chinhoe

chinhoe | Joined since 2013-05-26

Investing Experience Advanced
Risk Profile High

I have more than 25 years experience (since 1989) trading in stocks, forex, gold, futures index, and most of trading derivatives with particular interest in Warrants (Note: Warrants issued by company and not Call/Put Warrants issued by third parties)

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Stock

2013-07-05 20:23 | Report Abuse

hopefully it could shoot right up to RM1.00

Stock

2013-07-05 19:52 | Report Abuse

just pray that the announcement would be Samsung inks a deal with Inari or Inari places out a chunk of stakes to Samsung...

Stock

2013-07-02 23:31 | Report Abuse

abc123456, the acquisition was completed on 26.06.2013.;hence Amertron's FULL account will be reflected immediately ending 30.06.2013 in Inari's account.In August 2013, Inari will publish an amalgamated account [Amertron included] ending 30.06.2013

Stock

2013-06-30 16:24 | Report Abuse

what bursa chop sign means ? Can anyone please tell...

Stock

2013-06-28 14:58 | Report Abuse

What announcement? Migration to Main Board ?

Stock

2013-06-27 23:22 | Report Abuse

Insas is doing some cost averaging..they subscribed for 11520000 RPS {Preference Shares}@USD1.00 {RM3.00} with 34560000 Free Warrants.Supposed they had sold 34560000 Warrants @0.38 average, they would hv raked in RM13M minus the RM34.5M Cost of RPS, they had forked out only RM21.5M...The RPS carries interest 7% p.a. on RM34.5 is RM2.4 p.a. x 5 years = RM12M...RM21.5M-RM12M=RM9.5M
After 5 years they will redeem back RM34.5M from Inari...
Wow, they will make RM25M out of capital of RM9.5M...!!

Stock

2013-06-27 16:19 | Report Abuse

Maybe they want to sell warrants to push mother share

Stock

2013-06-27 16:18 | Report Abuse

Yes, Wong , I think so. I think they have almost clared all the warrants they want to sell...Much less pressure now..

Stock

2013-06-27 05:47 | Report Abuse

Yes, Amertron's Directors are the Vendors

Stock

2013-06-26 22:29 | Report Abuse

Safe for now...the new shares can be sold only in Jan 2015..!

Stock

2013-06-26 22:24 | Report Abuse

Lock Up Period:
The new Inari Shares issued to the Vendors shall subject to a lock up or moratorium
on the recipient thereof for a period of eighteen (18) months from the completion
date of the SPA, with pro-rata equal one-third (1/3) proportion of release of the new
Inari Shares from lock up at every six (6) months interval thereof.

Stock

2013-06-24 00:50 | Report Abuse

Inari will be in many analysts' radar screen in weeks to come..Just watch out

Stock

2013-06-24 00:40 | Report Abuse

As for the 7520000 Preference Shares {not listed} at USD1.00 per share, Datuk Thong Kok Kee [Insas major SH] is the subscriber; dont it instill confidence that a major SH has poured over RM23M in Inari ?

Stock

2013-06-24 00:31 | Report Abuse

Amertron has only 2 customers ie Avago & Osram.They r into military & optoelectronics and since they share a common customer Avago,they are synergised with each other

Stock

2013-06-24 00:22 | Report Abuse

Yes,Insas 35.75%;Macronion 10.5%;Avago 9.5%;An individual Share-holder 9.8%..Amertron profit 2011 & 2012 about >RM10.5M respectively...As for 2013 could be more than RM10.5M ?? Inari's PAT 2013 could be +- RM40M. Assume that Amertron's profit flat at RM10.5 plus Inaris's RM40M = RM50M, it,s more than Gtronics' RM25M to RM40M,whereas MPI & Unisem are not making profit;from these assumptions,I think Inari shld be worth RM2.30 in short to medium term.There's not many good stock selections in Malaysia for OEM & ODM contract manufactures except Inari..Well wait and see..!!

Stock

2013-06-23 17:25 | Report Abuse

compared to Gtronics which has shares free-float of 72%, Inari has Free-float of only 35%..hence it's easy to corner the stock

Stock

2013-06-22 21:10 | Report Abuse

Do u all think it's possible to rise 30% next week ? My target price for Inari is RM2.30 by year end or beginning next year...This is based on revenue RM630M & PBT of RM50M to RM60M; it will be lifted frm 3rd League to 1st League & will enjoy a higher PE accorded to big company...Will be bigger than Gtronic and in the same league as JCY...My assumptions are :
1 Inari is in rising industry i.e. smartphone & tablet sector. Forecast that demand for Inari's service will increase with the introduction of cheaper smartphone and tablet
2 Inari's core client Avago is the major supplier of downstream
customer Apple and Samsung
3 Inari will be transferred to Main Board in near future
4 Amertron will provide a platform for Inari to penetrate Mainland
China market

3

Stock

2013-06-21 20:52 | Report Abuse

They said Kenaanga Securities' computer system was hacked..

Stock

2013-06-21 20:10 | Report Abuse

what happened today ? bursa going nuts...!!!

Stock

2013-06-20 18:10 | Report Abuse

what announcement,Yoshi ?

Stock

2013-06-17 20:48 | Report Abuse

what happened to warrant? price keeps dropping...

Stock

2013-06-15 15:11 | Report Abuse

Preference Shares are placed out to third party and not listed

Stock

2013-06-14 00:04 | Report Abuse

YTL is to be removed frm KLCI component effective June 30...Hahaha They've been keeping close to RM14B for more than 10 yrs...Assets and investments have been skyrocketing during the past 10 yrs and they had missed the boat; whereas Warren Buffet has made some sound investments since the last financial [subprime] crisis since 2009 and is being paid off lucratively! Francis Yeoh, keep your money until it depreciates to Thai Baht level...Hahaha you are a loser..!!

Stock

2013-06-07 19:48 | Report Abuse

the shr price wl take a severe beating before it goes up to 40sen to 50sen.....mostly likely it wl test 29.5sen ...remember before you jump you hv to recede first,,!

Stock

2013-06-03 23:39 | Report Abuse

they will burn the RM3.2 B from rights issue in 2 years....trust me

Stock

2013-06-03 21:52 | Report Abuse

hello mas.where's yr 5 star service ? How come everyone is abandoning you ?

Stock

2013-06-03 16:26 | Report Abuse

airplane swept by hurricane; forced landing....grounded

Stock

2013-06-02 15:49 | Report Abuse

haha serve em well...ytlpowr at RM1, all hell breaks lose in ytl,ytlland,ytl e-solutions...the beginning of decay in ytl group !

Stock

2013-05-31 12:09 | Report Abuse

stay away frm YES; stay away anything that bears their name...!!!

Stock

2013-05-30 23:32 | Report Abuse

YES...They only good plundering rakyat's wealth..look at the electricity rate they charged Tenaga in 1994, even today {almost 20 years later} its considered over-priced!!!!!They have killed a lot of businesses, those in electricity- intensive industries i.e. steel,aluminium,cloth,supermarket n some other heavy industries,where the consumption runs easily frm rm500000 to few millions a month...remember Huayang Inc which used to owe Tenaga more than RM500 M and Amsteel RM200 M, and Perwaja Rm300 M, the result of YTLPOWR's plundering!!! Those who are surviving are paying 40% to 60% MORE...which make their products more costly and less competitive...Remember they are not entrepreneurs but plunderers and exploiters...!!!

Stock

2013-05-27 23:20 | Report Abuse

but i think its no u-turn for him...he has put one foot into the mud pool....

Stock

2013-05-27 23:11 | Report Abuse

4 fierce competition fr cement operation
5 overseas ventures dont look good either

Stock

2013-05-27 23:07 | Report Abuse

post general election virtually every counter in klse has gone up by 25% to 50%....but almost all counters in ytl grp is languishing...it must hv a reason ..
1 ytlpwr's contract w tenaga nasional is expiring 2015 with no possibility of renewing at the current cut-throat rate...thanks to opposition party making an uproar over it
2 ytlpwrs foray into 4g biznes is a very huge mistake...the cost wl overrun to 5 to 6 b fr the original 3 to 4 b
3 subscribers sign-up is not encouraging and lapse rate is high

Stock

2013-05-27 22:52 | Report Abuse

possible that they pledged their shares to get funds to finance ytlpwr's foray into 4g...no wonder they keep buying back ytlpwr's shrs....better avoid their counters as they r not doing so well...!

Stock

2013-05-27 22:36 | Report Abuse

privatisation ? my foot..! look at how they treated ytlcement's minority shareholders...!! they had been shortchanged with no recourse n squeezed to their very last drop of blood...!! better avoid any counter that bears their names...

Stock

2013-05-27 22:28 | Report Abuse

future looks bleak...look at gpacket,after 4 yrs of operating wimax is still losing money eventho subscribers base has increased...with so many places/outlets offering free wifi, who needs 4g ? i think the co has jumped into a bottomless pit..! this 4g biznes could b ytl group's waterloo...!!!