Posted by newbie8080 > 2023-08-29 18:20 | Report Abuse

RF business is recovering

Posted by huatkia > 2023-08-29 21:52 | Report Abuse

Disappointed by the Q4 results.
________
SamanthaNg

I expect its Q4 will beat Q3

Posted by ks5S > 2023-08-29 21:54 | Report Abuse

mpi profit drop 90% but share price go up $1.44 today
inari tomorrow will go up to 20 sen

Posted by ks5S > 2023-08-29 21:56 | Report Abuse

inari last quarter make 57 mil. This quarter make 66 mil
Quarter to quarter increase.

Posted by huatkia > 2023-08-29 22:11 | Report Abuse

Inari PBT dropped 32.8% this q compare to last year q though.
MPI have dropped from RM34 to yesterday low RM25plus. may be the market has already factored in the worst? today went up 5%. even at today's close it is still about 20% down. i am not sure if MPI is a good comparison as Inari is still quite high from 2023 height 3.15ish...
my 2 cents

Posted by huatkia > 2023-08-29 22:14 | Report Abuse

all the best Inarian..

Posted by newbie2y > 2023-08-30 09:42 | Report Abuse

I like the huge receivables and spike in the inventories ^_^

Posted by huatkia > 2023-08-30 10:18 | Report Abuse

wow inari spike ...
mpi inventories also up
newbie2y

I like the huge receivables and spike in the inventories ^_^

Posted by newbie2y > 2023-08-30 10:29 | Report Abuse

@huatkia, lemme know if i got the wrong number, MPI's june qtr inventory was 149mil, its March qtr was 165mil; their receivables in june qtr was 318mil, higher than March qtr but not the highest; comparing to Inari's receivables of 411mil, its the highest in so many yrs, and inventory of 183mil, highest in the past 3yrs. Though these numbers may not translate into net profits, but we can see the business volume from here, to a certain extent.

Posted by DickyMe > 2023-09-01 13:15 | Report Abuse

NOSH grew 10 fold since 2014.
Growing up by printing shares?

Posted by Markv572421 > 2023-09-04 14:51 | Report Abuse

aikkk x naik ? lawak ...lawak

Posted by kl_guy > 2023-09-07 13:57 | Report Abuse

China Bans iPhone Use for Government Officials at Work — WSJ
Sep 7, 202305:47 GMT+8 By Yoko Kubota

Posted by huatkia > 2023-09-08 09:32 | Report Abuse

My guess medium term will be between RM2.80-2.95? until clearer picture from Huawei n Iphone sales data been released for long term accessment, unless you have insider news la.


__________________________
huatkia

though i am bullish on Inari for the long term, but for short term, it looks like it will be below RM3?

Posted by huatkia > 2023-09-08 10:20 | Report Abuse

pang 72, you can start shorting everyday 😀

Posted by NatsukoMishima > 2023-09-08 11:10 | Report Abuse

Inari will drop to rm 1.5x , China will take revenge to further tighten apple products !

Posted by Maxlim2000 > 2023-09-08 11:40 | Report Abuse

yes...more ban will come .....

Posted by heehaa911 > 2023-09-08 11:42 | Report Abuse

BBQ d

Posted by MiddleAge > 2023-09-08 12:07 | Report Abuse

The 7nm chip inside Huawei Mate 60 which provided by SMIC were mostly double DUV exposure (which is an idea from the Taiwanese chief). The manufacturing cost was high (since higher fail rate), and there are doubt on actual mass production. Compare with the 4nm Qualcomm chip which manufacture by TSMC inside my 5G mobile phone, there are gap, and the industry doesn't optimist on SMIC to go further (as from 7nm to 5nm or 4nm) they need to build new pipeline and usually comes with new fab.
China still far behind the west and its Asian alliance on semiconductor.

Posted by StartOfTheBull > 2023-09-08 12:28 | Report Abuse

BYD has beaten Tesla in China, next is Huawei beating iPhone, this is the speed of China.

Posted by UW1970 > 2023-09-08 13:03 | Report Abuse

https://theedgemalaysia.com/node/681767

Posted by Maxlim2000 > 2023-09-08 14:36 | Report Abuse

more ban will come which ban from private sector and those who link with China goverment

Posted by teknikal > 2023-09-08 15:16 | Report Abuse

Short term and medium term technical outlook turned bearish bcos share price drop below MA20 and MA50.

Posted by cheeseburger > 2023-09-08 16:59 | Report Abuse

Huawei Mate60 has created fear among iphone supplier...

Posted by Aero1 > 2023-09-09 14:20 | Report Abuse

5 mil workers currently employed in China for apple

Posted by Aero1 > 2023-09-09 14:22 | Report Abuse

China will only take action if apple makes movement

Posted by Aero1 > 2023-09-09 14:29 | Report Abuse

Inari will gain from china booming ev

Posted by Aero1 > 2023-09-09 14:29 | Report Abuse

Inari will gain from china booming ev

Posted by cheeseburger > 2023-09-09 14:49 | Report Abuse

China EV industry already get hit by Tesla price cut, my bro
They are now in very narrow profit margin just in order to survive, there was over 500 EV brands in China and now slowly reducing to just those who fit to survive.

Posted by ivanlau > 2023-09-10 09:15 | Report Abuse

Inari heavy rely on Iphone , China is the biggest market for Iphone, now Iphone keep losing market share in China , think about that ..............

Posted by StartOfTheBull > 2023-09-10 10:38 | Report Abuse

Interesting to see the iPhone 14 launch this week in China. How many people will buy it amidst the official ban by the government?

Posted by Maxlim2000 > 2023-09-11 00:19 | Report Abuse

not only losing iphone is facing pressure from US force to pull out from China ..........Mate 60 pro is selling like hot cake in HK and china, iphone market share will drop 38%-40% at least

Posted by teknikal > 2023-09-11 09:05 | Report Abuse

Have to close above RM2.99 (MA50) and RM3.04 (MA20) to build uptrend again.

Posted by gohkimhock > 2023-09-11 09:21 | Report Abuse

All China citizens are govt servants? This is really news to me..

Posted by Junichiro > 2023-09-11 10:10 | Report Abuse

QUALCOMM is obviously the most affected.

Posted by Junichiro > 2023-09-11 10:15 | Report Abuse

It has an inhouse 5G modem. Apple with its hundreds billion warchest has been unable to crack Qualcomm’s patent wall on this particular piece of technology, but it appears Huawei has.

Posted by Aero1 > 2023-09-11 11:37 | Report Abuse

https://www.wsj.com/finance/stocks/earnings-estimates-are-rising-a-welcome-sign-for-2023-market-rally-21824c5e?mod=hp_lead_pos5

Posted by Aero1 > 2023-09-11 11:38 | Report Abuse

https://www.wsj.com/tech/ai/meta-is-developing-a-new-more-powerful-ai-system-as-technology-race-escalates-decf9451?mod=hp_lead_pos4

Posted by EatCoconutCanWin > 2023-09-12 11:31 | Report Abuse

Suspect Huawei chips is export from Malaysia.. under ground trade

Posted by Maxlim2000 > 2023-09-13 00:58 | Report Abuse

Every body is waiting for IP15 launch and how hot is it……..if the launching get lousy response then ……..

Posted by SamanthaNg > 2023-09-13 10:23 | Report Abuse

then bad news for Inari and it will slide to rm2.50 and below

Posted by stockraider > 2023-09-13 10:32 | Report Abuse

At this price is reasonable cheap mah!

The target price is Rm 3,20 mah!

Posted by Maxlim2000 > 2023-09-13 23:58 | Report Abuse

Have you buy? How many?

Posted by teknikal > 2023-09-14 09:40 | Report Abuse

Support 2.80
Support 2: 2.60

Posted by huatkia > 2023-09-14 10:05 | Report Abuse

Reviewing next course of action :

___________________
huatkia

My guess medium term will be between RM2.80-2.95? until clearer picture from Huawei n Iphone sales data been released for long term accessment, unless you have insider news la.


__________________________
huatkia

though i am bullish on Inari for the long term, but for short term, it looks like it will be below RM3?

6 days ago

Posted by SamanthaNg > 2023-09-15 12:28 | Report Abuse

RHB is very optimistic about Inari btw

Posted by teknikal > 2023-09-15 14:49 | Report Abuse

MA20 just drop below MA50 which means "Death Cross" pattern is emerging.
This is a bearish sign.

Posted by kl_guy > 2023-09-16 10:42 | Report Abuse

next support at rm2.70 , 2nd support rm2.60 if break both .....will be heading lower to rm2.39

Posted by kl_guy > 2023-09-17 19:22 | Report Abuse

https://www.google.com/amp/s/www.malaymail.com/amp/news/money/2023/09/16/wall-street-ends-sharply-lower-as-chipmakers-and-megacaps-slide/91122

Posted by huatkia > 2023-09-18 01:01 | Report Abuse

Short term probably swing between RM2.73-RM2.90
____________________________________

Reviewing next course of action :

___________________
huatkia

My guess medium term will be between RM2.80-2.95? until clearer picture from Huawei n Iphone sales data been released for long term accessment, unless you have insider news la.


__________________________
huatkia

though i am bullish on Inari for the long term, but for short term, it looks like it will be below RM3?

Posted by SamanthaNg > 2023-09-19 11:44 | Report Abuse

Still holding strong above Rm2.80 btw