alex,dk thong mistress told me
inari close unchange today & tmr red red...

david, me talk cock only
me no body , i also dont know
who is dk thong
me already sold & still waiting for it to
drop to buy in again
david...dont assume it will keep going
up & never drop....many end up losing
thinking like that

tmr red red oh....
datuk thong told me tmr kaput...game over...
he will start unloading this afternoon..
will kaput to 1.20

i hear rumors tmr down 10sen

may be its not chicken egg
ayam quite big wan
its turtle egg...small little egg

wah still egg
1 egg

al, i really dont know
but i hope so

cannot compare csl to homeriz
csl is a chinese listed co , their assets including cash
all goreng wan, cannot be verified like all chinese listed co in bursa
look at homeriz revenue/profits, it's growing

guys
Y dont u look at Homeriz
this Co got 16sen cash/share, PE 7x.....
proposed final dividend 2.75 sen i.e a 4.75% yield
its not a sexy stock now like inari but u never know later...
Homeriz is a very low risk investment with potential high gains

ah investor,
i retired at 49 , hope u can retire early than me
no bullshit here !!!

the overall mkt is under selling pressure
from foreign funds so i follow them & sold all
too risky for me too wait for TP 1.90 or above 2.00
i'm just stating the risk of corrections here if
u are a long term investor & can tolerate the up & down
dont worry...believe in yourself
goodluck...i hope all of u can make big from Inari
as for me 260k gains enough already....

90% of its revenue come
from 1 customer...its not a
convincing fundamental story to sell

dont know, it may even go to your tp 1.90 without any corrections
elliot wave tp is just to guide u in your
investment and its not 100% correct

guys

from maybank technical analysis
wave 3 tp 1.43
wave 4 tp 1.14
wave 5 tp 1.80
what is the price should it move to mb, i dont know
dont get carried away. this push come with little
buying support...so when it correct it will come down fast
just trade...dont keep too long

i think all the strong supporters
here really got carried away
now start talking rubbish
when quarterly result announced expected
eps 3.5 to 4 sen u will see a sell on news
ie already priced into share price
when it move to main board u will
see a sell on news again
so dont expect it to go to 1.90 or 2.00 by
dec
im not saying it cannot climb above 1.90
but it will take some time maybe by end of next year
we not in a bullish mkt environment
moving to main board really make no difference
because inari mkt cap is below 1b so fund
mgr dont buy it
keep dreaming

the expected 14 - 15 sen eps fy14 have been builded into
inari price already, rise from 0.3X to 1.40
people have been talking about it
for a long time already..so no surprises
major shareholder
keep disposing at this level...warrant trading
at discount to mother price also indicating investors
are bearish on the mother in the short term

coming quarterly results could
have been discounted in the price already
that is why it keep falling & major shareholder
keep disposing

heavy volume due on mon T3

old news....tp 1.00 by hlb

inari & insas on correction phase
stay away

barakah need to rest too overbought
switch your funds to daya
rhb tp 0.49 low risk high gain

purely based on elliot wave 4 tp

1.14 tp

on the recovery road....right time to ride this boat

not game over
just a correction
b4 going to wave 5 target 1.70 - 1.80

wave 3 completed 1.40
wave 4 coming 1.14 or 0.98

very very over bought stock
expect at sharp fall this few days like Inari
sharks pump & dump while spreading rumors of corporate actions
and under value play
suckers will end up as long term shareholders

warrant undervalue by 2.5 sen
1.35 - 0.38 = 0.97 - 0.945 = 0.025
buy

30m profit drop to 8m than to 7m losses
i will be concern on next qtr result..maybe even bigger
losses

last qtr loss 7m
where got undervalue
more like overvalue
the music can stop anytime

game over...weak closing
need plenty of rest 1st
moving to inari next

heavy buy Q...something is going to happen soon

dont play with hope!!! its
a huge mistake to play mkt with hope

1.40 bye bye today

now small fishes here claimed
got insiders news.....
we need more rumours otherwise
cannot break 1.40

sense maker,
PNB & Khazanah spun off TNB, Maybank, CIMB etc by listing them
if so good why they spun them off.
sense maker, u make no sense!!

today 2m shares done off market
goreng coming

billlonhair
can see it in your trading platform

another 5m shares done off market

who put brick wall at 1.40?
lets breakdown this afternoon

muhibah

HLBank Research Highlights
Author: kltrader | Latest post: Fri, 25 Oct 10:26

This blog publishes research reports from Hong Leong Investment Bank

Blog Headlines (by Date) Blog Index
Inari Amertron Bhd - Validating Moore’s Law
Author: kltrader | Publish date: Fri, 25 Oct 10:24

Highlights
Although Inari’s share price has quadrupled astonishingly YTD, we believe that it is still undervalued as the market has yet to price in its forthcoming catalysts.

The Avago factor. Avago is a leading designer, developer and global supplier of broad range of analog, mixed signal and optoelectronics components and subsystems serving three primary markets, including wireless communications, wired infrastructure and industrial. Avago, who also owns 8.9% equity interest in Inari, outsources radio frequency (RF) IC wafer assembly and processing to Inari. This business contributed ~95% of Inari’s FY13 revenue and is poised to grow vigorously on the back of global LTE adoption and bullish phone shipment (see Figure #1 and #2).

Diversification into optoelectronics industry. The newly acquired Amertron will be fully consolidated in FY14 and is expected to be earnings accretive. Amertron produces optical transceiver modules, optical sensors and switches, LED displays and IC with Osram and Avago as main customers. According to OIDA (Optoelectronics Industry Development Association), the size of this sector is expected to soar reaching USD1.2tr in 2017 (see Figure #3) as its energy efficiency endorse wide applications such as smart devices, TV, image sensors, vision systems as well as its function as photovoltaic (solar) cells, a viable solution for renewable energy (environmental-friendly).

Synergistic partnership with Agilent. Inari’s 51%-owned Ceedtec is an original design manufacturer (ODM) and R&D house in the electronics industry with niches in design and manufacture of power supply and testing equipment. Notably, Ceedtec is a key eco-system partner for Agilent. By leveraging on Agilent well-established test and measurement (T&M) market and its role as electronics and electrical industry lead partner for ETP, Ceedtec is expected to grow rapidly with exposure to international markets.

Fibre optics as new venture. Started in Jul 2013, this would allow Inari to penetrate into Avago’s wired communication business segment focusing in product development such as transistors and connectors. The exponential growth of data traffic (see Figure #4) has sparked the migration from copper to fibre optics (see Figure #5) creating instantaneous overwhelmed demand.

Catalysts
Wireless communications / mobility / IoT (M2M) / LTE, business diversifications into optoelectronics and T&M, favorable FOREX, continuous effective operational strategy.

Risks
Single major client risk (Avago) / high dependency, FOREX risks, patent disputes, resources / labour.

Forecasts
Expecting existing business to grow circa 20% pa., while consolidating Amerton will add US$100m (RM300m) sales. At PAT margin of 11%, FY14 EPS would yield 14.2 sen.

Rating
NOT RATED, TP: RM1.90

Positives - Synergy from acquisition, 40% dividend payout at reasonable yield, listing transfer to Bursa Main Board.

Negatives – innovation stalemate in telecommunication.

Valuation
We value the stock with a fair value of RM1.90 based on 13.4x FY14 P/E multiple, average P/E multiple of its USbased peers (see Figure #6).

Source: Hong Leong Investment Bank Research - 25 Oct 2013

the rumors is khazana buying..lol

nasdaq closed record high...tech stocks on the move
soon this theme play will spread to bursa like fire
stay invested

the warrant should at least trade 10 - 15% premium
to the mother share

monday new high loh

funds bought yesterday,
5.2m shares done off mkt

weather or not khazanah taking a 20% stake in inari
it doesn't matter.
it's projected eps is 15 sen based on Affin report...at PE15x the FV should be 2.25
high growth + cheap valuation = buy & keep

they always denial until the deal is concluded...."standard comments"
i think inari run up is due to it's cheap valuation not on rumors of
khazanah taking a 20% stake.
u see today movement the mother share didn't shoot up based on uob
report
PE at 7x.....net cash position...earning in USD + weakening of RM
just buy & keep

sona abandoned by sharks
don't waste ur $$$ holding it
buy only when they acquire oil assets
go invest in some other stocks where u make
some $$$