INARI AMERTRON BERHAD
KLSE (MYR): INARI (0166)
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Last Price
3.09
Today's Change
+0.04 (1.31%)
Day's Change
3.06 - 3.09
Trading Volume
526,200
Financial
Market Cap
Market Cap
11,613 Million
NOSH
3,758 Million
Latest Quarter
Latest Quarter
31-Dec-2023 [#2]
Announcement Date
26-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
25-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
2.15% | -7.26%
T4Q Result
Revenue | NP to SH
1,372,555.000 | 295,461.000
RPS | P/RPS
36.52 Cent | 8.46
EPS | P/E | EY
7.86 Cent | 39.31 | 2.54%
DPS | DY | Payout %
7.76 Cent | 2.51% | 98.66%
NAPS | P/NAPS
0.70 | 4.39
QoQ | YoY
-2.25% | -21.54%
NP Margin | ROE
21.67% | 11.17%
F.Y. | Ann. Date
31-Dec-2023 | 26-Feb-2024
Latest Audited Result
Latest Audited Result
30-Jun-2023
Announcement Date
25-Oct-2023
Next Audited Result
30-Jun-2024
Est. Ann. Date
25-Oct-2024
Est. Ann. Due Date
27-Dec-2024
Annual (Unaudited)
Revenue | NP to SH
1,354,003.000 | 323,535.000
RPS | P/RPS
36.03 Cent | 8.58
EPS | P/E | EY
8.61 Cent | 35.89 | 2.79%
DPS | DY | Payout %
8.14 Cent | 2.63% | 94.61%
NAPS | P/NAPS
0.69 | 4.46
YoY
-17.24%
NP Margin | ROE
24.00% | 12.43%
F.Y. | Ann. Date
30-Jun-2023 | 29-Aug-2023
Annualized Result
Revenue | NP to SH
1,596,016.000 | 343,574.000
RPS | P/RPS
42.47 Cent | 7.28
EPS | P/E | EY
9.14 Cent | 33.80 | 2.96%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
1.08% | -14.05%
NP Margin | ROE
21.54% | 12.99%
F.Y. | Ann. Date
31-Dec-2023 | 26-Feb-2024
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Continuous Quarters Of Adjusted EPS Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Total Dividend Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Dividend Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Continuous Quarters Of Adjusted Dps Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Average ROE | 2.83% | 3.27% | ||
| Average Net Profit Margin | 21.69% | 23.59% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 16.41% | 22.82% | ||
| Average Net Profit Margin | 20.78% | 18.51% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 1,372,555 | 1,596,016 | 1,354,003 | 1,186,364 | 1,308,283 |
| NP to SH | 295,461 | 343,574 | 323,535 | 226,952 | 278,479 |
| Dividend | 291,515 | 329,565 | 306,090 | 197,989 | 270,786 |
| Adjusted EPS | 7.86 | 9.14 | 8.61 | 6.05 | 7.43 |
| Adjusted DPS | 7.76 | 8.77 | 8.14 | 5.28 | 7.22 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | 7.85% | 2.89% | 2.38% | 20.67% | 16.29% |
| NP to Owner | 2.15% | -7.26% | -14.05% | 17.52% | 3.34% |
| Dividend | 0.22% | 0.33% | -8.03% | 13.05% | 4.10% |
| Adjusted EPS | 2.15% | -7.26% | -14.05% | 17.52% | 3.34% |
| Adjusted DPS | 0.22% | 0.33% | -8.03% | 13.05% | 4.10% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.37% | 4.91% | 15.69% | 17.87% | 21.99% | 34.53% | -12.53% | 3.49% | 14.13% |
| NP to Owner | -8.68% | 6.10% | 30.19% | 6.19% | 23.37% | 51.39% | -17.24% | 16.18% | 42.56% |
| Dividend | -4.76% | 7.66% | 47.24% | 7.67% | 21.71% | 66.46% | -17.42% | 13.04% | 54.60% |
| Adjusted EPS | -8.68% | 6.10% | 30.19% | 6.19% | 23.37% | 51.39% | -17.24% | 16.18% | 42.56% |
| Adjusted DPS | -4.76% | 7.66% | 47.24% | 7.67% | 21.71% | 66.46% | -17.42% | 13.04% | 54.60% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
62 people like this. Showing 50 of 45,713 comments
All the anchovies lured by sharks got eaten. Fake pump to sell then drop as always. Next quarter will have lower revenue and big funds manipulating to sell. Sell back to them and don't get trapped.
2 months ago
Inari sustain around 3.30-34 long term target 3.80-4 add few shares initially once break 3.50 then add more
1 month ago
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
1 month ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
My fair value for Inari is RM 1.60 per share!
1 month ago
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
1 month ago
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.
1 month ago
Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.
1 month ago
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
1 month ago
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
1 month ago
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%.
1 month ago
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
1 month ago
Inari is expanding into double-sided moulding and system-on-module (SOM) business?
4 weeks ago
Yes. And silicon photonic for optical tranc
Advanced packaging tru stacked die for memory
4 weeks ago
No more Apple Car btw ..
https://appleinsider.com/articles/24/04/05/apple-lays-off-600-employees-mostly-from-apple-car-project
2 weeks ago
TA Securities keeps 'overweight' on tech sector, top picks Inari, Elsoft and MPI
https://theedgemalaysia.com/node/707674
1 week ago
asml profit down . tsmc and samsung is ordering less equipment. mean they are forecasting less order. will this happen to inari
5 days ago
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
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
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
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Fiscal year 2023 2022 2021 2020 2019 5 Yr AVG
GROSS PROFIT MARGIN 26.22% 30.36% 29.67% 20.42% 23.33% 26.00%
NET PROFIT MARGIN 23.93% 25.26% 23.09% 14.74% 16.65% 20.74%
ASSET TURNOVER 0.46 0.53 0.79 0.72 0.86 0.67
FINANCIAL LEVERAGE 1.14 1.15 1.32 1.21 1.19 1.20
ROA 10.92% 13.51% 18.13% 10.66% 14.33% 13.51%
ROE 12.43% 15.57% 23.97% 12.90% 17.11% 16.40%
DPO RATIO -1.06 -1.11 -0.66 -0.90 -1.10 -0.97
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
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
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
INARI
FISCAL YEAR ENDING 2023 2022 2021 2020 2019
PRICE 3.04 2.61 3.89 2.76 1.68
MARKET CAP 11,336.16 9,630.90 12,973.15 8,928.60 5,409.60
NAPS 0.70 0.68 0.41 0.37 0.35
EPS 0.09 0.11 0.10 0.05 0.06
ROE 12.43% 15.57% 23.97% 12.90% 17.11%
ROA 10.92% 13.51% 18.13% 10.66% 14.33%
P/B 4.35 3.84 9.42 7.39 4.82
P/E 34.99 24.63 39.31 57.23 28.18
EARNINGS YIELD 2.86% 4.06% 2.54% 1.75% 3.55%
FCF YIELD 2.70% 4.09% 2.99% 2.89% 1.60%
DIVIDEND YIELD -3.02% -4.50% -1.68% -1.58% -3.91%
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
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.
1 day ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Quality: GREAT
Management: Very good. Profit margins maintained. ROE high.
Valuation: ----
1 day ago
Crescendo - Hits Record High after Second Land Deal with Microsoft. More to come?
Compared to its current share price of RM3.70, Crescendo is trading at 25% discount to book value and 63% discount to RNAV of RM10.
What is the fair value for a premier developer of industrial property in Johor with huge undervalued landbank, consistent dividend payout of 50-60%, strong earnings visibility and a proxy to rising industrial land prices amid data centre boom and rising momentum in Iskandar Malaysia?
https://klse.i3investor.com/web/blog/detail/bursachatgpt/2024-04-21-story-h-183681168-Crescendo_Hits_Record_High_after_Second_Land_Deal_with_Microsoft_More_t
1 day ago
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Nvidia UPPPPPP Inari also will UPPPPPPPPPPPPPPP to RM4
2 months ago