klsenoob

klsenoob | Joined since 2013-06-30

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2013-12-17 09:39 | Report Abuse

Alex, hope u can tell me this phrase again at 4.30pm....

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2013-12-17 09:24 | Report Abuse

jinvest, not asking u to sell la. just sharing of opinion, me too have both mother share and warrant. My avg price very low

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2013-12-17 08:46 | Report Abuse

Jinvest. ..big shark only will make it even lower so that they can accumulate more

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2013-12-17 08:45 | Report Abuse

Yi chuan, avago no longer hv any shares of inari.pls correct ur information. Plus today contra player of last week will dispose gao gao..expect price to b very low today.

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2013-12-16 23:11 | Report Abuse

AI bro, pls dont mislead other.

It is extremely obvious that Avago DO NOT WANT TO DEPEND only on his previous supplier & trying to find other solution!!

that means it could be a RISK, time to be really be careful

Info of LSI as below:
LSI Corporation designs, develops, and markets storage and networking semiconductors worldwide. Its storage product portfolio includes hard disk, solid state, and tape drive solutions, which enable the reading and writing of digital data to and from the storage media, such as the hard disk drive platter or the flash memory cell; server and storage connectivity solutions, which facilitate secured data transfers between host systems, such as servers and storage devices; and custom storage solutions that enable high speed storage data communication between servers and external storage systems over a switched storage network, such as a fiber channel storage area network. The company's networking portfolio comprises solutions for multi-service wired and wireless access systems found in carrier networks, as well as solutions typically used in small office, home office, and small-to-medium business applications. Its networking solutions include communication processors, network processors, media processors, content-inspection processors, and physical layer devices, as well as software tools and segment specific applications, evaluation systems, and reference designs. The company also designs and sells enterprise networking devices for applications, such as Ethernet switches and routers. Its networking products are used in the wireless infrastructure, enterprise, and data center markets. The company sells its products to original equipment manufacturers in the server, storage, and networking industries, as well as through a network of resellers and distributors. LSI Corporation was founded in 1980 and is headquartered in San Jose, California.

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2013-12-16 17:03 | Report Abuse

waiting to accumulate more.. remisier told me tonight US will have tapering news, tml might have panic selling on market

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2013-12-10 15:10 | Report Abuse

every time chong5126 come out, inari sure come out. chong5126, pls faster come out

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2013-12-06 00:44 | Report Abuse

REPOST:

up_up_up Check out his portfolio: http://kydaruninvestment.blogspot.com/p/blog-page.html

OLDTOWN (RM2.58) - 1100 share
PADINI (RM1.80) - 1000 share
CBIP (RM2.55) - 200 share
SUPERMX-CO (RM0.28) - 4300 share
INARI-WA (RM 1.11) - 900 share
Cash 0%

Regardless 100 shares, 900 shares or 100,000,000 shares he have. I strongly think INARI should take LEGAL ACTION on this KEN TAN.

We have to write on internet but at least write responsibly.
I will take the initiative to compile his post on INARI and send it to INARI's financial department tomorrow morning.

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2013-12-05 22:35 | Report Abuse

the "wrong" of his views are all his irresponsible criticism are based on PURE ASSUMPTION and no solid evidence.. I believe Inari has the right to take LEGAL ACTION against these kind of IRRESPONSIBLE PUBLIC ACCUSATION!

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2013-12-05 22:29 | Report Abuse

copied from the forum as well:
http://kydaruninvestment.blogspot.com/2013/11/inari.html


Ken Tan wrote on December 1, 2013 at 11:20 PM
Hi leaf fly,
Here is how I learnt my fundamental skills:
1. Some basic accounting principle (My level is until Form 5 Prinsip Akaun only)
2. Common sense (I spent a lot of time using common sense to understand cashflow statement)
3. Guidance from some gurus (Sorry that I cannot reveal the names)
The most frequently used would be common sense. :)


SUPERB!!

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2013-12-05 22:27 | Report Abuse

AI, that Powerful article was write by Mr.Ken Tan who started to invest in stock market since June 2012, which was 17months of investing experience... GOOD JOB!!

Ken TanNovember 30, 2013 at 10:12 PM
Hi leaf fly,
Thank you, I actually hesitated for a long time before deciding to write this.
I started to invest in stock market since June 2012. :)

I laughed ups and downssss after reading this, i believe anyone here has more investing experience

Stock

2013-12-04 16:13 | Report Abuse

Affin raises Inari Amertron profit forecast, TP
Business & Markets 2013
Written by Zatil Husna of theedgemalaysia.com Wednesday, 04 December 2013 13:47

KUALA LUMPUR (Dec 4): Affin Investment Bank raised its earnings forecast for Inari Amertron Bhd. This is in anticipation of lower taxes for the electronic-component manufacturer.
Affin said in a note today the firm raised its earnings per share (EPS) forecast for Inari Amertron by 17.3%, 38.8% and 35.4% in financial years ending June 30, 2014 (FY14), 2015 (FY15) and 2016 (FY16) respectively.

“Our FY14-16 EPS forecast are raised by 17.3%/38.8%/35.4% respectively to account for our more upbeat outlook on the company after our recent meeting with management.

“Our FY14 EPS upgrade comes largely on the back of a lower tax assumption of 6% from 20% after obtaining clarification from management that bulk of the reported 1QFY14 tax was related to recently-acquired Amertron," said Affin.

Affin said it has also increased its target price for Inari Amertron to RM2.18 from RM1.70. The upgrade is in anticipation of Inari Amertron's stronger earnings on growing smartphone and tablet business.

Affin however kept its “buy” call for the stock.
“More importantly, Inari is involved in the growing smartphone and tablet business which should continue to fuel Inari’s strong earnings growth, at least over the near term.

“With a strong 3-year earnings CAGR of 39%, dividend yields of 5%-7% and trading at an undemanding 11x CY14 EPS, we continue to rate the stock a "buy",” Affin said.

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2013-12-04 16:10 | Report Abuse

Paid to talk the share price down??? or maybe misses the train d, so trying to talk it down 0.01 or 0.02??? lolx..

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2013-12-04 11:38 | Report Abuse

Yes... Analyst pointed out it's the LAST chance to catch Inari at 1.60 and 1.20 for warrant. Target closing for today 1.65 and 1.25. Let's witness the miracle :)

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2013-12-04 11:11 | Report Abuse

Just bought my warrant @ 1.17 !! up up up!!!

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2013-12-04 10:16 | Report Abuse

LTE – Inari’s game changer
FY14-16 EPS raised by 17-39%
Our FY14-16 EPS forecast are raised by 17.3%/38.8%/35.4% respectively to account for our more upbeat outlook on the company after our recent meeting with management. Our FY14 EPS upgrade comes largely on the back of: 1) a lower tax assumption of 6% from 20% after obtaining clarification from management that bulk of the reported 1QFY14 tax was related to recently acquired Amertron. Inari’s domestic operations are still enjoying a pioneer tax free status; and 2) upgrade in Amertron’s revenue and earnings assumptions.

Amertron revenue performing better, more value to be extracted
Annualised, Amertron’s 1QFY14 revenue is in the region of US$150m which is nearly 25%-36% stronger than Amertron’s historical revenue range of US$110m- 120m per year. Management guided that it has seen a pick-up in demand particularly for fibre optic products, which is unsurprising. We also take comfort that management has been very hands on in “milking” the Amertron operations vide a combination of driving sales and also improving cost efficiency. Note that Amertron’s 1QFY14 net margins were still considerably low at an estimated 3% vs Inari Tech’s historical net margins of c. 19%. Management is currently focussing on enhancing logistics and bulk raw material purchases, which will have a positive impact in the coming quarters.

Ceedtec will likely be in the black in 2QFY14
The sharper earnings upgrade for FY15-16 is also underpinned by: 1) a turnaround in profitability of 51%-owned Ceedtec. Ceedtec managed to breakeven in September 2013, and posted mild profit contribution in October 2013. Earnings momentum should continue to remain positive supported by a planned 50% capacity expansion to cater for the rollout of its test and measurement equipment, which are outsourced by Agilent; and 2) continued sharp ramp up in its bread and butter RF products for Avago. Meanwhile there has been some delays on the ISK side in terms of commercial production (likely pushed back to 1QCY14), we are not too perturbed by this, considering the vast prospects of fibre optics (please refer to our report dated 30 Sept 2013).
LTE - a game changer for Inari Tech
We believe that the strong growth underpinning Inari Tech’s RF division is the rising rate of LTE adoption, which is a natural progression of 3G. LTE has spurred an increased number of advanced RF filters, such as Avago’s proprietary FBAR, required to accommodate LTE’s multiband requirement (significantly more advanced filters as compared to a single filter in a 3G device). According to independent reports, global LTE subscription will hit 2bn within the next 5 years, sealing Inari’s prospects in this fast growth, high demand area.

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2013-12-03 17:21 | Report Abuse

although i think sits' joking around non-stop, but buy/sell Q for mother 272k and 1056k.. london bridge is falling down

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2013-11-29 11:40 | Report Abuse

haven't visit this forum for quite some time... Suddenly so many new kaki here ya. jump stand sits... lolx.... Chong5126, where r u?? come out say something laaa

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2013-11-07 10:32 | Report Abuse

chiam4192, pls elaborate more..

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2013-11-07 10:01 | Report Abuse

sorry i m not god. but Affin target price 1.7 & CIMB target price 1.9. evaluate urself based on the target price provided

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2013-10-21 10:47 | Report Abuse

@chong5126, terkaya? lawak lah... in his dream maybe.

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2013-07-01 10:06 | Report Abuse

Inari mother share open lower than last week closing price !!!!

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2013-07-01 08:46 | Report Abuse

looks like its another day of dropssssss for INARI wa