dalpinia

dalpinia | Joined since 2014-02-23

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Stock

2018-05-17 08:35 | Report Abuse

Is it a BN counter? If yes then this may be the last good QR instead

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2018-05-16 12:00 | Report Abuse

this counter can keep for long term....very soon it will back to RM2.3

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2018-05-16 11:39 | Report Abuse

haha....so low 2.14? must able to back to RM3 soon

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2018-05-16 11:22 | Report Abuse

golden chance to buy low now.....very potential counter to keep long term. PH won, will give more incentive to attract manufacturing sectors.

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2018-05-14 09:51 | Report Abuse

Anyone can login cimb itrade?

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2018-05-14 09:50 | Report Abuse

cimb...itrade cannot login.....what the F

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2018-05-12 21:24 | Report Abuse

It will drop like hell Monday as most of train projects may be delayed or suspended

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2018-04-23 12:42 | Report Abuse

BN must lose, then KLSE will dropped 800 points, we can collect cheap counters at that time

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2018-04-20 09:45 | Report Abuse

Al at usd 2200, PM standing at 5.50.
Al at usd 2400-2500, PM standing at 6.00 - 6.50

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2018-02-27 16:01 | Report Abuse

because GE14 will be announced after CNY, and KLSE will collapse, this is the last chance to take profit

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2018-02-23 19:04 | Report Abuse

Very generous of 13 cents dividend, Monday up 5%

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2018-02-13 15:18 | Report Abuse

will back to RM1.5 as before Bonus price by CNY

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2018-02-13 15:11 | Report Abuse

Directors keep on buy in, QR must be superb

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2018-02-02 09:38 | Report Abuse

VS-WA will get the bonus entitlement too

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2018-01-11 09:14 | Report Abuse

Anyrhing below a good buy, this counter sure can go rm2.5 in next QR

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2018-01-08 16:39 | Report Abuse

last chance to buy below RM2

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2018-01-08 16:39 | Report Abuse

Steel price up again

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2018-01-05 15:14 | Report Abuse

YINSON-CO, good choice

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2018-01-05 10:19 | Report Abuse

next week will back to RM1.8 then end of Jan would be RM2, by March RM2.50-2.80

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2018-01-05 10:03 | Report Abuse

Nelson Cheah AMSTEEL 4/1/2018:
Announcement steel bar price increase immediately
Y16-Y32 = RM2730 (base)
Y10,Y12/Y40/R10 =RM2880(+RM150)
R6,R8,R12,R16,R20 & R25 = RM2930(+RM200)
Thank you

Stock

2018-01-05 10:02 | Report Abuse

No need to wait until March....soon RM2 as worldwide steel price increasing non-stop

https://www.lme.com/en-GB/Metals/Ferrous/Steel-Scrap#tabIndex=2

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2018-01-03 15:51 | Report Abuse

EDWARD, may we know what is the latest prices?

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2018-01-03 15:51 | Report Abuse

TP: RM4.28

Raising the Bar
Inari continues to be our preferred OSAT play for its solid expansion and execution of strategies. Strong and growing demand for premium RF filters has helped fuel most of Inari’s growth but new drivers (IRIS IR chips and its data server segment) will help propel a 3-year forward CAGR of 35%. Maintain BUY with a higher target price of RM4.28.

RF Expansion Faster Than Expected
Inari’s RF testers have grown to 960 units currently (750 testers at end FY17) and are projected to reach 1,000 units by end Dec-17. This has already far exceeded our FY18-20E assumptions; we had only modelled for RF testers to hit the 1,000 mark by FY20E. We believe that the complexity of the RF filters and 4G penetration remain the key drivers. We think 5G migration will provide an additional round of earnings catalysts.

IRIS IR and Data Server Business Contributing Nicely
While the IRIS IR business saw a stronger contribution in 1QFY18, there was some volume weakness in the early part of 2QFY18. We understand that volumes have picked up again and will run close to 10m units in December (from 5m units in September on enlarged capacity). Separately, the data server chip business has finally turned around. Currently running at 42 testers, this is set to grow to 52 by year end.

Further Capacity Expansion - Higher Capex of Up to RM180m for FY18
Inari is setting aside capex of up to RM180m for FY18 for the expansion of its RF (plant P13b to accommodate this with additional 120k sf) and its data server chip segment. Included also is capex for new product development for a German customer.

Maintain BUY and Higher TP of RM4.28
We raise only our FY19-20E earnings assumptions given the higher RF tester capacity. We are increasing our TP to RM4.28 from RM3.00 after applying a 20x PE (unchanged) on FY19E EPS (previously CY18E EPS). We maintain our BUY rating based on its strong growth prospects (3-year net profit CAGR of 35%) underpinned by solid demand for premium RF filters and additional key growth drivers including the IRIS IR and data server segments. Key downside risks: a slowdown in global demand for smart devices, rapid ASP erosion, loss of its customer base and the introduction of new technologies that may render Inari’s products obsolete.

Source: Affin Hwang Research - 4 Dec 2017

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2017-12-28 18:01 | Report Abuse

Last chance to buy below rm2....before CNY

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2017-12-18 10:42 | Report Abuse

Now is the best time to enter

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2017-12-18 10:42 | Report Abuse

Superb value for next QR n coming all QRs would be super good QR

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2017-12-15 08:38 | Report Abuse

VS investor game style will never press down especially with so superb QR, sure will up more than 5% today

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2017-12-14 19:52 | Report Abuse

PE of 20+ is very cheap if compared with usa or HK technology counters which easily of PE70 and above....Malasia shall be 30-40 of PE is quite reasonable especially for exponential growth counters like VS, SKPRES and EG, as well as Inari.

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2017-12-14 19:51 | Report Abuse

PE of 20+ is very cheap if compared with usa or HK technology counters which easily of PE70 and above....Malasia shall be 30-40 of PE is quite reasonable especially for exponential growth counters like VS, SKPRES and EG, as well as Inari.

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2017-12-14 18:37 | Report Abuse

100% confirmed.....next QR u will see the superb result....but u will 100% fewl too late to buy in.

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2017-12-14 18:33 | Report Abuse

RM3.5 before Christmas.....yes.....

News & Blogs

2017-12-13 21:45 | Report Abuse

He totally doesn't understand the potential of "technology", smart phone technologies still can last forfor next 10-30 yrs before a new technology can replacebe 4-5G, consumer need higher n.higher tech....so it will stop or saturated so fast

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2017-12-13 21:28 | Report Abuse

QR is verygood good, last chance to buy at rm3 after QR shot up to 4-5

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2017-12-13 18:37 | Report Abuse

Insider news: Osram will drive Inari to double up their revenue which is almost same revenue as Broadcom(Avago) , next QR will show then will boom to double up their profit and make it bigger size of company