Posted by tants > 2014-08-05 09:15 | Report Abuse

Nothing is gonna stop us now ..................... thats Inari

Posted by master_raikun8 > 2014-08-05 09:16 | Report Abuse

fly high!

Posted by Alex Leow Sze Shen > 2014-08-05 09:16 | Report Abuse

Rights Issue date shall announce today!

Posted by kaitun78 > 2014-08-05 09:16 | Report Abuse

up 0.9 cent now..

Posted by 0otesto0 > 2014-08-05 09:16 | Report Abuse

@trisven got link?

Posted by kaitun78 > 2014-08-05 09:16 | Report Abuse

10 cent.

Posted by tants > 2014-08-05 09:16 | Report Abuse

3.26

Posted by kaitun78 > 2014-08-05 09:17 | Report Abuse

11 cent now..

Posted by tants > 2014-08-05 09:17 | Report Abuse

is going like train ............. now 3.27

Posted by angku > 2014-08-05 09:17 | Report Abuse

walao

Posted by kaitun78 > 2014-08-05 09:19 | Report Abuse

quit buy, if run chicken man..

Posted by kaitun78 > 2014-08-05 09:19 | Report Abuse

just to up 20 lot.

Posted by acdc > 2014-08-05 09:20 | Report Abuse

Rocketed.....

Posted by Trisven > 2014-08-05 09:21 | Report Abuse

Ootesto0 no link...=) BUY FAIR VALUE: MYR 3.82

Inari Ametron’s (Inari) share price went up by 15% since early June. We continue to like the stock as potential surprises in its upcoming 4QFY14 results release could drive near-term sentiment while continued strength in Avago’s wireless division may help propel earnings growth over the medium term. Maintain BUY, with our FV revised up to MYR3.82 (from MYR3.49), based on a 17.5x CY15 P/E. 4QFY14 results...

Posted by BUCKBUNNY > 2014-08-05 09:43 | Report Abuse

steady,,no everyone like you hv a lot of spare cash to subscribe the right issue..

Posted by BUCKBUNNY > 2014-08-05 09:44 | Report Abuse

so they will sell it and wait for price adjusted after ex-date re-enter if they still trust Inari..

Posted by HTP123SYNERGY > 2014-08-05 09:54 | Report Abuse

Dow jones up,Avago also up,Inari will follow suits after many days of correction.Inari will close above 3.30 today.Huat arr!!

Posted by BUCKBUNNY > 2014-08-05 09:59 | Report Abuse

some hold big quantity might sell some cash out spare for the subscription.

Posted by HTP123SYNERGY > 2014-08-05 10:10 | Report Abuse

11.00 am showtime!

Posted by Alex Leow Sze Shen > 2014-08-05 10:16 | Report Abuse

Standing In The Eyes Of The World! :)

Posted by kaitun78 > 2014-08-05 10:43 | Report Abuse

German start launch iPhone 6 in September.

Posted by acdc > 2014-08-05 10:47 | Report Abuse

Hold...3.50 soon..

Posted by Alex Leow Sze Shen > 2014-08-05 10:48 | Report Abuse

http://klse.i3investor.com/blogs/rhb/57038.jsp

Posted by steady > 2014-08-05 10:51 | Report Abuse

great rebound.

steady
3.10 looks like not possible after today's performance. This counter looks like going to rebound anytime next week. This week will slowly steady upward.
04/08/2014 21:11

Posted by Alex Leow Sze Shen > 2014-08-05 10:55 | Report Abuse

thanks to RHB for giving some news

Posted by kelvinongbk > 2014-08-05 10:56 | Report Abuse

with Iphone 6 launching soon...this stock will fly to 4

Posted by Alex Leow Sze Shen > 2014-08-05 11:42 | Report Abuse

Going to reach today high of 3.27!

Posted by Alex Leow Sze Shen > 2014-08-05 11:44 | Report Abuse

LONG WHITE CANDLE IN THE MAKING, SUPER BULL RUN INTACT

Posted by newbie91 > 2014-08-05 11:44 | Report Abuse

break 3.30 will confirm the uptrend....

Posted by newbie91 > 2014-08-05 11:44 | Report Abuse

let support....

Posted by tants > 2014-08-05 11:45 | Report Abuse

Up 12sen to 3.28 lai liou

Posted by lee9fold > 2014-08-05 11:52 | Report Abuse

another joker detected

Posted by mfaizalm80 > Aug 4, 2014 05:58 PM | Report Abuse

sell....accumulate below 3.10

Posted by zhihao87 > 2014-08-05 12:09 | Report Abuse

1230 can break 330 i think :)
today is the first day ... tmr will continue.... :)

Posted by voonyoke > 2014-08-05 12:10 | Report Abuse

It would close above 3.30 today.

Posted by Alex Leow Sze Shen > 2014-08-05 12:14 | Report Abuse

3.30 has done

Posted by Alex Leow Sze Shen > 2014-08-05 12:16 | Report Abuse

3.31 now! Cruising all the way!

Posted by HTP123SYNERGY > 2014-08-05 12:22 | Report Abuse

Afternoon will continue the uptrend,all the way & close above 3.30!Huat liao!

Posted by Alex Leow Sze Shen > 2014-08-05 12:24 | Report Abuse

3.25 now! WOW!

Posted by HTP123SYNERGY > 2014-08-05 12:26 | Report Abuse

Hold tight,today sure up kaw kaw one,let's wait for afternoon show!

Posted by zhihao87 > 2014-08-05 12:29 | Report Abuse

yup... dun worry ... big fish wan contra kaki sell ... hehehe....

Posted by tants > 2014-08-05 12:32 | Report Abuse

Really lai liou. No joke.

Posted by quahsb > 2014-08-05 12:42 | Report Abuse

darn, wanted to buy already below 3.20 to add up.....charged up so fast

Posted by zhihao87 > 2014-08-05 12:43 | Report Abuse

contra kaki alway sell cheap and buy high ... hehehe ....later hope can push to 3350...

Posted by BURSAMASTER > 2014-08-05 12:58 | Report Abuse

If 3.40 can be broken conclusively then sky the limit

Posted by Equityengineer > 2014-08-05 13:13 | Report Abuse

Petang nanti melambung ler. Congrats too all the holders and those who top up last week ..

Posted by BURSAMASTER > 2014-08-05 13:16 | Report Abuse

Inari Amertron - Looking Good Ahead


Date: 05/08/2014




Source

:

RHB



Stock

:

INARI



Price Target

:

3.82

|

Price Call

:

BUY











Last Price

:

3.25

|

Upside/Downside

:

+0.57 (17.54%)





Back
--------------------------------------------------------------------------------



Inari Ametron’s (Inari) share price went up by 15% since early June. We continue to like the stock as potential surprises in its upcoming 4QFY14 results release could drive near-term sentiment while continued strength in Avago’s wireless division may help propel earnings growth over the medium term. Maintain BUY, with our FV revised up to MYR3.82 (from MYR3.49), based on a 17.5x CY15 P/E.

4QFY14 results preview. Inari’s FY14 numbers could potentially beat our full-year forecast of MYR88.0m due to pent-up demand for its integrated packaging and testing services (IPTS) in 4QFY14. This is evident in Avago Technologies Ltd’s (Avago) (AVGO US, NR) latest quarterly results, which saw surging demand for its wireless productsfrom Asian smartphone original equipment manufacturers (OEMs). This will likely benefit Inari by virtue of being one of Avago’s three main radio frequency integrated circuits (RFICs) assembling and testing contractors.

Apple’s iPhone 6 to drive demand. We expect the positive momentum to persist in 1HFY15, with Apple (AAPL US, NR) set to launch its iPhone 6 and iPad Air 2 by Sept/Oct this year. Currently, Avago supplies two chips each to the existing iPhone 5S and iPad Air. Judging from the interests, we expect iPhone 6 to potentially become Apple’s best seller and will likely beat its previous sales record of 9m iPhone 5Ssmartphones sold over the handsets' first weekend of sales in Sept 2013. This may pique investor interest in Inari, whom we see as the mostdirect proxy among local listed companies to the iPhone 6 theme.

Making inroads into China. Avago’s power amplifier chip module is found to be in the recently-announced Xiaomi’s flagship Mi4 smartphone model. Xiaomi shipped 26m smartphones in 1HCY14 vis-à-vis 7.0m in 1HCY13. It aims to boost phone shipments to 100m units in 2015. Should this materialise, it will likely propel demand for Avago’s wireless products and hence benefitting Inari indirectly.

Forecast revision. We revise up our FY14F earnings forecast by 8.3% to MYR96.1m in anticipation of Inari’s likely outperformance in 4QFY14 in view of Avago’s strong showing and positive quarterly outlook guidance. That said, we make no changes to our FY15F and FY16F forecasts for now, with our full-year core earnings estimates largely unchanged at MYR129.9m and MYR152.5m respectively.















Looking Good Ahead
4QFY14 results preview. Inari is set to release its 4QFY14 results by end -August. Based on our channel checks, its FY14 numbers could potentially beat our current full-year forecast of MYR88.0m due to pent-up demand for its integrated packaging and testing services (IPTS) in 4QFY14, driven primarily by its single largest customer Avago. This is evident in Avago’s latest quarterly results release whereby th e group registered revenue of USD701m (+25.0% y-o-y) and core earnings of USD223m (+45.8% y-o-y), driven by its wireless business which saw surging demand fromAsian smartphone OEMs. By virtue of being one of Avago’s three main radio frequency integrated circuits (RFICs) assembling and testing contractors, we believe Inari would most likely benefit from Avago’s improved sales volume.

Apple’s iPhone 6 to drive demand. Moving ahead, we expect the positive sales momentum to persist in 1HFY15, with Apple set to launch its widely-anticipated iPhone 6 and iPad Air 2 by Sept/Oct this year. Currently, Avago supplies two chips each to the existing iPhone 5S and iPad Air. According to a consumer survey conducted by www.techradar.com, iPhone 6 is the most anticipated Apple’ssmartphone ever, with interest easily outstripping that of its predecessors iPhone 5Sand iPhone 5. Judging from the interests, we expect the iPhone 6 to potentially become Apple’s best seller and will likely beat its previous sales record of 9m iPhone 5S smartphones sold over the handsets' first weekend of sales in Sept 2013. Ultimately, this may pique investor interest in Inari, whom we see as the most direct proxy among local listed companies to the iPhone 6 theme.

Posted by ktrader > 2014-08-05 13:17 | Report Abuse

still not too late to grab inari cb @ 12.5c.....?....got mine already......wuhuuuu....

Posted by Funtrade > 2014-08-05 13:20 | Report Abuse

aiya dont just hentam call warrant only, buy mother shares also. Want push let's put together !!!!

Inari towards RM3.80 !!!!!!!!

Posted by ktrader > 2014-08-05 13:23 | Report Abuse

okkkkkk.....mo man taii ....

Posted by steady > 2014-08-05 15:18 | Report Abuse

buy call warrant is too risky, no doubt higher return.
suggest to buy -wa or mother. buy mother better, soon to free warrant again.