Hi DK please add me to the group chat. Thanks a lot!

And on windfall tax. Market still dont understand the current market situation. Demand > Supply. Windfall tax, the glove makers can just pass on the tax. No impact.

This analyst is late to the game. Upgrade TP but downgrade call. That means s/he was wrong all the way to RM18 for TOPG. Not reliable. Where has this analyst been after all the concalls and results release from other glove makers before TOPG.

Earnings was above his/her estimate and still a hold. Sleeping on the job. I rather listen to Maybank and CIMB. They were the first to upgrade. They understand the industry dynamics better.

The fear of Inari losing its RF business with Apple is not the real risk. It should retain that business.

The real fear is that Apple will likely be Inari's only customer. Inari supplies RF to Samsung and others as well through Broadcom.

Do you think Apple will want to supply RF to Samsung and others once it acquires Broadcom's RF division?