Haha. Nice. Thank you Padini.

I wonder the ppl here know how to read the report. No Cash?? No dividend?? :)

Guys, just my 2 cents.

this counter is a very solid counter in term of cash flow and management.

-If assume that the next coming EPS is bad, around 0.5sen, then the PE is 10.42 according to today price @0.305.
-Then the dividend is around 1.5sen, which is around 4.9% DY.
-Cash in hand 0.11sen, NTA=0.24.
-In the Asset, the price for the land owe by SKPRES is only around RM38 per square feet.
-Consistently spend in capital expenditure (meaning buying machine, asset and property) to expand the business to cater for bigger business.
-Dato' Gan own deem/direct 60%++ mother and 16%++ warrants.
-Tabung Haji own 10% mother share (estimated bought at 0.345), they need to sell it in 6 months time.

To play safe, buy <0.30 or lower. Once the business come back, it will shine again.

Inari开往北方列车即将启动！请乘客们挤上您的安全带！！

5E Just slightly below my expectation 5.5sen.

News target price Rm2.55, aggressive TP Rm3.

Sit back and relax. Just wait for the show to begin tomorrow.

If EPS is 7sen, FV for inari should be at least RM3.50, but I only expect around 5.5sen this round.

This coming quarter result should be:
1) Increased in Revenue
2) Decreased in profit margin
3) Increased in foreign exchange loss

Overall profitable and equal or lower then previous corresponding quarter.

I expect the EPS for this coming quarter should be around 5.5sen.

psd57, your justification for inari above is true but NOT fair for comparison. Q1 2014 is the first quarter inari group consolidate amertron profit into the balance sheet. So you can not just compare the revenue of Q1 2014 vs Year 2013 since amertron itself already 3 times bigger than inari. However the EPS part seem a fair comparison.

Slts, please be more sensible. I fully agree that you want to buy at 1.30 and sell at higher price to gain more. I think we all here willing to hear all the negative/bad news for inari, but please share the bad news with some evidence or report data, but not just keep saying that it will drop to 1.30 or 1 for nothing. No doubt many of the investors here are very 'fragile' and 'plastic' when it come to market correction, but I still believe that most of us here are buying the counter base on the fundamental analysis.

So please share some bad news toward inari here with evidence and data to neutralise the discussion here.

Buy again at 1.58.

As usual, rumour follower and cowards missed the boat again.

I think 1.60-1.64 is the range d la.. Don feel it will goes 1.5x. The fair value for Padini is around 1.75. So any price today gonna make you gain by the way.

So solid at RM1.60. I think is the price the big fish set for accumulation.

The only green in my red sea today..haha

500plus, why you delete your previous post?? haha. Anyway, nothing is impossible in the stock market. You could get 1.50 or 1.40 or even lower. No one will know.

Just remember that no one can predict what's the lowest price for the stock. So what we can only do is "buying at low price rather than buying at the best price".

Haha, I bought 3x counters this morning. No more bullets la.. Hopefully this coming CNY ang Pao alot lo..hahaha. Wait for after CNY to harvest from the seeds I plant today.

Bought at 1.63 :). No more bullets. Happy Chinese New Year guys..

My god.. Too many nice counters at good price but bullet too little.. haha.

lol.. keep selling.. just keep selling if you don like this counter. :)

Nevets, to me share-buyback for a strong fundamental and cash flow company is a good sign. Bonus share could be on the way.

I thought I just explain the reason why avago dispose inari shares?

Get your money ready guys.. Time to enter.

I personally think that <0.30 is achievable.

Harvard57, one minor correction for your statement:
-Avago Technology has dispose all shares in open market !
The reason why Avago disposed their Inari shares is to avoid 'business' conflict since most of the Inari's business are from Avago. MNC company can not simply give their project/contract to the subcon that they owned. They need justification. That's why Avago disposed all their Inari share at lower price.

Can buy at current price now, but not ALL in. Could further drop to 1.55. Buy half and if drop till 1.55 or below, buy another half.

Haha, Zhulian for those who bought at RM5.00, cry till no tear. hahaha. Follow wind to buy lo.. Kenal sekali mampus semua..

Woo, manage to catch some at 1.22 for WA. hahaha.

Thank Heah Wei Poh. 2014 is a good year for Padini. Below 1.70 buy with no hesitation.

I don think inari will go for split share la. As I mentioned earlier, the par value already stood at 10sen. Bonus share is more likely if compare between the two.

Time to accumulate. Hold this counter since two years ago. Still holding and plan to reload more if price keep falling.

Just hold and pass to your kid if possible. Imagine after 15 years if CBIP become a bluechip share like BatuKawan etc. Then you just sit there and enjoy the dividend.

Guys, no one here could or should advise you to convert your warrant or not. The reason why you asking when or should you convert the warrant to mother share is because you do not know exactly how warrant work.

If you know about warrant, then you should know when to convert or should you convert them or when you should convert them, it is like the share price, no one know what will happen, everything just predict with their own thinking. So my opinion here is, if you do not know how warrant work or no idea how to convert or when to convert, and you just listen to ppl said buy warrant will gain you more, then DO NOT hold any warrant. Just sell the warrant and buy mother, cause mother share entitle for dividend and no expired date (unless the company declare bankrupt). Warrant may allow you to earn more due to its gear ratio, but it also allow you to lose more if the share price goes another way round.

So if you still asking when to convert and should you convert, then please just sell and buy mother share instead. Cause if you know how warrant work, you are investing, if you don, you are gambling. So don gamble here, shift to invest before it is too late.

Congratulation for your gain little shark.

However just some suggestion here.

Sell your mother instead of warrant. Warrant is still in negative premium. So sell the mother and have the daughter convert to mother. Could save you few thousand if you hold lot of mother.

Do you need the money urgently??

If YES, sell. If NO, hold until the company profit show divert effect.

Inari par value already at 0.10, so I personally think that bonus share will be more likely. Anyway, either way is good as long as the share price keep increasing.

Current TP=Rm2.20, if next results show something even better, then higher TP. Not to mention after 1st board, many funds can start to 'fried' inari. So RM3.00 not a dream.

hahaha, I thought chong5126 is the pro here telling ppl not to buy at what what price then wait for 1.17sen because Ho said to him/his wife said that to him. Why asking ppl what is split share. Typical rumour follower.

yfchong, link please.

The FV for this counter is around 1.75 currently. I don think it will go further up until the next quarter result. Q2 and Q3 are normally Padini strongest quarters. So just hold and wait guys.

Buy with no hesitation if below 1.70.

Only buy this counter <0.25. (Cash around 0.20, PE around 12+) If price suddenly goes beyond 0.28 sell with no hesitation. The prospect of this counter need to further investigated after quarter report that due in end of March. If no further new project earning coming in. This counter is Death.

Pros:
-Good cash in hand. 0.20sen
-develop low cost and middle cost houses which is still demand-able.
-Good earning/profit/operation margin.

Cons:
-Taman Lagenda development almost come to an end.
-Weak Planting profit.
-No much detail about future project development and sales status.
-Housing price and purchasing demand reduced nationally.

To play safe, buy only if it is <0.25, Sell if it touch >0.28. Wait for the next coming quarter report and decide to keep or sell.

If next quarter result still BAD and no good company prospect to support, plus a good dividend declare (Since they have too much of cash) to attract buyer to support this counter price, then SELL WITH NO HESITATION.

Many ppl keep throwing huge today. Keep pushing down guys. I got my cash ready if you manage to push below 1.70.

Q2 Quarter Report coming out end of Feb, Q2 comprised of Christmas Sales and Year end sales.

Then Q3 report in end of May. Comprised of Chinese New Year Sales. Q2 and Q3 are normally the quarter Padini making the most profit. Buy now before it is too late. Go to the mall looking at the people queueing to pay at Padini and Brands Outlet. Plus 2.5sen each quarter dividend which representing 5.7% DY each year according to today price. Not to mentioned the special dividend which add up to 6.6% DY.

Any solid reason?? Those who said this counter going to shot?? TA? or any fundamental reason??

Guys, just pay a visit to the padini outlets last week at Penang Paragon. What I will say is Padini outlets sales does really impacted by the H&M. However, I still see queue in the Padini outlet for the fitting room and counters. On top of that, never forget the Brand Outlets. After I see the business in the brand outlets, I decided to buy more Padini Share before it is too late.

Taking debts from bank could means something good. Maybe they already got project coming in in their pipeline, that's why they got the money ready from the bank. We do not know what actually brewing inside.

Nice stock, try to catch the fish below 0.31 or 0.30 if we are lucky. Should stay low for 1H2014. 2H2014 could be better.

Yo.. Sold 15% of my Padini at 1.82 last week to buy some AirAsia at 2.20. Sell my AirAsia today at 2.40 to buy back Padini at 1.76. Wait for Padini to rock again after CNY.

I think contra player is selling now. Hold the stock at least after CNY for more return.

Just load more AA at 2.21.

Sell 20% of my Padini at 1.82. Don worry guy, still have faith on this counter. Just need the money to buy the EXTREMELY DISCOUNTED AirAsia 5099.

According to my calculation and estimation, Inari fair price should be RM2.20, don ask me how I calculate it, cause if you are fundamental investor, you should be able to figure that out yourself. If you are the rumour followers, then no point you asking how I get that TP.

RM2.20 target price will not hit so easily that's why we call that TP. But Rm1.80 shouldn't be a problem. Up to you want to buy or not cause that's your own money. No one can force you do whatever you don want. FYI, Inari is doing 'very very well' now and I expect for the year 2014. FULL STOP.