Posted by neohts > 2022-05-18 11:21 | Report Abuse

not the time to buy yet.....Tech stocks can still go down further.

Posted by Investgaogao > 2022-05-18 11:29 | Report Abuse

Will inari become the shortest lifespan stay in bursa klse index??

Posted by SooHai > 2022-05-18 12:07 | Report Abuse

Pump and dump
Retailer still net buy this counter
Glove storm glove storm !

Posted by soon2795 > 2022-05-18 13:05 | Report Abuse

Last nail to the coffin

Westports to replace Inari on FBM KLCI list in June, says RHB IB

https://www.theedgemarkets.com/article/westports-replace-inari-fbm-klci-list-june-says-rhb-ib

Posted by stockraider > 2022-05-18 13:16 | Report Abuse

Inari is the only tech counter in the KLCI mah!

Not so easy to remove loh!

Posted by newbie8080 > 2022-05-18 15:32 | Report Abuse

I think Inari should pursue for listing on Nasdaq if they are dropped from FBM KLCI
To get global recognition is more important and to attract large cap tech customers.

Posted by loneranger3211 > 2022-05-18 16:02 | Report Abuse

temporary no need to see

Posted by vale0111 > 2022-05-18 16:23 | Report Abuse

On a QoQ basis, 3QFY22 revenue fell 14% to RM360mil, which led to core profit contracting 18% to RM88mil.

We view the seasonal decline as normal given that the group’s stronger performance during the calendar year-end typically matches the launch cycles of new products.

On a YoY basis however, 3QFY22 revenue grew 5% while core profit surged by 18%. The increase is primarily driven by: (i) a stronger USD; (ii) 5%-point increase in EBITDA margin to 35%; and (iii) 2.4x Surge in Interest Income From Fund Placements.

The group has declared a dividend of 2.2 sen for the quarter under review, translating to a dividend payout ratio of 94%. However, we view that the high payout ratio will not affect the group’s expansion plans given its robust net cash position of RM2bil (21% of market cap) as of March 2022.

Posted by vale0111 > 2022-05-18 16:23 | Report Abuse

The World Semiconductor Trade Statistics (WSTS) has raised global semiconductor sales growth in 2022 from 8.8% to 10%, reaching US$614bil.

However, we note that global 5G smartphone sales penetration has surpassed 4G since January 2022. As Inari’s sales are concentrated in the smartphone business (65% in 1HFY22), we are of view that the segment’s growth may start to taper as higher 5G smartphone penetration could mean lower demand for upgrades from 4G.

In addition, Inari derived RM98mil or 8% of its 9MFY22 revenue from China. As local regulators remain firm on the zero-Covid policy, we remain cautious on this headwind and its repercussions.

We expect further guidance from management on the lockdown impact and mitigation plan, as well as progress on its segment diversification in an investor briefing later today.

Posted by neohts > 2022-05-18 17:04 | Report Abuse

https://www.theedgemarkets.com/article/westports-replace-inari-fbm-klci-list-june-says-rhb-ib

like that Inari will go down further. When Bursa taken out Inari, meaning EPF and other fund manager also not interested anymore.

Posted by James Ng > 2022-05-18 21:58 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-05-18-story-h1623300850.jsp
[转贴] [Video:浅谈INARI AMERTRON BERHAD, INARI, 0166] - James的股票投资James Share Investing

Posted by paktua73 > 2022-05-19 08:43 |

Post removed.Why?

Posted by newbie8080 > 2022-05-19 11:21 | Report Abuse

@paktua73
No need to cut loss. Can keep for longer term since it provides dividend.
Unless you need the cash to feed yourself and family, then no choice.
I believe the supply chain issues should be resolve partially by 2022 as most suppliers are expanding capacity along the supply chain
China's covid situation should recover next month with most cities reopening.

Posted by gkent2000 > 2022-05-19 11:47 | Report Abuse

2.50 below is discount. tuuuuuttuuuuu.... time to get in the train

Posted by ychong88 > 2022-05-19 11:50 | Report Abuse

very tire to buy tech counter recently, huge influence by Nasdaq, no matter the fundamental is good or not.

Posted by newbie8080 > 2022-05-19 11:56 | Report Abuse

@ychong88
Maybe it's time for you to look into other sectors that is more suitable for you as tech is just one of the many you can invest.
To share some light, tech experience a correction starting in Nov 2021 till today but do note that it had rallied for 11 years since 2010.

Posted by paktua73 > 2022-05-19 12:24 |

Post removed.Why?

Posted by Max2838 > 2022-05-19 14:37 | Report Abuse

19 May 2022
....it does look like Inari has some positive aspects. Especially the growth in earnings which was backed by an impressive ROE. Still, the high ROE could have been even more beneficial to investors if it reinvest more of its cash n profits..... the current reinvestment rate appears to be negligible. Having said that, looking at the current analyst estimates, we found that the company's earnings are expected to gain momentum.

Posted by Max2838 > 2022-05-19 14:45 | Report Abuse

To begin with, Inari seems to have a respectable ROE. Further, the company's ROE is similar to the industry average of 16%. This probably goes some way in explaining Inari's moderate 9.0% growth over the past five years amongst other factors.

Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don’t share these attributes.

Posted by heehaa911 > 2022-05-19 17:03 | Report Abuse

waiting for durian fall to collect....2.3...2.00...1.5~

Posted by newbie8080 > 2022-05-19 22:17 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/05/19/inaris-core-rf-segment-on-expansion-mode

Posted by sailang_now > 2022-05-20 09:01 | Report Abuse

Morning...the writing is on the wall...Tut tut https://www.theedgemarkets.com/article/technology-stocks-bursa-malaysia-decline-line-nasdaq-slump

Posted by CurryBento > 2022-05-20 11:05 | Report Abuse

nice performance Inari

Posted by CurryBento > 2022-05-20 11:06 | Report Abuse

slowly climb, slow and steady

Posted by Gkhan > 2022-05-23 15:38 | Report Abuse

downtrending

Posted by WinBigOrLoseAll > 2022-05-24 08:51 | Report Abuse

accumulating with the dip, buy until it greens, tut tut

Posted by Why2TellMeWhy > 2022-05-24 10:41 | Report Abuse

aiya, Inari will be removed from blue chip index coming Jun review.

Posted by LossAversion > 2022-05-24 10:53 | Report Abuse

@Why2TellMeWhy, if Inari cant be found in high class "Pavillion", it is still ok. We still buy it from "Sunway Mall", lol

Posted by Why2TellMeWhy > 2022-05-24 11:59 | Report Abuse

lol @lossaversion. will be nice to have Inari inside "Pavillion" mah, tech stock. Will buy it regardless whether from Pavillion or Sunway mall.

Posted by SooHai > 2022-05-24 17:24 | Report Abuse

I say many times
Retailer keep on nett buying
This stock will drop
Catching falling knife like glove

Posted by ccpool > 2022-05-24 18:35 | Report Abuse

https://tenor.com/I0ew.gif

Keep Buying Ser

Posted by WinBigOrLoseAll > 2022-05-24 18:40 | Report Abuse

keep buy until it greens, it is good time to accumulate.
no worry, tech will rebound eventually as it always does

Posted by jackjason > 2022-05-24 21:40 | Report Abuse

Now in down trend, even is good counter but still not the right time collect the share.

Posted by jinova546 > 2022-05-24 22:24 | Report Abuse

Tomorrow will be the biggest Red color you will ever see....

Posted by WinBigOrLoseAll > 2022-05-25 09:02 | Report Abuse

for every dip i buy 1k, it is cheap only around 2.4k

Posted by CurryBento > 2022-05-25 10:11 | Report Abuse

jinova 546 your red ?? let alone the word you used "biggest", where's the red ?

Posted by CurryBento > 2022-05-25 10:12 | Report Abuse

ohhhh another joker "entire msia market delisting soon"

Posted by WinBigOrLoseAll > 2022-05-25 11:15 | Report Abuse

if the market is really so simple, many already millionaire. just look at nasdaq to predict the market, don't be naïve lah

Posted by munmun0817 > 2022-05-25 11:27 | Report Abuse

slowly climb...

Posted by SooHai > 2022-05-25 11:32 | Report Abuse

Retailer and margin player buy non stop
Avoid these type of stock
Glove is the best lesson

Posted by jackjason > 2022-05-25 11:41 | Report Abuse

as retailer buyer we do not have bargaining power on share price. Is big shark determine the market price and we just the follower. They can say this counter worth 40pe in last month and say 20pe for this month.

Posted by SooHai > 2022-05-25 11:56 | Report Abuse

Be realistic, tech theme is outdated
Retailer and margin player rush in everyday to catch falling knife
Drop more buy more, end up cannot tahan sell all
Big boys will short sell and press the price down

Just like glove, I waiting 1.20 to come, price now still high

Posted by Mar2083 > 2022-05-25 12:43 | Report Abuse

Potentially will up till Friday
Huat ar

Posted by Why2TellMeWhy > 2022-05-26 10:04 | Report Abuse

steady all Inari shareholders. Orders from Singapore :) is strong and will continue to be strong. Next is to see how the recent JV to penetrate China market. Give the mgmt sometime. Collect dividend in the mean time.

Posted by SooHai > 2022-05-26 10:47 | Report Abuse

NVDA warns of economy slowing
Tech is over heat and recession coming
Better stay away let retailer and margin player catch falling knife

Posted by WinBigOrLoseAll > 2022-05-26 11:05 | Report Abuse

5G is just started, there is still plenty of room for Inari to grow, continue to accumulate, tut tut

Posted by SooHai > 2022-05-26 11:31 | Report Abuse

2.61 huge selling pressure
Short selling could be
Stay away retailer and margin crowded counter
Glove history is best lesson

Posted by Why2TellMeWhy > 2022-05-26 12:15 | Report Abuse

winbigorloseall, not just 5G. the fact that USD is strong, its good for Inari as its products/services becomes cheaper for the customer from US. Well, in this case, the orders from Singapore :) And, Inari's debt is negligible compared to its cash.

Posted by Why2TellMeWhy > 2022-05-26 12:16 | Report Abuse

soohai, Inari is no glove :) its a wrong comparison. You can compare oil stocks/plantation with gloves though.

Posted by Mar2083 > 2022-05-26 12:49 | Report Abuse

Potentially may closing at 2.70
Huat ar