psd57

psd57 | Joined since 2013-11-02

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General

2014-01-13 12:22 | Report Abuse

hepi GH can buy ah?

General

2014-01-13 11:29 | Report Abuse

hepi IRIS try to get below 40.5c. PASDEC ask sifu freethink

General

2014-01-13 11:15 | Report Abuse

smalltimer wht urs target price on IRIS

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2014-01-13 10:39 | Report Abuse

SC approval will be fast according to latest info

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2014-01-13 10:08 | Report Abuse

Creatin base at Rm 1.75 before uptrend. Same pattern . 2014 Rm 3.50 to 4.00. Stay Invested and enjoy the ride

General

2014-01-13 10:01 | Report Abuse

thks freethink. PASDEC looks gooood!!

General
General

2014-01-13 09:47 | Report Abuse

hepi don't jiump into anythimg first/ watch the mkt

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2014-01-12 20:14 | Report Abuse

The price is shooting up on Monday. The co is running on strong fundamentals and future growth. Apple's tie-up with China Mobile will add more than 1b new iphone users, expanding Apple's footprint in China..Avago technologies, INARI's client, is among the principal component supplier for Iphone.So buy and stay invested.

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.

1.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.

2.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).

3.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.

General

2014-01-12 17:11 | Report Abuse

I got to go. see u here at 8pm onwards

General

2014-01-12 16:52 | Report Abuse

hepitarde; OTB TP for Poh Huat for investors, not contra.

General

2014-01-12 16:51 | Report Abuse

Look at the market first on monday

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2014-01-12 16:38 | Report Abuse

Monday Inari will be up and away!!!

General

2014-01-12 16:32 | Report Abuse

When u stay invested in good fundamental stocks, u r infact staying clear from all sharks, whales, gorillas etc. Stay safe and watch ur investment grow, no matter hw small it is.

General

2014-01-12 16:24 | Report Abuse

Good morning mike out there. Thks for the info on identifying undervalued stocks. R u on the way back. Safe journey back.

General

2014-01-12 12:53 | Report Abuse

I think hepi there is a CNY play on MAHSING this comin week. MASING warrants cheap entry cost. Anyway TA first bro. Could be a next FOCUS play here. But cautios bro and listen to wht ur sifu said.

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2014-01-12 12:44 | Report Abuse

THE PRICE WILL MOVE UP TOMMORROW!! MKT MOVES IN TENDEN WITH ANTICIPATION OF THE FUTURES. BESIDES INARI's ANNOUNCEMENT WAS MADE AFTER BURSA CLOSING ON 10 JAN at 5.09pm. THE APLLICATION IS AS GOOD AS APPROVAL. ONLY THE DOCUMENTATION FORMALITIES TO BE COMPLIED WITH.BEFORE/AFTER APPROVAL. THINK THE PRICE GOING TO STAY THERE FOR EVERONE TO CATCH/??. SO STAY INVESTED FROM NOW ONWARDS.. MY 2c WORTH OF OPINION. MALAYSIA BOLEH MAH!!

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2014-01-12 09:57 | Report Abuse

The future for barakah is bright, being a medium cap O&G player.

General

2014-01-12 09:53 | Report Abuse

Mahsingw good buy Monday. But hepitrade, u follow the good advice of mike and trade cautiously next week. Allocate some amount for good blue chip counters and sum for contra play. Nowadays, the operators don't allow u to make much on intraday/contra T+3 play. They give u little, so lock in profits for contra play immediately. U stay invested medium term, then u see money. Small funds ok, u grow gradually.

General

2014-01-11 19:06 | Report Abuse

thks mike for info.

General

2014-01-11 15:41 | Report Abuse

'MAHSING WARRANT' - BULLISH ENGULFING!!!

General

2014-01-11 15:39 | Report Abuse

210209 Hi, can call me lim.few months d , instaco 0.31, granflo 0.34, hibiscs-wa 1.6.pm corp 0.28.v sad right? Pls help
11/01/2014 13:46

Lim, hibiscus-wa and pm corp, just wait and push off when trending up. hibcus wa now trending 1.50, pmcorop 25.5; instaco 0.27c. I do not know ur holdings. The next time invest in some good fundamental counters, we recommend here. I am sorry cannot help much, but wait b4 cut loss.

General

2014-01-11 14:53 | Report Abuse

BARAKAH - "BULLISH & STRONG VOLUME GAINER" - Trade signum

General

2014-01-11 14:51 | Report Abuse

mikekong55 posting: HEPITRADE,yesterday this hour your friend's HJey ask you what stock to buy for short term. my reply is buy HAPSENG;can have candle light dinner with love one.HAPSENG closed 3.00 up 0.05c.
11/01/2014 06:57

Sifu Mike's stock recommendation 'HAPSENG' - BULLISH ENGULFING!!! SO WHY WAIT! GET ON THE TRAIN!!

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2014-01-11 14:17 | Report Abuse

BARAKAH IS "BULLISH & STRONG VOLUME GAINER" - Trade signum
http://www.tradesignum.com/screener/strongvolgainer

General

2014-01-11 13:58 | Report Abuse

Poh huat, watch ur TA before going in.

General

2014-01-11 13:53 | Report Abuse

hepi lock in profits first next week for Barakah. Then any retracement in price u go in. Feb 2 is the Saudi job announcement. U make ur decision. Ghl follow mike's postins earlier, inariw got to see to push off next week or hold for announcement in Feb. I got Barakah 40k @1.68 for contra play, I got to push next week; the other 100k @ Rm1.30 my investment, I m holding. Need another good investment counter like Barakah. I see that in INARI, strong fundamentals. Need to onsult mike over the weekend.

General

2014-01-11 12:39 | Report Abuse

thks meena & messi for the postings. Barakah ( small cap O&G) poised for another good run next week. Any forrumers holding this stock for investment, stay invested. Contra kakis, time to cash in for profits next week. Tqvm. Not forgetting our in-house recommended inariw and ghl stocks.

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2014-01-11 12:31 | Report Abuse

'despite the shorter holiday session, we expect the benchmark index to rebound with lower liners (***FBM KLCI SMALL CAP STOCKS IN THE OIL & GAS SECTOR) to CHARGE BIGGER FUNDS INFLOW' - Dr Nazri Khan, Affin Investment Bank VP/Head of retail Research
http://www.theedgemalaysia.com/business-news/271037-klci-week-ahead-klci-to-stage-an-oversold-bounce.html
GO BARAKAH GO!!

Watchlist

2014-01-11 12:11 | Report Abuse

excellent.

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2014-01-11 12:05 | Report Abuse

BARAKAH IS IN CIMB MID-CAP O& G STOCKS FOR 2014. STAY INVESTED
http://news.yahoo.com/bursa-hit-2-000-point-level-181958251.html

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2014-01-10 23:46 | Report Abuse

chiam4192; Good Announcement on 10th January at 5,09pm (after BURSA close)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1513269
10/01/2014 19:43

This application is a mere formality, already agreed upon by SC, just documentation process. Then it should shoot up on Monday, even limits up, 'mother and son reunion' OMG

General

2014-01-10 23:38 | Report Abuse

ok, we got the weekend, also will explore the possibility of holding it before approval by SC for entry to Main Board. OR r u telling me this application is a mere formality, like already agreed upon, just documentation mah. Then it should shoot up on Monday, even limits up, 'mother and son reunion' OMG

General

2014-01-10 23:29 | Report Abuse

mike, hope Monday is good for all the stocks u recommended, I think the momentum is there with these stocks. Inariw with this announcement should move. Next time u recommend a stock, I will put the 'entire kitchen sink and the team bus' behind it - ha ha

General

2014-01-10 23:24 | Report Abuse

Americans r a crazy lot, that's why I went to Canada to study, people there r a little more forward/positive thinking. If the US job report slack, DJI is affected; and if good, omg tapering is comin, again DJI is affected. 'Damn if u do and damn if u don't'

General

2014-01-10 23:13 | Report Abuse

DJI will bounce back towards close. dont worry lah

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2014-01-10 23:07 | Report Abuse

hepi: jom jumpa dekat kapal Regain

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2014-01-10 23:04 | Report Abuse

hepi - jumpa dekat u punya Regain kapal

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2014-01-10 22:52 | Report Abuse

hepi u ada berapa lot ah. U taiko mah, senyap jual inariw

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2014-01-10 22:49 | Report Abuse

its official now, no need to think

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General

2014-01-10 19:40 | Report Abuse

mike: he will be upset definitely. But I did not know he sold, we took ur advise to hold next week, thought he would hv done just that. Never mind he still got his ghl and barakah,

General
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2014-01-10 17:30 | Report Abuse

Super Bull. When u exit Super Bull for profits, u can only enter at the next higher station.