Posted by Augustine > 1 month ago | Report Abuse

No more Apple Car btw ..

https://appleinsider.com/articles/24/04/05/apple-lays-off-600-employees-mostly-from-apple-car-project

Posted by Augustine > 3 weeks ago | Report Abuse

TA Securities keeps 'overweight' on tech sector, top picks Inari, Elsoft and MPI

https://theedgemalaysia.com/node/707674

Posted by stockraider > 3 weeks ago | Report Abuse

By June business will pick up alot loh!

Now is the time to buy loh!

Posted by kl_guy > 2 weeks ago | Report Abuse

asml profit down . tsmc and samsung is ordering less equipment. mean they are forecasting less order. will this happen to inari

Posted by KingKKK > 2 weeks ago | Report Abuse

INARI for its significant expansion in China, capitalising on the superpower’s aggressive push for semiconductor self-sufficiency. Share price YTD +0.5% only after recent correction. If you believe in 5G, then you should believe in INARI.

INARI latest 3 quarters earnings have been improving Quarter-to-Quarter: from RM68m to RM85m then RM87m

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

INARI 20.4.2024

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
SALES/REVENUES 1,354.00 1,548.00 1,429.00 1,058.00 1,153.00
GROSS INCOME 355.00 470.00 424.00 216.00 269.00
NET INCOME 324 391 330 156 192
NOSH (DILUTED) 3,729 3,690 3,335 3,235 3,220

Fiscal year is July-June. All values MYR Thousands. 2023 2022 2021 2020 2019
FREE CASH FLOW 305,964 394,097 387,373 257,642 86,493
DIVIDENDS 342,383 433,169 217,962 140,772 211,621

Fiscal year is July-June. All values MYR Millions. 2023 2022 2021 2020 2019
TOTAL EQUITY (Book Value) 2,606.00 2,511.00 1,377.00 1,209.00 1,122.00
TOTAL ASSET 2,967.00 2,895.00 1,820.00 1,464.00 1,340.00

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

Fiscal year 2023 2022 2021 2020 2019 5 Yr AVG
GROSS PROFIT MARGIN 26.22% 30.36% 29.67% 20.42% 23.33% 26.00%
NET PROFIT MARGIN 23.93% 25.26% 23.09% 14.74% 16.65% 20.74%
ASSET TURNOVER 0.46 0.53 0.79 0.72 0.86 0.67
FINANCIAL LEVERAGE 1.14 1.15 1.32 1.21 1.19 1.20
ROA 10.92% 13.51% 18.13% 10.66% 14.33% 13.51%
ROE 12.43% 15.57% 23.97% 12.90% 17.11% 16.40%
DPO RATIO -1.06 -1.11 -0.66 -0.90 -1.10 -0.97

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

Fiscal year 2023 2022 2021 2020 2019 5 Yr AVG
GROSS PROFIT MARGIN 26.22% 30.36% 29.67% 20.42% 23.33% 26.00%
NET PROFIT MARGIN 23.93% 25.26% 23.09% 14.74% 16.65% 20.74%
ASSET TURNOVER 0.46 0.53 0.79 0.72 0.86 0.67
FINANCIAL LEVERAGE 1.14 1.15 1.32 1.21 1.19 1.20
ROA 10.92% 13.51% 18.13% 10.66% 14.33% 13.51%
ROE 12.43% 15.57% 23.97% 12.90% 17.11% 16.40%
DPO RATIO -1.06 -1.11 -0.66 -0.90 -1.10 -0.97

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

INARI

FISCAL YEAR ENDING 2023 2022 2021 2020 2019
PRICE 3.04 2.61 3.89 2.76 1.68

MARKET CAP 11,336.16 9,630.90 12,973.15 8,928.60 5,409.60
NAPS 0.70 0.68 0.41 0.37 0.35
EPS 0.09 0.11 0.10 0.05 0.06

ROE 12.43% 15.57% 23.97% 12.90% 17.11%
ROA 10.92% 13.51% 18.13% 10.66% 14.33%
P/B 4.35 3.84 9.42 7.39 4.82
P/E 34.99 24.63 39.31 57.23 28.18
EARNINGS YIELD 2.86% 4.06% 2.54% 1.75% 3.55%
FCF YIELD 2.70% 4.09% 2.99% 2.89% 1.60%
DIVIDEND YIELD -3.02% -4.50% -1.68% -1.58% -3.91%

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

GREAT COMPANY. Revenue grew the last 5 years, though showing a decline over the last 3 years. Generating a lot of free cash flows. DPO ratio is 0.97.

At present price, it is not cheap. Those buying at present price will need to be convinced that this company can grow its revenues and earnings over the next 5 years to 10 years, consistently; introducing a bit of speculation into their buying of this company at present price.

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

Quality: GREAT
Management: Very good. Profit margins maintained. ROE high.
Valuation: ----

Posted by Augustine > 1 week ago | Report Abuse

CGS International cuts Inari-Amerton earnings forecast on weak smartphone demand🙈
https://theedgemalaysia.com/node/709336

Posted by Augustine > 1 week ago | Report Abuse

Rebounding instead ... Thought can collect it at Rm3 😅

Posted by SamanthaNg > 3 days ago | Report Abuse

Apple iPhone sales decline 10% in first three months of 2024 ..
https://www.gsmarena.com/apple_iphone_sales_decline_q1_2024-news-62709.php

Posted by Maxlim2000 > 3 days ago | Report Abuse

That is past ...no use to refer that one

Posted by Maxlim2000 > 2 days ago | Report Abuse

AI is coming, pad with AI, Iphone with AI, air pod with AI.........

Posted by axebobby71 > 1 day ago | Report Abuse

cannot trust price action . all manipulated by syndicates. pump up to sell before weak quarter .

Posted by axebobby71 > 1 day ago | Report Abuse

see all the ikan bilis getting trap . small lots buying while big lots selling .

Posted by Augustine > 8 hours ago | Report Abuse

So you choose to sell Inari now, axebobby71 ?

Posted by newbie8080 > 8 hours ago | Report Abuse

It's been awhile since their China operation kick started.
Seems not much news on their China plant utilization.
If anyone has any updates, please share.