Posted by stockraider > 2019-09-06 13:12 | Report Abuse

correctloh....insas quality buy loh...!!

Posted by Sslee > Sep 6, 2019 1:08 PM | Report Abuse

Dear GooShen,
If you want to buy INARI at cheap price then go and buy INSAS. One INSAS share is indirectly holding 0.91 INARI share plus all the other INSAS assets and business

https://klse.i3investor.com/servlets/staticfile/366668.jsp
INSAS financial year end 30th June 2019
Net profit for the year: 81.855m (Of which share of profits less losses of associate companies is 44,083,000. Dividend received: 42,999,000)
EPS: 12.35 cents
Net assets per share: RM2.62
Total current assets 1,489,460,000
TOTAL LIABILITIES 588,890,000
Total non-current assets 846,666,000 of which Associate companies: 437,420,000
One of the associate companies: INARI: 19.19 % (609.212m INARI shares)

To whom holding and buying INARI, I say thank you and may I know what the reasons you buy INARI but not INSAS are? Your reasons will be part of my questions for my next INSAS AGM Q&A session.

Thank you

Posted by KAQ4468 > 2019-09-06 16:07 | Report Abuse

waaaaaaa

tiger ada show



banyak siokkkkkkk

Posted by stockraider > 2019-09-06 16:25 | Report Abuse

Insas $$$$$$$$$$$$$$4 masuk pocket loh.....!!

Posted by jellyfish > 2019-09-06 16:28 | Report Abuse

reason could be SSLee promotion in Inari forum

Posted by Dajiahao Ma > 2019-09-06 16:50 | Report Abuse

Ba rum bum bum bum...bum bum.. whoppii...i will join at 0.90 too..

Posted by pang72 > 2019-09-06 17:08 | Report Abuse

I am very wet...

Posted by pang72 > 2019-09-06 17:09 | Report Abuse

I am enjoying barbecue musang...

Good!!

Posted by stockraider > 2019-09-06 17:11 | Report Abuse

ANS BCOS VERY PANLAI LOH.....!!
ART OF PATIENCE MEANS $$$$$$$$$$$$$$$$ MASUK MAH....!!

Posted by stockraider > Sep 6, 2019 12:17 PM | Report Abuse X

Why people like musang & dragon so kencheong for insas to up, but they are not even shareholder leh ??

Why people like sslee, leno and raider so patience, calm and steady like they are going to make alot of monies in insas in the coming future leh ?

Posted by pang72 > 2019-09-06 17:13 | Report Abuse

Wow...
As long as insas up.... My Sai no smell..

But my money smell lovely!!

Posted by pang72 > 2019-09-06 17:14 | Report Abuse

Insas is going to above rm1. 00 without musang smell...

But money smell!!

Posted by stockraider > 2019-09-06 17:22 | Report Abuse

ok lah....together very huat loh....!!

Posted by dragonslayer > Sep 6, 2019 5:18 PM | Report Abuse

Aiyo Tibet Monk ..I declared ada vested interest oredy mah...you didnt read meh...haizz...lagi cakap you jaga reban one...referee cakap will declare if ada vested mah...b4 QR out sudah beli lah...now enjoying the ride lah..QR is within my expectation mah...lol...aiyoyo...kikiki

Posted by pang72 > 2019-09-06 17:24 | Report Abuse

Dragon buy stock too!!?

Posted by pang72 > 2019-09-06 17:25 | Report Abuse

This must be a 110% sure win stock... Hihi

Posted by stockraider > 2019-09-06 17:26 | Report Abuse

If surewin must quickly buy warrant fast fast loh....!!

Posted by pang72 > Sep 6, 2019 5:25 PM | Report Abuse

This must be a 110% sure win stock... Hihi

Posted by pang72 > 2019-09-06 17:32 | Report Abuse

Raider...
Already sapu warrant kau kau...
Loaded with 5ft container

Posted by pang72 > 2019-09-06 17:33 | Report Abuse

Inari is going to lead the tech rally...
We tumbang insas for discount tickets...

Hihi

Posted by pang72 > 2019-09-06 17:34 | Report Abuse

Dragon...

You always open table mah...

Posted by stockraider > 2019-09-06 17:36 | Report Abuse

No lah...buy sikit sikit main sahaja....Raider no sailang gamblers mah....!!

Investment got big margin of safety can sailang loh....!!

But speculation with no margin of safety cannot sailang mah....!!

Posted by pang72 > Sep 6, 2019 5:32 PM | Report Abuse

Raider...
Already sapu warrant kau kau...
Loaded with 5ft container


Posted by pang72 > Sep 6, 2019 5:33 PM | Report Abuse

Inari is going to lead the tech rally...
We tumbang insas for discount tickets...

Hihi

Posted by pang72 > 2019-09-06 17:40 | Report Abuse

Insas has plenty of safety margin back by Inari shares...
It will be OK..

Posted by pang72 > 2019-09-06 17:40 | Report Abuse

Just only timing..to buy!!

Maybe this is the time!!

Posted by stockraider > 2019-09-06 17:42 | Report Abuse

Target date Feb 2020....just 5 to 6 mths $$$$$$$$$$$ coming loh...!!

Posted by pang72 > Sep 6, 2019 5:40 PM | Report Abuse

Insas has plenty of safety margin back by Inari shares...
It will be OK..


Posted by pang72 > Sep 6, 2019 5:40 PM | Report Abuse

Just only timing..to buy!!

Maybe this is the time!!

Posted by pang72 > 2019-09-06 17:42 | Report Abuse

Insas into my biggest portfolio..!!

Posted by pang72 > 2019-09-06 17:43 | Report Abuse

Only up 90dgree....

Posted by lawk > 2019-09-06 18:33 | Report Abuse

inari might get new 5G contract i think.. bring up insas..

Posted by pang72 > 2019-09-06 19:16 | Report Abuse

It is cionfirn 5G chips from Broadcom

Posted by pang72 > 2019-09-06 19:17 | Report Abuse

Slowly inches up without any knowing

Posted by freddiehero > 2019-09-06 19:17 | Report Abuse

wah lau.. so good oh

Posted by pang72 > 2019-09-06 19:18 | Report Abuse

No good but very good

Posted by stockraider > 2019-09-06 21:50 | Report Abuse

OPPORTUNITY TO BUY INTO UNDERVALUE INSAS AS A PROXY OF BETTER VALUE EXPOSURE ON INARI LOH....!

Posted by Sslee > Sep 6, 2019 7:54 PM | Report Abuse

Dear INARI shareholders,
Thank you if you had bought some INSAS, INSAS is a cheaper entry to INARI.
INARI is well research, covered by local and international IB. Below is IB report from DBS Singapore.

https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevel...
Despite some possible near-term setbacks, we remain convinced about INRI’s potential on structural demand growth for 5G. We expect the 5G technology to see mass adoption in 2020, which will drive additional RF content in premium smartphones.

Broadcom has also renewed its supply agreement with a US smartphone manufacturer for two more years, providing more certainty on the introduction of 5G and usage of Broadcom RF chips in next-generation smartphone models in 2020.
Maintain BUY with RM1.90 target price (TP) pegged to 21x CY20 earnings per share (EPS). The stock offers a decent dividend yield of 3-4% and is backed by a healthy net cash position of RM421m.

https://bgr.com/2019/09/05/iphone-12-release-5g-upgrade-cycle/
iPhone 5G Apple is expected to launch in 2020 could very well prompt a massive refresh cycle the likes of which we haven’t seen since the iPhone 6 arrived 2014.

https://klse.i3investor.com/blogs/AmInvestResearch/222467.jsp
For the P34 (Block B) plant in Batu Kawan, the company has begun assembly of interior facilities. Its key customer has requested Inari to prepare the extra floor space, in anticipation of more RF assembly (system in package) jobs. Inari expects its RF assembly lines to double by June 2020. We believe the new jobs are catered for 5Grelated devices.

https://klse.i3investor.com/servlets/staticfile/366636.jsp
While worldwide sales of smartphones will total 1.5 billion units in 2019, a 2.5% decline year over year from Gartner’s report published on 1 August 2019, our RF division has performed better. In the same Gartner report, the smartphone sales is expected to grow 2.8% in 2020, driven by broader availability of 5G models and service packages. We look forward to continued growth in our RF division driven by higher chip complexity in the new phones

Conclusion: When more telecom company roll out 5G coverage, inevitable everyone need to upgrade to 5G smart-phone in order to enjoy many new technology/application that only available in 5G. INARI is on the path to excellent growth again due to 5G.

Posted by pang72 > 2019-09-06 22:08 | Report Abuse

Yes! Prepare for 5G....
It is still cheap and very cheap..... Now

Posted by INAR12 > 2019-09-06 22:17 | Report Abuse

Their new toys DGSB is into 5G now

Posted by pang72 > 2019-09-06 22:38 | Report Abuse

Really!
I never heard before...

Posted by cheoky > 2019-09-06 23:24 | Report Abuse

insas & inari is the mirror of naim and dayang.
oh mari mari ong.

sslee please assist. thank you. sir.

Posted by freddiehero > 2019-09-07 08:22 | Report Abuse

tis look will superbull soon..

Posted by freddiehero > 2019-09-07 08:26 | Report Abuse

but wil it fly half way?

Posted by pang72 > 2019-09-07 09:24 | Report Abuse

Please read this link multiple time. You will discover insas is the most undervalued stock in bursa.
https://www.theedgemarkets.com/article/thong-brothers-hold-big-chunk-insas-warrants-will-they-convert-them-raise-their-stake

Posted by pang72 > 2019-09-07 09:28 | Report Abuse

Naim is near value Dayang stake..
Greenpacket is near value G3 stake...

Insas is 50% of Inari stake...( Inari stake approx.. Rm1.50)

Posted by stockraider > 2019-09-07 09:39 | Report Abuse

No brainer to buy hold insas surewin.....huge net cash....nta rm 2.63, Pe 8x and exposure to inari on the basis of 1 insas share equal to 0.7 inari share loh....!!

What more u want leh ??

Finally buying into insas is even better than buying into inari loh...!!

Posted by pang72 > Sep 7, 2019 9:24 AM | Report Abuse

Please read this link multiple time. You will discover insas is the most undervalued stock in bursa.
https://www.theedgemarkets.com/article/thong-brothers-hold-big-chunk-i...


Posted by pang72 > Sep 7, 2019 9:28 AM | Report Abuse

Naim is near value Dayang stake..
Greenpacket is near value G3 stake...

Insas is 50% of Inari stake...( Inari stake approx.. Rm1.50)

Posted by stockraider > 2019-09-07 16:19 | Report Abuse

Remember insas this vital statistic loh....!!

Nta Rm 2.63.
EPS Rm 0.12
Current PE 7x
Yearly High LOW Rm 0.645 to Rm 0.90. Mkt cap rm 580m

Inari mkt cap Rm 5341m .....Insas hold 600m of inari share equivalent to mkt cap of rm 1 billion or rm 1.45 per insas share loh...!!

Friend just insas investment into inari worth Rm 1.0 billion already exceeded the whole insas mkt cap of rm 580m mah....!!

That is a reason why insas is a screaming buy loh...!!

Posted by TheContrarian > 2019-09-07 16:54 | Report Abuse

Next week Leno will return and rally Insas.

Posted by linges > 2019-09-07 16:56 | Report Abuse

Leno with RM2 rally...

Posted by pang72 > 2019-09-07 17:02 | Report Abuse

Above rm1. 00....

5G.......

Posted by pang72 > 2019-09-07 17:02 | Report Abuse

Traders are aware of the most undervalued company in bursa!!

Posted by LenoSSLEE > 2019-09-07 21:47 | Report Abuse

$1278426Y63578Qind SP500

Posted by LenoSSLEE > 2019-09-07 21:49 | Report Abuse

WHERE IS STOCKRAIDER?? 1995418Y63817OJom

Posted by INAR12 > 2019-09-07 22:18 | Report Abuse

5G in DGSB not in Insas!

Posted by stockraider > 2019-09-08 10:52 | Report Abuse

Yes 5G is in insas....bcos Insas own inari and DGSB mah....!!

Yes if u have Insas, u will have exposure to 5G stocks of both inari and DGSB mah....!!

Posted by INAR12 > Sep 7, 2019 10:18 PM | Report Abuse

5G in DGSB not in Insas!

Posted by stockraider > 2019-09-08 11:48 | Report Abuse

Good news on revised NTA of insas of Rm 2.63 per share loh....!!

The cost of Associate companies Rm 358M
The market value is Rm 1.1B
The potential market to market gain is Rm 742M.
Potential gain per share Rm 1.07

Revised NTA of Insas Rm 2.63 plus Rm 1.07 = Rm 3.70 per share loh...!!

Please note that the above revised value of nta exclude the hidden undervalue of insas unlisted companies property loh.....!!
If u include this there are further upside on this figure on rm 3.70 per share loh....!!

Posted by Icon8888 > 2019-09-09 09:39 | Report Abuse

insas power

Posted by stockraider > 2019-09-09 12:07 | Report Abuse

Dear all,

Insas is a truly a msian berkshire hathway it has shown growth good time & bad time just that msian don know how to evaluate mah...!!

Just look at the amazing growth track record of value creation of insas for the past 10 yrs

June 2019- Nta Rm 2.62

Dec 2018- Nta Rm 2.54

Dec 2017..Nta rm 2.49

Dec 2016 ...Nta Rm 2.18

Dec 2015..Nta Rm 1.96

Dec 2014..Nta rm 1.82

Dec 2013 nta..rm 1.71

Dec 2012 nta ..rm 1.51

Dec 2011 nta..rm 1.38

Dec 2010 nta...rm 1.22

Dec 2009 nta ..rm 1.14

Now if u look at the above over 10 yrs...insas has been creating value with growth every yr without fail with gain of rm 0.06 to rm 0.30 per yr without failed mah...!!

For the 10 yrs insas equity has grown from rm 1.14 to rm 2.62 per share an amazing rate of return growth exceeding exceeding 12% pa loh...!!

Now u tell me insas is a gruesome co with growth rate of 12% pa growth ?

And u tell me Q2 is a superb growth co with it achieving a compound rate of only 8% pa ??

Something is wrong mah...!!

Insas is a great buy loh....even it is rm 0.835 today loh, bcos the fair value exceed rm 3.70 loh...!!
With cash holding of exceeding rm 0.70 u r in fact getting insas for almost free mah...!!

And insas has a compound growth rate of 12% pa over 10 yrs matched & exceed most bluechips co woh ...!!

Insas is a truly msian berkshire hathway stock loh...!!

Just buy loh....!!