Malaysia key beneficiary in US-China trade war
Read more at https://www.thestar.com.my/business/business-news/2018/11/21/malaysia-key-beneficiary-in-uschina-trade-war/#RRVTzfQyPLPE3SZD.99

Inari Q report should be out on next Monday, 26th Nov. One day before the AGM.

kiasukiasi1980, I like your comments, very sensible.

Investors should focus on the prospects of the company they invested in, NOT the gyration of market. Temporary stock price weakness is actually time to buy more. Inari RF business will gain traction in 2019. Inari's Osram business will start to bear fruit in early 2019. Moreover, USD continue to strengthen against RM. You draw your own conclusion.

It is relatively calm, retail investors are smarter now, not so easily bully by the big sharks.

take some time off and watch is video. Warren Buffett - The World's Greatest Money Maker

https://www.youtube.com/watch?v=w-eX4sZi-Zs&t=6s

If you want to be successful in investing, learn from Warren Buffett and Charlie Munger. Stay Focus and Stay Rational.

Read this article before you get emotional.

AppleInsider NOV19 by Daniel Eran Dilger
Poor news curation at Bloomberg, CNBC, Reuters creating misleading iPhone supply chain panic.

https://appleinsider.com/articles/18/11/19/poor-news-curation-at-bloomberg-cnbc-reuters-creating-misleading-iphone-supply-chain-panic

Goreng the same old news repeatedly still can affect the stock price. This is the way of the market, you must have the temperament to with it, otherwise can not stay in this market.

UOB updates on Inari's Oct volume: The loading volume for Inari’s RF segment is good in October, with utilisation rate of the testing capacity at 65-70% and the assembly capacity at >90%.

Warren Buffett's Berkshire Hathaway Just Bought, Sold These Shares

APARNA NARAYANAN11/14/2018

Warren Buffett poured $4 billion into JPMorgan Chase (JMP) in Q3, according to Berkshire Hathaway's (BRKB) latest 13-F filing, which also showed a bigger stake in Apple (AAPL).


Here are some of Buffett's buys and sells in Q3, as disclosed by filings late Wednesday.

Apple Is Now 26% Of The Portfolio
Berkshire added 522,802 shares of Apple, which now accounts for a 25.77% stake in the Berkshire portfolio, up from 23.84% the prior quarter.

Berkshire owns 5% of Apple's outstanding shares, after initiating a position in early 2016. The stock was priced between 93 and 110 then. It now trades around 186, after peaking in October.

Apple stock sizzled over the course of Q3, jumping roughly 58%. Shares shed 2.8% on in Wednesday's stock market trading, falling further below the 200-day moving average.

ray1980, stay in touch, how to contact you?

My take: Inari's customer Broadcom's RF front end business is for Iphone XS and XS Max. Yes, its RF business is slower but believe is pretty much price-in. Inari continue to Capex RM150 million for 2019. What I know is that Inari will eventually hit bottom and bounce—it always does—having shaken out the weak and over-leveraged. Hang in there if you can.

“If you can keep a good stock down, then you are able to load up for the ride back up. It’s like a slingshot — the harder you pull, the more propulsion you generate.” —Jason Schwarz

Ray1980, you are right. US futures are down again.

A slight increase in Iphone volume Q on Q. All regions sale, including China continue to rise. Amid US lead trade war, still able to give positive guidance on Dec quarter.

ray1980, will you pick up? Apple is very likely to beat earnings estimates again.

Inari is back to the top gainer list!

This is not Tech bubble, investors are worry about US -China trade war. It’s getting more likely Trump can even loss the mid term election on Nov 06.

Worldwide semiconductor business is growing, but there are some companies that do well and some aren’t, it’s normal.

AR 2018:
Looking Forward to FY2019

The Group will continue to expand our production
capacity and invest in test/assembly technologies.
In FY2019, we have budgeted allocation of
around RM150.0 million in capital expenditure for
production equipment.

We remain cautiously optimistic in reporting positive
earnings in the next financial year with our currently
expanded Plant 13 and on-going construction of
Plant 34 which is expected to be completed by
phases by December 2019, we are confident that
we will be able to meet our targets. We also aim
to implement Industry 4.0 framework in a bigger
scale throughout the entire Group as to promote
automation in our production process in order to
drive down the production costs in the near future.

China and Japan sign 500 trade deals as Li and Abe vow to stop conflicts
https://www.scmp.com/news/china/diplomacy/article/2170328/li-keqiang-and-shinzo-abe-announce-china-japan-deals-commit

Barron's :Apple Earnings May Rise on Better iPhone XS Max Sales

Samsung already announced record profit guidance on Oct 05. Also, Xiaomi expects to hit the 100M target 2 months earlier.

Good morning ray1980. Everyone is only talking about rf portion of the business, how about Osram? Inari seems growing on the 3D sensor, health sensor and the mini LED with capex RM100M in 2019.

Open above 2, ha ha!

ok, thought of forming own group. don't let the sharks see the happening, ha ha.

ray1980, how to send private message?

any price is a good price. Big sharks are willing to buy at such magnitude, 66.7M at value RM123M, its simply amazing!

wait till the dust settle. I wonder would anyone offer to sell below RM2 tomorrow?

gaining momentum, go go go

hear say Inari result remain good from telegram group. Can someone verify if this is correct. thanks.

big sharks are smart, but retails are not stupid nowadays, lets see.

trading value is 112M, highest in the BursaMarket. Big sharks have deep deep pockets.

ha ha, ray1980. Alright, I intend to keep. If it drop again, buy some more.

ray1980, I actually compared several other counters to Inari. I still find that Inari current price is the most attractive.

ray1980, yes, I did, too good to let go! ha ha!

ray1980, thanks for the sharing, appreciate that.

yes, US stock futures are green.

Like early this year, goreng down to 1.68 then goreng up to 2.40 in less than a month.

Big sharks goreng down, they can goreng up too.

Volume at 46.6M value at $85M, only big sharks can take so much.

ray1980 is intelligent investor.

pity those investors that were misguided by China Press 中国报. This give the pundits to buy at a lower price.

there is no such thing as world demand dropping, it is a matter of reshuffle, example, Samsung losing market share mainly due to the rise of Huawei, overall demand is still on the rise.

The main culprit is China Press 中国报 which spread fabricated news on Apple Inc yesterday.

RainT, not that I can see the future. The fact that Inari's 2019 capex of 150M shows that it is still growing. Also, Qualcomm already announced on OCT 23, the launch of 5G phones by the key OEMs suggest that there is still growth prospect. As Graham said, market is a voting machine in the short term; we should adopt a longer term view.

not sure whether Inari's stock price can go up or down in the near term, but it will surely do well in 6 months and beyond.

Qualcomm 4G 5G Summit Hong Kong 5G smartphone reference design, mmWave, Snapdragon 845, Xiaomi, Sams . https://www.youtube.com/watch?v=qbLjBQfurp8

Qualcomm is expecting two waves of 5G flagship smartphones in 2019 https://www.engadget.com/2018/10/22/qualcomm-5g-flagship-smartphones-in-2019/