Posted by zhouxingxing > 2019-02-21 08:50 | Report Abuse

when qr out

Posted by USApg > 2019-02-21 09:37 | Report Abuse

May be coming result very poor, insider sell first.

Posted by mcmann > 2019-02-21 10:02 | Report Abuse

wah non stop sellling

Posted by Data5000 > 2019-02-21 10:33 | Report Abuse

Run b4 qr out

Posted by derrtan > 2019-02-21 11:21 | Report Abuse

what the hell happen?

Posted by DAN84 > 2019-02-21 11:43 | Report Abuse

collectinggg ohhh...

Posted by newbie8080 > 2019-02-21 11:45 | Report Abuse

Just a correction only.
Already rally 40% from 1.22 to 1.70 in 2 months.

Posted by DAN84 > 2019-02-21 11:55 | Report Abuse

indeedd..

Posted by KAQ4468 > 2019-02-21 12:41 | Report Abuse

Already rally 40% from 1.22 to 1.70 in 2 months


angkat duit dula laaaa

Posted by fkser > 2019-02-21 13:06 | Report Abuse

Got 20% down

Posted by derrtan > 2019-02-21 14:23 | Report Abuse

does not looks like correction

Posted by Thong Hoong > 2019-02-21 15:25 | Report Abuse

ouch

Posted by zhouxingxing > 2019-02-21 18:07 | Report Abuse

no qr result? tot today

Posted by Nicholasming91 > 2019-02-21 18:18 | Report Abuse

Inari profit down

Posted by fkser > 2019-02-21 18:25 | Report Abuse

LOL

Posted by RainT > 2019-02-21 18:52 | Report Abuse

today share price down before quarter result out is insider already know that quarter result will not be so good

Posted by Patrick13 > 2019-02-21 18:59 | Report Abuse

http://malaysiastock.biz/Company-Announcement.aspx?id=1121976

Posted by Patrick13 > 2019-02-21 19:00 | Report Abuse

Overall for the new financial year ending 30 June 2019, given current geo-political and
geo-economic uncertainties, we see some challenges in our overall business in particular,
the RF segment for the flagship smartphones while the optoelectronics segment continues
to show resilience. For the second half of our financial year, the Group expects to maintain
similar performance from continuing manufacturing activities as the first half, while
continuing to work towards delivering positive performance with focus on managing costs
and margins. This is barring any negative impact from unfavorable forex rates for the Group
resulting from the decline in the US Dollar due to the rolling back of the Federal Reserve’s
previously expected rate hikes in 2019. The Group is also working towards implementing
Industry 4.0 on a bigger scale throughout the entire Group as to achieve greater efficiencies
to drive down the manufacturing costs in the near future.

The mgmt gives some hint for the 2nd half performance this year.

Posted by RainT > 2019-02-21 19:08 | Report Abuse

ya hinted coming qtr will be bad

Posted by chiahs > 2019-02-21 19:30 | Report Abuse

Revenue and Net profit drop by 20%. :( ... more red tomorrow for this counter.

Posted by Harold Huong > 2019-02-21 20:29 | Report Abuse

If drop a lot, then buy a lot

Posted by PHconman > 2019-02-21 20:41 | Report Abuse

Earning still consistent to other past qtr eventhough Apple sales affected.Long term should be good

Posted by Aries > 2019-02-21 21:07 | Report Abuse

I think any drop of the share price is a good opportunity to top up as the softness of the business has already been priced in with the sharp dropped of it share price recently.
It will be benefitted with 5G rolled out later.

Posted by Patrick13 > 2019-02-21 21:14 | Report Abuse

Inari's commentary that 2nd of this FY is expected to be similar performance as 1st half year. So now 1st 6-mth net profit is 115 mil, annualized net profit is about 230 mil, dropped by 11% compared to FY2018. Dun think this is bad result as FY2018 including the contribution from a subsidiary named Ceedtec which already disposed in last FY.

Meanwhile, you can check that Inari GP and profit margin remain consistent as previous quarters. Once the sales pick up, improving earnings are expected in the following quarters.

Posted by sanakimpro > 2019-02-21 21:23 | Report Abuse

Thesis intact after QR released today. INARI 3 quarters of lower profits and lower revenue YoY. Even if you love this stock, it can longer sustain a growth stock PER (22x is high to me); it will definitely be discounted as a value play and growth investors will flock to competitors. Ignored the TA for the last few days but QR now confirmed it. Sell.
---------------------
sanakimpro So, what pushed INARI up? From INTC QR yesterday, you see that wireless modem segment is down, directly related to mobile phome segment. Semicon rallied but the direct risk to INARI business, i.e. lower mobile phone component demand is still intact.

I guess it was a trade opportunity, but investors would be wiser to wait for qr to see if revenue and profits have sustained. I am worried it declines further, then 3 trailing quarters of losses would cheapen INARI PER further.

Disclaimer: I am a long term INARI bull.
25/01/2019 16:43

Posted by tswear > 2019-02-21 21:32 | Report Abuse

the result already reflected the price drop since last year, so shd be fine
not fair to compare yoy only, because last year got one off gain
anyway, too many stocks to choose this year, unless you still on tech theme

Posted by shpg22 > 2019-02-21 21:45 | Report Abuse

OMG...revenue keep dropping. Not good sign.

Posted by factorrumour > 2019-02-21 21:57 | Report Abuse

although drop in revenue and profit already expected with apple sales dropped

but this FY18 they have negative cash flow, reduced in net cash, and dividend also reduced.

coming few quarters will be challenging with weakening usd.

Posted by warchest > 2019-02-21 22:45 | Report Abuse

Limit down tomorrow

Posted by beso > 2019-02-21 22:49 | Report Abuse

inari shining day has gone, sell & no look back

Posted by geary > 2019-02-22 02:36 | Report Abuse

Apple Now On iPhone Watch https://seekingalpha.com/article/4242943?source=ansh $AAPL, $SSNLF

Posted by Shines > 2019-02-22 08:38 | Report Abuse

Lower q2q, y2y how to limit down, save your strength la

Posted by Data5000 > 2019-02-22 08:57 | Report Abuse

IPHONE 没有人要了

Posted by icecool > 2019-02-22 09:29 | Report Abuse

lowest i predict is 1.3 lai lai brave swing warriors help inari

Posted by jnal > 2019-02-22 09:46 | Report Abuse

Time for collecting more money..

Posted by Jan Wong > 2019-02-22 10:07 | Report Abuse

https://www.androidpolice.com/2019/02/21/donald-trump-wants-6g-in-america-presumably-because-its-one-more-than-5g/

Posted by yc123 > 2019-02-22 10:13 | Report Abuse

QR no good, but EPF & KWP keep on collecting. Sure something inside.

Posted by Aries > 2019-02-22 10:18 | Report Abuse

The drop in earning is due to global business environment. It is nothing to do with the fundamental of the company. It is common sense to buy when the price drop, no?

Posted by Johnfatt > 2019-02-22 10:42 | Report Abuse

yes, good sign when EPF and KWP are collecting but once they offload then you know. If i m not mistaken they start collecting when it was at 1.2X.

Posted by Aries > 2019-02-22 10:51 | Report Abuse

When they offload the money will go into our EPF account as dividend,no problem. After that they will buy again.

Posted by bone > 2019-02-22 11:14 | Report Abuse

Global business environment = inari company fundamental... what common sense you are using again @aries?

Posted by KAQ4468 > 2019-02-22 11:15 | Report Abuse

Posted by Harold Huong > Feb 21, 2019 08:29 PM | Report Abuse

If drop a lot, then buy a lot




gua tunggu @ 80 cents


hahahahah

Posted by KAQ4468 > 2019-02-22 11:16 | Report Abuse

50% discount

Posted by Aries > 2019-02-22 11:48 | Report Abuse

Trump will meet Liu He today. He is a business man and he will not do anything to hurt US economy. US is strong in technology ,so any good news from there ,the business will improve. Look further. The current global economy data do not point to recession anytime soon. it is just hiccup.

Posted by sanakimpro > 2019-02-22 12:26 | Report Abuse

Yeah, I was thinking the same thing. The company's business fundamentals is derived from it's customers providing revenues. If the customers run due to bad global biz environment, then the company's fundamentals are eroded. To be fair, most of semicon tech stocks in US are already beaten. This is not a surprise. That's why the shares only fell 4% as the slowdown has been priced in. Using a 15x PE and 7 sen earnings, TP is RM1.05. Will come back when earnings improve.

-----------
bone Global business environment = inari company fundamental... what common sense you are using again @aries?

Posted by Aries > 2019-02-22 12:31 | Report Abuse

No comment, it will depend on many factors to value. It. If we think it worth this price keep and vice versa.

Posted by 7300 > 2019-02-22 12:35 | Report Abuse

over end 2019 only buy at around 60 sen,no need monitor

Posted by James Ng > 2019-02-22 13:05 | Report Abuse

https://klse.i3investor.com/blogs/general/194627.jsp
[转贴] [INARI AMERTRON BHD：RF部门表现持平，与近年来半导体行业各部门的均匀增长不同，他们预计未来几个季度各行业和个别产品线的增长将出现显着不均衡] - James的股票投资James Share Investing

Posted by Patrick13 > 2019-02-22 13:30 | Report Abuse

CIMB Research downgrades Inari to Hold, target price RM1.65

KUALA LUMPUR (Feb 22): CIMB IB Research has downgraded Inari Amertron Bhd to “Hold” at RM1.61 with an unchanged target price (TP) of RM1.65 and said Inari’s 1HFY6/19 results were in line at 49%/48% of house/Bloomberg consensus.

In a note yesterday, the research house said it expects minimal improvement in 2HFY19 due to sluggish smartphone market.

“Core net profit fell 18% y-o-y in 1HFY19 due to lower utilisation following weak sensor and RF demand and unfavourable forex movement.

“Downgrade to Hold with an unchanged RM1.65 TP in view of the recent surge in share price. We prefer Malaysian Pacific Industries Bhd for exposure to the technology sector,” it said.

http://www.theedgemarkets.com/article/cimb-research-downgrades-inari-hold-target-price-rm165

Posted by beso > 2019-02-22 13:39 | Report Abuse

Inari Amertron Berhad - Lacklustre Demand of RF Components
Source : MIDF, Price Call : HOLD, Price Target : 1.41
Last Price : 1.54, Upside/Downside : -0.13(8.44%)