Inari now upload the matter discussed in AGM to their website, and i think it is very good for investor which not able to attend the AGM

http://www.inariberhad.com/img/ir/8th%20AGM%20minutes%20(Key%20Matters%20Discussed).pdf

@unclejoe based on my memory, utilization rate at malaysia factory is around 70% and philippines is 60%, China factory is around 70% if i didn't remember wrongly

And Inari is well diversified to health sensor such as biometric sensor, heart beat sensor at smart watch which is one type of opto electronic as well. Not to forget about mini led. However, this two sector won’t contribute significantly.

Went to AGM today. From what the director said. The RF tester increase around 100++ units from 2017 to 2018 from 700+ unit to near 900 unit this year.
Each tester cost from 1-1.6 million usd. Broadcom is increasing the tester to prepare for future expansion. I think this align with your thought. And hope mi and penta will benefit from such trend which is align of what you write about penta. And also Inari is switching IR scanner to VCSEL to support osram for the company that acquired by osram recently.

https://www.nst.com.my/news/nation/2018/11/433191/50-year-concession-wce-necessary-lower-toll-rates

thanks for such good information

@chasechin http://www.klsescreener.com/v2/announcements/view/18811945

Hi Calvin, thanks for sharing such analysis! I always want to read STOCK MARKET INVESTMENT In Malaysia And Singapore by Dr Neoh Soon Kean for such a long time and couldn't find it anywhere, not even the printed version / pdf version, do you mind to share where to purchase it?

Any possibility of window dressing since KWAP is holding quite a number of share of VS?

From public invest

China operations. The Group has received replenishment orders from existing customers as mentioned earlier, while also securing new ones encompassing 1) healthcare products, 2) air-conditioner components and 3) World Cup souvenir cups. Contributions for the year are anticipated to be flat to mildly positive vis-à-vis FY17. Management anticipates a similar quarterly cycle to that of FY17 in which 2Q is traditionally the strongest, suggesting only a small profit for 2HFY18.

Hope China operation can contribute more towards the next QR

TA Securities
http://cdn1.i3investor.com/my/files/dfgs88n/2017/11/29/1507028353-386838545.pdf
Public Invest
http://cdn1.i3investor.com/my/files/dfgs88n/2017/11/29/1507028439--1202574289.pdf

Anyone concern on the increase of Administrative expenses for Q2 and Q3? I could see the Administrative expenses double for Q2 and Q3. Any possibility that the doubtful debt is include in administrative expenses?

wow!penta share split n bonus date coming out liao,ex date 29 Nov,huat ar

http://app.myetricor.com/Documents/CMS/Forms/201611091023333333Johore%20Tin-WA-Conversion%20Form-200916.pdf
you can download the form from here and send it via Poslaju or go to Tricor at bangsar south directly together with Bank Draft

Yes, I've saw it at Matahari where Able Dairies OEM for Matahari and they are selling Enak at Matahari too

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5521517

tssl74, if you are trading on personal account, you can download the form from TIIH, http://app.myetricor.com/Documents/CMS/Forms/201611091023333333Johore%20Tin-WA-Conversion%20Form-200916.pdf, you would have to purchase two banker cheque, one for TIIH processing fees, one for Johotin warrant account, it is clearly stated in the PDF

thanks for sharing the information! looking forward :)

hi WaAdaLui, the mexico business sales of USD80M per annual is referring to the whole JV right? means JOHOTIN will benefit 40% of USD80M per annual?