Gabriel Khoo

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Rare value investors in Malaysia. The real value investors will only build wealth not losing wealth
Joined Dec 2017

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Gabriel Khoo replied to comment on INARI.
ASe may transfer part of biz to them. so just wait and see.
1 day · translate
Gabriel Khoo replied to comment on INARI.
what you seen in the report is the financial data that cam be quantified. so when this data is released usually ald reflected in share price
1 day · translate
Gabriel Khoo replied to comment on INARI.
so I would not say inari lost the biz to the peers.
1 day · translate
Gabriel Khoo replied to comment on INARI.
Additionally, the Skyworks-Qorvo merger may prompt Customer B to maintain its discrete and mid-band modules at the request of end customer in light of its dual-sourcing business continuity strategy, thereby potentially helping to recover Inari’s RF assembly business in FY27F, in our view.
1 day · translate
Gabriel Khoo replied to comment on INARI.
The revenue loss from mid-band RF assembly could be mitigated by potential gains in premium module assembly for next generation handset in FY27F. We understand Inari is working with Customer B to capture a portion of premium product assembly currently handled by its Taiwanese peer, which is facing capacity constraints due to surging demand for advanced packaging for AI applications, though the quantum remains uncertain at this juncture. Additionally, the Skyworks-Qorvo merger may prompt Customer
1 day · translate
Gabriel Khoo replied to comment on INARI.
from Apex report

A potentially better 2QFY26. Notwithstanding the assembly lull, testing utilisation stood above 80% as Inari commands full testing allocation from Customer B (vs only one-third for assembly). Hence, the stronger demand for premium modules, which are mainly assembled by its Taiwanese peer and ultimately sent to Inari for testing, has partly cushioned the weaker assembly loadings. We expect a moderate improvement in 2QFY26, supported by additional testers cons
1 day · translate
Gabriel Khoo replied to comment on INARI.
RF - end-customer focusing on premium parts, and deemphasizing discrete and low-mid band. Seeing more shipment from premium products (FBAR) - but premium products market share dominated mainly with competitors. Competitors S and Q combining into 1, and with that hopefully gaining more traction with new series premium phone.
1 day · translate
Gabriel Khoo replied to comment on INARI.
you are right. there are number of advance packaging techs have been developed. but yet to reach mass productions. maybe 2026 will see more products reaching mass productions
2 days · translate
Gabriel Khoo replied to comment on INARI.
inari do packaging for the filter via SiP
2 days · translate
Gabriel Khoo replied to comment on INARI.
Inari is developing a more complex RF module for its key customer and aims to capture a larger share of RF testing services.

The group has already started production validation for the higher-end model following the New Product Introduction process.
2 days · translate
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