Anthony's comment on INARI. All Comments

Anthony
3 Like · Reply
Overvalued? Or undervalued?
nazr zach
Overvalue. Prices are driven by market sentiment. Sorry
2 Like · 2 years · translate
BK LEE
sit and hold tight.
Like · 2 years · translate
nazr zach
"BK Lee Inari is making a comeback. FYI.
1 Like · 2 years · translate
BK LEE
Good for long term, bright future prospect. personal opinion.
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kf siow
So what's the fair value
1 Like · 2 years · translate
nazr zach
@BK Lee. PE ratio about 30+; EPS around 10sen. Revenue FY21 around MYR1.3bil. Net Profit MYR 300mil. Cash in Hand about MYR 400 mil. Asset about MYR 500mil. Inari can still survive for a year if they are without 0 sales. On top of that, KWSP and KWAP are their major shareholder. FYI.
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2 Like · 2 years · translate
Chee Kaan Cheng
@nazr cash in hand MYR 400mil? Are you serious?
Like · 2 years · translate
nazr zach
@CK, Yes. According to Analyst report issued last month.
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nazr zach
@KF Siow, Inari Fair value is approximately 3.02.
2 Like · 2 years · translate
Chee Kaan Cheng
@nazr which analyst report? everywhere from the QR to Kenanga to Public Bank also quoted 900 mil. Kindly enlighten us with your 400mil cash in hand from analyst report.. Also rev. for FY2021 is 1.4bil written big big. RM 1.428 bil to be precise.
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nazr zach
@CK, Analyst report issued by Kenanga on 15th Sept recently. My numbers are not precise but they are close. For the ease of my calculation. I am already tua.
1 Like · 2 years · translate
Chee Kaan Cheng
@nazr 400mil vs 900 mil is considered close? Ok I rest my case. Thank you for your input.
2 Like · 2 years · translate
nazr zach
@CK, Thank you for pointing this out. You are right. Sorry.
Like · 2 years · translate
Gabriel Khoo
cash 1.9b after PP. consensus PATAMI for fyjune2022 above 400M. if to factor in the expansion of kushan plant + JV. there will be another 100M of Patami to be added in (based on the informatio gather from cimb and uob report) by injecting 300M of fund. more to come perhaps
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1 Like · 2 years · translate