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Let’s say next Qtr net profit dropped by half of last Qtr, where is RM45mil. The forecast PE is only 25. Damn low!
Compare to average Msia’s Semicon companies, it is overly undervalued. (5yrs Average Semicon industry PE ratio : 34.4, according to Simply Wallstreet)
Beside, current P/B ratio 3.40, which is 37% lower than 5-Yrs Average PB at 5.46. (meaning -37% discount)
So, for long term value investors, this is the MUST BUY stock!
true. I working in semicon industry also. inari profit margin quite interesting. pessimistic investor give excuses to sell because bod sell their share. I think if they hold million share then it's ok to sell some
戴吉祥, I kinda agree what u say, but it only apply to overvalued stock. If guru promote a stock, probably guru want to sell his chips.
Today Inari price is the new lowest price in 2 years already.
Guru want to sell, earlier should sell already, not wait till now.
Update here:
Current PB ratio is 4.20. (-23% discount)
Current PE ratio is 30 (-12% discount)
Now you buy still can enjoy the discount price. Tomorrow will be dividend ex-date.
By record, Inari price usually continue to surge up even after ex-date.
