INARI AMERTRON BERHAD

KLSE (MYR): INARI (0166)

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Last Price

3.11

Today's Change

-0.06 (1.89%)

Day's Change

3.09 - 3.16

Trading Volume

7,329,800

News and Blogs
Discussions
62 people like this. Showing 50 of 45,682 comments

chamlo

EPF sell Inari low buy high? How to give 2023 and 2024 high dividend? Insas(major shareholder) happily sold.

1 month ago

chamlo

2024-01-17

Insider

INSAS BERHAD (a substantial shareholder) disposed 73,500 shares on 15-Jan-2024.

2024-01-17

Insider

INSAS BERHAD (a substantial shareholder) disposed 926,500 shares on 12-Jan-2024.

2024-01-17

Insider

INSAS TECHNOLOGY BERHAD (a substantial shareholder) disposed 73,500 shares on 15-Jan-2024.

2024-01-17

Insider

INSAS TECHNOLOGY BERHAD (a substantial shareholder) disposed 926,500 shares on 12-Jan-2024.

2024-01-17

Insider

DATO' SRI THONG KOK KHEE (a substantial shareholder) disposed 73,500 shares on 15-Jan-2024.

2024-01-17

Insider

DATO' SRI THONG KOK KHEE (a substantial shareholder) disposed 926,500 shares on 12-Jan-2024.

2024-01-17

Insider

DATO' SRI THONG KOK KHEE (a company director) disposed 73,500 shares on 15-Jan-2024.

2024-01-17

Insider

DATO' SRI THONG KOK KHEE (a company director) disposed 926,500 shares on 12-Jan-2024.

1 month ago

chamlo

Losing money trade in Inari behind EPF cannot give 6-7% dividend yearly. Inari does not give 7% DY >RM3.

1 month ago

chamlo

PM-X better lose GE16. Lousy EPF appointments.

1 month ago

Natito33

nice shape

1 month ago

Zazzyy

walow , not easy to be a PM , from running the country still have to look at inari shares selling by EPF . tdm asking for snap election , moo says many commit suicide. n he doesn’t get a salary . there are not many kind souls anymore ???

1 month ago

pang72

Broadcom Inc
NASDAQ: AVGO

OverviewCompareFinancials
1,226.31 USD +5.81 (0.48%)today
Closed: 23 Jan, 5:04 pm GMT-5 • Disclaimer
After hours 1,226.31 0.00 (0.00%)

1 month ago

pang72

All time high!!

1 month ago

pang72

Valuations. We also keep our TP of RM4.17 based on an unchanged FY25F PER of 32x. Our valuation reflects a 10% premium on peer’s forward mean, justified by the company's superior net margins of >20%, (vs. peers of single digit). Our TP imputes a 5% premium to reflect its 4-star ESG rating as appraised by us (see Page 4).

Investment case. We like INARI for: (i) it being the closest proxy to 5G adoption, (ii) being highly responsive to the market demand with the roll-out of new technologies such as double-sided moulding (DSM) and system-onmodule (SOM), and (iii) its significant expansion in China, capitalising on the superpower’s aggressive push for semiconductor self-sufficiency. Maintain OUTPERFORM.

1 month ago

WellnessAntiCancer

Reposted: RISING TIDE LIFTS ALL BOATS TO 2028

semiconductors , DESIGN Chips and nano technology expected to Grow BY 20% per year.

Malaysia semiconductor producers are among the TOP 10 in the world. EXPECT More demand translating to stronger investments, revenues and profits.

Source :


IDC (2023) , The Semiconductor Market Will Recover in 2024 With an Annual Growth Rate of 20%, Says IDC, 21 Dec 2023.

1 month ago

huatkia

Cheers Inarian

1 month ago

kl_guy

don't believe what u read. buy on rumour sell on fact. look like good news is out for semicon industry .sell on the news lor .

1 month ago

huatkia

Can believe what I see ? 😜

3 weeks ago

Rocky42

semi huat ong ong

2 weeks ago

Yu_and_Mee

ang ang

2 weeks ago

Yu_and_Mee

if failed to hold at 3.13, then .... danger

2 weeks ago

nicholas99

i think tech hard already la. US going down. no hope.

2 weeks ago

Yu_and_Mee

US tech up crazy, TW tech up crazy, MY tech no change and many keep dropping..... tired seeing

2 weeks ago

dawchok

Inari will catch up the broader market sooner or later once as its biz in Penang plants is doing good.

2 weeks ago

Yu_and_Mee

danger if break below 3.13

2 weeks ago

Putrajaya666

true - inari support - 317/313 / 307 ................... chart is very weak and ready to ditch the train once it breakout below 313/307 for the comings candle.

2 weeks ago

dawchok

Inari will change its lukewarm trend beginning tomorrow as the SBL shares have been returned.

2 weeks ago

WellnessAntiCancer

REPOSTED

MSIA (Malaysia Semiconductor Industry Association’s ) president Datuk Seri Wong Siew Hai said the global semiconductor sales dipped 8.2 per cent to US$527 billion in 2023, but the Malaysian market was able to retain its strength throughout the year.

The evidence can be seen in last year’s electrical and electronics (E&E) sector, where exports decreased by only 3.0 per cent to RM575.45 billion after 2022’s record year of 30 per cent growth to RM593 billion.

Opinion:
1] AI and IOT continues to grow while traditional sectors like staple food, transportation continue to flatten out.
2] Electronics gadgets esp Smartphones have become the must have tool.
3] Malaysia semiconductor poised to gain from BOTH USA investment (eg Intel), Europe-Germany.
4] with trade war, more Chinese semiconductors are collaborating with Malaysian players with China + 1 policy

Tailwind for Inari and thus Insas and others like MPI.

Disclosure: Happily owns Insas and Insas WC for its wonderful businesses at Very Attractive prices

Source: The Malay Mail, 2024, Malaysia’s semiconductor sector seen to pick up steam in second half, Article visited on : 19 Feb 2024

1 week ago

huatkia

As mentioned, I only believe what I see. Cheers to those who follow.

1 week ago

sammyramon

Its very DANGERRRRR .... its breaks 3.130 and now its touch 3.350!!!...run for ur life

1 week ago

dawchok

@huatkia : what did you see ?

1 week ago

dawchok

I guess the invincible hand mentioned by you = SBL mentioned by me.

1 week ago

WellnessAntiCancer

REPOSTED

Malaysia ringgit is at 26 year weakness level against US$. While Malaysia economy grew 3.7% in 2024 vs Singapore at 1.1%, there is a silver lining.

Makes our export oriented machine economy more competitive. Semiconductors sector will benefit tremendously . Not to mention our Palm Oil, Oil & Gas, Tourism sectors all stand to gain very well.

Imports are costly but it discourages durable goods like EV cars, Overseas holidays and luxury goods. However, our imports primarily consists of Machineries needed to produce goods for exports like Semiconductor are one off painful purchases.

Weak ringgit are good for exporters like Inari, Uchitech (99% exports), MPI.

Be greedy when others are fearful. (Warren Buffett)

NOte: currencies cannot fall forever.

Source: Nikkei Asia, 2023, Malaysian ringgit wobbles in face of political uncertainty, China woes, visited site on 22 Feb 2024.

1 week ago

Mtrade

Nvidia UPPPPPP Inari also will UPPPPPPPPPPPPPPP to RM4

1 week ago

Mtrade

INARI is Malaysia's NVIDIA

1 week ago

axebobby71

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.

1 week ago

Stocktradeg

Inari sustain around 3.30-34 long term target 3.80-4 add few shares initially once break 3.50 then add more

1 week ago

WellnessAntiCancer

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 week ago

Medusa

Runnnnnnnnnnnnnnnnnnnnnnnnnnn

Bad QR

Kikiki…

5 days ago

dawchok

Boh Kang Tao

5 days ago

gohkimhock

results within expectations la. Status quo.

5 days ago

SyahSyah

gemuk gemuk

4 days ago

Putrajaya666

Be very very caution now - inari support - 317/313 / 307.....

4 days ago

8u29song

look see look see

4 days ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

My fair value for Inari is RM 1.60 per share!

3 days ago

Sslee

You can get inari below RM1.60 by investing in Insas.

3 days ago

Sslee

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

3 days ago

TheContrarian

Aiyaa Mr Sslee, don't promote Insas here. Waterfall coming.

3 days ago

Sslee

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.

3 days ago

dawchok

Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.

2 days ago

SyahSyah

naik naik

15 hours ago

SyahSyah

naik naik

15 hours ago

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