Posted by jeccy > 2019-12-20 12:24 | Report Abuse

@BullRun_93 lol

Posted by uncle ykk > 2019-12-20 12:25 | Report Abuse

Wowo going down again. Afternoon will sell down

Posted by david123 > 2019-12-20 12:26 | Report Abuse

UNCLE YKK, you think you are god ?

Posted by GooShen > 2019-12-20 12:26 |

Post removed.Why?

Posted by ray1980 > 2019-12-20 12:26 | Report Abuse

Gooshen told we one good point,many peoples play ding dong.This is bad for counter...,shit

Posted by BullRun_93 > 2019-12-20 12:32 | Report Abuse

@GooShen
my serious advice to you is don't go clubbing so much......it can affect your brain and also make you look older and your kidney will also suffer terriblly....being GOD is a tough job so take good care of your health.....lol

Posted by LogicTradingAnalysis > 2019-12-20 12:33 | Report Abuse

we did call and management did answer our question, only fool not dare to call and making noise haha. we hold onto our view that INARI still good.

Posted by BullRun_93 > 2019-12-20 12:35 | Report Abuse

@ray1980
market scalper, daytrader, gambler, punter, pengoreng will always be in the market no way to avoid them. Ding Dong or not doesn't affect the stock very much (except if the stock is cornered of course)

Posted by david123 > 2019-12-20 12:49 | Report Abuse

Inari will bounce back anytimes

Posted by CUTLOST > 2019-12-20 12:54 | Report Abuse

Pelan2 Acquired.. Pelan2 dispose.. For kfc dinner

Posted by ruby20 > 2019-12-20 13:13 |

Post removed.Why?

Posted by ruby20 > 2019-12-20 13:15 | Report Abuse

from UOB analyst

Posted by apple168 > 2019-12-20 13:49 | Report Abuse

Based on Inari 2019 business report, Major revenues comes from Broadcom 77.3% and Osram 22.7%. Losing revenue from Broadcom meaning near 80% of Inari business being wiped off! This is HUGE hit to Inari, both revenue and profit!

Some one would lure you to buy Inari by telling you history will repeat as the same as Penta, huge rebound! This is a complete lie! Penta business remains, just not Shariah compliant company.

Compared with Inari, 80% of business wiping off, hitting huge on both revenue and profit!

Those who wan to try your luck on Inari, I would say it has not reach bottom yet, expecting another drop of 15-20% more to come...

Posted by mk00001 > 2019-12-20 13:55 | Report Abuse

INARI Amertron Bhd saw some RM860 million wiped out from its market capitalisation yesterday, as investors dumped the stock on news that one of the semiconductor firm’s major customers, Broadcom Inc, is selling one of its wireless-chip units.

The counter plunged 14.4% or 27 sen to a three-month low of RM1.61 yesterday, giving the company a market capitalisation of RM237.19 million. 141 million shares were traded.

Bursa Malaysia suspended short selling of the stock under proprietary day trading (PDT) and intraday short selling (IDSS) during the afternoon trading session, as the last done price of the counter “dropped more than 15%” from the reference price.

Posted by LaksaBoy > 2019-12-20 13:56 | Report Abuse

hoopeless counter

Posted by Investeye > 2019-12-20 13:58 | Report Abuse

Take risk to buy few lots at low this morning..

Posted by GooShen > 2019-12-20 14:06 | Report Abuse

Puik stock. Con ppl money you still dare to keep?

Posted by Chieng Yon Ooi > 2019-12-20 14:09 | Report Abuse

How fast can Broadcom sell off his RF business? News were saying that worth USD 10 Billion l!!
unless they already has buyer on the door. Else it took years to find one buyer.
Dont think this gonna impact Inari next year.

Posted by LaksaBoy > 2019-12-20 14:12 | Report Abuse

investor does not like uncertainties. Thats why it drops like mega sales.

Posted by GooShen > 2019-12-20 14:17 | Report Abuse

Sell please.... if not you gonna regret

Posted by moneyfind > 2019-12-20 14:26 | Report Abuse

Gooshen can suggest good stock to buy once i sell my inari?

Posted by GooShen > 2019-12-20 14:33 | Report Abuse

How much you can pay for the service ?

Posted by moneyfind > 2019-12-20 14:37 | Report Abuse

I will be ur true follower

Posted by moneyfind > 2019-12-20 14:55 | Report Abuse

Gooshen u not dare?

Posted by Daily8 > 2019-12-20 14:57 | Report Abuse

lol moneyfind...i think soon u are called moneygone!

Posted by moneyfind > 2019-12-20 14:57 | Report Abuse

Easy to loss money if we CL.Difficult to max win as we easy to cut win...its same to you gooshen...easy to talk when it go down.....

Posted by Daily8 > 2019-12-20 14:59 | Report Abuse

rubbish attract rubbish. so does gold atract gold. lol

Posted by LogicTradingAnalysis > 2019-12-20 15:04 | Report Abuse

INARI sudah say don think going to be impacted. no worry at all

Posted by Hazzyy > 2019-12-20 15:05 | Report Abuse

GS only sell no buy. You think he bought lower and sold today and make 10k. He talk big only. Big time player in this forum I guess many they all keep quiet. Empty vessels make the most noice.

Posted by James Ng > 2019-12-20 15:15 | Report Abuse

https://klse.i3investor.com/blogs/general/2019-12-20-story-h1481883849.jsp
[转贴] [INARI AMERTRON BHD：预计到2023年5G手机将占手机销量的一半以上，并且由于5G的影响，智能手机市场有望在2020年恢复到2.9％的增长] - James的股票投资James Share Investing

Posted by CUTLOST > 2019-12-20 15:16 | Report Abuse

Apple168.. 80% really serious matters.

Posted by ben_ns > 2019-12-20 15:18 | Report Abuse

Die lorr

Posted by yesyesyes > 2019-12-20 15:20 | Report Abuse

look like 1.62 support hiong hiong ..

Posted by yesyesyes > 2019-12-20 15:20 | Report Abuse

why no ppls scare .. haihhh ... how do i get at lower price ..

Posted by apple168 > 2019-12-20 15:21 | Report Abuse

Buying Inari is betting your luck against the one of the world richest man, Warren Buffett who placed his biggest bet on Apple Corp, expecting one supply chain without others.

Good Luck!

Posted by apple168 > 2019-12-20 15:22 | Report Abuse

没有最低，只有更低！

Posted by investortrader88 > 2019-12-20 15:29 | Report Abuse

top up done at 1.63 !

Posted by apple168 > 2019-12-20 15:29 | Report Abuse

Inari
PE 10, price 0.55
PE 20, price 1.10
PE 30, price 1.65

With such uncertainty in future prospects which might wipe out 80% of Inari revenue, would you still want to buy at such high PE Inari?

Posted by zerosumplayer > 2019-12-20 15:41 | Report Abuse

Inari is just a testing and packaging company that cater most of their services to Broadcom who owns the IP technology for the RF modules. In terms of market share, Broadcom is slightly a head of Qorvo. The fact that Inari is only concentrated on Broadcom instead of producing for other is most likely due to commercial conflict of interest protection imposed by Broadcom. In addition to that, Qorvo has no reason to sub their production modules out since they have their own production line. The only RF competitor to Broadcom that sub their production works to OSATs is Skyworks. But their market share is tiny relative to Qorvo and Broadcom.

If Qorvo buys Broadcom's RF business over, Qorvo will be the single largest marketshare. The likelihood US Antitrust will block that deal would be pretty high too since it reduces competition ( A good example is Broadcom take-over deal of Qualcomm). Plus Qorvo has no reason to buy over since Qorvo already have a strong footing in BAW filters.

Therefore my guess, the potential buyers will be down to either Skyworks or Apple.

If Skyworks buys over, Skyworks existing OSATs doesnt have the necessary capacity to absorb all Broadcom's order. And why would they disrupt and shift everything to them in the first place? Inari has the proven track record and cost effectiveness. Skyworks would be shooting themselves on the foot if they ever do that for causing disruptions. Instead, i think this could also be a blessing for Inari, as they can now even compete with Skywork's existing OSATs for their orders (= more orders).

If Apple buys over, i dont see why Apple need to boot Inari out, since Apple is a software based company, they will still need OSATs to produce for them. Apple has been working with Inari indirectly via Broadcom since the first Iphone. The longterm relationship and trust they build throughout this year all pens down to their capability and cost efficiencies. Assuming Apple is the new boss for the Broadcom's RF business, Inari will still be Apple's Preferred OSATs (another one will be ASE).

With 5G theme coming in play next year, i dont see why Inari should be shaken.

Posted by zul > 2019-12-20 15:49 | Report Abuse

Apple no 5G phone look america losing steak in technology...that why donald trump open war trade with china to help apple ...world now start enter 5G

Posted by newbie2y > 2019-12-20 15:51 | Report Abuse

@zerosumplayer, thanks for ur valuable input, appreciate it.

Posted by apple168 > 2019-12-20 15:54 | Report Abuse

5G from huawei, one supply chain... Inari is loser in 5G tech!

Posted by apple168 > 2019-12-20 15:56 | Report Abuse

Inari
PE 10, price 0.55
PE 20, price 1.10
PE 30, price 1.65

With such uncertainty in future prospects which might wipe out 80% of Inari revenue, would you still want to buy at such high PE Inari?

PE 30, Might as well put my money on Bursa or Public bank for better capital gain!

Posted by BullRun_93 > 2019-12-20 16:08 | Report Abuse

@apple168
the uncertainty you mentioned have already been priced in. you won't leave your money in PBB or BURSA on the pretext of capital gain.....trust me....you will get bored and change your stance in a very short time.....lol

Posted by goldlabel > 2019-12-20 16:10 | Report Abuse

zerosumplayer. very detailed analysis. Thank you.

Posted by JN88 > 2019-12-20 16:12 | Report Abuse

Inari target 6G now , forget about 5G move on....

Posted by jeccy > 2019-12-20 16:13 | Report Abuse

zerosumplayer, yes, very logical. Just to add, SkyWorks is a bit unique where they have their own factory. But they also sub to OSAT for their products which is also to our Malaysian based semiconductor OSAT (not Inari).

Posted by yesyesyes > 2019-12-20 16:14 | Report Abuse

162 .. i hate you .

Posted by JN88 > 2019-12-20 16:15 | Report Abuse

Inari
2G, price 0.55
3G, price 1.10
4G, price 1.65
5G, price 2.10
6G, price 2.55

With good in future prospects which might increase 80% of Inari revenue, would you still want to sell Inari with coming more G?

With somany G, Margin more money from Public bank for better capital gain instead of giving bank to earn more money...

Posted by JN88 > 2019-12-20 16:17 | Report Abuse

Inari up 1.2% today, would you put FD in bank for year for only 3.++ percent? my answer is a big no...