In a bull market, anybody with a finger can press the green button and make money. "Analyst" and "Gurus" get to get away even if they are wrong because the trend is on their side.
Bursa Techs Index is currently bearish due to development in Wall Streets. When it comes to bear markets, investors can take comfort from history, which suggests that where there’s a beginning, there’s always an end.
The market now is good for those who want to grow their money, definitely not good for those who want to make money trading.
Those TP are for long term investors. Hence, speculators don't see value in the research as the TP won't be reflected in short term.
Mabel adventure in the EV Investment
Front End - Dnex OSAT - MPI and Inari Charging Infra - Tenaga and Yinson ATE Automation Specialist - Greatech, Vitrox and PentaMaster
Double-digit growth continues unabated & stronger - The tenth consecutive month of double-digit export growth in May 2022 reflect continued double-digit growth in manufacturing exports (May 2022: +27.3% YoY; Apr 2022: +17.3% YoY), agriculture exports (May 2022: +43.9% YoY; Apr 2022: +29.8% YoY) and mining exports (May 2022: +54.9% YoY; Apr 2022: +64.5% YoY). Now you know why Techs Digital Economy is very important in Mabel's Value Investing Portfolio. Beside some of the above companies has multi business like Dnex..
Maybank investment recommended Buy target price 3.500... What are jokes.. this bodoh Inari don't even can up more than 3.000... don't know how this Maybank investment done his analysis... If not sure don't recommend.. next time beware of this recommend from investment firm
@LossAversion, So, you sounds like a successful investor like Warren Buffett? Haha... Go knock your head, still daylight, dreaming not so soon... Warren Buffett or successful investor will never condemn others comment... Only the looser will do so...haha
@LossAversion, I know who you are. You have multiple username, one of it is 'Dr Michael '... Looking at how you condemn others, bad attitude will never changed
Inari indirect unit setting up JV in China to undertake OSAT manufacturing
"This would also enable the group to diversify its product and customer base as well as adding revenue and earning streams with a potential initial public offering (IPO) in China in later stages," it added. - Bernama
Told you already ! Retailer and margin keep buying confom no good Mush wash clean clean before got good trend Now see no road still Continue put put put
EPF & KWP are accumulating, albeit slowly...... On Jan 2022, EPF has 6.1% shareholdings, today 8.35%. On Jan 2022, KWP has 8% shareholdings, today direct & indirect 9%. Progressing ....
KUALA LUMPUR: Chip assembly and testing firm, Inari Amertron Bhd is preparing to ramp up its radio frequency (RF) business for a smartphone launch in the United States in September.
Following Kenanga Research’s recent visit to Inari’s production facility, the research house said the group’s utilisation rate is expected to gradually increase to around 90% closer to the launch date, compared with the current 75%.
“Interestingly, Inari has also brought in more RF testers on customer’s request, which will be fitted in the P55 plant while the P13 plant is already fully occupied.
Radio frequency business boost for Inari Amertron PETALING JAYA: Inari Amertron Bhd is preparing for the annual ramp up of its radio frequency (RF) business in anticipation of the upcoming US-branded smartphone model launch soon in September.
The company’s utilisation rate at its Bayan Lepas, Penang plant is currently at some 75% and this is expected to gradually increase to about 90% nearer to the launch date, Kenanga Research said.
It has maintained its “outperform” call on Inari with an unchanged target price of RM3.30 based on a 28.5 times financial year 2023 (FY23) forward earnings per share.
It noted that the target price represented a slight premium to its peers’ forward average of 26 times.
However Kenanga said that this was justified by several factors, including Inari being the closest proxy to 5G adoption, its ability to sustain strong margins and the expansion of its revenue stream with new businesses.
Tech sector tops net cash companies Take, for example, Inari Amertron Bhd. Its net cash level improved by RM1.08 billion, to reach RM1.96 billion as at end-March. The major portion of its funds came from a private placement exercise, which was completed on July 30, 2021, and raised RM1.03 billion with the issuance of 333 million shares.
Inari’s massive capital raising exercise came at a time when it was in continuous discussions with potential new customers. It planned to raise the cash for potential investments in factory fit-outs, and to acquire and install new manufacturing equipment and additional production space to secure new customers and/or long-term supply orders.
Apart from that, Inari also said the funds would be used to accelerate plans to acquire and invest in “good value, high-quality and complementary semiconductor and OSAT (outsourced semiconductor assembly and test)-related companies and assets” that can generate sustainable revenue and earnings growth, good profit margins and good returns on invested capital.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....