Posted by zhihao87 > 2014-09-04 17:55 | Report Abuse

is good !

Posted by sam5941 > 2014-09-04 18:22 | Report Abuse

i guess tomolo will be another drop till papa also dun wanna recognice

Posted by newbie91 > 2014-09-04 18:23 | Report Abuse

Not yet

Posted by sam5941 > 2014-09-04 18:27 | Report Abuse

black friday though

Posted by WXGWXW > 2014-09-04 18:48 | Report Abuse

d day will come (but dun know when hehe). therefore, always put on seatbelt.

Posted by voonyoke > 2014-09-04 18:58 | Report Abuse

In my opinion, the directors are buying because the share is cheap now. Insas is selling because it needs enough money to subscribe the right issues.

Posted by voonyoke > 2014-09-04 21:29 | Report Abuse

http://www.cnbc.com/id/101970460?trknav=homestack:topnews:1
Europe QE is coming.

Posted by King of Mountain > 2014-09-04 21:51 | Report Abuse

Don't panic, just some correction, hold tightly!

Posted by newbirds > 2014-09-04 21:58 | Report Abuse

correction already bottom out so tomorrow huge gain expected .

Posted by alphajack > 2014-09-05 00:16 | Report Abuse

yup once correction settle will soar pass 3.30

Posted by iamrich > 2014-09-05 09:23 | Report Abuse

voonyoke...can you elaborate more on the QE? How would it affect our share market? It is a good news or bad news for the INARI?

Posted by Justoshare > 2014-09-05 09:36 | Report Abuse

Good move

Posted by Koay Yi Chuan > 2014-09-05 09:37 | Report Abuse

5 sen is nothing. It should break out of RM3.00-3.30 range convincingly. If not, yawn...

Posted by Koay Yi Chuan > 2014-09-05 09:44 | Report Abuse

Yah. But drop can buy more :) Just remember to save some bullets on rallies for trading, until it breaks out convincingly.

Posted by boyzone > 2014-09-05 10:10 | Report Abuse

up up and away.... !!!

Posted by purplered > 2014-09-05 11:01 | Report Abuse

what a fool!
http://www.theedgemalaysia.com/business-news/306075-malaysian-top-fund-says-small-stocks-cheap-at-30-discount.html

Posted by voonyoke > 2014-09-05 11:27 | Report Abuse

Fool???

Posted by Koay Yi Chuan > 2014-09-05 11:28 | Report Abuse

Good. I'm seeing at least 30pct upside for both as well.

Posted by Koay Yi Chuan > 2014-09-05 11:28 | Report Abuse

Inari and BJAuto I mean.

Posted by WXGWXW > 2014-09-05 11:38 | Report Abuse

Thanks God.

Posted by rosetan > 2014-09-05 11:53 | Report Abuse

What is happening ... 1122221213 ...?

Posted by BUCKBUNNY > 2014-09-05 12:50 | Report Abuse

4pm later got good show time..

Posted by voonyoke > 2014-09-05 13:01 | Report Abuse

http://www.bloomberg.com/news/2014-09-05/malaysia-s-top-fund-says-small-stocks-are-cheap-at-30-discount.html

Posted by BUCKBUNNY > 2014-09-05 13:03 | Report Abuse

hold tightly,,no emotional...

Posted by iamrich > 2014-09-05 13:24 | Report Abuse

ya....hold tight tight!!!

Posted by samuel2000 > 2014-09-05 14:40 | Report Abuse

Still cheap to collect, don't miss the boot

Posted by voonyoke > 2014-09-05 14:46 | Report Abuse

Yes, it is still cheap to accumulate.

Posted by samuel2000 > 2014-09-05 17:55 | Report Abuse

Next week 3.35 .... huat ah

Posted by BURSAMASTER > 2014-09-05 21:03 | Report Abuse

CONSOLIDATION OVER..............MOVING TOWARDS 3.50 NEXT WEEK

Posted by Inari > 2014-09-05 22:29 | Report Abuse

Highlights

We met up with management post FY14 results and left with great optimism. Supported by insatiable global demand, Inari will be in multiyear capacity expansion mode following the recently announced land and factory acquisitions.

RF: order volume from Avago continues to grow steadily with visibility of 6 months ahead. In turn, RF sales is expected to be robust and forecasted to grow 30% and eventually account for 50% (FY14: 42.6%) of overall revenue in FY15. With its current utilization rate near to full capacity, this operation will be expanded with the newly acquired semi-equipped factory. Factory renovation will be carried out on a staggered basis over 2 phases. Phase 1 and 2 will begin in Sept 2014 and mid- 2015, respectively with both targeted to complete within 6 months renovation periods.

To maintain RF’s gross margin (highest among its product portfolio), it has embarked on several cost improvement measures, including using alternative material, invest in automation and reduce shipping cost.

Optoelectronics (Amertron): expecting a flat growth in FY15. However, it targets to improve its bottom line contribution by relentlessly extract synergies within the group and effectively manage the cost structures.

Electric Test and Measurement Equipment: maiden top line contribution of RM40m yielded <RM5m profitability in FY14. CEEDTec’s revenue is expected to grow 50% in FY15 and expand further reaching RM80-100m in FY16. To support its exponential growth, a building will be erected on the newly acquired Batu Kawan land, solely to house CEEDTec in FY16.

Fibre Optics (ISK): with Cisco’s prediction of global IP to deliver 13.8PB every 5 minutes in 2017, Inari is hopeful for an explosive growth in FY16. Demand will be mainly driven by the adoption of cloud and data centre.

FY15 CAPEX guidance: RM40m.

Forecasts

Unchanged.

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: RM3.41

Positives - Synergy from acquisition, 40% dividend payout providing reasonable yield and strong earnings growth.

Negatives – innovation stalemate in telecommunication.

Valuation

Reiterate BUY with unchanged fair value of RM3.41 based on 15.1x CY15 P/E.

Source: Hong Leong Investment Bank Research - 4 Sep 2014

Posted by Inari > 2014-09-05 22:41 | Report Abuse

Grow with iPhone 6.... Good deal now. Just wait for the announcement on Sep.9 from Apple. Then this company will fly!!! RM4? That is so easy...

Posted by patterntrader1168 > 2014-09-06 10:22 | Report Abuse

Inari gears up for strong growth http://www.thestar.com.my/Business/Business-News/2014/09/06/Inari-gears-up-for-strong-growth-Increased-usage-of-smart-mobile-devices-augurs-well-for-the-company/

Posted by newbirds > 2014-09-06 21:07 | Report Abuse

Good write up inari may fly up up on Monday onwards.

Posted by BURSAMASTER > 2014-09-08 08:10 | Report Abuse

3.50 is the magical figure....lets see whether it can breach this time around

Posted by kimssiat > 2014-09-08 09:53 | Report Abuse

3.4 is good enough.

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

how high can it go this week ?

Posted by Alex Leow Sze Shen > 2014-09-08 11:22 | Report Abuse

Break 3.20 1st then only talk :)

Posted by mahorse > 2014-09-08 11:28 | Report Abuse

Super stock of last 12 months. Hopefully more coming.

Posted by iamrich > 2014-09-08 12:01 | Report Abuse

Why so many queing to sell at 3.19??? haiz....

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

someone purposely block ??

Posted by iamrich > 2014-09-08 14:02 | Report Abuse

must be margin players...

Posted by samuel2000 > 2014-09-08 14:08 | Report Abuse

Please dont block my inari..... Inari all the way...

Posted by zhihao87 > 2014-09-08 14:11 | Report Abuse

banker wan block .. wat can u do ?

Posted by BUCKBUNNY > 2014-09-08 15:07 | Report Abuse

last week who look at the chart and said the chart shows very bearish?

Posted by Alex Leow Sze Shen > 2014-09-08 15:20 | Report Abuse

BUCKBUNNY: I am the one! :) After formed a doji on Thursday, it swing upwards (a rebound)

Posted by kimssiat > 2014-09-08 15:51 | Report Abuse

Fast increase!

Posted by iamrich > 2014-09-08 15:59 | Report Abuse

MPI up 0.25 dy...come'on INARI!!!

Posted by faezulomar > 2014-09-08 17:14 | Report Abuse

Ouch then go down ??

Posted by zhihao87 > 2014-09-08 17:30 | Report Abuse

maybe tmr will go down....

Posted by BURSAMASTER > 2014-09-08 18:09 | Report Abuse

I m very optimistic about inari immediate n intermediate term upward price tendency. I forsee it should break 3.50 before month end. I might be wrong but lets pray it do happen.