Posted by kl_guy > 2024-04-19 09:33 | 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 > 2024-04-22 14:01 | 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)$€£¥ > 2024-04-22 19:39 | 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)$€£¥ > 2024-04-22 19:39 | 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)$€£¥ > 2024-04-22 19:39 | 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)$€£¥ > 2024-04-22 19:41 | 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)$€£¥ > 2024-04-22 19:45 | 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)$€£¥ > 2024-04-22 19:46 | Report Abuse

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

Posted by Augustine > 2024-04-25 15:22 | Report Abuse

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

Posted by Augustine > 2024-04-29 16:55 | Report Abuse

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

Posted by SamanthaNg > 2024-05-04 09:29 | 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 > 2024-05-04 16:21 | Report Abuse

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

Posted by Maxlim2000 > 2024-05-05 09:56 | Report Abuse

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

Posted by axebobby71 > 2024-05-06 09:34 | Report Abuse

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

Posted by axebobby71 > 2024-05-06 16:13 | Report Abuse

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

Posted by Augustine > 2024-05-07 17:44 | Report Abuse

So you choose to sell Inari now, axebobby71 ?

Posted by newbie8080 > 2024-05-07 18:20 | 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.

Posted by Augustine > 2024-05-10 15:39 | Report Abuse

Chance to collect Inari at Rm3 and below comes ...?

Posted by KPH5328 > 2024-05-13 21:56 | Report Abuse

https://www.digitalnewsasia.com/business/after-losing-major-customer-osram-scales-back-micro-led-dream-sell-plant-malaysia-owned-pnb
This news was dated 6thMay2024:
During his analyst call on 27 April in Austria, ams Osram CEO, Aldo Kamper revealed that the cancellation in Feb by a key customer for the plant’s micro LEDs, believed to be Apple according to media reports, led to ams Osram reevaluating its entry into the micro LED market with the decision now to focus on its internal micro LED needs and not the wider market. That need will be met by its production in Germany. It is now seeking a buyer to take over the lease of its Kulim micro LED plant.
Roughly 500 workers will be affected globally by the decision with a significant number said to be in Penang. The executive said the company is looking at the possibility of redeploying some of those workers to other parts of its business in Malaysia.
That is a business which has grown to around 6,500 employees from 2,000 in the early 2000s. Its latest investment was an expansion in March 2022 to a 60-acre site in Batu Kawan, Penang

Posted by KPH5328 > 2024-05-13 21:57 | Report Abuse

corrections last week due to Osram's news?

Posted by speakup > 2024-05-15 21:34 | Report Abuse

https://www.scmp.com/week-asia/politics/article/3262628/malaysias-pm-anwar-meets-hamas-leaders-qatar-amid-us-scrutiny-financial-ties

Posted by dawchok > 2024-05-16 16:45 | Report Abuse

Stagnant likes a rock.

Posted by Huang Hong > 2024-05-20 11:51 | Report Abuse

Any chance will collaborate with Nvidia??? Just like ytl,ytl power sky rocket

Posted by EngineeringProfit > 2024-05-21 09:30 | Report Abuse

I'm back

Posted by chopstick > 2024-05-21 09:34 | Report Abuse

back with all fact and figure , not tin kosong here and there
Posted by EngineeringProfit > 3 minutes ago | Report Abuse

I'm back

Posted by UncleFollower > 2024-05-21 16:30 | Report Abuse

Will MITI's "comprehensive strategic semiconductor plan" propel Inari to new high?

Posted by EatSleepTrade77 > 2024-05-23 15:54 | Report Abuse

It is reaching 1-month high. Next it will be hitting 1-year high 😁

Posted by pang72 > 2024-05-24 10:13 | Report Abuse

Most power osat in the rise in dragon land... China!

Posted by MULTIEVER > 2024-05-24 10:21 | Report Abuse

MPI and Inari my new favorite counter 👍👍👍

Posted by SamanthaNg > 2024-05-24 15:41 | Report Abuse

...Inari said its current business is “well positioned to benefit” from the anticipated introduction of artificial intelligence (AI) capable smartphones and the growth of high bandwidth optoelectronic devices in networks and data centers serving the AI market ...

https://theedgemalaysia.com/node/712729

Posted by huatkia > 2024-05-24 15:42 | Report Abuse

Cheers to all Inarian again. I just wonder if CIMB gonna issue SELL SELL SELL again before its CW expiry...

Posted by MULTIEVER > 2024-05-24 15:48 | Report Abuse

this morning got press down force, suddenly u-turn to green after lunch break.

lucky me average up some at 3.17 this morning. thank to whoever selling this moring, u r my hero

Posted by tahansan > 2024-05-24 16:03 | Report Abuse

哇来了!!

Posted by UncleFollower > 2024-05-24 16:05 | Report Abuse

Well done Inari go go go

Posted by EngineeringProfit > 2024-05-24 16:25 | Report Abuse

TP 4.00 Inari menari

Posted by UncleFollower > 2024-05-24 16:27 | Report Abuse

TP $4 is quite feasible. Love it when stocks break new 52wks high

Posted by junetan11 > 2024-05-24 16:34 | Report Abuse

break 52weeks high!

Posted by EngineeringProfit > 2024-05-24 16:46 | Report Abuse

Huat ar

Posted by Aero1 > 2024-05-24 17:12 | Report Abuse

Chips market recovery is just starting.

Posted by Bernice Yap > 2024-05-24 20:28 | Report Abuse

lailailai

Posted by jluck > 2024-05-25 02:31 | Report Abuse

Congratulations to everyone. Why suddenly surge?

Posted by Maxlim2000 > 2024-05-25 08:46 | Report Abuse

AI Iphone 16

Posted by Maxlim2000 > 2024-05-25 08:46 | Report Abuse

expect with higher demand

Posted by EngineeringProfit > 2024-05-25 09:02 | Report Abuse

Just bought back and huat straightaway

Posted by EngineeringProfit > 3 days ago | Report Abuse

I'm back

Posted by Silent 88888 > 2024-05-25 09:59 | Report Abuse

wa 3.1 i only buy back then surge up edi! huat chai!

Posted by EngineeringProfit > 2024-05-25 10:02 | Report Abuse

Still cheap.....huat huat one

Posted by Aero1 > 2024-05-25 11:36 | Report Abuse

Al transformed products are expected to enter the market in a big way.

Posted by Aero1 > 2024-05-25 11:39 | Report Abuse

you are not in you are out !

Posted by axebobby71 > 2 months ago | Report Abuse

Euphoria over, selling starts

Posted by huatkia > 2 months ago | Report Abuse

axebobby71

3 posts

Posted by axebobby71 > 2 weeks ago | Report Abuse

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


axebobby71

3 posts

Posted by axebobby71