Insas hold both Inari and Ho Hup, once Inari success switch to main board and Ho Hup uplift from PN17, Insas will benefit the most, I hope this month could get the both good news, just wait patiently
FRB own big share of Ho Hup someting going on there? insas oso own FRB and Ho Hup but oso own more of Ho Hup than obvious via FRB. I tink I oso read a subsidiary of FRB won some land in a settlement that maybe is going to be developed jointly with Ho Hup? Maybe I tok cock cause this is just a vague memory reading it lidat but I am sure more going on behind the scenes with Insas than we know.
I also think that FRB is a leader in RFID technology that is going to change the entire retain world and replace barcodes eventually. RFID likely will be a gold mine. So Insas into all these high technologies via its shareholdings. Dato Thong a wise man.
Insas has always been undervalued except now it is so under valued that it can not be ignored any longer. 2+ RM for sure with 3+ RM quite likely in time. Too bad no more CLOB market or it would be 10RM oledi !
Insas has very sound fundamental and good business prospects for all its associates and subsidiaries,hence most investors do not mind to go mid/long-termed thus interest in this counter will remain very strong for buying at this level.
all investor here give urself big hand ( clap clap clap ) hold it. 1.60 should be no problem. but this week cant la... hahaha.. see nxt week how 1st :)
inari 的估值为rm 3.09 ,现在己近反应价值,未来的上升还待净利是否可再成长. 但insas 才rm 1.31的价位,明显是低估了,我估计完全反应内部价值最少有rm 2.00 .因此还可继续上車, 未来会是丰衣足食的.安心吧. insas 持有34%在inari berhad,看来会持续反应insas的价值. Inari Amertron Bhd - Not Too Late, Still Has Legs TP = RM 3.09 Share price continued to gain bullishly accompanied by financial results which consistently exceed expectations thanks to effective management executions coupled with favorable semiconductor outlook. We continue to like this firm and believe that there is more room to grow. RF business is poised to propel further due to: 1. Positive semiconductor outlook (~5-10% growth). 2. Smart communication devices remains as the main application growth driver for the overall industry. 3. Higher demand for Avago’s RF ICs. 4. Asset-light adoption by global players. Although Amertron’s products are relatively more mature relative to RF ICs, OIDA believes that this segment’s steady growth will be supported on the back of strong demand creating a potential market size of ~USD1.2tr by 2017. Acquisition of Amertron is synergistic and complementary, as proven by past two quarters’ results where Inari’s top and bottom line saw major improvements. Besides, this also allows Inari to have access to expertise in fibre optics which is crucial for its ISK’s development. By leveraging on Agilent well-established 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 market. ISK’s contributions is expected to rise thanks to: 1. Insatiable demand for data as user usage behavior migrates from voice coupled with introduction of more online services. 2. Copper transition to fibre as the latter offers high bandwidth allowing huge data to be carried more efficiently. 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 shortage. Rating BUY, TP: RM3.09 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 RM3.09 based on 15.1x CY15 P/E multiple, average P/E multiple of its Malaysian and US-based peers (see Figure #13). Source: Hong Leong Investment Bank Research - 2 Apr 2014
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nightc
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Posted by nightc > 2014-04-02 13:53 | Report Abuse
This is probably won't go far up. Be careful. Better take ur profit before too late.