Yaozu

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Joined Mar 2017

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US tariff have ZERO impact to Inari. So, today drop is not because of Tariff. Maybe is due to something else.
19 hours · translate
Inari营业收入90%是来自新加坡。而新加坡享有美国的自由贸易协议,不会被Tariff。

“Singapore unlikely to be targeted by direct US tariffs, says Vivian Balakrishnan”

“Last year, Singapore and the US commemorated 20 years of a free trade agreement.”

所以手上的票请抓稳,放在冰箱,长期持有就对了。
我相信各大机构和庄家都在等待着最低的价格买入。
22 hours · translate
从3.0急速跌至2.75我也被吓怕,所以才劝大家不要抄底,结果持续跌到2.41。我说2.00是PE 30也没错。那时候我对Inari的认知仅是停留在iPhone的RF成长。如今发现了成长因素有变化,之前的话就可以回收了。
谢谢Choon Yang的提醒。
3 days · translate
Inari is opened to new opportunity to involve in logic and memory segment, backed by Msia government initiative. They are going through same historical route like TSMC which was backed by Taiwanese government, until today they are world No.1 chip maker.
4 days · translate
今天的Inari让我想起了当年的Tenaga,也是被市场压很低,很多人hold不住几乎坚持不了离场,结果来个DC主题,局势大转变。Inari如果实现AI布局的新蓝海,加上新政府的大力支持,以后Inari的股价能飞多高就让你来想象。
4 days · translate
“公司管理层已制定了雄心勃勃的路线图,以扩展其先进的封装解决方案,特别是在逻辑和内存市场。其在倒装芯片和引线键合封装方面的专业知识使其能够开发更先进的芯片级和 3D 封装技术,这对 AI 和高性能计算芯片至关重要。”

“预计 2025-26 财年的年度资本支出将增至 2.5 亿,部分是得益于马来西亚的国家半导体战略计划。”

Inari将在未来两年内具备强劲的增长潜力。目前的价格合理,值得买入并长期持有。
4 days · translate
Don’t see RM200 increment is too less, the workers salary will have huge total increment due to contribution from adjusted Overtime pay rate.
Of course this is offset by inflation because of increased operating cost, but this is a push for economic growth, prevent market stagnation..
5 days · translate
New RM1,700 minimum wage expected to boost purchasing power of total 4.37 million workers includes foreign workers. It will boost the Apple iPhone sales as well!
5 days · translate
股价不会因为我的评议而受影响。所以不要放在心上。我看好因为我个人觉得便宜,相反不看好就是个人觉得贵了,一切都是个人想法,买卖自负。最重要大家都赚大钱了。恭喜恭喜。
2 weeks · translate
但是Seng Heng不会在美国纽约时代广场Billboard里打广告。也许这次Kopi真的不一样。公司的自信=公司的股价
2 weeks · translate
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