INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

2.85

Today's Change

-0.01 (0.35%)

Day's Change

2.85 - 2.89

Trading Volume

2,216,200

Financial

Show?
Last 10 FY Result
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Revenue 1,535,728 1,360,935 1,354,003 1,547,899 1,428,704 1,057,951 1,152,860 1,376,042 1,176,311 1,043,120 933,099 793,655 6.11%
PBT 358,868 324,436 355,776 446,109 352,249 172,364 216,205 295,458 240,828 153,131 151,967 106,934 14.28%
Tax -17,552 -20,461 -30,751 -54,916 -21,534 -15,924 -23,858 -35,328 -12,105 -6,040 -1,719 -6,535 18.76%
NP 341,316 303,975 325,025 391,193 330,715 156,440 192,347 260,130 228,723 147,091 150,248 100,399 13.93%
-
NP to SH 339,912 302,261 323,535 390,917 330,473 155,750 191,723 249,266 227,853 148,254 152,535 99,220 14.02%
-
Tax Rate 4.89% 6.31% 8.64% 12.31% 6.11% 9.24% 11.03% 11.96% 5.03% 3.94% 1.13% 6.11% -
Total Cost 1,194,412 1,056,960 1,028,978 1,156,706 1,097,989 901,511 960,513 1,115,912 947,588 896,029 782,851 693,256 4.48%
-
Net Worth 2,634,369 2,634,369 2,602,513 2,504,245 1,371,846 1,202,337 1,128,255 1,073,757 856,594 671,508 472,714 236,542 30.51%
Dividend
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Div 328,829 291,245 306,090 370,669 367,787 142,710 166,674 266,771 191,178 78,868 56,992 32,150 28.43%
Div Payout % 96.74% 96.36% 94.61% 94.82% 111.29% 91.63% 86.93% 107.02% 83.90% 53.20% 37.36% 32.40% -
Equity
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Net Worth 2,634,369 2,634,369 2,602,513 2,504,245 1,371,846 1,202,337 1,128,255 1,073,757 856,594 671,508 472,714 236,542 30.51%
NOSH 3,743,747 3,743,747 3,732,934 3,707,354 3,346,436 3,249,764 3,177,150 3,141,043 1,950,796 938,910 640,361 472,801 25.79%
Ratio Analysis
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
NP Margin 22.23% 22.34% 24.00% 25.27% 23.15% 14.79% 16.68% 18.90% 19.44% 14.10% 16.10% 12.65% -
ROE 12.90% 11.47% 12.43% 15.61% 24.09% 12.95% 16.99% 23.21% 26.60% 22.08% 32.27% 41.95% -
Per Share
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 41.10 36.42 36.27 41.76 42.73 32.62 35.97 43.33 60.30 111.10 145.71 167.86 -15.64%
EPS 9.08 8.09 8.68 10.65 10.01 4.85 6.06 8.08 11.68 7.76 18.39 20.98 -9.33%
DPS 8.80 7.80 8.20 10.00 11.00 4.40 5.20 8.40 9.80 8.40 8.90 6.80 2.10%
NAPS 0.705 0.705 0.6972 0.6756 0.4103 0.3707 0.352 0.3381 0.4391 0.7152 0.7382 0.5003 3.75%
Adjusted Per Share Value based on latest NOSH - 3,743,747
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
RPS 41.00 36.33 36.14 41.32 38.14 28.24 30.77 36.73 31.40 27.85 24.91 21.19 6.10%
EPS 9.07 8.07 8.64 10.44 8.82 4.16 5.12 6.65 6.08 3.96 4.07 2.65 14.02%
DPS 8.78 7.77 8.17 9.89 9.82 3.81 4.45 7.12 5.10 2.11 1.52 0.86 28.40%
NAPS 0.7032 0.7032 0.6947 0.6685 0.3662 0.321 0.3012 0.2866 0.2287 0.1793 0.1262 0.0631 30.52%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 29/09/23 29/09/23 30/06/23 30/06/22 30/06/21 30/06/20 28/06/19 29/06/18 30/06/17 30/06/16 30/06/15 30/06/14 -
Price 2.90 2.90 2.74 2.64 3.17 1.69 1.60 2.26 2.11 2.97 3.25 3.03 -
P/RPS 7.06 7.96 7.55 6.32 7.42 5.18 4.45 5.22 3.50 2.67 2.23 1.81 17.18%
P/EPS 31.88 35.85 31.61 25.03 32.07 35.19 26.75 28.79 18.07 18.81 13.64 14.44 9.08%
EY 3.14 2.79 3.16 3.99 3.12 2.84 3.74 3.47 5.54 5.32 7.33 6.93 -8.35%
DY 3.03 2.69 2.99 3.79 3.47 2.60 3.25 3.72 4.64 2.83 2.74 2.24 3.25%
P/NAPS 4.11 4.11 3.93 3.91 7.73 4.56 4.55 6.68 4.81 4.15 4.40 6.06 -4.69%
Price Multiplier on Announcement Date
AQR T4Q 30/06/23 30/06/22 30/06/21 30/06/20 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 CAGR
Date 22/11/23 22/11/23 29/08/23 19/08/22 06/08/21 27/08/20 28/08/19 28/08/18 22/08/17 24/08/16 20/08/15 26/08/14 -
Price 3.00 3.00 3.03 2.86 3.60 2.24 1.59 2.37 2.50 3.06 3.13 3.23 -
P/RPS 7.30 8.24 8.35 6.85 8.42 6.87 4.42 5.47 4.15 2.75 2.15 1.92 17.73%
P/EPS 32.98 37.09 34.96 27.12 36.42 46.65 26.58 30.20 21.40 19.38 13.14 15.39 9.53%
EY 3.03 2.70 2.86 3.69 2.75 2.14 3.76 3.31 4.67 5.16 7.61 6.50 -8.71%
DY 2.93 2.60 2.71 3.50 3.06 1.96 3.27 3.54 3.92 2.75 2.84 2.11 2.81%
P/NAPS 4.26 4.26 4.35 4.23 8.77 6.04 4.52 7.01 5.69 4.28 4.24 6.46 -4.29%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
62 people like this. Showing 50 of 45,607 comments

tahansan

京東旗下零售平台：iPhone 新機首日銷售額按年增長253%
http://www.aastocks.com/tc/stocks/analysis/stock-aafn-con/09618/AAFN/NOW.1295596/hk-stock-news

2 months ago

SamanthaNg

Looks like those IBs like to lose money, kl_guy 😂 moving up to 2.90 already

2 months ago

Maxlim2000

sales volume IP15 not good.......

2 months ago

heehaa911

drop drop drop.~

2 months ago

faqrulnasrudin

If anyone want to know more about Inari and its latest prospect, ive tried to compiled them here in this short 5 min video. Hope it helps!
https://youtu.be/UGftKvhNMMU?si=p6PC8EcUV3Vb5__5

2 months ago

SamanthaNg

Got EPF's support, hard to drop back to 2.20...

2 months ago

Maxlim2000

Iphone sales is increasing.........until no IP15 to sell.....have to wait until next month

2 months ago

Maxlim2000

yup, some model even have to wait for 2months......but order keep come in

2 months ago

Maxlim2000

you know shenzhen Hua Qiang Bei？ The 2nd hand IP sell like hot cake also

2 months ago

FinanceInRealLife

when will tech stocks fly again?

2 months ago

FinanceInRealLife

here's our thoughts: https://www.youtube.com/watch?v=9NObvC3GFZA

2 months ago

gohkimhock

IPhone 15 shatters all sales record in China..

2 months ago

SamanthaNg

China still like iphone 😆

https://www.scmp.com/tech/big-tech/article/3235079/apples-iphone-15-warmly-received-chinese-consumers-strong-pre-order-sales-despite-huawei-revival-and

2 months ago

Income

iPhone 15 overheated

2 months ago

Maxlim2000

华为Mate60系列的合计评价约为2.7万+，大致的销量也是2.7万+ IP15 4款手机合计评价是19万以上，大致的销量应该也是19万+.......从这个电商平台的销量来看，iPhone15系列应该是华为Mate60系列的7倍多，接近10倍

2 months ago

Maxlim2000

IOS17.0.3 already resolved this overheat problem

2 months ago

stockraider

Mari mari belilah inari share loh!

A Klci component stock

A representative of Msia Tech Ind

2 months ago

Maxlim2000

Write a comment..WK38 IP sales in china hit 1137K units ..........WK39 2057K units

2 months ago

SamanthaNg

seems like China's purchasing power is still strong

2 months ago

Maxlim2000

IP15 pro max SEP sales is 25830000, IP15 is 23790000 units in China

1 month ago

newbie2y

Thanks for the numbers @Maxlim2000!

1 month ago

stockraider

Memang betul sifu sslee findings loh!

Lu tau boh ?

If u look at the balance sheet of insas....the associate companies cost is around rm 577m & these comprises Inari, Ho hup & many unlisted companies loh!

If i conservatively take all the associate cost of Rm 577m to be attributable to Inari alone & excluding all other companies above, i still can have a nice handsome gain of rm638m (rm 1215m minus Rm 577m) and this will add another 92 sen to already high NTA of Rm 3.53 to a revise nta of rm 4.45 per share loh!

Insas have so much value in it , that is beyond any ordinary soul can comprehend loh!

Only people like sifu sslee & Leno that have ability & can see beyond the future, can comprehend the prospect & the huge profitability that can be made by investing insas mah!

U all need to trust sifu sslee who is so kind hearted & willing to share the bounty of Insas with us all loh!


Posted by Sslee > 1 day ago | Report Abuse

Repost:
Is that sooooooo stupiiiiiiid someone cannot read nor understand what I posted on:
M&A Securities SDN BHD financial highlight: A 100% holding of Insas before RTO of SYF.

FYE 30 June
2019 2020 2021 2022
RM’000 RM’000 RM’000 RM’000
Revenue 26,314 36,978 68,906 48,541
Other items of income
15,791 18,646 33,291 28,900
Items of expense (33,353) (42,855) (77,420) (54,632)
PBT 8,752 12,769 24,777 22,809
PAT 6,552 9,172 18,764 17,916

Can anyone understand english kindly explain to sooooo stupiiiiiid why staff expense increase in 2021.
2020 item of expenses RM 42.855 million. PBT RM 12.769 million
2021 item of expenses RM 77.420 million. PBT RM 24.777million

RI of Insas-PB with free Insas-WC is a way to reward shareholders. You can either sell your entitlement or subscribe for the RI
I subscribe for my RI entitlement with 10% excess application and later sold the WC for a 6 digit gain.

Someone is very jeleous I make 6 digit gain from the WC.
Recently bought back some WC because history will repeat again. In the past someone promote PA, and WC rocket pass PA. Now that someone day and night promote Jaks hence WC will/shall rocket pass Jaks soon.

去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益，托高了对比基数
One-off exceptional gain on deemed disposal of equity interest in associate companies of RM 131.3 million.
Do anyone know what is deemed disposal?

Associated co - Inari completed private placement of 10% share at RM 3.10, way above its NTA per share, & insas needs to account for its equity accounting (Inari) share of share capital/reserve increase of RM 131.3 million, purely accounting treatment in compliance with FRS. Non cash flow but increase in assets.
Balance sheet the non current asset associate companies value increase by RM 131.3 million.

Did someone know Jaks every year PP way below NTA?

Insas still hold 537,008,575 inari share (associate company) and
1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas.
Know what is the market value of 537,008,575 inari share and 1,215,718,665 M&A share?
Know insas yearly dividend income from Inari alone?
Year end 30/6/2023
Dividend received: RM 56.521 million

Since when a car rental business in Singapore is profitable?
Someone must be smart to dispose capitalA for disposal gain before Covid-19 strike. Only dumb dumb hold Icapital TTB still holding capitalA before covid-19 untill now. Most likely TTB will still dumb dumb hold capitalA till suspension and delist

By the way Omesti is not an Associate company of insas: In balance sheet it is one of many equity investment held in current assets: Financial assets at fair value through profit or loss, as at 30/6/2023 that assets at mark to market value: RM 222,832,000

As at 30/06/2023
NAPS: RM 3.53
Deposits with licensed banks and financial institutions: RM 943,505,000
Cash and bank balances: RM 104,747,000
Total: RM 1,048,252,000
Less:
Cash and bank balance pledged: RM (2,376,000)
Fixed deposits pledged: RM (233,801,000)
Free Fixed deposits and cash and bank balance: RM 812,075,000
Year end 30/6/2023
Interest received: RM 25.349 million

2023 EPS: 18.51 sen
2022 EPS: 32.44 sen
2021 EPS : 37.06 sen

1 month ago

kl_guy

epf dumping. why ?

1 month ago

Maxlim2000

就等他子弹出完

1 month ago

Augustine

Drop due to esos today ...

1 month ago

kl_guy

inari support at 2.65-2.67 level . Apple also on downtrend .

1 month ago

TiGongPoPiPopi

Post removed.Why?

1 month ago

TiGongPoPiPopi

Post removed.Why?

1 month ago

Augustine

No bad the Apple quarter result had shown, that why inari moves up

1 month ago

TiGongPoPiPopi

Post removed.Why?

4 weeks ago

Augustine

better buy when it retraces to 2.50 - 2.70 something. Just my personal view ya

4 weeks ago

huatkia

Nice. will it get to 3.25 soon?

3 weeks ago

huatkia

15 Nov 10.18am
RM 2.98

3 weeks ago

huatkia

1 or 2 of the CWs are quite lucrative for those with high risk appetite

3 weeks ago

huatkia

after Epf dumped ytl power it went all the way up, Sunway same same, Inari to follow soon?

3 weeks ago

Augustine

breaking 3 tomorrow?

3 weeks ago

Tatooine

It would rise quickly if the EPF were not so silly as to dump shares now. You can see the buying momentum..
They were supposed to be investing in good stocks, this is a stock they should be supporting. My only hope is when Inari is sold they lose out.

3 weeks ago

bisonbull

https://youtu.be/EOwe4U1KilU
North Burma conflicts & semi con IC chips contracts outlook to China investors

2 weeks ago

fortunefire

EPF starts selling shares in order to achieve its target for 2023, so that EPF members can receive a handsome div in next year Mar.

2 weeks ago

Augustine

surprisingly didn't see Inari drop much after EPF disposed

2 weeks ago

PryorBuyer

tell me why inari will drop?

2 weeks ago

huatkia

getting ready.

2 weeks ago

huatkia

Before market open today given heads-up. Cheers

Posted by huatkia > 8 hours ago | Report Abuse

getting ready

2 weeks ago

Dinokola

up up up inari

2 weeks ago

gohkimhock

I considered the quarterly results to be above expectations. Other peers have been posting below satisfactory earnings..

2 weeks ago

gohkimhock

If you can grab Inari at RM3 tomorrow, that's your fortune..

2 weeks ago

troy88

Semicon business is recovering!

2 weeks ago

fortunefire

time to goreng

2 weeks ago

gohkimhock

time to collect/top up..

2 weeks ago

kl_guy

inari already no volume ....better sell and wait for rebound only buy.

2 weeks ago

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