INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

2.83

Today's Change

-0.03 (1.05%)

Day's Change

2.82 - 2.87

Trading Volume

961,400


63 people like this.

45,973 comment(s). Last comment by pang72 1 week ago

o0oo0oo0o

18 posts

Posted by o0oo0oo0o > 2021-12-20 09:05 | Report Abuse

time to collect more loh~

gemfinder

6,880 posts

Posted by gemfinder > 2021-12-20 09:56 | Report Abuse

sold all 3.79. rm2k contra gain masuk pocket dulu. huat cai

Posted by richardsharing > 2021-12-20 14:39 | Report Abuse

Good company but not right time to collect as global uncertainy increased

OnTime

2,188 posts

Posted by OnTime > 2021-12-20 15:02 | Report Abuse

there are always global uncertainty. the China-US trade war is the biggest, imo. then you have the coming mideast war too.

Posted by Oldinvestor99111 > 2021-12-20 15:28 | Report Abuse

Have some confidence in inari, will go far

hanna20

570 posts

Posted by hanna20 > 2021-12-20 22:13 | Report Abuse

good green huh?

should i sell now

mf

29,041 posts

Posted by mf > 2021-12-20 22:42 | Report Abuse

Dow Jones 34,861.809 -503.63 1.42%
Nasdaq 14,985.32 -184.362 1.22%

hanna20

570 posts

Posted by hanna20 > 2021-12-21 11:36 | Report Abuse

Thank youu

Posted by Gabriel Khoo > Dec 17, 2021 10:20 PM | Report Abuse

Skyworks Solutions (NASDAQ:SWKS) and Broadcom (NASDAQ:AVGO) are being defended at Bank of America after it was reported that Apple (NASDAQ:AAPL) is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.
Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is "overblown in the near to medium term." Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.
Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.
Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not "created equal." He adds that RF design is a "very broad capability," which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.
Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and "we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs," the analyst added.
Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, "there are no plans for Apple to insource these currently," though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.
On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.

blackchicken

1,220 posts

Posted by blackchicken > 2021-12-21 19:04 | Report Abuse

Tech - North American semicon makers global billings up 50.6% y-o-y in November to US$... https://www.theedgemarkets.com/article/north-american-semicon-makers-global-billings-506-yoy-november-us393b-says-semi

Posted by Oldinvestor99111 > 2021-12-22 09:08 | Report Abuse

EPF going in big!

troy88

2,987 posts

Posted by troy88 > 2021-12-22 09:30 | Report Abuse

Still cheap. Opportunity to collect cheap not going to last for very long..

hanna20

570 posts

Posted by hanna20 > 2021-12-22 11:49 | Report Abuse

Plus 0.2 for that now. going green hahah

Posted by paktua73 > Dec 18, 2021 10:32 AM | Report Abuse

paktua set early book ticket..
on monday at 3.63 hope can reach..


tut tut
ihik3..

Posted by NatsukoMishima > 2021-12-22 14:47 | Report Abuse

(吉隆坡21日讯)分析员表示,威铖(VS,6963 ,主板工业股)被客户Victory取消制造和供应无绳静电喷雾器合约,因此,预计2022至2024财年的营收预测,将下调8亿至10亿令吉。

OnTime

2,188 posts

Posted by OnTime > 2021-12-22 15:32 | Report Abuse

yes, EPF!

Posted by richardsharing > 2021-12-22 16:20 | Report Abuse

good sign good sign

hanna20

570 posts

Posted by hanna20 > 2021-12-23 08:14 | Report Abuse

woww here to, kasi dividend on

jokurprg

80 posts

Posted by jokurprg > 2021-12-24 11:54 | Report Abuse

AmInvest ‘Overweight’ call on tech sector


https://themalaysianreserve.com/2021/12/24/aminvest-overweight-call-on-tech-sector/

hanna20

570 posts

Posted by hanna20 > 2021-12-24 12:17 | Report Abuse

Lets go inari to 4! my only for this week

hengman

44 posts

Posted by hengman > 2021-12-24 12:21 | Report Abuse

industry 4.0

Inari breakout 4.0 !!!

hanna20

570 posts

Posted by hanna20 > 2021-12-27 16:47 | Report Abuse

inari going up and down today
all the best

hanna20

570 posts

Posted by hanna20 > 2021-12-28 10:54 | Report Abuse

come on guys
lets make it hit 4
then well make decision
i make hahah

OnTime

2,188 posts

Posted by OnTime > 2021-12-28 15:38 | Report Abuse

nice

newbie8080

2,766 posts

Posted by newbie8080 > 2021-12-28 17:58 | Report Abuse

I believe someone earlier brought up the issue Apple inventing their own RF and to drop from Broadcom. Broadcom contract will end in 2023 but normally will be able to secure new contracts for RF. Whether or not Apple able to secure the key engineers and develop RF in house remains unknown. But likely they will not drop Broadcom's RF entirely as how Apple M1 chip which currently runs in Ipad and Macbook only.

Worth to note, Inari role is providing test services for this RF.
http://www.inariberhad.com/rf-testing.asp


So this is the article.


https://www.bloomberg.com/news/articles/2021-12-16/apple-builds-team-in-new-office-to-bring-wireless-chips-in-house


By 2024, Inari should secure sizeable orderbooks from China venture.

Thus, in the short term till 2023, no impact whatsoever to Inari.
Just wait for Broadcom contract extension news somewhere next year to know more.

Posted by Trade in Peace > 2021-12-28 21:32 | Report Abuse

注意大量有压力4.23,区间震荡 要做短线可以在下缘布局
https://www.youtube.com/watch?v=U4DhRvkntOo

hanna20

570 posts

Posted by hanna20 > 2021-12-29 11:45 | Report Abuse

still waiting for 4
its possible!
lets get to it guys
believee

Sslee

6,675 posts

Posted by Sslee > 2021-12-29 12:37 | Report Abuse

http://www.inariberhad.com/annual-general-meeting.asp

2021 AGM - Key matters discussed

yorkyork

2,771 posts

Posted by yorkyork > 2021-12-29 12:38 | Report Abuse

年尾了, 大家好,已经好久没来聊了。 我的昔日战友还在吗?

Posted by chengcheekaan > 2021-12-29 13:10 | Report Abuse

Good info. Thanks Sslee

newbie8080

2,766 posts

Posted by newbie8080 > 2021-12-29 14:16 | Report Abuse

@Sslee

#7 is mine.
But the CEO do not provide any comments as he mentioned still in early stages.

Next time should put leading question like providing a high level estimates of earnings for next 5 years.



Posted by Sslee > Dec 29, 2021 12:37 PM | Report Abuse

http://www.inariberhad.com/annual-general-meeting.asp

2021 AGM - Key matters discussed

hanna20

570 posts

Posted by hanna20 > 2021-12-30 14:46 | Report Abuse

a little bit more to my target
quite happy lets get it guyss

hanna20

570 posts

Posted by hanna20 > 2021-12-31 14:59 | Report Abuse

high volume trading today
but difference is not that high
so theres a lot of volume invested

Posted by Trade in Peace > 2022-01-03 04:03 | Report Abuse

守住所有均线,仍有突破前高机会
https://www.youtube.com/watch?v=voWmOcBQyb4

micheal

6 posts

Posted by micheal > 2022-01-05 16:34 | Report Abuse

follow apple up..

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-06 11:33 | Report Abuse

Tech - Global semicon sales rose 23.5% y-o-y in November to US$49.7 billion, says SIA https://www.theedgemarkets.com/article/global-semicon-sales-rose-235-yoy-november-us497-billion-says-sia

newbie8080

2,766 posts

Posted by newbie8080 > 2022-01-06 12:25 | Report Abuse

After CNY will know Q2 results.

Hopefully, it will be as good as Q1.

Posted by Putrajaya666 > 2022-01-10 10:41 | Report Abuse

macd death crossed, watchout. Lower low and low........

Posted by Oldinvestor99111 > 2022-01-10 11:39 | Report Abuse

Watch for the bounce back!

gohkimhock

3,114 posts

Posted by gohkimhock > 2022-01-10 11:43 | Report Abuse

If you can hold this counter without the fear of volatility, then you will be the winner here..

jeannie

459 posts

Posted by jeannie > 2022-01-10 12:45 | Report Abuse

why a sudden drop???

Posted by richardsharing > 2022-01-10 17:02 | Report Abuse

@blackchicken, first large scale PCB factory in malaysia. Penang tech ecosystem getting stronger and stronger

Posted by richardsharing > 2022-01-10 17:04 | Report Abuse

sold all in last year, now waiting for target EP for inari

AllYouCanBuy

2,060 posts

Posted by AllYouCanBuy > 2022-01-10 19:23 | Report Abuse

What happened to gloves last year will see in tech this year.

AllYouCanBuy

2,060 posts

Posted by AllYouCanBuy > 2022-01-10 19:24 | Report Abuse

As US raises interest, tech will fall badly.

ken2004

1,673 posts

Posted by ken2004 > 2022-01-10 20:19 | Report Abuse

Then what happen to glove? Glove will be like tech last year?

So US raise interest, only tech fall badly while the rest no impact? Lol

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