Posted by KAQ4468 > 2019-04-08 17:24 | Report Abuse

waaaaaaaa

8 kupang

8 kupang

8 kupang


kah kah kah

Posted by Johnfatt > 2019-04-09 14:40 | Report Abuse

both KSP and EPF from net buying to net selling within 3 months, good job!

Posted by BursaTornado > 2019-04-10 10:06 | Report Abuse

I took profit first. Will buy back after quarterly report.

Posted by kyy_superinvestor > 2019-04-12 11:19 | Report Abuse

inverted h&s formed and ichimoku cloud shown strong buy

Posted by Patrick13 > 2019-04-12 21:38 | Report Abuse

KUALA LUMPUR: Inari Amertron will benefit from the roll-out of the 5G network and infrastructure, UOB Kay Hian Malaysia Research says.

It said on Friday that although FY19 will be a transition year for Inari for both its existing and new businesses, the group’s medium-term outlook remains promising, underpinned by 5G.

“Besides new 5G smartphones (on multifold increase in RF filters), Inari will also benefit from the inevitable growth in 5G infrastructure with its expertise in fibre-optics chips and optoelectronics. Any share price weakness presents buying opportunity. Maintain Buy. Target price: RM1.80,” it said.

UOB Kay Hian Research said while Inari’s utilisation rate for RF testers (42% of group revenue) is only hovering at 60-65%, the group remains committed to its key customer’s capacity expansion plan (testers are consigned by this key customer) which will see additional testing capacity being added by 2019.

“We are particularly positive on this as this implies that Inari’s RF customer is expecting a significant uptick in RF demand, likely from the imminent convergence of 5G, which would also directly benefit Inari given its niche-services in this space.

Samsung’s latest introduction of the Galaxy S10 (5G) kick-started the 5G wave, and other premium smartphone brands will have to follow suit by introducing 5G phones either by this year or latest by next year, despite 5G telecommunications infrastructure still being at its infancy stages.

While 5G phones could have a marginal earnings impact on Inari at the early stages (due to the phones’ high price points), the group’s major customer continuously consigns RF testers to Inari despite the current low utilisation rate of testers at 60-65%.

This suggests this major customer could be anticipating a sharp uptick in RF filters requirements once 5G takes off, which will require a multifold increase in RF filters for smartphones.

UOB Kay Hian Research said aside from Samsung, the US and Chinese premium smartphone players would be following suit and this would also lend strength to Inari’s RF demand.

Besides a multiple-fold increase in RF filters expected in the new 5G smartphones, Inari will also benefit from the inevitable growth in 5G infrastructure with its expertise in fibre-optics chips and optoelectronics.

The research house said time was needed for its new business with a German customer.

“For its existing operation, Inari’s new products ramp-up for this customer, that is, 2D and 3D FR sensors, health sensors, and mini LEDs are still on modest volume.

“With the recent takeover talks by private equity firms alongside lower earnings forecast mentioned in an ad-hoc statement by this customer, we also do not discount the potential slowdown in the new business development between Inari and this customer.

“Note that Inari now expects to obtain the new P34 plant’s (680,000sf) certificate of completion and compliance (CCC) in June 2019 (instead of expediting by April 2019), with the exact timing for the commencement of production still in discussion at the moment.

“All said, we believe Inari is the frontrunner to benefit from the outsourcing model by this customer should the latter adopt such modus operandi to boost its margins,” UOB Kay Hian Research said.

https://www.thestar.com.my/business/business-news/2019/04/12/rollout-of-5g-to-boost-inari-amertron-prospects-says-uob-kay-hian/

Posted by Patrick13 > 2019-04-12 21:41 | Report Abuse

Despite a tepid year ahead due to lower sales for the radio frequency segment (RF) amid weak smartphone shipment at key end-customers, AllianceDBS Research has upgraded Inari Amertron Bhd to a “Buy” with a higher target price of RM2, from RM1.60 previously, as it views ample upside opportunities moving forward, especially from the introduction of 5G technology.

In a note today, the research firm said while the stock has corrected by 35% from its 2018 peak and its share price might still be dampened by near-term quarterly earnings weakness, this could provide the opportunity for investors to accumulate.

It added that the recovery in the radio frequency (RF) segment — tracking Broadcom’s guidance — and Inari securing new businesses for its new P34 plant in Batu Kawan, should also progressively take place towards end of second half of this year.

“Looking beyond the current transition phase, we believe investors will start to appreciate the 5G growth potential for Inari, once the technology is progressively being ramped up in new smartphone models.

“In our forecasts, we expect Inari’s radio frequency segment to grow by 15%-17% from financial years 2020 to 2021 (FY20-21), recovering from the dip in FY19. This is also partly helped by the expectations that Broadcom would regain the market share that it lost to competitors.

“This should also help to boost Inari’s valuation, which is currently trading at its mean of about 17.5 times calendar year 2020 price-earnings ratio (PER),” its analyst Toh Woo Kim wrote, adding that the higher-than-consensus PER is as he believes its valuation will re-rate, once Inari’s RF segment returns to growth trajectory.

Shares of Inari were traded unchanged at RM1.64 as of writing, for a market capitalisation of RM5.21 billion.

https://www.theedgemarkets.com/article/alliancedbs-upgrades-inari-raises-target-rm2

Posted by bahai4453 > 2019-04-12 23:33 | Report Abuse

Ding-dong at 1.60 -1.68. Just wonder when it hit 2.00. This month will be the last month of the year to watch Inari Amertron perform ! Hope I'm not wrong. I hate to involve myself with EPF invested counter. They are the God of crane (鹤神）。

Posted by DawnRaider > 2019-04-15 09:39 | Report Abuse

Wow big push today! Up at 1.76 highest. What’s going on?

Posted by kyy_superinvestor > 2019-04-15 09:41 | Report Abuse

read my previous comment


kyy_superinvestor inverted h&s formed and ichimoku cloud shown strong buy

12/04/2019 11:19 AM

Posted by kyy_superinvestor > 2019-04-15 09:43 | Report Abuse

now retrace....btter buy now or never

Posted by oregami > 2019-04-15 09:44 | Report Abuse

wb no premium? :(

Posted by nckcm > 2019-04-15 11:40 | Report Abuse

Wa wa wa epf to the rescue !

Posted by oregami > 2019-04-15 14:31 | Report Abuse

crossing 200ema today

Posted by sinyc > 2019-04-15 15:04 | Report Abuse

My friends already received the notice of conversion for the Inari-WB warrants and have executed. I have not received mine. How do I go about it? I traded using CIMB Itrade. Sorry for noob question.

Posted by yorkyork > 2019-04-15 15:06 | Report Abuse

Friday news, trump want American company pick up 5g and lauch it in year end.

Posted by kyy_superinvestor > 2019-04-15 15:07 | Report Abuse

contact ur remieser or cimb investment bank helpline ba...

Posted by Wuzy > 2019-04-15 15:58 | Report Abuse

Rocket fly, always buy good fundamental stock and hold =)

Posted by ramada > 2019-04-15 18:16 | Report Abuse

Gain 11 sen. Very good.

Posted by oregami > 2019-04-15 18:45 | Report Abuse

why so early convert? still got 10months time value

Posted by RPH02 > 2019-04-15 22:24 | Report Abuse

Tomorrow drop 1.67 me want buy little big..... Just Want 1cups coffee.

Posted by kyy_superinvestor > 2019-04-16 13:23 | Report Abuse

short term tp 1.83

Posted by oregami > 2019-04-16 15:14 | Report Abuse

u will need to revise tp by tomorrow. kikiki...

Posted by KingBursa2019 > 2019-04-16 15:15 | Report Abuse

waaaaaaaaa

Posted by param54 > 2019-04-16 18:00 | Report Abuse

tomorrow break 1.80 upwards

Posted by Jason Gan > 2019-04-16 21:55 | Report Abuse

Tp 2.23~~

Posted by slng > 2019-04-17 09:00 | Report Abuse

probably good time to set new TP https://www.theverge.com/2019/4/16/18410985/apple-qualcomm-settle-royalty-dispute-patent-licensing-terms-high-fees

Posted by yorkyork > 2019-04-17 11:59 | Report Abuse

2年翻2倍

Posted by lai81533 > 2019-04-17 20:06 | Report Abuse

Strong momentum

Posted by Davino Can > 2019-04-18 01:42 | Report Abuse

Besok sambung goreng, jangan tak goreng

Posted by yorkyork > 2019-04-18 10:19 | Report Abuse

QUALCOMM from 51 up to 80 in 2 days. after agree sell 5g to apple.

Posted by Jaden > 2019-04-18 11:34 | Report Abuse

Run lo 1.80.. want wait below 1.00 baru sell ?

Posted by nckcm > 2019-04-18 11:46 | Report Abuse

Epf selling to u guys...

Posted by Davino Can > 2019-04-18 14:28 | Report Abuse

Beware, may marker fearsome cumming soon.

Posted by Jason Gan > 2019-04-18 14:33 | Report Abuse

Scare no buy~buy no scare~5g den 6g.scare wud

Posted by kyy_superinvestor > 2019-04-18 14:58 | Report Abuse

congratulate to all who following ah pek....kekeke

Posted by trap666 > 2019-04-18 17:24 | Report Abuse

up up up !

Posted by DawnRaider > 2019-04-18 19:21 | Report Abuse

https://www.soyacincau.com/2019/04/17/5g-ready-iphone-may-come-sooner-than-expected-as-apple-and-qualcomm-revive-relations%EF%BB%BF/

Posted by DawnRaider > 2019-04-18 19:37 | Report Abuse

Even proton creating 5g-enabled autonomous car

https://www.malaymail.com/news/malaysia/2019/04/18/this-5g-connected-proton-exora-can-drive-by-itself-video/1744348

Posted by Kengor > 2019-04-18 23:54 | Report Abuse

inari 666

Posted by CaptainMarvel > 2019-04-19 00:03 | Report Abuse

Inari gogoggo

Posted by CaptainMarvel > 2019-04-19 03:08 | Report Abuse

2.00 plus is coming

Posted by apple168 > 2019-04-19 07:50 | Report Abuse

Director was selling yesterday!

Posted by apple168 > 2019-04-19 07:51 | Report Abuse

THONG KOK KHEE, director, sold 2,000,000.000 share in open market!

Posted by apple168 > 2019-04-19 08:02 | Report Abuse

https://windscopo.blogspot.com/2019/04/3video-inari.html?m=1

Posted by JimmyChong5511 > 2019-04-19 09:20 | Report Abuse

sell before epf

Posted by kyy_superinvestor > 2019-04-19 11:45 | Report Abuse

anyone remember frontken scenario? Director keep selling but its price keep rise until....ah pek feel that this counter will fly to the sky soon....kekekeke

Posted by kyy_superinvestor > 2019-04-19 12:00 | Report Abuse

https://klse.i3investor.com/blogs/AmInvestResearch/203034.jsp see this tp recommended by AMinvest....and then compare with this https://klse.i3investor.com/servlets/ptres/50035.jsp

Posted by kyy_superinvestor > 2019-04-19 12:01 | Report Abuse

ah pek so confuse la...kekeke

Posted by Ahza Adhwa Zulkepli > 2019-04-19 16:35 | Report Abuse

Inari need to rebound on 1.81 next week to continue bullish. Otherwise, Inari will trigger a sell down to its previous support level.

Posted by Ahza Adhwa Zulkepli > 2019-04-19 16:41 | Report Abuse

Oh nvm. Broke already. Koh koh