刘贤聪's comment on INARI. All Comments

刘贤聪
2 Like · Reply
这个月怎么这么强,业绩好?
wayne wayne
业绩应该会有惊喜。看看其他的peers 大概可以猜到
1 Like · 1 month · translate
Augustine Khoo
因为半导体的强劲复苏和需求
1 Like · 1 month · translate
cheng
3.00 incoming?
Like · 4 weeks · translate
Soo Kai Ng
inari 很强硬, 三块是有机会的.
Like · 4 weeks · translate
Deric Tan
think need to wait till result out...
Like · 4 weeks · translate
wayne wayne
去看dufu inari就弱鸡了
Like · 4 weeks · translate
Soo Kai Ng
虽然两者都是科技, 但Dufu 是硬盘而inari 是 Osat, 有上就好了.
Like · 4 weeks · translate
cheng
Trade / export data looks good as of Sep 2025. Singapore and E&E products were the highlights of the performance. Inari's main geo is Singapore. https://storage.dosm.gov.my/trade/trade_2025-09_headline_en.pdf
1 Like · 4 weeks · translate
cheng
Singapore, China and Others geo segment revenue is up qoq while Malaysia segment is down comparing to preceding q4fy25. Singapore geo is lower yoy though while Apple seems to be delivering good sales numbers qtrly and yearly. India could be the one benefitted from Apple's supply chain instead of Singapore?
Show more
Like · 2 days · translate
Hooi Khoon Tee
@Cheng this QR report considered good? or so so?
Like · 2 days · translate
Swee Kean Cheah
the market will tell you tmr
Like · 2 days · translate
cheng
decent if you will, hktee. a decent start to q1fy26 given the major geo improvement compared to preceding qtr. Inari has always maintained a strong balance sheet and that is still the same :) yoy performance for Singapore geo is lower and that is something to observe in coming quarters - whether it is a structural decline driven by Apple's supply chain or a decent start to q1fy26 / slow start to semiconductor upcycle.
Show more
2 Like · 2 days · translate