Posted by Yu_and_Mee > 2 months ago | Report Abuse

US tech up crazy, TW tech up crazy, MY tech no change and many keep dropping..... tired seeing

Posted by dawchok > 2 months ago | Report Abuse

Inari will catch up the broader market sooner or later once as its biz in Penang plants is doing good.

Posted by Yu_and_Mee > 2 months ago | Report Abuse

danger if break below 3.13

Posted by Putrajaya666 > 2 months ago | Report Abuse

true - inari support - 317/313 / 307 ................... chart is very weak and ready to ditch the train once it breakout below 313/307 for the comings candle.

Posted by dawchok > 2 months ago | Report Abuse

Inari will change its lukewarm trend beginning tomorrow as the SBL shares have been returned.

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

REPOSTED

MSIA (Malaysia Semiconductor Industry Association’s ) president Datuk Seri Wong Siew Hai said the global semiconductor sales dipped 8.2 per cent to US$527 billion in 2023, but the Malaysian market was able to retain its strength throughout the year.

The evidence can be seen in last year’s electrical and electronics (E&E) sector, where exports decreased by only 3.0 per cent to RM575.45 billion after 2022’s record year of 30 per cent growth to RM593 billion.

Opinion:
1] AI and IOT continues to grow while traditional sectors like staple food, transportation continue to flatten out.
2] Electronics gadgets esp Smartphones have become the must have tool.
3] Malaysia semiconductor poised to gain from BOTH USA investment (eg Intel), Europe-Germany.
4] with trade war, more Chinese semiconductors are collaborating with Malaysian players with China + 1 policy

Tailwind for Inari and thus Insas and others like MPI.

Disclosure: Happily owns Insas and Insas WC for its wonderful businesses at Very Attractive prices

Source: The Malay Mail, 2024, Malaysia’s semiconductor sector seen to pick up steam in second half, Article visited on : 19 Feb 2024

Posted by huatkia > 2 months ago | Report Abuse

As mentioned, I only believe what I see. Cheers to those who follow.

Posted by sammyramon > 2 months ago | Report Abuse

Its very DANGERRRRR .... its breaks 3.130 and now its touch 3.350!!!...run for ur life

Posted by leno > 2 months ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/01/23/inaris-china-plant-to-start-by-middle-of-the-year

Posted by dawchok > 2 months ago | Report Abuse

@huatkia : what did you see ?

Posted by dawchok > 2 months ago | Report Abuse

I guess the invincible hand mentioned by you = SBL mentioned by me.

Posted by leno > 2 months ago | Report Abuse

https://www.cnbc.com/2024/02/22/ai-and-semiconductor-stocks-surge-after-nvidias-earnings-beat.html

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

REPOSTED

Malaysia ringgit is at 26 year weakness level against US$. While Malaysia economy grew 3.7% in 2024 vs Singapore at 1.1%, there is a silver lining.

Makes our export oriented machine economy more competitive. Semiconductors sector will benefit tremendously . Not to mention our Palm Oil, Oil & Gas, Tourism sectors all stand to gain very well.

Imports are costly but it discourages durable goods like EV cars, Overseas holidays and luxury goods. However, our imports primarily consists of Machineries needed to produce goods for exports like Semiconductor are one off painful purchases.

Weak ringgit are good for exporters like Inari, Uchitech (99% exports), MPI.

Be greedy when others are fearful. (Warren Buffett)

NOte: currencies cannot fall forever.

Source: Nikkei Asia, 2023, Malaysian ringgit wobbles in face of political uncertainty, China woes, visited site on 22 Feb 2024.

Posted by Mtrade > 2 months ago | Report Abuse

Nvidia UPPPPPP Inari also will UPPPPPPPPPPPPPPP to RM4

Posted by Mtrade > 2 months ago | Report Abuse

INARI is Malaysia's NVIDIA

Posted by Stocktradeg > 2 months ago | Report Abuse

Inari sustain around 3.30-34 long term target 3.80-4 add few shares initially once break 3.50 then add more

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

MPI Is The oldest listed semiconductor maker in Bursa and rose 40 Sen to RM29.70.

Top 40 USA chips maker recorded gains in revenues and share prices.

world leaders ASML chip machines maker rose to 15 year high. The beginning of semi conductor stocks.

Inari is just a droplet from the bucket. What if it too received increased major orders from China? USA? Germany?

When the stocks doubled by R 12 billion, imagine what happens to Insas stock? INSAS OWNS almost 15% inari. A cool RM1.5billion added valuation.

Source :
Max Juang (2024) , Q3 Earnings Roundup: Western Digital (NASDAQ:WDC) And The Rest Of The Semiconductors Segment.
Article dated January 23, 2024

Posted by Medusa > 2 months ago | Report Abuse

Runnnnnnnnnnnnnnnnnnnnnnnnnnn

Bad QR

Kikiki…

Posted by dawchok > 2 months ago | Report Abuse

Boh Kang Tao

Posted by gohkimhock > 2 months ago | Report Abuse

results within expectations la. Status quo.

Posted by SyahSyah > 2 months ago | Report Abuse

gemuk gemuk

Posted by Putrajaya666 > 2 months ago | Report Abuse

Be very very caution now - inari support - 317/313 / 307.....

Posted by 8u29song > 2 months ago | Report Abuse

look see look see

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

My fair value for Inari is RM 1.60 per share!

Posted by Sslee > 2 months ago | Report Abuse

You can get inari below RM1.60 by investing in Insas.

Posted by Sslee > 2 months ago | Report Abuse

Insas holding in Inari.
Indirect (units) 527,008,575
Indirect (%) 14.06
Total (units) 527,008,575
Total (%) 14.06
Date of Notice 26-Jan-2024

Posted by TheContrarian > 2 months ago | Report Abuse

Aiyaa Mr Sslee, don't promote Insas here. Waterfall coming.

Posted by Sslee > 2 months ago | Report Abuse

Since 3iii give a fair value of RM 1.60 for inari. So I actually tell him go and buy insas and indirectly owned inari at far below RM1.60 price and even better take over Insas and get inari for free.

Posted by dawchok > 2 months ago | Report Abuse

Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.

Posted by SyahSyah > 2 months ago | Report Abuse

naik naik

Posted by SyahSyah > 2 months ago | Report Abuse

naik naik

Posted by NatsukoMishima > 2 months ago | Report Abuse

Vstecs ,ranhill better than this

Posted by WellnessAntiCancer > 2 months ago | Report Abuse

What is happening to Semiconductor sector worldwide? NVIDIA’s orders are robust, pushing TSMC’s 3 and 4-nanometer production capacity to near full utilization.

Semiconductors are growing on the tear. Expected 24% growth in 2024.

Inari is attractively priced as it has strong moats with >22% net profit margins.

Source: Trendforce (2024), NVIDIA Reportedly Overwhelms TSMC with 3 and 4-Nanometer Orders, Article dated: 2024-03-04

Disclosure: I own Inari via Insas & Insas WC and may continue to accumulate in next 72 hours of trading

Posted by SyahSyah > 2 months ago | Report Abuse

tak naik banyak

Posted by WellnessAntiCancer > 1 month ago | Report Abuse

Investment is booming. The Penang state attracted RM60.1bn ($12.8bn) in foreign direct investment in 2023, more than the total it received from 2013 to 2020 combined.

“It’s a rush. It’s not only Chinese companies [setting up in Penang]. It’s Korean, it’s Japanese, and it is western,” says Marcel Wismer, Kemikon’s chief executive. “And all of this is related to the tech war between the US and China.”

2nd Level Thinking : while the rising tide will raise all boats, choose semiconductors players that are established, cash chest to invest and supply to newcomers. SOme firms like Inari, MPI and GLobetronics are set to disproportionally benefit from the investment.

Source Malaysia: Invest Penang, 2024, The Surprise Winner from US-China Chip Wars. Article Date: Mar 11, 2024

Posted by yorkyork > 1 month ago | Report Abuse

大家好，已经好久没来聊了。 我的昔日战友还在吗？

Posted by speakup > 1 month ago | Report Abuse

more invesment mean more competition for Inari

Posted by BostonMaxwell > 1 month ago | Report Abuse

Rocket engine start dy... Tmr fly to the moon!

Posted by dawchok > 1 month ago | Report Abuse

Not to pour cold water, I don't think Inari will rise significantly seeing the SBL is still taking shares from the market at rate 1.5%.

Posted by paktua73 > 1 month ago | Report Abuse

good morning all inari believers..
paktua now play new born counter..
let joined paktua play swing..
paktua back pick new hot counter for march till june..

so paktua n team we will focus on
1-Mtec paktua target rm1.43
2-KJTS paktua target rm0.93
3-Hegroup Paktua target rm0.70
4-Emcc paktua target rm0.75

set from 21hb march 24.till 7hb june 24..

come joined paktua Swing team..
let we fight together



tut tut
come joined paktua swing team..
sent request at tele @swingdarkred73

Posted by huatkia > 1 month ago | Report Abuse

nice

Posted by Augustine > 1 month ago | Report Abuse

Inari is expanding into double-sided moulding and system-on-module (SOM) business?

Posted by Gabriel Khoo > 1 month ago | Report Abuse

Yes. And silicon photonic for optical tranc
Advanced packaging tru stacked die for memory

Posted by Gabriel Khoo > 1 month ago | Report Abuse

5G + AI

Posted by EatCoconutCanWin > 1 month ago | Report Abuse

Bought 3.18

Posted by MAMEE MONSTER > 1 month ago | Report Abuse

Eat MAMEE is better, can win more,

Posted by murilo > 1 month ago | Report Abuse

apple car

Posted by Augustine > 1 month ago | Report Abuse

Is Inari impacted by earthquake in Taiwan ?

Posted by Asy1990 > 1 month ago | Report Abuse

any chance inari price can go 3.30 this month?

Posted by SyahSyah > 1 month ago | Report Abuse

harap boleh naik