INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

2.64

Today's Change

+0.09 (3.53%)

Day's Change

2.55 - 2.66

Trading Volume

19,869,100

Details of Changes
Securities After Change
Transactions
Ann. Date Name Details of Changes Securities After Changes
Date Type No. of Shares Price Direct (%) Indirect (%) Total (%)
Discussions
61 people like this. Showing 50 of 44,770 comments

vale0111

On a QoQ basis, 3QFY22 revenue fell 14% to RM360mil, which led to core profit contracting 18% to RM88mil.

We view the seasonal decline as normal given that the group’s stronger performance during the calendar year-end typically matches the launch cycles of new products.

On a YoY basis however, 3QFY22 revenue grew 5% while core profit surged by 18%. The increase is primarily driven by: (i) a stronger USD; (ii) 5%-point increase in EBITDA margin to 35%; and (iii) 2.4x Surge in Interest Income From Fund Placements.

The group has declared a dividend of 2.2 sen for the quarter under review, translating to a dividend payout ratio of 94%. However, we view that the high payout ratio will not affect the group’s expansion plans given its robust net cash position of RM2bil (21% of market cap) as of March 2022.

1 week ago

vale0111

The World Semiconductor Trade Statistics (WSTS) has raised global semiconductor sales growth in 2022 from 8.8% to 10%, reaching US$614bil.

However, we note that global 5G smartphone sales penetration has surpassed 4G since January 2022. As Inari’s sales are concentrated in the smartphone business (65% in 1HFY22), we are of view that the segment’s growth may start to taper as higher 5G smartphone penetration could mean lower demand for upgrades from 4G.

In addition, Inari derived RM98mil or 8% of its 9MFY22 revenue from China. As local regulators remain firm on the zero-Covid policy, we remain cautious on this headwind and its repercussions.

We expect further guidance from management on the lockdown impact and mitigation plan, as well as progress on its segment diversification in an investor briefing later today.

1 week ago

neohts

https://www.theedgemarkets.com/article/westports-replace-inari-fbm-klc...

like that Inari will go down further. When Bursa taken out Inari, meaning EPF and other fund manager also not interested anymore.

1 week ago

James Ng

https://klse.i3investor.com/blogs/general/2022-05-18-story-h1623300850...
[转贴] [Video:浅谈INARI AMERTRON BERHAD, INARI, 0166] - James的股票投资James Share Investing

1 week ago

paktua73

morning..
today will be red storm?
paktua now hold almost 100k unit again..
(94,326 unit share average at rm2.6504)
after success reload previously..

hope inari not down till 2.36 laa..
if down hit 2.36 paktua kena cutlost laa
waaa waa



tut tut
jangka teach sea will got hurricanes..
beware all sailor's..

1 week ago

newbie8080

@paktua73
No need to cut loss. Can keep for longer term since it provides dividend.
Unless you need the cash to feed yourself and family, then no choice.
I believe the supply chain issues should be resolve partially by 2022 as most suppliers are expanding capacity along the supply chain
China's covid situation should recover next month with most cities reopening.

1 week ago

gkent2000

2.50 below is discount. tuuuuuttuuuuu.... time to get in the train

1 week ago

ychong88

very tire to buy tech counter recently, huge influence by Nasdaq, no matter the fundamental is good or not.

1 week ago

newbie8080

@ychong88
Maybe it's time for you to look into other sectors that is more suitable for you as tech is just one of the many you can invest.
To share some light, tech experience a correction starting in Nov 2021 till today but do note that it had rallied for 11 years since 2010.

1 week ago

paktua73

yes..newbie8080..
but paktua just do own method only..
but will think back depending on situation..
but will hold for mid term at least with 43% share...



tut tut
will hold but with own Style..

1 week ago

Max2838

19 May 2022
....it does look like Inari has some positive aspects. Especially the growth in earnings which was backed by an impressive ROE. Still, the high ROE could have been even more beneficial to investors if it reinvest more of its cash n profits..... the current reinvestment rate appears to be negligible. Having said that, looking at the current analyst estimates, we found that the company's earnings are expected to gain momentum.

1 week ago

Max2838

To begin with, Inari seems to have a respectable ROE. Further, the company's ROE is similar to the industry average of 16%. This probably goes some way in explaining Inari's moderate 9.0% growth over the past five years amongst other factors.

Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don’t share these attributes.

1 week ago

heehaa911

waiting for durian fall to collect....2.3...2.00...1.5~

1 week ago

sailang_now

Morning...the writing is on the wall...Tut tut https://www.theedgemarkets.com/article/technology-stocks-bursa-malaysi...

6 days ago

CurryBento

nice performance Inari

6 days ago

CurryBento

slowly climb, slow and steady

6 days ago

Gkhan

downtrending

3 days ago

WinBigOrLoseAll

accumulating with the dip, buy until it greens, tut tut

2 days ago

Why2TellMeWhy

aiya, Inari will be removed from blue chip index coming Jun review.

2 days ago

LossAversion

@Why2TellMeWhy, if Inari cant be found in high class "Pavillion", it is still ok. We still buy it from "Sunway Mall", lol

2 days ago

Why2TellMeWhy

lol @lossaversion. will be nice to have Inari inside "Pavillion" mah, tech stock. Will buy it regardless whether from Pavillion or Sunway mall.

2 days ago

SooHai

I say many times
Retailer keep on nett buying
This stock will drop
Catching falling knife like glove

2 days ago

ccpool

https://tenor.com/I0ew.gif

Keep Buying Ser

2 days ago

WinBigOrLoseAll

keep buy until it greens, it is good time to accumulate.
no worry, tech will rebound eventually as it always does

2 days ago

jackjason

Now in down trend, even is good counter but still not the right time collect the share.

2 days ago

jinova546

Tomorrow will be the biggest Red color you will ever see....

2 days ago

WinBigOrLoseAll

for every dip i buy 1k, it is cheap only around 2.4k

1 day ago

CurryBento

jinova 546 your red ?? let alone the word you used "biggest", where's the red ?

1 day ago

CurryBento

ohhhh another joker "entire msia market delisting soon"

1 day ago

WinBigOrLoseAll

if the market is really so simple, many already millionaire. just look at nasdaq to predict the market, don't be naïve lah

1 day ago

munmun0817

slowly climb...

1 day ago

SooHai

Retailer and margin player buy non stop
Avoid these type of stock
Glove is the best lesson

1 day ago

jackjason

as retailer buyer we do not have bargaining power on share price. Is big shark determine the market price and we just the follower. They can say this counter worth 40pe in last month and say 20pe for this month.

1 day ago

sailang_now

Ur right...tut tut

1 day ago

SooHai

Be realistic, tech theme is outdated
Retailer and margin player rush in everyday to catch falling knife
Drop more buy more, end up cannot tahan sell all
Big boys will short sell and press the price down

Just like glove, I waiting 1.20 to come, price now still high

1 day ago

Mar2083

Potentially will up till Friday
Huat ar

1 day ago

Why2TellMeWhy

steady all Inari shareholders. Orders from Singapore :) is strong and will continue to be strong. Next is to see how the recent JV to penetrate China market. Give the mgmt sometime. Collect dividend in the mean time.

13 hours ago

SooHai

NVDA warns of economy slowing
Tech is over heat and recession coming
Better stay away let retailer and margin player catch falling knife

12 hours ago

WinBigOrLoseAll

5G is just started, there is still plenty of room for Inari to grow, continue to accumulate, tut tut

12 hours ago

SooHai

2.61 huge selling pressure
Short selling could be
Stay away retailer and margin crowded counter
Glove history is best lesson

11 hours ago

Why2TellMeWhy

winbigorloseall, not just 5G. the fact that USD is strong, its good for Inari as its products/services becomes cheaper for the customer from US. Well, in this case, the orders from Singapore :) And, Inari's debt is negligible compared to its cash.

10 hours ago

Why2TellMeWhy

soohai, Inari is no glove :) its a wrong comparison. You can compare oil stocks/plantation with gloves though.

10 hours ago

Mar2083

Potentially may closing at 2.70
Huat ar

10 hours ago

SooHai

USA futures drop quite bad now
Expect to see fall back
Anyhow recession is very near looking at macroeconomic view

Tech bubble likely to come as NVDA now dip in after hour market

9 hours ago

WinBigOrLoseAll

my inari already paper gain, but no plan to sell yet. i wanna wait for higher price or just collect the divvy first

8 hours ago

Why2TellMeWhy

understood your concern. if you like Inari, invest some while you continue to wait for 1.20 :) nvidia is also a wrong comparison with Inari, bro. as for tech bubble, i dont know lah. i know tech sector in malaysia already down by more than 30% and same same with Inari. buying Inari at more than 30% discount from the peak sounds logical to me. simple as that.

8 hours ago

ken2004

Sometimes I just think interest hikes in US bad or good for inari, personally i think non related but somehow said this impact general tech stock.

7 hours ago

neohts

Market still very bad. Not the right time too chase Tech Stocks. US and China got problem. War not yet end.
Waiting until below RM2.50 only buy.

6 hours ago

yong1985cm

bettter dun buy, US int rate hike for sure will happen at next 6 mth + Quantitative tightening , high valuation stock like tech counter will be impacted heavily. u think inari PE25 is cheap and drop 30-50% from the peak , u shouldn't comparing as such simply bcz the 'peak' time of inari is under the super QE + low int rate environment , or bull market. U should look back at those yrs like 2016-2019 , then u will know whether is inari DROP A LOT compare to these period. the answer is no, and PE 25 now is jz about same as those period.

4 hours ago

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