Posted by GooShen > 2019-09-06 11:34 | Report Abuse

Fake rebound. Watch out guys. Don’t step into trap.

Posted by GooShen > 2019-09-06 11:36 | Report Abuse

Just mention fake rebound price drop from peak 1.70 to 1.68. Stay away

Posted by PartyPoopers003 > 2019-09-06 11:46 | Report Abuse

GooShen is like damn kaw thick face... fake rebound got 5M volume? Later come down 1.67 he say he already told u all going to go down. But the fact is still up 3 cents from yesterday

Posted by Seafood > 2019-09-06 12:24 | Report Abuse

just ignore this gooshen comment...let him be...educated people dont argue with uneducated people...that's how educated people be...

Posted by Sslee > 2019-09-06 13:08 | Report Abuse

Dear GooShen,
If you want to buy INARI at cheap price then go and buy INSAS. One INSAS share is indirectly holding 0.91 INARI share plus all the other INSAS assets and business

https://klse.i3investor.com/servlets/staticfile/366668.jsp
INSAS financial year end 30th June 2019
Net profit for the year: 81.855m (Of which share of profits less losses of associate companies is 44,083,000. Dividend received: 42,999,000)
EPS: 12.35 cents
Net assets per share: RM2.62
Total current assets 1,489,460,000
TOTAL LIABILITIES 588,890,000
Total non-current assets 846,666,000 of which Associate companies: 437,420,000
One of the associate companies: INARI: 19.19 % (609.212m INARI shares)

To whom holding and buying INARI, I say thank you and may I know what the reasons you buy INARI but not INSAS are? Your reasons will be part of my questions for my next INSAS AGM Q&A session.

Thank you

Posted by GooShen > 2019-09-06 13:32 | Report Abuse

Brain sot only will buy insas.

Posted by stockraider > 2019-09-06 13:35 | Report Abuse

Listen to sslee good advice loh...!!

No harm mah....!!

Posted by Sslee > Sep 6, 2019 1:08 PM | Report Abuse

Dear GooShen,
If you want to buy INARI at cheap price then go and buy INSAS. One INSAS share is indirectly holding 0.91 INARI share plus all the other INSAS assets and business

https://klse.i3investor.com/servlets/staticfile/366668.jsp
INSAS financial year end 30th June 2019
Net profit for the year: 81.855m (Of which share of profits less losses of associate companies is 44,083,000. Dividend received: 42,999,000)
EPS: 12.35 cents
Net assets per share: RM2.62
Total current assets 1,489,460,000
TOTAL LIABILITIES 588,890,000
Total non-current assets 846,666,000 of which Associate companies: 437,420,000
One of the associate companies: INARI: 19.19 % (609.212m INARI shares)

To whom holding and buying INARI, I say thank you and may I know what the reasons you buy INARI but not INSAS are? Your reasons will be part of my questions for my next INSAS AGM Q&A session.

Thank you

Posted by Jason Gan > 2019-09-06 15:25 | Report Abuse

Still said below 2 is a good price

Posted by RainT > 2019-09-06 16:05 | Report Abuse

seem start on uptrend oh

Posted by WHO AM I > 2019-09-06 17:42 | Report Abuse

ask yourself a stupid question lah, why EPF don't buy INSAS ? so kamlan your suggestion.


----------------------------------------------------------------
stockraider Listen to sslee good advice loh...!!

Posted by stockraider > 2019-09-06 17:44 | Report Abuse

Bcos EPF not panlai mah.....!!

Not like raider very panlai loh....!!

Posted by WHO AM I > Sep 6, 2019 5:42 PM | Report Abuse

ask yourself a stupid question lah, why EPF don't buy INSAS ? so kamlan your suggestion.


----------------------------------------------------------------
stockraider Listen to sslee good advice loh...!!

Posted by WHO AM I > 2019-09-06 17:51 | Report Abuse

Funny lah you, raider. You should be chairman of EPF!! So We can get a return >7% in EPF saving.

Posted by stockraider > 2019-09-06 17:53 | Report Abuse

I USE TO SELL & TRANSPORT CHAIRS TO EPF WHEN I WAS YOUNG LOH...!!

Posted by WHO AM I > Sep 6, 2019 5:51 PM | Report Abuse

Funny lah you, raider. You should be chairman of EPF!! So We can get a return >7% in EPF saving.

Posted by INAR12 > 2019-09-06 18:02 | Report Abuse

HAHAHA

Posted by INAR12 > 2019-09-06 18:05 | Report Abuse

If you ask me to choose from Insas or Inari, I'll choose their new toys DGSB!!!!

Posted by Sslee > 2019-09-06 19:54 | Report Abuse

Dear INARI shareholders,
Thank you if you had bought some INSAS, INSAS is a cheaper entry to INARI.
INARI is well research, covered by local and international IB. Below is IB report from DBS Singapore.

https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/082019/INRI_MK_08292019.xml
Despite some possible near-term setbacks, we remain convinced about INRI’s potential on structural demand growth for 5G. We expect the 5G technology to see mass adoption in 2020, which will drive additional RF content in premium smartphones.

Broadcom has also renewed its supply agreement with a US smartphone manufacturer for two more years, providing more certainty on the introduction of 5G and usage of Broadcom RF chips in next-generation smartphone models in 2020.
Maintain BUY with RM1.90 target price (TP) pegged to 21x CY20 earnings per share (EPS). The stock offers a decent dividend yield of 3-4% and is backed by a healthy net cash position of RM421m.

https://bgr.com/2019/09/05/iphone-12-release-5g-upgrade-cycle/
iPhone 5G Apple is expected to launch in 2020 could very well prompt a massive refresh cycle the likes of which we haven’t seen since the iPhone 6 arrived 2014.

https://klse.i3investor.com/blogs/AmInvestResearch/222467.jsp
For the P34 (Block B) plant in Batu Kawan, the company has begun assembly of interior facilities. Its key customer has requested Inari to prepare the extra floor space, in anticipation of more RF assembly (system in package) jobs. Inari expects its RF assembly lines to double by June 2020. We believe the new jobs are catered for 5Grelated devices.

https://klse.i3investor.com/servlets/staticfile/366636.jsp
While worldwide sales of smartphones will total 1.5 billion units in 2019, a 2.5% decline year over year from Gartner’s report published on 1 August 2019, our RF division has performed better. In the same Gartner report, the smartphone sales is expected to grow 2.8% in 2020, driven by broader availability of 5G models and service packages. We look forward to continued growth in our RF division driven by higher chip complexity in the new phones

Conclusion: When more telecom company roll out 5G coverage, inevitable everyone need to upgrade to 5G smart-phone in order to enjoy many new technology/application that only available in 5G. INARI is on the path to excellent growth again due to 5G.

Thank you

Posted by GooShen > 2019-09-06 21:43 | Report Abuse

Brain sot plug only buy insas.

Posted by INAR12 > 2019-09-06 22:16 | Report Abuse

HAHAHA

Posted by yorkyork > 2019-09-07 09:52 | Report Abuse

明年有望创新高 huat la

Posted by stockraider > 2019-09-07 09:56 | Report Abuse

No brainer to buy hold insas surewin.....huge net cash....nta rm 2.63, Pe 8x and exposure to inari on the basis of 1 insas share equal to 0.7 inari share loh....!!

What more u want leh ??

Finally buying into insas is even better than buying into inari loh...!!

Posted by pang72 > Sep 7, 2019 9:24 AM | Report Abuse

Please read this link multiple time. You will discover insas is the most undervalued stock in bursa.
https://www.theedgemarkets.com/article/thong-brothers-hold-big-chunk-i...


Posted by pang72 > Sep 7, 2019 9:28 AM | Report Abuse

Naim is near value Dayang stake..
Greenpacket is near value G3 stake...

Insas is 50% of Inari stake...( Inari stake approx.. Rm1.50)

Posted by stockraider > 2019-09-07 09:56 | Report Abuse

No brainer to buy hold insas surewin.....huge net cash....nta rm 2.63, Pe 8x and exposure to inari on the basis of 1 insas share equal to 0.7 inari share loh....!!

What more u want leh ??

Finally buying into insas is even better than buying into inari loh...!!

Posted by pang72 > Sep 7, 2019 9:24 AM | Report Abuse

Please read this link multiple time. You will discover insas is the most undervalued stock in bursa.
https://www.theedgemarkets.com/article/thong-brothers-hold-big-chunk-i...


Posted by pang72 > Sep 7, 2019 9:28 AM | Report Abuse

Naim is near value Dayang stake..
Greenpacket is near value G3 stake...

Insas is 50% of Inari stake...( Inari stake approx.. Rm1.50)

Posted by geary > 2019-09-07 17:40 | Report Abuse

Huawei=√√√
https://www.forbes.com/sites/zakdoffman/2019/09/07/huawei-sends-trump-shock-new-warning-as-cat-and-mouse-games-continue/

Posted by EatCoconutCanWin > 2019-09-07 18:27 | Report Abuse

I just meet new Indonesia girl which working near red bridge inari Penang. She said that Overtime cut since June 19 as the production is running very slow compare to 2018. She said that going to back hometown if retrenchment coming.

Posted by Patrick13 > 2019-09-07 19:57 | Report Abuse

全球销售额7连跌　半导体股短期黯淡

全球半导体销售额连续7个月按年走低，欲振乏力，市场分析员相信，在中美贸易摩擦演变为持久战的情况下，大马半导体股项的短期前景依然黯淡。

7月全球半导体销售额按年下滑15.5%，至334亿美元，而年初至今的贸易总额为2287亿美元，按年跌14.4%。按月比较，世界半导体销售额微升1.7%。

半导体数据不佳，多数大马科技股在周四走跌，但科技股大蓝筹马太平洋（MPI，3867，主板科技股），全天起6仙或0.69%，以8.74令吉挂收，名列上升榜第26位。

达证券分析员指出，虽然世界半导体销售按月回升，不过这已经是连续7个月按年走低，仍然处于下行周期中。

“所有主要的半导体领域产品皆出现销售放缓现象，导致年初至今的销售表现失利。”

北美跌幅最大

同时，该分析员表示，以世界各区域来看，欧洲以外地区的半导体销售额皆按月上涨，不过，按年比较，所有区域皆出现销售萎缩。

其中，北美销量按年跌27.8%，跌幅最大，其次为按年减14.1%的中国，接著是日本、亚太（不包括日本）与欧洲区域，分别降12%、11%和8.6%。

此外，分析员称，全球半导体领域的7月出货量虽按月微增0.4%，到20亿3420万美元，但同样按年下跌14.5%，连续9个月按年萎缩。

年初至今，世界半导体领域入账金额为136亿3720万美元，按年跌22%，原因是存储体市场疲软，令业者削减投资。

展望将来，该分析员认为，持久与正在恶化的中美贸易战，依然是短期内主导半导体领域的关键因素，这将继续对科技股的估值带来打击。

中美两国已从9月1日开始，互相对彼此的进口商品加征额外关税。


“对大马半导体股项而言，关键下行风险视乎中美贸易战会否继续延长且恶化，而美元会否走弱，亦是另一重大风险。”

无论如何，该分析员认为，益纳利美昌（INARI，0166，主板科技股）核心的射频（RF）及光纤光学业务，将从5G网络逐渐商业化的趋势中获益，因此，他维持该股的“买进”评级，目标价亦保持在2.05令吉不变。

https://www.orientaldaily.com.my/news/business/2019/09/05/305260

Posted by ray1980 > 2019-09-08 11:04 | Report Abuse

Tech world 'slow motion' already...!US Broadcom would be announce new QR results @ US time 12/09/19(Thursday)!

Posted by freddiehero > 2019-09-08 11:14 | Report Abuse

all market merosot lo.. sure la will slow some

Posted by monetary > 2019-09-08 15:49 | Report Abuse

I don't si any sign of slowdown in broadcom. Sale growth is healthy. Profit margin sustainable. The bad result is dragged down by increasing expenses on R&D n last yr 1 off tax benefit. ray1980 do u agree?

Posted by monetary > 2019-09-08 15:52 | Report Abuse

I think it's normal since another tech cycle is coming. Most probably next yr Boardcom will get another tax benefit since this yr R&D expenses is v high.

Posted by monetary > 2019-09-08 15:59 | Report Abuse

M eager to find out how things work out in Huawei. With new chipsets n OS can Huawei challenge Apple?

Posted by geary > 2019-09-08 16:22 | Report Abuse

5G~2020 n Beyond...!!!
https://www.channelnewsasia.com/news/business/huawei-shows-off--most-powerful--chipset-as-forges-ahead-with-5g-smartphone-plan-11880496

Posted by monetary > 2019-09-08 16:58 | Report Abuse

I'll put my trust on Aminvest analyst who has access to Inari Plant rather than some 1 who interviewed Indon girl. Lol!

Posted by GooShen > 2019-09-10 08:53 | Report Abuse

Congrats for those that sell 1.70 last Friday. Today will drop. Let’s short.

Posted by Wiseky > 2019-09-10 10:24 | Report Abuse

>>EatCoconutCanWin

Why you "interview" Indon girl in plant near red bridge?
Try la interview technicians or operators in other plants

Don't talk cock here, save your time to play cock with Indon girl

Posted by yorkyork > 2019-09-10 11:18 | Report Abuse

Osram kut the indo girls. But other department doing well now. U might need a update from them.

Posted by yorkyork > 2019-09-10 11:20 | Report Abuse

Hope huawei news drag down more la. None of the semicon in Penang have direct dealing with them. Takut apa.

Posted by chengcheekaan > 2019-09-10 16:37 | Report Abuse

Excellent GooShen, today no drop how? What say you? I support you but you disappoint me leh

Posted by ppginvest > 2019-09-10 16:47 | Report Abuse

mana dia GooShen? pls comment inari and frontkn..... and where is the guy who interviewed Indon girl and lepak kat Queenbay?

Posted by SmallPiece > 2019-09-10 17:13 | Report Abuse

Tot u got friend work in finance, how come still go ask the indon girl for info?


EatCoconutCanWin I just meet new Indonesia girl which working near red bridge inari Penang. She said that Overtime cut since June 19 as the production is running very slow compare to 2018. She said that going to back hometown if retrenchment coming

Posted by Jason Gan > 2019-09-10 17:36 | Report Abuse

Lol.thx for the short and push inari close high~haha

Posted by James Ng > 2019-09-10 21:18 | Report Abuse

https://klse.i3investor.com/blogs/general/224250.jsp
[转贴] [Facebook live video:浅谈Inari Amertron bhd (Inari)] - James的股票投资James Share Investing

Posted by yorkyork > 2019-09-10 23:35 | Report Abuse

After result push up 28th ogos ma.

Posted by Leno_stockraider > 2019-09-11 01:39 |

Post removed.Why?

Posted by gooshen > 2019-09-11 02:29 |

Post removed.Why?

Posted by GooShen > 2019-09-11 08:16 | Report Abuse

Fake ID spotted. Despicable action to tarnish my the excellent GooShen.

Posted by GooShen > 2019-09-11 08:19 | Report Abuse

Futures drop. Stay away and don’t touch. Don’t fall into trap.

Posted by Sslee > 2019-09-11 08:52 | Report Abuse

Dear Leno_stockraider
Posted by Leno_stockraider > Sep 11, 2019 1:39 AM | Report Abuse
SAlee ppanlai.
Your INSas only give 2sen divi,
But inari give 4sen divi per year
Tat why inari price diuble
Insti inveator EPF prefer conters give more divi
Sslee panlai mislead inverriors

Are you misleading investors that you are Leno + stockraider?

Do the math. Investing is about choice. You can choose to invest in 1 lot of INARI or 2 lots of INSAS. The math just say if you invest in 2 lots of INSAS you indirectly hold 1.82 lot of INARI and all the INSAS others business, cash, cash equivalent, associate companies, investment and etc.
https://klse.i3investor.com/blogs/Sslee_blog/215437.jsp

Thank you

Posted by EatCoconutCanWin > 2019-09-11 15:06 | Report Abuse

why ambank relate iphone with inari? did ambank research really got the qualified people to write a target price and they(ambank) really didnt know what inside inari is doing.. what a shame .

Posted by PeacefulWarrior > 2019-09-11 17:14 | Report Abuse

Inari support Broadcom which support Apple, so a drop in Apple sales will impact Broadcom which indirectly impact Inari

Posted by Wiseky > 2019-09-11 17:45 | Report Abuse

EatCoconutCanWin, I can sure ambank people is much more qualified than you, who get info from Indon girl.

Posted by EatCoconutCanWin > 2019-09-11 18:26 | Report Abuse

hahahaha