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Zetrix is too important to fall now, Malaysia Blockchain Infrastructure ( MBI ) and Bullish Aim collaboration of RMJDT stablecoin rely on Zetrix blockchain platform.
Zetrix has been heavily shorted this year, currently total RSS is at 185M units, second top in Bursa behind Gamuda ( Gamuda shareholders take note ). Short sellers might have been engineering this fall because they already noticed TS Wong using margin and share pledged for financing.
Given that the attack was done on Friday, right before the long holiday, TS Wong might be able to find white knight to save the company share, maybe Bullish Aim will step in.
Given that this is a rare occurrence in Bursa, phrase like don't catch the falling knive doesn't apply here, the knive is already on the floor, waiting to be picked up or left rusted there.
So what do you think? Rebound tomorrow or 0.5 sen tomorrow?
Went to Ulicorp site last Sunday to check on the new factory, apparently the project has stopped.
Seeing the current QR, I'm able to understand why the expansion has stopped.
Although profit is high, but revenue is lower, which translate to reduced order book.
If management proceeds with the expansion , there will be over capacity.
My take is, the will be no growth for short to mid term.
Good thing is dividend is consistent.
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.
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.
