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Comments
Ho Kuan commented on INARI.
3 weeks
·
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Ong,你的布局没错，只是选错队站。
这次的上升很大可能是空军炸不下MA200,主力成功防守，所以空军没办法就认输买回票。这个量不是散户在买。
接下来要考虑的是主力要推多高，或空军还会来攻击吗？ 又要选队站了。
这次的上升很大可能是空军炸不下MA200,主力成功防守，所以空军没办法就认输买回票。这个量不是散户在买。
接下来要考虑的是主力要推多高，或空军还会来攻击吗？ 又要选队站了。
Maybe because you just follow Inari recently. If I'm not wrong ever since listing in 2011-2013, Insas has been trimming their position. Their company rely heavily on selling Inari share for profit.
You mean Insas? Insas every year dispose Inari, nothing special.
Inari is struggling to go up due to short sellers actively shorting, currently Inari is the second highest short behind Frontken.
CK1:
Function: Focuses on lower-margin, legacy optoelectronics, standard sensors, and generic IC (Integrated Circuit) packaging and assembly.
Status: This is the facility that experienced the localized fire on May 10, 2026, which temporarily halted its operations and damaged about 10% of its floor space.
CK2:
Function: Handles standard optoelectronics and traditional-speed fiber-optic module packaging. It deals with established technology rather than bleeding-edge data center transceivers.
Status: Located adjacent to CK1, but completely unaffected by the fire and operating normally.
The Malaysia Plants (The Core & Growth Engines)
Located in Penang (Bayan Lepas and Batu Kawan), these represent the high-margin backbone of the company.
P13 (Bayan Lepas):
Function: The massive, core hub for Inari's flagship Radio Frequency (RF) testing and advanced System in Package (SiP) assembly. This plant handles the high-volume, critical RF components used by major global smartphone manufacturers. It is the primary driver of the company's current double-digit profit margins.
P34 (Batu Kawan):
Function: The launchpad for Inari's high-growth segments. P34 is scaling up the production of advanced, ultra-fast optical transceivers (like the 800G modules) heavily driven by the booming AI data center market, in partnership with Taiwan's PCL Technologies. It also houses additional RF SiP assembly lines to support high demand.
P55 (Batu Kawan):
Function: One of Inari's newest and largest mega-facilities in the Batu Kawan Industrial Park. P55 was built to significantly expand their overall Outsourced Semiconductor Assembly and Test (OSAT) footprint, specifically catering to complex, next-generation packaging, automotive components, and the overflow of high-speed datacom/AI transceiver demands.
Function: Focuses on lower-margin, legacy optoelectronics, standard sensors, and generic IC (Integrated Circuit) packaging and assembly.
Status: This is the facility that experienced the localized fire on May 10, 2026, which temporarily halted its operations and damaged about 10% of its floor space.
CK2:
Function: Handles standard optoelectronics and traditional-speed fiber-optic module packaging. It deals with established technology rather than bleeding-edge data center transceivers.
Status: Located adjacent to CK1, but completely unaffected by the fire and operating normally.
The Malaysia Plants (The Core & Growth Engines)
Located in Penang (Bayan Lepas and Batu Kawan), these represent the high-margin backbone of the company.
P13 (Bayan Lepas):
Function: The massive, core hub for Inari's flagship Radio Frequency (RF) testing and advanced System in Package (SiP) assembly. This plant handles the high-volume, critical RF components used by major global smartphone manufacturers. It is the primary driver of the company's current double-digit profit margins.
P34 (Batu Kawan):
Function: The launchpad for Inari's high-growth segments. P34 is scaling up the production of advanced, ultra-fast optical transceivers (like the 800G modules) heavily driven by the booming AI data center market, in partnership with Taiwan's PCL Technologies. It also houses additional RF SiP assembly lines to support high demand.
P55 (Batu Kawan):
Function: One of Inari's newest and largest mega-facilities in the Batu Kawan Industrial Park. P55 was built to significantly expand their overall Outsourced Semiconductor Assembly and Test (OSAT) footprint, specifically catering to complex, next-generation packaging, automotive components, and the overflow of high-speed datacom/AI transceiver demands.
我个人认为：
这次的上涨不是因为超卖而反弹，也不是没有消息下突然上。
这次是因为情绪转好，公司给了关于optical transceiver的好消息。另外市场不喜欢的Lumiled担忧也没了。
所以我认为，这个就是大家在等的Inari转折点，所谓的下半年Inari才有行情可能现在就是起点。
当然这只是我的观点，跟定是错的。
要注意一点是，Short sellers是还没放弃Inari,这几天都炸了很多票。
这次的上涨不是因为超卖而反弹，也不是没有消息下突然上。
这次是因为情绪转好，公司给了关于optical transceiver的好消息。另外市场不喜欢的Lumiled担忧也没了。
所以我认为，这个就是大家在等的Inari转折点，所谓的下半年Inari才有行情可能现在就是起点。
当然这只是我的观点，跟定是错的。
要注意一点是，Short sellers是还没放弃Inari,这几天都炸了很多票。
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