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2014-02-03 23:15 | Report Abuse
Looking at Apple's numerous new product launches in last Qtr of 2013 and Avago's superb stock performance....5~10% improvement over Q1 for Inari is highly likely .
2014-02-03 18:10 | Report Abuse
psd57, AL_investor and others ..what is your forecast/expectation for Qtr2'14 Sales/earning ?
2014-01-31 23:03 | Report Abuse
Happy new year to all celebrating. Praying that 2014 will be a year of stability n growth and all can share in the prosperity. PTL. .
a
2014-01-25 00:30 | Report Abuse
Clleow..yes you hit the nail right on the head ! Lets have dignity and integrity in what we share and made this forum a worthwhile place .
2014-01-12 22:29 | Report Abuse
Gemlover and Fam Jenny, a note of appreciation and thankyou for (A) sharing generously with substance in this forum (B) making sacrifice and take the trouble to attend the SGM (C) asking in a forceful yet reasonable manner numerous questions during the SGM, that's of concern to all of us (D) and finally , taking the pain to write/report in this forum factually all that has transpired during the SGM, knowing that some in this forum do not appreciate it and worst still throw rotten eggs on you.(I was at the SGM and hence can testify to the accuracy of your reports). Finally, pls do not leave this forum out of discouragement. Lets fight till the end, I suspect CSL is around bottom level and the point of inflection is not too far away.
Here are some wise-words written thousands of years ago...for all to take heed
" Wealth gotten by vanity shall be diminished , but he that gathereth by labor shall increase "
" Every prudent man dealeth with knowledge, but a fool layeth open his folly "
2014-01-08 01:03 | Report Abuse
Fam J , Gemlover, Wahaha and others. Thanks to Gemlover for sharing your details and well thoughout plan. i have nearly the same set of questions.
(1) Shareholder list. I called bursa sometime back and they say the same thing to Gemlover as well..ie request from CSL but need their ED approval.
Bursa did mention that they are monitoring CSL's situation ie major shareholders disposing share and suppressing share price in the process.
We can strengthen our request for the latest Shareholder's list bye indicating that we have the right or need to know who we are voting for before the voting proper start since they is an obvious change in the shareholding list.
(2) Change of Auditors. Although FKT's reply implies CSL request the termination of FKT's service..we must ask for the real reason for a change in auditor . ( Bear in mind, last month Msport did exactly the same thing and appoint the same new auditor RT LLT that CSL is proposing). What we can do is ask for an undertaking or pledge from the BOD that CSL's financial account is above board and intact as condition before we vote for their proposal. Or we propose a third party one time independent audit to verify accounts.
..will update as more ideas crop out.
2014-01-07 00:14 | Report Abuse
Fam jenny, Gemslover , Wahaha 126 and others. The SGM is only 4 days away. Looking at the way things are going in this forum, i think not much can be achieved. Unless we get ourself organized and ask the right questions ... Maybe even a pre-meeting on site of SGM. Comment ?
2014-01-01 22:50 | Report Abuse
Abeng. Happy NY. What are your assumption for EPS 22 sen @ 2014. Tks for sharing.
With the numerous good news flowing out in favor of Inari so far and more to come ..it is fair to be optimistic/ aggressive !
2013-12-25 13:41 | Report Abuse
Gemlover, Fam J and all..the upcoming EGM is an excellent opportunity to crack open and find out more about the shareholdings and accounts of CSL. ..if we organize ourself well n ask the right questions . Comment ?
2013-12-15 23:55 | Report Abuse
Al..concur with your TP of 2.50. Apple is going from hot to white hot soon (maybe by next week),
Avago and therefore Inari will follow suit . Expect a series of earning upgrades ..TP 2.50 becomes conservative !
2013-12-09 23:42 | Report Abuse
Fully agreed w Fortunebull 's " unstopabble tide of uptrending tsunami coming " Those who have eyes and ears would have notice that just the last couple of wks, there were tremendous amount of great news coming from Apple , Avago and Inari itself. Both counters (Apple n Avago) went up by leaps . You notice that Inari is "quietly " absorbing the news and building up a Perfert Storm ..soon to be unleased !!! Enjoy the show and be thankfull. PTL
2013-12-07 22:16 | Report Abuse
Fam Jenny I am neither for nor against CSL. Just another investor trying to made sense (or nonsense) of CSL before taking next course of action. I was not aware of the 6Hr Taoboa sales, do fwd link. Tks
2013-12-07 22:11 | Report Abuse
wahaha126...do verify by calling GT (spore ) direct. 2 witness is better than 1. Also, I am hoping some of you can shed more light on this issue..assuming it is true for now. It may be just coincidental as I mention.
2013-12-07 17:23 | Report Abuse
yes, the one who signed on the audited annual account on behalf of GT
2013-12-07 16:52 | Report Abuse
The Grant Thomson partner in charge of CSL audit account has recently "retired" . Is this serious, coincidental or what ?
2013-12-05 23:51 | Report Abuse
Hi guys..Avago up 5% (as of 11:44pm Msia Time) on release of a great 4Qtr results plus guidance of another promising FY2014. There are simply an abundance of good factors happening at the same time for both Avago and Inari. This is rare and when it happen, be onboard and be thankfull ! PTL
2013-12-04 11:48 | Report Abuse
well..this is probably the beginning of accumulation by more institutions ..hold and enjoy the ride, enduring some rough patches . Just be thankfull !
2013-09-04 13:19 | Report Abuse
ESOS plan need EGM n shareholder vote. As nearly all major shareholder are interested parties, the voting will mainly be left to minority shareholder ! Question is is the timing correct , will they be too much dilution, given the recent corporate restructuring that move total share from about 340m to 450m or 650m if warrant is considered.. How would you vote ?
2013-08-29 14:49 | Report Abuse
Hi guys, thanks for looking into and clarifying the balance sheet issue due to Amertron acqusition. Just like to hi-lites that Inari did had their best qtr ever ,revenue n net profit .
Not surprisingly so is Avago, who is now an almost US$10B co ...." Avago Technologies Ltd. shares rose Wednesday after the chipmaker reported a better-than-expected fiscal third quarter and gave a solid revenue forecast for its current quarter.
THE SPARK: Avago said Tuesday that it earned 74 cents per share for the quarter on an adjusted basis, up from 72 cents per share last year. Its revenue increased to $644 million from $606 million. The quarter's results beat analyst expectations of 68 cents per share on revenue of $621.3 million, according to FactSet.
Avago also said that it expects its revenue for the fourth quarter will jump by 12 to 15 percent over the prior year "
Looks like an even better qtr is on the way, coupled with the Amertron revenue and main board listing...do not be surprised if Inari go for the RM2 range , market gyration aside.
2013-08-21 17:12 | Report Abuse
Keong, is your news Inari specific or general market news ? TQ
2013-07-03 22:19 | Report Abuse
..between Sendai and Benalec, which one do you think have better potential (mid to long term ) for capital appreciation and why ? Thanks in advance for your opinion.
2013-06-04 00:20 | Report Abuse
Using Kevin's approach to do a forecast of FY14..its possible to arrive at EPS of 10 to 11 sen (using Qtr3 earning of 3.68sen as base) This assumption exclude the tax-free effect and Amerton's contribution of 3% to 4% net . TP of RM1 to RM1.5 is possible in mid term !
Stock: [INARI]: INARI AMERTRON BERHAD
2014-02-05 10:59 | Report Abuse
more importantly, the status of main board xfer should be known around 10Feb !