利“買進”評級和4.26令吉合理價,該公司具較好盈利素質和可見度,有助未來重估潛能。【中国报财经】

Stock

2014-07-10 11:27 | Report Abuse

u bought what price? when u bought?

Stock

2014-07-10 11:23 | Report Abuse

that is warrant calculation. Call warrant calculation is not the same. don't confuse other people

Stock

2014-07-10 11:13 | Report Abuse

lolz this is CA not WA...

Stock

2014-07-09 23:42 | Report Abuse

stop at station perhentian in the middle of north-south highway lo....
pump petro baru mahu jalan ma...

Stock

2014-07-09 23:38 | Report Abuse

lol germany !!!

Stock

2014-07-09 11:40 | Report Abuse

still can buy? 9 cent already ..

Stock

2014-07-09 11:32 | Report Abuse

listing in germany to raise fund

Stock

2014-07-08 12:25 | Report Abuse

Hope today's closing can reach RM 3.40
目标价:3.49令吉
最新进展
益纳利美昌(INARI,0166,主板科技股)建议8配1送1比例,发售8882万5648股附加股,及派送同数免费凭单,筹资最多1亿3324万令吉。
公司将把资金用来买地和厂房,并拓展厂房提高产量、购买机械和设备、还债、筹集营运成本,和支付这项企业活动费用。
行家建议
我们认为,投资者应认购该公司最新建议的附加股,因为集资最主要目的是拓展业务,可推动未来长期的净利增长率。
目前,该公司射频(Radio Frequency)产品产能已经触顶,平均使用率超过85%。
另外,该公司派送的凭单行使参照价为2令吉,比益纳利美昌母股除权后的理论价格每股2.95令吉还低,折价达32.2%

Stock
Stock

2014-07-04 23:04 | Report Abuse

think will retrace a bit la

Stock

2014-07-04 23:03 | Report Abuse

u buy rm 0.16?

Stock
Stock

2014-07-04 23:00 | Report Abuse

fail to sustain RM1

Stock

2014-07-04 21:13 | Report Abuse

doodles, what bonus shares?

Stock

2014-07-04 21:08 | Report Abuse

even if they submit, when bursa notice that it is a fake report. CSL will still be suspended

Stock

2014-07-04 17:10 | Report Abuse

one thing i notice, 8.5 cent big block seller suddenly appear around 3pm just now...... i cepat cepat cabut....

Stock

2014-07-04 16:22 | Report Abuse

26 cent to is before right issue.

Stock

2014-07-04 15:53 | Report Abuse

still remember got one fellow said share price heading to 50 cent, lol

Stock

2014-07-04 15:47 | Report Abuse

is stis possible the director sendiri bakar sendiri punya kilang, and then cheat insurance money.

That's why police report is pending so long to investigate who burn the kilang.

Maybe will end up no insurance claim too, careful...

Stock

2014-07-04 15:38 | Report Abuse

one more thing, i think SMRT is going to main board. and may have dividend annouce soon

Stock

2014-07-04 15:19 | Report Abuse

no idea .... watch and learn...

Stock

2014-07-04 15:18 | Report Abuse

80 cent !!!!!!!!!!!!!!!!!

Stock

2014-07-04 12:39 | Report Abuse

good to buy?

Stock

2014-07-04 12:37 | Report Abuse

LOL. not yet suspended

Stock

2014-07-04 12:11 | Report Abuse

i think good news will come end of the month of july

Stock

2014-07-04 12:09 | Report Abuse

i believe this also.

" Posted by Feizal Mazlan > Jul 4, 2014 12:07 PM | Report Abuse

I believe it won't be delisted but price remain low."

i think at most it will be suspended until the report is submitted to bursa.

Stock

2014-07-04 11:44 | Report Abuse

i place this bet on CSL for rebound, it is very high risk. Please don't follow me, trade at your own risk....

i am a risk taker

Stock

2014-07-04 11:28 | Report Abuse

i know how they counted the RMB 2.3 BILLION

they add up 5 years profit after tax, haha. i just counted.

Stock

2014-07-04 11:22 | Report Abuse

scary...............

Stock

2014-07-04 11:09 | Report Abuse

What the CFO said ?

He had confirmed:

1. Production as stopped.
2. Revenue as dropped 40%
3. Cash in bank 1.25 billion