Posted by Mikecyc > 2021-03-11 16:58 | Report Abuse

Post removed ???

Posted by Mikecyc > 2021-03-11 17:15 |

Post removed.Why?

Posted by Mikecyc > 2021-03-11 17:19 |

Post removed.Why?

Posted by Mikecyc > 2021-03-11 17:21 |

Post removed.Why?

Posted by yingzhe17 > 2021-03-11 22:57 | Report Abuse

Inari lost 5g contracts

Posted by Sslee > 2021-03-12 08:00 | Report Abuse

Key takeaways from Inari’s 2QFY21 conference call:

Results summary: 2QFY21’s core profit was the group’s highest ever quarterly results to date. On a YoY basis, 1HFY21 core profit more than doubled, largely driven by the stellar performance of its radio frequency (RF) division which rose approx. 67% due optimization of its production capacity running on 22 system-in-package (SiP) lines. The RF boost was able to offset revenue declines in optoelectronics and generic IC division which fell by 10% and 26% respectively.

Expanding capabilities: On top of wafer probing & processing, component & assembly, and packaging testing, Inari is expanding to include integrated module assembly & testing capabilities. For 2020 and beyond in advanced SiP, the group is developing electromagnetic interference (EMI) technology products which allow for enhanced heat dissipation, an important feature for 5G smartphones. The products can be used for RF but would be especially important in power devices for heat dissipation purposes.

New confirmed project: As at December 2020, the group signed a contract with Customer 1 which is based in China to assemble optical modules. From March 2021 onwards, the group will start qualification of its 1st optical transceiver modules production line and target mass production by May 2021. From June 2021 onwards, the group will start transferring its 2nd production line.

Potential projects in discussion: The group is also in the midst of discussion with two US-based customers, one for chip and module assembly and another for power module assembly. Both are in the “refer for quotation” (RFQ) stage, pending review by both customers.

Updates on existing partnerships: PCL Inari (PCLI) is entering into the 2nd phase of transfer to P34 where 26 engineers from China and Taiwan will facilitate the transfer and production. Meanwhile, Inari is also in discussion with its HongKong-based customer in Clark on full turnkey assembly plan. For its Switzerland-based customer, the group is still working on a sub-module assembly pending discussion in person between both parties.

Updates on other divisions: The optoelectronic division is seeing a slight improvement in automotive and industrial orders. However, material lead time is longer than expected due to raw material shortages in certain sectors. Similarly, its generic ICs division has also been impacted due to a shortage of substrates.

Posted by Mikecyc > 2021-03-12 08:38 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 08:39 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 08:40 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 08:42 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 08:43 |

Post removed.Why?

Posted by PN2020 > 2021-03-12 08:46 | Report Abuse

Chinaman won't let u all make money from his bank AC.

Posted by Mikecyc > 2021-03-12 08:48 |

Post removed.Why?

Posted by Sslee > 2021-03-12 09:07 | Report Abuse

Inari NOSH: 3,339 Million
4% of inari is how many shares?
How much is 4% worth?
Someone did not do his homework?

Posted by Mikecyc > 2021-03-12 09:08 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.880
Volume 27,800
Volume (B/S) 4,000 / 9,800
Price Bid/Ask 0.875 / 0.880

Posted by Mikecyc > 2021-03-12 09:11 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 09:14 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 09:16 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 09:17 |

Post removed.Why?

Posted by Sslee > 2021-03-12 09:19 | Report Abuse

The bottom line is the latest quarter EPS:
PA EPS: 0.58 sen
LB aluminium EPS: 3.76 sen.
A preschool will also know which one is better

Posted by Mikecyc > 2021-03-12 09:28 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.880
Volume 28,300
Volume (B/S) 47,600 / 72,100
Price Bid/Ask 0.875 / 0.880

Posted by Sslee > 2021-03-12 09:35 | Report Abuse

A lie repeated a thousand times still remain a lie.
Can give evident of Graham charting?

Posted by Mikecyc > 2021-03-12 09:45 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.880
Volume 49,900
Volume (B/S) 64,000 / 71,000
Price Bid/Ask 0.875 / 0.880

Posted by Sslee > 2021-03-12 09:46 | Report Abuse

So cannot give evident.
Who is the lier and a conman?

Mikecyc See lenno posted made millions with Graham charting .. but twisted dont know got Graham number ... just a bunch of kon ...
12/03/2021 9:17 AM

Posted by Mikecyc > 2021-03-12 09:46 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 09:47 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 09:56 | Report Abuse

0.875
0.000 (0.00%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.875
Volume 55,200
Volume (B/S) 68,700 / 71,000
Price Bid/Ask 0.875 / 0.880

52w

Posted by Sslee > 2021-03-12 10:14 | Report Abuse

Haha a liar always a liar.
Now is hersay aganist your say/hearsay?
Who should you believe?
Mine definately hersay and not hearsay

Mikecyc Haha lenno said one .. Graham charting made Millions .. toilet paper ke ..
12/03/2021 9:46 AM

Posted by Mikecyc > 2021-03-12 10:24 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.875
Volume 125,700
Volume (B/S) 700 / 101,600
Price Bid/Ask 0.875 / 0.880

52w 0.350 - 1.020
ROE

Posted by Sslee > 2021-03-12 10:41 | Report Abuse

kLSE: PA (7225) P.A. RESOURCES BHD MAIN : Industrial Products
Last Price Today's Change Day's Range Trading Volume
0.445 -0.005 (1.11%) 0.44 - 0.455 4,428,300

Market Cap: 531 Million
NOSH: 1,193 Million
Avg Volume (4 weeks): 39,180,563
4 Weeks Range: 0.415 - 0.59
4 Weeks Price Volatility (%): 17.14%
52 Weeks Range: 0.035 - 0.59
52 Weeks Price Volatility (%): 73.87%

Posted by Mikecyc > 2021-03-12 11:22 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.870
Volume 207,700
Volume (B/S) 103,200 / 108,900
Price Bid/Ask 0.870 / 0.880

Posted by Mikecyc > 2021-03-12 11:24 |

Post removed.Why?

Posted by stockraider > 2021-03-12 11:31 | Report Abuse

Raider no hate philip loh!

Bcos General raider also learn alot from Philip, this is despite Philip losing to General Raider on QL v Insas bets loh!

very important for Philip is not feel sore after losing your bets anyhow raider has waived the bah kut teh treat loh!!...U should do a post mortem why u lose mah...!!

Even raider won, but raider still do a post mortem on why i win, is also done to learn more on why n how i win mah....!!

Posted by Philip ( buy what you understand) > Mar 11, 2021 7:24 AM | Report Abuse

Mikecyc, you win. Please give mercy to those who just want to read about sharings and information instead you drowning every forum thread with your comments. Are you such a good investor yourself to comment so much? Please share your trackable portfolio if so, I would like to learn from you.

Even though I don't like kids like Leno, Calvintan and stockraider, I see no reason why other readers should suffer just because I don't like them.

There are other people who use this thread for useful things you know.

You are not the only one.

Posted by Mikecyc > 2021-03-12 11:40 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 11:42 | Report Abuse

0.875
0.000 (0.00%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.870
Volume 242,700
Volume (B/S) 106,800 / 6,000
Price Bid/Ask 0.870 / 0.875

52w 0.350 - 1.020
ROE 5.77
P/E 5
EPS 16.34
DPS 2.00
DY 2.29%

Posted by Mikecyc > 2021-03-12 11:43 |

Post removed.Why?

Posted by stockraider > 2021-03-12 12:11 | Report Abuse

U know what leh ??

Insas NTA Rm 2.83 v zhulian Rm 1.28

Insas PE 5.3x v zhulian Pe 16.9x


Posted by Mikecyc > Mar 12, 2021 11:43 AM | Report Abuse

Haha Dividend yield 2.29 % ... Zhulian is 9.88 % ...

Posted by stockraider > 2021-03-12 12:13 |

Post removed.Why?

Posted by stockraider > 2021-03-12 12:15 | Report Abuse

Sudah cakap manyak kali, u need to be patience & discipline. U invest for 5 years mah...!!

Lu perlu tunggu, not like overnite or few wks u can get Rm 3.00 loh!

This doggie really amateur loh.....memang tak ala class expect few wks can get Rm 3.00 mah!

Posted by stockraider > 2021-03-12 12:16 | Report Abuse

All the uncles & aunties write well wishing letters & email their appreciations to General Raider for recommending insas loh!!

They ask whether raider had married or not ? They want to recommend their very pretty daughter to raider loh! Ala gambar very pretty & sexy mah...!!

They thank raider very much for selecting insas for them loh...!!

To recap, raider kata insas can go Rm 1.00 by the end of the month but u hang on longer within 5 years Rm 3 to Rm 4 pun possible mah...!!

Tapi if u want to wait until end of this year Rm 1.20 to Rm 1.30 possible mah!!

Just be patient loh!!

General Raider never bluff u...& will never will!!

Bcos General Raider manyak jujur punya olang mah...!!

Posted by birdparadise > Mar 2, 2021 9:43 AM | Report Abuse

Mana itu Raider,tin kosong janji rm3 uncles aunties mau cari dia ,mau buang telor busuk dekat dia, tak boleh pakai punya orang, Wakaka.

Posted by stockraider > 2021-03-12 12:18 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 12:21 | Report Abuse

0.875
0.000 (0.00%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.870
Volume 263,600
Volume (B/S) 36,700 / 113,700
Price Bid/Ask 0.875 / 0.880

Posted by Mikecyc > 2021-03-12 12:22 |

Post removed.Why?

Posted by stockraider > 2021-03-12 12:23 | Report Abuse

of course insas may not go Rm 2.00 to Rm 4.00 in say within less than 1 yr unless distribution of Inari share mah...!!

But Insas potential upside to as high as Rm 1.60 very possible mah...!!

5G is here to stay , it is the future mah...!!

That means Inari got very good prospect mah...!!

U can either buy inari or alternative buy cheaper insas loh!

REMEMBER INSAS IS A CHEAPER EXPOSURE ALTERNATIVE TO INARI LOH!
Insas main jewel is its 16.4% stake or RM2.5bn tag in Inari, which already exceeded Insas marketcap of RM603m, implying its other divisions such as Financial service and credit & leasing division; Property investment and development division; Investment holding and trading division; Retail trading and car rental division businesses are “free”. Valuation is undemanding as the share price is trading at 0.33x P/B (vs 10Y average 0.4x) and 61% discount to revised SOP of RM2.36 (despite imputing a large 60% holding discount). We think such valuations have provided a sufficient “buffer” and will cushion further slide in share price, thanks to strong earnings visibility from financial derives (stockbroking and credit/leasing arm) and IT-related manufacturing businesses particularly from Inari (+30% EPS CAGR from FY20-23). Also, it has a solid balance sheet with NCPS of 89 sen (~97% to share price).

Posted by stockraider > 2021-03-12 12:26 | Report Abuse

Why u should welcome insas even if it is value trap loh ?

There is a big opportunity on insas, don missed loh....!!

REMEMBER INARI TODAY IS RM 3.22 V RM 1.68 IN 9 SEPT 2019 LOH...!!

U use your brain n calculate lah...!!
The 18% insas hold inari is already far equal and exceed the whole insas mkt cap by at least 3x fold mah.....!!

IF USE TODAY INARI PRICE OF RM 3.22, THEN IT IS WORTH RM 2.32 PER SHARE FOR INSAS SHAREHOLDER MAH...!!

On top that insas hold just cash alone is equivalent to rm 630m already more than rm 0.90 of the mkt cap of insas loh...!!

So inari down apa hal leh ....insas already very undervalue with big margin of safety, so apa hal even inari come down to rm 1.00 no problem for insas loh !!

On top of that insas nta Rm 2.83 does not include the mark to mkt value of inari...bcos inari is value less than Rm 0.40 in insas book nta calculation loh...!!

IF U MARK TO MKT INARI SHARE PRICE, THEN THE FAIR VALUE OF INSAS IS RM 5.00 LOH...!!

If u based on mark to mkt value of inari u need to add another Rm 2.17 per share to insas book value loh...!!

Thats why inari share price drop insas tak ada hal mah...!!

This is no tipu loh...!!

INSAS IS IN CONSOLIDATION BASE BUILDING PHASE ABOVE RM 0.875, WITH A VERY STRONG UPWARD BIAS LOH....!!

THIS IS A VERY STRONG ACCUMULATION PHASE, B4 VERY BIG RUN UP IN SHARE PRICE COMING LOH.....!!

DO NOT MISSED THIS SAFE MONEY MAKING OPPORTUNITIES, JUST BUY NOW MAH..!!

Posted by stockraider > 2021-03-12 12:29 | Report Abuse

Memang bodo kalau ikut penipu doggie mike loh...!!

Pa placement less than 5 sen....penipu mike suruh beli 60 sen loh!!

Sekarang baru 44.5 sen....rugi teruk loh!!

Penipu mike cannot be trusted loh!

Posted by stockraider > 2021-03-12 12:30 | Report Abuse

My tukang tilik sifu says Insas upside powerful above Rm 1.00 by end of march.

My Senior analyst estimates Insas fundamental worth above Rm 2.75 mah!

My 009 investigators found out hidden reserves of Insas excluding Inari comprises mainly properties & investment value is more than Rm 700m, giving insas another Rm 1.00 gain besides NTA Rm 2.75 & inari mark to market gain of another Rm 1.75.

Thus Insas intrinsic value can reached something like Rm 2.75 + Rm 1.75 + Rm 1.00 totalling = Rm 5.50 loh...!!

U buy insas for Rm 0.875 v Rm 5.50 intrinsic value loh.....it is a real steal mah...!!

Posted by stockraider > 2021-03-12 12:31 | Report Abuse

Insas is one of the off map anomalies that give u good return loh...!!

What is the anomalies is the huge undervaluation & due to misinterpretation of insas mah ??

There have under estimated and misinterpreted the true potential of this stock loh..!!

When asked how he could achieve 50% a year with small sums, Warren Buffett said,

“You have to turn over a lot of rocks to find those little anomalies. You have to find the companies that are off the map - way off the map.”

Posted by stockraider > 2021-03-12 12:37 |

Post removed.Why?

Posted by Mikecyc > 2021-03-12 12:38 | Report Abuse

0.880 ↑
+0.005 (+0.57%)
Watchlist

Category : Financial Services - Main Market
High 0.880
Low 0.870
Volume 288,600
Volume (B/S) 21,700 / 89,100
Price Bid/Ask 0.875 / 0.880