Yaozu's comment on INARI. All Comments
Yaozu
4 Like · Reply
PE 29，DY 4%，科技股先跌落谷底然后再突破新高，我直接ALL IN 1.88 亿发发！
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1 month · translate ·
cheng
outcome from analyst briefing. https://www.nst.com.my/business/corporate/2025/12/1327454/customer-shift-premium-filters-weighs-inaris-rf-outlook
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Choon Yang
下一季（马币升值）如果业绩盈利突破不了25Q2的90m（有外汇收入增加），PE之后会被拉高的，现在只是提前反映而已
2 Like · 1 month · translate
cheng
I think revenue will be more important followed by margins.
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Yaozu
恐慌结束了，现在买入是最理想，承受风险降最低了。现在是FOMO（怕错过）的节奏了！
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cheng
still monitoring from the sideline. short term looks attractive though.
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Soo Kai Ng
第二大股东还在丢...？
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cheng
just chill first and not in the rush if you are eyeing for long term positions, soo.
1 Like · 1 month · translate
KS Sek
I think it is time to be in now. Soon will up to rm2
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cheng
I will wait for higher revenue from Singapore geo segment first. It is lower yoy though preceding qoq is seeing an uptick. Singapore geo segment has to go higher in tandem with the higher Iphone sales which is not the case for this year.
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Mr Man
毎天来红。。。。晕晕。。。。
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Soo Kai Ng
大股东二股东在丢......
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Mr Man
接下来的市场真的那么差吗？........
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John Kok
Q2 yoy -40% ?
1 Like · 1 month · translate
cheng
-40% is unlikely unless demand from SG geo kaput and Apple ditches SG and fully switches to India for its supply chain. Not making sense for Apple to do so.
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Choon Yang
will drop to 1.7?
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cheng
previous drop could be driven by Insas monetizing their positions in Inari before Dec and recent drop in Dec could be due to the recent analyst briefing. Have not seen Insas selling in Dec thus far.
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John Kok
Q2 25 profit 90mil. If coming Q2 profit sama as Q1 50mil then -44%
1 Like · 1 month · translate
cheng
ooh got it. you are looking from net profit perspective and yoy comparison. q2 fy25 has higher revenue and higher other income driven by forex which is ~30mil; q2fy25 forex strengthened by 8%+ compared to q1fy25. q2fy26 weakened by 2%+ compared to q1fy26. yoy will be lower. preceding qoq will be depending on revenue.
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来都来了
no wait 138 forever fa
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