INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

2.79

Today's Change

-0.03 (1.06%)

Day's Change

2.79 - 2.81

Trading Volume

4,391,000


63 people like this.

45,992 comment(s). Last comment by dawchok 1 week ago

probaby

438 posts

Posted by probaby > 2015-04-01 16:23 | Report Abuse

today will break 3.40 before 5 pm.

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-02 10:04 | Report Abuse

Yes... we all waiting the timing to break high by many way... i just asking friends opinions

Xu Yu Fu

203 posts

Posted by Xu Yu Fu > 2015-04-02 13:25 | Report Abuse

if break break 3.40, hold or sell? TP from HLG 3.44.

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-02 15:24 | Report Abuse

Maybank target RM3.95

kcwong98

92 posts

Posted by kcwong98 > 2015-04-02 16:59 | Report Abuse

When achived 3.40, HLG will revise target price

Posted by martinbartesque > 2015-04-02 17:49 | Report Abuse

Hope this time is a real time to fly up. As its normal practice after it is up, it will come down in next day due to heavy selling.

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-02 19:39 | Report Abuse

Midf claim foreign fund will i flow again to asia region after the delay of interest hike by usa. The coming few months we will get the right answer

Posted by martinbartesque > 2015-04-02 20:37 | Report Abuse

Due to depreciation of RM, I don't think much foreign fund will flow in. I have sold half of my Inari today & convert it to MYEG. Hope both can perform.

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-02 21:02 | Report Abuse

Yes... depreciation of ringgit will make malaysia asset more attractive ... i ve sell my myeg after its reach 3 ringgit .. tat mean its now is 6.00 liao... wait for next timing liao

Posted by martinbartesque > 2015-04-05 15:59 | Report Abuse

All export oriented companies with benefit of the strengthening in USD have been up for its share price. Those are Vitrox, MPI, VS & Unisem. However, Inari are still around 3.35+-.

Posted by martinbartesque > 2015-04-06 11:19 | Report Abuse

It is coming up.

probaby

438 posts

Posted by probaby > 2015-04-06 11:56 | Report Abuse

haiyo....why inari always up few cent.. so slow...

jjasonlim

783 posts

Posted by jjasonlim > 2015-04-06 13:39 | Report Abuse

Slow n steady
Inari-wb maintain at 1.46 to 1.48 even mother up from 3.2x to 3.3x

kent98

137 posts

Posted by kent98 > 2015-04-06 14:17 | Report Abuse

The premium for WB over mother is narrowing, but still 12 cents gap there. Once the gap closed, the both WB & mother will move in locked step. But hey ...., who knows, the gap might suddenly widen and WB started to move faster than it's mother, stock price movement is sometimes non-logical and unpredictable.

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-06 15:55 | Report Abuse

Brother ... let patience n attack when timing good... superbull counter

probaby

438 posts

Posted by probaby > 2015-04-07 11:10 | Report Abuse

haiyo....why inari always up few cent.. so slow.....
why so slow de...

probaby

438 posts

Posted by probaby > 2015-04-07 15:38 | Report Abuse

3.4...still slow...

pudi

198 posts

Posted by pudi > 2015-04-07 16:21 | Report Abuse

5.00 next week , is fast?

skyjuice2

213 posts

Posted by skyjuice2 > 2015-04-07 16:44 | Report Abuse

10.00 end of this month, is fast?

probaby

438 posts

Posted by probaby > 2015-04-07 17:04 | Report Abuse

should be RM 20 this mouth...

probaby

438 posts

Posted by probaby > 2015-04-07 17:04 | Report Abuse

do you belive inari can reach RM 20.00 ?!

probaby

438 posts

Posted by probaby > 2015-04-07 17:07 | Report Abuse

inari huat ar !!!!

angku

489 posts

Posted by angku > 2015-04-07 18:26 | Report Abuse

20? i sell 15 to u ok or not? u still untung.

tjhldg

27,218 posts

Posted by tjhldg > 2015-04-07 18:45 | Report Abuse

hahahaaha ... sui la

Vaylens Chong

1,120 posts

Posted by Vaylens Chong > 2015-04-07 22:45 | Report Abuse

Good work today!

jeannie

459 posts

Posted by jeannie > 2015-04-08 09:24 | Report Abuse

hah 20, 5 oso I'm dancing around haha

BUCKBUNNY

1,217 posts

Posted by BUCKBUNNY > 2015-04-08 11:42 | Report Abuse

4.00 coming on the way..

voonyoke

1,036 posts

Posted by voonyoke > 2015-04-08 12:05 | Report Abuse

buckbunny, u r back.

probaby

438 posts

Posted by probaby > 2015-04-08 15:25 | Report Abuse

haiz.... still slow...

BUCKBUNNY

1,217 posts

Posted by BUCKBUNNY > 2015-04-08 15:34 | Report Abuse

after few correction shaken off,,,left 150,000 only.

probaby

438 posts

Posted by probaby > 2015-04-08 16:32 | Report Abuse

haiyo... only few cent ...and few cent.. you see gtronic fly like rocket jor...
why so slow...

komnas

532 posts

Posted by komnas > 2015-04-08 18:28 | Report Abuse

Any latest TP?

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-08 20:32 | Report Abuse

Gtronic got good news of new product tat are popular with good pontiential... so far inari facing of selling of new shares from the recent right issue ... tat make it need to digest the new right share b4 it going new high . Only the short term investor ve finishing cashing ... then it will go tat fast tat u cant believe it

Eric Liong

248 posts

Posted by Eric Liong > 2015-04-08 20:33 | Report Abuse

Once inari break 4.00 target ... bank will upgrade again new target for it ... as inari is so pontiential counter ... a fast growing counter ..

TomyamGong

4,156 posts

Posted by TomyamGong > 2015-04-08 21:03 | Report Abuse

malaysia biggest institution funds are buying .. sure hit RM4.50 by end of this year. yoo hoo ~!!!

probaby

438 posts

Posted by probaby > 2015-04-09 09:56 | Report Abuse

haiz... inari.. still slow like snail. earn 10% 1K .. run 1st.. go to mitra lo .. lol.. bye bye

tc88

573 posts

Posted by tc88 > 2015-04-09 15:56 | Report Abuse

Try shift to Insas if wanna earn more..........Based on Inari share price at RM3.4, Insas should easily traded above RM1.25............Insas current price only RM0.9 (large margin of safety).........potential of 40% gain........

Posted by Hariz Nasir > 2015-04-09 16:16 | Report Abuse

when will this quarter result announced ?

Posted by truthseeker1 > 2015-04-09 21:16 | Report Abuse

Why Inari director keep disposing? Today disposed 3 million shares.

tjhldg

27,218 posts

Posted by tjhldg > 2015-04-09 23:36 | Report Abuse

who bought le :)

tc88

573 posts

Posted by tc88 > 2015-04-10 09:36 | Report Abuse

Please look at Insas ( parent of Inari)...the bus is moving......dont miss it.....

voonyoke

1,036 posts

Posted by voonyoke > 2015-04-10 10:01 | Report Abuse

Inari Amertron - More Avago content in new devices
Author: kltrader | Publish date: Fri, 10 Apr 2015, 09:56 AM

Samsung’s Galaxy S6/S6 Edge teardown reveals an increase in Avago RF content compared to its predecessor, Galaxy S5.
Catalysts are higher orders/new product outsourcing from Avago; the weaker MYR provides upside to our forecasts.
Our earnings forecasts are unchanged for now. Reiterate BUY with an unchanged TP of MYR3.95, pegged to 16x CY16 PER.
What’s New
Samsung recently launch its latest flagship smartphones, Galaxy S6/S6 Edge. We notice an increase in the number of Avago RF chips, to 2 chips each, in Galaxy S6/S6 Edge (from 1 chip in Galaxy S5) as revealed in the teardown of these smartphones by iFixit and Chipworks.

What’s Our View
With its newly installed capacity, P13, we see upside potential to our earnings forecasts as Inari rides the waves of higher demand for Avago’s RF chips. Presently, we estimate that Inari will operate 572/672 test handlers at 85%/90% utilisation by end-4QFY15/end- 1HFY16. Should there be more orders, we could see a 5%/3% jump in our FY16/FY17 revenue forecasts, assuming on an increase of 50 test handlers and 100% utilisation. Ceteris paribus, we see 5%/3% upside to our FY16/FY17 net profit forecasts. We understand that P13 could house up to ~300 test handlers in total, of which 150 units has been accounted for in our forecasts.

Also, Inari is a beneficiary of the stronger USD against the MYR as >90% of its revenue is denoted in USD vs. just 70% of its COGS. The USD/MYR rate has weakened 11% YTD, currently at USD1/MYR3.63, which is 5% above our forecast of USD1/MYR3.45 average for 2015. Our sensitivity analysis suggests a 11% upside to earnings on a fullyear basis should the current USD/MYR remain.

We continue to like Inari for its near-term earnings prospects in the tech space. Valuations are undemanding at 14x CY16 PER (domestic peers’ average is 14x CY16 PER) for a growth stock (22% 3-year earnings CAGR) backed by yields of 2+%. Reiterate BUY.

probaby

438 posts

Posted by probaby > 2015-04-10 12:00 | Report Abuse

3.37... luckily i run 1st.... damn slow counter...

Xu Yu Fu

203 posts

Posted by Xu Yu Fu > 2015-04-10 16:10 | Report Abuse

What happen? Drop so much, profit taking?

farge168

861 posts

Posted by farge168 > 2015-04-10 16:18 | Report Abuse

Directors selling again!!

milo

202 posts

Posted by milo > 2015-04-10 16:44 | Report Abuse

director selling all. careful guys, sell time . wait drop and collect later,

probaby

438 posts

Posted by probaby > 2015-04-10 16:47 | Report Abuse

falling knife ... pls run before too late.... RUn...run...

voonyoke

1,036 posts

Posted by voonyoke > 2015-04-10 23:24 | Report Abuse

It is normal for Inari to rise or drop. Keep buying it when it drops and sell it when it rises to new high.

Xu Yu Fu

203 posts

Posted by Xu Yu Fu > 2015-04-13 10:08 | Report Abuse

Yes, keep buying TP by RHB Capital is 3.95.

probaby

438 posts

Posted by probaby > 2015-04-13 11:13 | Report Abuse

TP 3.95 ?? why so slow...

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