INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

3.13

Today's Change

-0.06 (1.88%)

Day's Change

3.05 - 3.18

Trading Volume

12,264,600


63 people like this.

45,976 comment(s). Last comment by Chellons 1 day ago

Pilotsport

1,064 posts

Posted by Pilotsport > 2019-05-24 16:39 | Report Abuse

Kyy buy inari

Pilotsport

1,064 posts

Posted by Pilotsport > 2019-05-24 16:39 | Report Abuse

Buaya mari oh

Posted by kyy_superinvestor > 2019-05-24 17:01 | Report Abuse

Macam mana u tau kyy beli?

oregami

1,999 posts

Posted by oregami > 2019-05-24 17:12 | Report Abuse

broadcom share price dropped a lot since early May. probably bad result.

Pilotsport

1,064 posts

Posted by Pilotsport > 2019-05-24 17:15 | Report Abuse

Kyy remiser say

Pilotsport

1,064 posts

Posted by Pilotsport > 2019-05-24 17:16 | Report Abuse

He sold all dayang and carimin buy inari

RainT

8,448 posts

Posted by RainT > 2019-05-24 17:25 | Report Abuse

ceh

bad quarter result

thought can buy cheaper and hold for long term but share price can up instead of bad quarter result

Posted by kyy_superinvestor > 2019-05-24 17:35 | Report Abuse

But epf keep buy inari is real...kekeke

Posted by kyy_superinvestor > 2019-05-24 17:36 | Report Abuse

Actually I am kyy....I will start accumulate next week...kekeke

INAR12

392 posts

Posted by INAR12 > 2019-05-24 17:45 | Report Abuse

HOSEH

James Ng

2,704 posts

Posted by James Ng > 2019-05-24 21:30 | Report Abuse

https://klse.i3investor.com/blogs/general/207829.jsp
[转贴] [Facebook live:浅谈Inari Amertron bhd (Inari)] - James的股票投资James Share Investing

apple168

6,236 posts

Posted by apple168 > 2019-05-24 21:38 | Report Abuse

4 quarters continually dropping profits ie broken kyy investing golden rules! Current Inari share price of PE 21 (NTA 0.3) out beat Apple, one of the global top three highest earning company only with apple share price of PE 15! Seriously, Inari is overvalued with consistently and continuously dropping revenue and profits for past 4 quarters, most likely the loss making next quarter to come! Buy at your owe risk!

stockraider

31,556 posts

Posted by stockraider > 2019-05-24 21:40 | Report Abuse

Just sell inari and buy insas loh....!!

Posted by apple168 > May 24, 2019 9:38 PM | Report Abuse

4 quarters continually dropping profits ie broken kyy investing golden rules! Current Inari share price of PE 21 (NTA 0.3) out beat Apple, one of the global top three highest earning company only with apple share price of PE 15! Seriously, Inari is overvalued with consistently and continuously dropping revenue and profits for past 4 quarters, most likely the loss making next quarter to come! Buy at your owe risk!

qqq3

13,202 posts

Posted by qqq3 > 2019-05-24 21:52 | Report Abuse

ignore both inari and insas..............

Posted by EatCoconutCanWin > 2019-05-25 09:58 | Report Abuse

dont chase/hold tech counter. trade war will impact.

ray1980

2,992 posts

Posted by ray1980 > 2019-05-25 10:36 | Report Abuse

Tech news sharing:World SD Association (SD,Micro SD-card) banned Huawei using the permission also.Huawei smart devices would marketing without Micro SD-card slot.

oregami

1,999 posts

Posted by oregami > 2019-05-25 14:02 | Report Abuse

EPF also caught off guard. they have to support share price n redistribute their shares.

ray1980

2,992 posts

Posted by ray1980 > 2019-05-25 20:15 | Report Abuse

Tech news sharing:World WiFi Alliance banned Huawei also.

oregami

1,999 posts

Posted by oregami > 2019-05-25 20:30 | Report Abuse

I think our concern is Broadcom. not too much of Huawei.

Posted by Davino Can > 2019-05-26 01:35 | Report Abuse

Goreng banyak hangus nanti....market fearsome

oregami

1,999 posts

Posted by oregami > 2019-05-26 06:33 | Report Abuse

huawei has stocked up components that can last 3 months. would it flood the market with these stocks if windingvup?

Patrick13

1,971 posts

Posted by Patrick13 > 2019-05-26 09:16 | Report Abuse

半导体前景谨慎 益纳利凭优势稳成长

尽管科技领域遭到中美贸易战火的牵连,半导体市场需求也预计萎缩,但分析员普遍相信益纳利美昌(INARI,0166,主板科技股)未来可继续稳健成长。

益纳利美昌周四公布的2019财政年第3季(截至3月31日止)业绩表现逊于分析员预期。其净利按年锐减30.79%,至3819万令吉;营业额仅得2亿5632万令吉,按年滑落21.33%。

首9个月,该公司净赚1亿5432万令吉,按年下跌30.16%;营业额同样减少17.93%,至8亿8219万令吉。

营业额下滑,因为益纳利美昌脱售持股51%的CEEDTec后,这个季度少了这家子公司的营业额贡献。另一方面,传感器销售减少、产品组合改变和较高的折旧摊销费用都导致了该公司净利挫跌。

安联星展分析员指出,益纳利美昌的大客户—博通(Broadcom)主要为中国华为供应网络交换器方面的设备,而不是其智能手机的射频(RF)晶片。

“益纳利美昌的业务从未涉足网络交换器领域,因此中国华为遭美国封杀根本不会直接影响产品销售表现。”

不过,他强调,中美贸易争端升温无疑会导致全球经济放缓,而半导体行业的下滑周期也会延长。

“若中国决定对美国以牙还牙,它可以采取多种方式。而这很可能会破坏现有的科技行业供应链。我们比较担忧这对智能手机销量的影响,因为益纳利美昌的射频业务占了总营业额的45%至50%。”

5G手机有利射频业务

大马投行分析员也有相同的忧虑。他指出,中美贸易摩擦悬而未解,导致益纳利美昌的客户迟迟不下订单,进而影响了该公司的业绩表现。

同时,中美之间针对5G科技的对峙不排除会牵连更广,分析员表示短期内谨慎看待该行业的前景。

不过,达证券分析员却表示,5G科技手机在未来陆续面市,这将有利于益纳利美昌的RF业务,因为5G科技手机中会配置更多RF元素。

此外,他也指出,该公司高于行业平均水平的盈利赚幅和稳健的资产负债表,也是该公司的优势之一。

该公司正在筹备著产能拓展计划,打算在槟城峇都加湾再设一座新的厂房,预期产能会额外增加68%。

有鉴于此,他看好该公司的发展前景。

另一边厢,丰隆投行和兴业投行都指出,世界半导体贸易协会(WSTS)预期2019年半导体市场将萎缩3%,加上贸易战和英国脱欧始终充满不确定性,两名分析员都谨慎看待公司的前景。

MIDF研究分析员则表示,益纳利美昌为了抵消产品销量下跌的影响,正积极实现工业4.0和自动化,以提高营运效率。

“长远而言,我们认为该公司会获得更多的订单,并且能拓展更多元的产品,减少对射频业务的依赖。”

鉴于近期益纳利美昌的股价下跌了不少,安联星展、艾芬黄氏资本和达证券都表示目前是进场的好时机,因此给予“买进”投资评级。

https://www.orientaldaily.com.my/news/business/2019/05/24/291843

ray1980

2,992 posts

Posted by ray1980 > 2019-05-26 10:39 | Report Abuse

oregami,Huawei biggest smart devices' RF supplier is Skyworks not Broadcom.If Huawei collected many components would benefit Skyworks only.If Apple smart devices get ban on China,Broadcom and Skyworks very bad also.

ray1980

2,992 posts

Posted by ray1980 > 2019-05-26 10:40 | Report Abuse

Totally this tech-war is lose-lose game...

ray1980

2,992 posts

Posted by ray1980 > 2019-05-26 10:45 | Report Abuse

Waiting Broadcom 2QR(till 03/05/19),coming out 13-15/06/19.Benefit or not,could reference there.

oregami

1,999 posts

Posted by oregami > 2019-05-26 10:50 | Report Abuse

thanks, ray. rule of thumb. up buy. down sell. kikiki...

7300

2,152 posts

Posted by 7300 > 2019-05-26 12:03 | Report Abuse

already 2nd times caught unknown value buyers of no value,down around 8 sen buy,dead cat bounce around 8sen also sell,.... following day ready short again for target around 1.5 times previous up,....never hold this obsolete chip like JCY even before trade war....another beraktansi style,tactical sell don't be caught marginal buy low sell much lower!....enjoy your trade, but alert very soon just waterfall pattern, water splash up from floor just smoke screen, dont be caught as frustrated investor!

KAQ4468

21,497 posts

Posted by KAQ4468 > 2019-05-26 14:36 | Report Abuse

8 kupang soon

oregami

1,999 posts

Posted by oregami > 2019-05-26 15:59 | Report Abuse

question. if EPF does IDSS how does the announcement look like? both sell n buy r reported?

Posted by Davino Can > 2019-05-26 19:15 | Report Abuse

Satu hinggit mari, jangan tak mari

Posted by LeRainmaker > 2019-05-26 23:20 | Report Abuse

Inari huge volume rebound, next resistance is at 1.47 .

People buy on weakness, inari have been oversold already, will form a technical rebound before anything else.

Long term still good.

Posted by stockwarrior > 2019-05-27 00:43 | Report Abuse

why profit margin drop so much ?

Dickyyou

151 posts

Posted by Dickyyou > 2019-05-27 04:36 | Report Abuse

Huawei not bad news?

oregami

1,999 posts

Posted by oregami > 2019-05-27 06:04 | Report Abuse

why 7300 keep saying obsolete? inari can always ramp up it's facilities if won new contract ma.

James Ng

2,704 posts

Posted by James Ng > 2019-05-27 08:45 | Report Abuse

https://klse.i3investor.com/blogs/general/207928.jsp
[转贴] [INARI AMERTRON BHD:新产品仅显示适度产量,并未抵销现有产品的下跌及于二零一八年财政年度出售51%拥有附属公司的资产,短期前景受到地缘政治事件的影响,如正在进行的美中贸易战和英国退欧] - James的股票投资James Share Investing

Posted by Mike_klse > 2019-05-27 09:40 | Report Abuse

Potential counter
Buy above RM 1.41
Target 1. 49-1.51
Technical : monitor for trend line breakout

For counters updates, Technical and Fundamental analysis and with TP
Join my group WhatsAp @60 10 859 9233

Yu_and_Mee

3,455 posts

Posted by Yu_and_Mee > 2019-05-27 11:35 | Report Abuse

this may be lower high, like frontkn that up last Friday, i also said that probably could be lower high.
beware for market now.
It is good to exit now and buy back when market stable at cheaper price

KAQ4468

21,497 posts

Posted by KAQ4468 > 2019-05-27 11:42 | Report Abuse

Potential counter
Buy below RM 0.80
Target RM3



hahaha...

xuxu

5,840 posts

Posted by xuxu > 2019-05-27 12:14 | Report Abuse

hohoho! whatever lah! uptrending

KAQ4468

21,497 posts

Posted by KAQ4468 > 2019-05-27 12:17 | Report Abuse

wowwwwww !!!

uptrend ?????

kah kah kah

GTdyno

124 posts

Posted by GTdyno > 2019-05-27 16:36 | Report Abuse

Manyak berani la main ini counter. Nanti trump buat hal lagi mati la bilis2 sini jadi sambal bilis

siaoliao

917 posts

Posted by siaoliao > 2019-05-27 16:44 | Report Abuse

fkk who buying , i sell too early......where is my tp 1.2 ....MTFK , need to panic again and collect at bottom.

siaoliao

917 posts

Posted by siaoliao > 2019-05-27 16:49 | Report Abuse

trump today better giv some bad news......then is TIME TO PANIC guys

7300

2,152 posts

Posted by 7300 > 2019-05-27 16:52 | Report Abuse

Pimp Mad Dump never said he lost Vietnm war,.....play n dance with sumo,do story Russia n N Korea wont even give u a F,.....answer,5G wanna start why earning mati 4 kali???
Xi has no choice,long prepared waiting don't just busy riding donkies on bed! ....https://www.thestar.com.my/business/business-news/2019/05/27/us-not-ready-to-make-a-trade-deal-with-china-trump-says/

UnicornP

2,838 posts

Posted by UnicornP > 2019-05-27 16:53 | Report Abuse

Yala. When want Trump tweets, he silents liao.

siaoliao

917 posts

Posted by siaoliao > 2019-05-27 16:54 | Report Abuse

my etoro earn quite alot thanks to god father trump hahaha

7300

2,152 posts

Posted by 7300 > 2019-05-27 17:00 | Report Abuse

no need too clever to know earnings have fallens so long even b4 trade war,this is going to join JCY when u song!!

siaoliao

917 posts

Posted by siaoliao > 2019-05-28 10:03 | Report Abuse

fkkkkk seems like no panic seller , need some chaos

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