INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

3.09

Today's Change

-0.02 (0.64%)

Day's Change

3.09 - 3.11

Trading Volume

122,000


62 people like this.

45,712 comment(s). Last comment by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ 2 days ago

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

REPOSTED

Malaysia ringgit is at 26 year weakness level against US$. While Malaysia economy grew 3.7% in 2024 vs Singapore at 1.1%, there is a silver lining.

Makes our export oriented machine economy more competitive. Semiconductors sector will benefit tremendously . Not to mention our Palm Oil, Oil & Gas, Tourism sectors all stand to gain very well.

Imports are costly but it discourages durable goods like EV cars, Overseas holidays and luxury goods. However, our imports primarily consists of Machineries needed to produce goods for exports like Semiconductor are one off painful purchases.

Weak ringgit are good for exporters like Inari, Uchitech (99% exports), MPI.

Be greedy when others are fearful. (Warren Buffett)

NOte: currencies cannot fall forever.

Source: Nikkei Asia, 2023, Malaysian ringgit wobbles in face of political uncertainty, China woes, visited site on 22 Feb 2024.

Mtrade

700 posts

Posted by Mtrade > 2 months ago | Report Abuse

Nvidia UPPPPPP Inari also will UPPPPPPPPPPPPPPP to RM4

Mtrade

700 posts

Posted by Mtrade > 2 months ago | Report Abuse

INARI is Malaysia's NVIDIA

Posted by axebobby71 > 2 months ago | Report Abuse

All the anchovies lured by sharks got eaten. Fake pump to sell then drop as always. Next quarter will have lower revenue and big funds manipulating to sell. Sell back to them and don't get trapped.

Posted by Stocktradeg > 2 months ago | Report Abuse

Inari sustain around 3.30-34 long term target 3.80-4 add few shares initially once break 3.50 then add more

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

MPI Is The oldest listed semiconductor maker in Bursa and rose 40 Sen to RM29.70.

Top 40 USA chips maker recorded gains in revenues and share prices.

world leaders ASML chip machines maker rose to 15 year high. The beginning of semi conductor stocks.

Inari is just a droplet from the bucket. What if it too received increased major orders from China? USA? Germany?

When the stocks doubled by R 12 billion, imagine what happens to Insas stock? INSAS OWNS almost 15% inari. A cool RM1.5billion added valuation.

Source :
Max Juang (2024) , Q3 Earnings Roundup: Western Digital (NASDAQ:WDC) And The Rest Of The Semiconductors Segment.
Article dated January 23, 2024

Medusa

537 posts

Posted by Medusa > 1 month ago | Report Abuse

Runnnnnnnnnnnnnnnnnnnnnnnnnnn

Bad QR

Kikiki…

dawchok

459 posts

Posted by dawchok > 1 month ago | Report Abuse

Boh Kang Tao

gohkimhock

2,944 posts

Posted by gohkimhock > 1 month ago | Report Abuse

results within expectations la. Status quo.

SyahSyah

38 posts

Posted by SyahSyah > 1 month ago | Report Abuse

gemuk gemuk

Posted by Putrajaya666 > 1 month ago | Report Abuse

Be very very caution now - inari support - 317/313 / 307.....

8u29song

2,592 posts

Posted by 8u29song > 1 month ago | Report Abuse

look see look see

Sslee

4,661 posts

Posted by Sslee > 1 month ago | Report Abuse

You can get inari below RM1.60 by investing in Insas.

Sslee

4,661 posts

Posted by Sslee > 1 month ago | Report Abuse

Insas holding in Inari.
Indirect (units) 527,008,575
Indirect (%) 14.06
Total (units) 527,008,575
Total (%) 14.06
Date of Notice 26-Jan-2024

TheContrarian

8,619 posts

Posted by TheContrarian > 1 month ago | Report Abuse

Aiyaa Mr Sslee, don't promote Insas here. Waterfall coming.

Sslee

4,661 posts

Posted by Sslee > 1 month ago | Report Abuse

Since 3iii give a fair value of RM 1.60 for inari. So I actually tell him go and buy insas and indirectly owned inari at far below RM1.60 price and even better take over Insas and get inari for free.

dawchok

459 posts

Posted by dawchok > 1 month ago | Report Abuse

Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.

SyahSyah

38 posts

Posted by SyahSyah > 1 month ago | Report Abuse

naik naik

SyahSyah

38 posts

Posted by SyahSyah > 1 month ago | Report Abuse

naik naik

Posted by NatsukoMishima > 1 month ago | Report Abuse

Vstecs ,ranhill better than this

Posted by WellnessAntiCancer > 1 month ago | Report Abuse

What is happening to Semiconductor sector worldwide? NVIDIA’s orders are robust, pushing TSMC’s 3 and 4-nanometer production capacity to near full utilization.

Semiconductors are growing on the tear. Expected 24% growth in 2024.

Inari is attractively priced as it has strong moats with >22% net profit margins.

Source: Trendforce (2024), NVIDIA Reportedly Overwhelms TSMC with 3 and 4-Nanometer Orders, Article dated: 2024-03-04

Disclosure: I own Inari via Insas & Insas WC and may continue to accumulate in next 72 hours of trading

SyahSyah

38 posts

Posted by SyahSyah > 1 month ago | Report Abuse

tak naik banyak

Posted by WellnessAntiCancer > 1 month ago | Report Abuse

Investment is booming. The Penang state attracted RM60.1bn ($12.8bn) in foreign direct investment in 2023, more than the total it received from 2013 to 2020 combined.

“It’s a rush. It’s not only Chinese companies [setting up in Penang]. It’s Korean, it’s Japanese, and it is western,” says Marcel Wismer, Kemikon’s chief executive. “And all of this is related to the tech war between the US and China.”

2nd Level Thinking : while the rising tide will raise all boats, choose semiconductors players that are established, cash chest to invest and supply to newcomers. SOme firms like Inari, MPI and GLobetronics are set to disproportionally benefit from the investment.

Source Malaysia: Invest Penang, 2024, The Surprise Winner from US-China Chip Wars. Article Date: Mar 11, 2024

yorkyork

2,747 posts

Posted by yorkyork > 1 month ago | Report Abuse

大家好,已经好久没来聊了。 我的昔日战友还在吗?

speakup

25,060 posts

Posted by speakup > 1 month ago | Report Abuse

more invesment mean more competition for Inari

Posted by BostonMaxwell > 1 month ago | Report Abuse

Rocket engine start dy... Tmr fly to the moon!

dawchok

459 posts

Posted by dawchok > 1 month ago | Report Abuse

Not to pour cold water, I don't think Inari will rise significantly seeing the SBL is still taking shares from the market at rate 1.5%.

paktua73

18,252 posts

Posted by paktua73 > 1 month ago | Report Abuse

good morning all inari believers..
paktua now play new born counter..
let joined paktua play swing..
paktua back pick new hot counter for march till june..

so paktua n team we will focus on
1-Mtec paktua target rm1.43
2-KJTS paktua target rm0.93
3-Hegroup Paktua target rm0.70
4-Emcc paktua target rm0.75

set from 21hb march 24.till 7hb june 24..

come joined paktua Swing team..
let we fight together



tut tut
come joined paktua swing team..
sent request at tele @swingdarkred73

huatkia

107 posts

Posted by huatkia > 1 month ago | Report Abuse

nice

Augustine

97 posts

Posted by Augustine > 1 month ago | Report Abuse

Inari is expanding into double-sided moulding and system-on-module (SOM) business?

Posted by Gabriel Khoo > 1 month ago | Report Abuse

Yes. And silicon photonic for optical tranc
Advanced packaging tru stacked die for memory

Posted by Gabriel Khoo > 1 month ago | Report Abuse

5G + AI

Posted by EatCoconutCanWin > 4 weeks ago | Report Abuse

Bought 3.18

Posted by MAMEE MONSTER > 4 weeks ago | Report Abuse

Eat MAMEE is better, can win more,

murilo

7 posts

Posted by murilo > 3 weeks ago | Report Abuse

apple car

Augustine

97 posts

Posted by Augustine > 3 weeks ago | Report Abuse

Is Inari impacted by earthquake in Taiwan ?

Asy1990

1 posts

Posted by Asy1990 > 2 weeks ago | Report Abuse

any chance inari price can go 3.30 this month?

SyahSyah

38 posts

Posted by SyahSyah > 2 weeks ago | Report Abuse

harap boleh naik

Augustine

97 posts

Posted by Augustine > 1 week ago | Report Abuse

TA Securities keeps 'overweight' on tech sector, top picks Inari, Elsoft and MPI

https://theedgemalaysia.com/node/707674

stockraider

31,556 posts

Posted by stockraider > 1 week ago | Report Abuse

By June business will pick up alot loh!

Now is the time to buy loh!

kl_guy

1,394 posts

Posted by kl_guy > 5 days ago | Report Abuse

asml profit down . tsmc and samsung is ordering less equipment. mean they are forecasting less order. will this happen to inari

KingKKK

357 posts

Posted by KingKKK > 2 days ago | Report Abuse

INARI for its significant expansion in China, capitalising on the superpower’s aggressive push for semiconductor self-sufficiency. Share price YTD +0.5% only after recent correction. If you believe in 5G, then you should believe in INARI.

INARI latest 3 quarters earnings have been improving Quarter-to-Quarter: from RM68m to RM85m then RM87m

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

INARI 20.4.2024

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
SALES/REVENUES 1,354.00 1,548.00 1,429.00 1,058.00 1,153.00
GROSS INCOME 355.00 470.00 424.00 216.00 269.00
NET INCOME 324 391 330 156 192
NOSH (DILUTED) 3,729 3,690 3,335 3,235 3,220

Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
FREE CASH FLOW 305,964 394,097 387,373 257,642 86,493
DIVIDENDS 342,383 433,169 217,962 140,772 211,621

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
TOTAL EQUITY (Book Value) 2,606.00 2,511.00 1,377.00 1,209.00 1,122.00
TOTAL ASSET 2,967.00 2,895.00 1,820.00 1,464.00 1,340.00

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

Fiscal year 2023 2022 2021 2020 2019 5 Yr AVG
GROSS PROFIT MARGIN 26.22% 30.36% 29.67% 20.42% 23.33% 26.00%
NET PROFIT MARGIN 23.93% 25.26% 23.09% 14.74% 16.65% 20.74%
ASSET TURNOVER 0.46 0.53 0.79 0.72 0.86 0.67
FINANCIAL LEVERAGE 1.14 1.15 1.32 1.21 1.19 1.20
ROA 10.92% 13.51% 18.13% 10.66% 14.33% 13.51%
ROE 12.43% 15.57% 23.97% 12.90% 17.11% 16.40%
DPO RATIO -1.06 -1.11 -0.66 -0.90 -1.10 -0.97

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

Fiscal year 2023 2022 2021 2020 2019 5 Yr AVG
GROSS PROFIT MARGIN 26.22% 30.36% 29.67% 20.42% 23.33% 26.00%
NET PROFIT MARGIN 23.93% 25.26% 23.09% 14.74% 16.65% 20.74%
ASSET TURNOVER 0.46 0.53 0.79 0.72 0.86 0.67
FINANCIAL LEVERAGE 1.14 1.15 1.32 1.21 1.19 1.20
ROA 10.92% 13.51% 18.13% 10.66% 14.33% 13.51%
ROE 12.43% 15.57% 23.97% 12.90% 17.11% 16.40%
DPO RATIO -1.06 -1.11 -0.66 -0.90 -1.10 -0.97

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

INARI

FISCAL YEAR ENDING 2023 2022 2021 2020 2019
PRICE 3.04 2.61 3.89 2.76 1.68

MARKET CAP 11,336.16 9,630.90 12,973.15 8,928.60 5,409.60
NAPS 0.70 0.68 0.41 0.37 0.35
EPS 0.09 0.11 0.10 0.05 0.06

ROE 12.43% 15.57% 23.97% 12.90% 17.11%
ROA 10.92% 13.51% 18.13% 10.66% 14.33%
P/B 4.35 3.84 9.42 7.39 4.82
P/E 34.99 24.63 39.31 57.23 28.18
EARNINGS YIELD 2.86% 4.06% 2.54% 1.75% 3.55%
FCF YIELD 2.70% 4.09% 2.99% 2.89% 1.60%
DIVIDEND YIELD -3.02% -4.50% -1.68% -1.58% -3.91%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

GREAT COMPANY. Revenue grew the last 5 years, though showing a decline over the last 3 years. Generating a lot of free cash flows. DPO ratio is 0.97.

At present price, it is not cheap. Those buying at present price will need to be convinced that this company can grow its revenues and earnings over the next 5 years to 10 years, consistently; introducing a bit of speculation into their buying of this company at present price.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 days ago | Report Abuse

Quality: GREAT
Management: Very good. Profit margins maintained. ROE high.
Valuation: ----

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