Lily Losm's comment on INARI

Lily Losm · 2025-02-05T14:07:19+08:00

big bro stop export rare earth metals.. jiaksai liao..unable make chip anymore

SEA BOBO

Look at the bigger picture.
What's the sales of iPhone in the last quarter?

1 Like · 1 year · translate

Raven Lee

seems weird to me a company with stable customer flow + expanding business field......share price.....hmmmm

1 Like · 1 year · translate

SEA BOBO

In this high interest + potential tariffs + high inflation environment, what will the consumers buy?
1. Egg?
2. Potato chips?
3. Tissue paper?
4. Iphone 18 with deepshit AI integrated?

Can Apple pass down the inflated cost to the Chinese citizen like it used to? Who has the ability to pass down the inflated cost?
1. Apple?
2. Nvidia?
3. Microsoft?
4. TSMC?

1 Like · 1 year · translate

Yaozu

New RM1,700 minimum wage expected to boost purchasing power of total 4.37 million workers includes foreign workers. It will boost the Apple iPhone sales as well!

1 Like · 1 year · translate

SEA BOBO

I think is 杯水车薪.
The increment is expected to be offset by the inflation as well. Too less to have more disposable income to purchase iPhone.

1 Like · 1 year · translate

Yaozu

Don’t see RM200 increment is too less, the workers salary will have huge total increment due to contribution from adjusted Overtime pay rate.
Of course this is offset by inflation because of increased operating cost, but this is a push for economic growth, prevent market stagnation..

Like · 1 year · translate

Lily Losm

end user have more $ on hand good for economy.. more demand