Posted by YiStock > 2018-11-26 15:40 | Report Abuse

Posted by unclejoe > Nov 25, 2018 03:02 PM | Report Abuse

郭台铭否认富士康将裁员10万人 . http://www.enanyang.my/news/20181125/%E9%83%AD%E5%8F%B0%E9%93%AD%E5%90...



Posted by unclejoe > Nov 25, 2018 03:04 PM | Report Abuse

Billionaire Terry Gou says outlook for iPhone assembler Foxconn is strong at least until January.
https://www.scmp.com/tech/article/2174

Posted by Invest_Sensibly > 2018-11-26 15:59 | Report Abuse

Mr. YiStock, can you comment on Tguan? May I know where to search for resin chart?

Posted by TheSyndicate > 2018-11-26 16:52 | Report Abuse

Judging from the growth of the company's profit for the past few quarters (dwindling), I would not recommend a buy. The growth has been slowed down and the latest quarter has registered the lowest earning in about 6 years. I would wait for the coming QR to make a decision.

Posted by YiStock > 2018-11-26 18:56 | Report Abuse

TheSyndicate, a brilliant choice. Q2 2019 result to be released in Feb 2019 will know if all negative news are truth/false

Posted by probability > 2018-11-26 22:37 | Report Abuse

YiStock, whats your opinion on Inari's results today?

Posted by YiStock > 2018-11-27 07:56 | Report Abuse

Probability, i think the latest result proven that Q1 & Q2 2018 base had both overshot from normal. That was when apple launched iphone x using single premium model with target of 80 mil unit production. The inventory carriying value has shot up in apple and revenue & profit of inari has also shot up. Iphone X content value is much higher compare previous model, resulted in US$1000 price tag.

With latest result in, the RF segment has back to it normal growth track. I compute the singapore revenue with 5% growth from 2016 (not 2017 due to high base). I think is very reasonable. Latest result has met my RF projection for Q1 2019. So, i think the profit is warranted for RF segment up to now.

As for all the negative news circulating in supply chain, those are pointed to Q2&Q3 of 2019.

Inari latest quarter affected by samsung indeed. But with next year new samsung model introducing 2D face ID as additional feature on top of iris scan, inari vcsel (i need to confirm this) and IR should prosper again.

New factory space for OSRAM has startef production in Q1 2019, i hope to see better contribution in february result.

5G is on the way, i will continue to hold my holding.

Posted by YiStock > 2018-11-27 08:36 | Report Abuse

Another point is that Revenue can no longer use to judge Inari RF segment simply because the higher RF content will increase Profit more significantly than Revenue itself. Inari RF capacity has increased another 25% based on analyst report.

Posted by pputeh > 2018-11-27 09:18 | Report Abuse

YiStock . I have the same reasoning. Will hold on to my Inari stock

Posted by probability > 2018-11-27 09:32 | Report Abuse

YiStock,Thank you

Posted by YiStock > 2018-11-27 12:07 | Report Abuse

https://klse.i3investor.com/blogs/Inari/183906.jsp

Posted by calvintaneng > 2018-11-27 16:39 | Report Abuse

Inari is good

Well diversified and good