BURSAMASTER

BURSAMASTER | Joined since 2013-10-30

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2014-04-21 23:04 | Report Abuse

JENNYLIM... TRUST ME, YOUR FRIEND JUST DONT KNOW.....SHE SAID THAT BECAUSE INARI IS IN SHORT TERM CONSOLIDATION WHICH I FEEL IS GOOD. THIS WILL RESULT IN A STRONGER PUSH UPWARDS WITH ALL CONTRA PLAYERS OUT.

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2014-04-21 23:01 | Report Abuse

TRANSFER TO MB NOT A BIG DEAL...ITS PERFORMANCE IS WHAT COUNT. LIKE I SAID THIS QTR RESULT TO BE ANNOUNCED SHOULD BE RECORD BREAKING. EXPECT PRICE TO BE ABOVE 3.50 NEXT MONTH BEFORE THE ANNOUNCEMENT. THE RUN UP TP THE ANNOUNCEMENT SHOULD START ANY TIME NOW.

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2014-04-21 22:51 | Report Abuse

HOW COME BURSA REJECT... IT IS NOT UNDER THEM

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2014-04-21 22:50 | Report Abuse

JENNYLIM...WHAT ARE YOU TALKING ABOUT...APPROVAL SHOULD COME FROM SC NOT BURSA.

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2014-04-21 22:41 | Report Abuse

DONT LISTEN TO UNFOUNDED RUMORS BY PEOPLE WHO HAVE HAVE SOLD AND PASS RUMORS IN THE HOPE BUYING CHEAPER. tHESE PEOPLE WILL BE DISSAPOINTED AND WILL HAVE TO BUY HIGHER

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2014-04-21 22:39 | Report Abuse

I BELIEVE QTR RESULT TO BE ANNOUNCED WILL BE A BIG BOOST TO INARI. I EXPECT ANOTHER RECORD BREAKING PERFORMANCE AND DEFINITELY THIS WILL BE REFLEXTIVE ON INARI SHARE PRICE. JUST WAIT AND SEE. COLLECT MORE AND YOU WILL SEE GOOD GAINS. DONT CONTRA.

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2014-04-21 17:05 | Report Abuse

volume increasing again after force selling over

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2014-04-21 17:04 | Report Abuse

To my understanding, MB transfer not rejected. With such stellar performance; no reason for it to be rejected

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2014-04-21 09:41 | Report Abuse

I believe it should close above 2.70 today...lets see if my prediction is true

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2014-04-18 09:14 | Report Abuse

Thanks, Wangge nicely put

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2014-04-18 07:27 | Report Abuse

There should be some very good write up on Inari with very good fair value from a few research houses VERY soon. I believe INARI will spike up above 2.90 resistance when the news come out.

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2014-04-18 07:23 | Report Abuse

Alex Leow....should lead this Inari forum. He is the best so far in this respect on Inari.

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2014-04-18 07:20 | Report Abuse

Davidlim85..........I also know Slts was and is a strong supporter since much earlier.I have been following his posting much earlier. He moves in and out of Inari from time to time. After selling he will pass negative remarks about inari in the hope that people will sell and he can buy back lower......but he will never gave up on Inari. He too have direct access on inari info on Inari. Only that he is a "soft hearted" investor. I normally will read his posting very careful and must read between the lines.Let's don't curse him when he pass negative remarks. Respect his investment pattern.

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2014-04-18 07:11 | Report Abuse

davidlim85...I am not from the top management of Inari nor an employee of INARI but I do know developments happenning in INARI. If you care to check under INVESTLAH I have been calling to buy INARI since MARCH 2013 when the price was about 0.30. But anyway lets make money together.Thanks David

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2014-04-17 22:58 | Report Abuse

Yes Alex...I suspected that........must be careful breaching insider trading regulation. I already know that from your postings. Similarly with me.. have to be restrictive in posting here

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2014-04-17 21:43 | Report Abuse

From my scrutinizing the members' posting here; i can safely conclude that Alex Leow & Steelheart may have direct information on Inari developments and corporate info through reliable sources or direct sources.

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2014-04-17 18:47 | Report Abuse

TODAY COMPLETED T4 FORCE SELLING. EITHER TOMORROW OR MONDAY SHOULD GORENG

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2014-04-17 18:44 | Report Abuse

NEXT WEEK TO BREAK 1.00. IF YOU NOTICE ITS RISE HAS BEEN STERLING. SLOWLY BUT SURELY. CHECK THE ONE MONTH TRACKING AND YOU WILL NOTICE WHAT I MEAN. NEXT INARI. TP 3.00 BY YEAR END. THIS IS A GREATLY CORNERED STOCK

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2014-04-17 18:38 | Report Abuse

NEXT WEEK WILL BE A BIG WEEK FOR INARI

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2014-04-17 14:42 | Report Abuse

CHANGLK03..........I CANT COPY N PASTE SINCE MY FRIND EMAIL ME AN IMAGE FILE

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2014-04-17 14:36 | Report Abuse

BUYING STRONG.........SHOULD MOVES UP TO NEXT LEVEL 0.255

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2014-04-17 12:08 | Report Abuse

INARI WAS PLACE AS A HIGH PROBABLILITY STOCK BY BLOOMBERG TODAY 17APR2014 WITH A TARGET PRICE OF RM3.50

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2014-04-17 08:16 | Report Abuse

I heard 2 foreign funds will be collecting from today. sizeably big order. I must say that the source has not been tested. Anyway lets hope it is true. Happy trading all members here

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2014-04-17 08:14 | Report Abuse

Steelheart and Azlan88 comments reflexed their maturity and wisdom of investing

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2014-04-17 08:11 | Report Abuse

Steelheart....gave the most sensible comments and I know he is dammed right....his rationale is very genuine and sincere. Keep giving your views. BIG THANK YOU TO YOU

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2014-04-16 22:24 | Report Abuse

POSITIVE REVERSAL SHOULD BE SEEN TOMORROW OR FRIDAY

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2014-04-16 12:45 | Report Abuse

Short term tp 0.65. Mid term 1.00

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2014-04-16 06:45 | Report Abuse

Buy perdana today.

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2014-04-15 22:04 | Report Abuse

TOMORROW BIG UPTREND FOR INARI..............PANIC SELLERS / CONTRA PLAYERS FULLY SHAKEN OFF

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2014-04-15 12:22 | Report Abuse

- 1H14 net profit (NP) surged by 175% YoY, thanks to the earnings consolidation from the newly acquired Amertron. Meanwhile at the top line, if we were to strip out Amertron’s revenue of c.RM226m, revenue still grew organically by 30% YoY to c.RM152m mainly on the back of higher loadings in its RF division. While the enlarged group’s YTD blended OP margin of 13.5% appears to be lower (-5.2ppts YoY due to Ametron’s different product portfolio) as compared to the previous Inari unit, the post acquisition OP margin has, in fact, improved in the 2Q14 (+3.0ppts QoQ) on the back of higher operational efficiency amidst the integration of operations as well as the group’s stringent cost management.

- Radio Frequency (RF) division continued to gain traction. With the ongoing big orders for the group’s RF due to resilient demand for S&T (note that the current utilisation rate (UR) for all of its plants are already at near full capacity), the group intends to increase its assembly capacity by adding another storey in its new plant 5. All in, we believe that its new Plant 5 could increase the RF assembly capacity by another c.20% YoY, which could at least translate into an additional RM9m to the NP assuming an UR of c.85%.

- Optoelectronics segment from Amertron well poised to compliment Inari’s Fiber Optic business. Besides the decent earnings contribution from Amertron, it is also worth noting that Inari’s Fibre Optics segment has benefited in terms of expanded R&D activities from the expertise passed down from Amertron. Meanwhile, with the integration in place, we understand that the group has also achieved higher operational efficiency in the segment.

- Other segments to see meaningful contribution from FY15 onwards. Following by the recent operational breakeven in its 51%-owned subsidiary, CEEDTec (which is the ODM for Electronic Test and Measurement Equipment), we gather that the meaningful earnings with double-digit growth could be seen in FY15 with the new pipeline of products to be introduced to Agilent. Meanwhile on its Fibre Optics division (which focuses on the R&D and production of fibre-optic connectors under its 100%-owned subsidiary Inari South Keytech), its revenue contribution is minimal at this junction given that the division had only started production in Jan 2014. We gather that this could be one of the key revenue contributions going forward in light of the growing demand for high-speed data transfer which fibre optics could provide the best option given its relatively higher bandwidth capacity.

- Other key update. On the listing transfer to Main market, management noted that it is still pending green light from the authority.

- Strong balance sheet to support dividend payout policy of 40%. Post the Amertron acquisition, we understand that the group is still in a net cash position. Coupled with its sustainable earnings profile as well as the good track record of generous dividend payout (DPR of 40% each for the past two years), we believe that the group could offer up to FY15E DPS of 10.5sen translating into a decent dividend yield of 4.0%, assuming a 40% DPR.

- Maintain TRADING BUY with a higher TP of RM3.15 (from RM2.10). We have revised our earlier conservative FY14-FY15 earnings forecasts upwards by 16%-26% to account for: (i) higher revenue underpinned by production expansion as well as (ii) higher EBIT margin on the back of higher operational efficiency. Although the share price has appreciated by 66% since our TB rating (with previous TP of RM2.10) back in December 2013, we still see upside potential of 19% from our new TP of RM3.15. Note that our new TP of RM3.15 is based on a 12.0x FY15 PER (rolled over from the previous 12.0x FY14 PER) which is at +2.0SD level above its 2-year average forward PER. We believe that its premium valuation of +2.0SD is justified given its: (i) earnings stability, which makes it less vulnerable to the semiconductor cyclical volatility, (ii) robust 2-year NP CAGR of 67%, (iii) high exposure to the booming S&T segment amid the tech upcycle.

Source: Kenanga

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2014-04-14 21:52 | Report Abuse

INIX TO CLIMB SLOWLY BUT SURELY

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2014-04-14 21:51 | Report Abuse

THOSE PANIC SELLERS TODAY WILL SURELY REGRET TOMORROW

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2014-04-14 20:37 | Report Abuse

MANY SELLERS ARE SYNDICATE OWN QUEING....ONCE SELLING AT 0.22 TO 0.225 SUBSIDED, I BELIEVE THE SYNDICATES WILL TAKE THEIR OWN SHARES

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2014-04-14 09:06 | Report Abuse

Good early showing.......more upside

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2014-04-13 22:08 | Report Abuse

INARI SHOULD RUN UP TOMORROW OR LATEST TUESDAY.........LET SEE IF I AM RIGHT

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2014-04-13 22:04 | Report Abuse

IF YOU REALISE THERE HAS BEEN HUGE BLOCK OF SHARES BEING CROSSED ON THE MARKET. IT SEEMS THAT THE COUNTER HAS BEEN SOLD TO A NEW CONTROLLING SHAREHOLDER OR SEVERAL SHAREHOLDERS ACTING IN CONCERT. LETS WAIT FOR ANNOUNCEMENT BUT IT WILL BE TOO LATE AS THE PRICE SHOULD HAVE MOVE UP BY THEN

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2014-04-13 22:00 | Report Abuse

PERISAI IS BETTER

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2014-04-13 19:43 | Report Abuse

my call for inari was since march last year when the price just 0.30. Now 2.75. Can I be wrong saying 3.50 my TP

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2014-04-13 19:40 | Report Abuse

handsome return for those who can hold until end of apr.......trust me. this one counter I am very very sure

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2014-04-13 01:34 | Report Abuse

Keep your eye glued on inix come Monday....enter at opportune time

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2014-04-12 17:46 | Report Abuse

next week we can see inari breaking 3.00. Dont miss the boat

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2014-04-12 17:40 | Report Abuse

Slts..entry is timely and a very good sign. He was a very careful investor or punter who only enter when there is a near certainty. I bet he has moved in to inari.....abait his positive comments. I believe next week should be a good week. somehow I strongly believe Slts has a good source feeding him info on inari.

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2014-04-11 16:15 | Report Abuse

COLLECT ON WEAKNESS...BIG GAIN AWAITS

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2014-04-11 16:14 | Report Abuse

BUY INIX MORE FOR NEXT WEEK....0.30

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2014-04-11 10:12 | Report Abuse

INIX ..ALL WAY UP...DONT MISS THIS TIME. LOGIC WILL TELL YOU VOLUME INCREASING SUBSTANTIALLY AND PRICE POSITIVE

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2014-04-11 07:39 | Report Abuse

Since dow jones overnite down 266pts, collect on weakness.big gains awaiting you

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2014-04-10 21:51 | Report Abuse

MARKET TALK OF BIG ANNOUNCEMENT TOMORROW OR MONDAY...MOST PROBABLY THE APPROVAL OF TRANSFER TO MAIN BOARD OR BONUS ISSUE... WATCH THIS COUNTER VERY CLOSELY...IF ACTIVITY INCREASES THE RUSH IN