INARI has become hottest topic as recent stock price
fall more than 15% in a single day due to the Broadcom sale news. The
market has make a very big respond as if there is no more tomorrow for INARI. This remind me many cases happen in Bursa before. We have see many expert also explain that it's not so easy to replace INARI, if sell to APPLE even better, or when sell to other company then may not use INARI.
Everyone have sound like they know what will happen to INARI futures, when they actually not. No one know and even INARI's corporate relation have no answer, have no idea what happening, as it just a news where nothing solid and real. I believe that the management also have to check with Broadcom whether it's a fake news or in planning as it's a huge deal inccuring $10 billion, which market think it can be done within a few day. (we have called the company and they don't think will have anything changes yet)
It could take up to years !! That's already beyond imagination and no one needed to guess so much. The fact that, we already know is that INARI will be very busy in year 2020 as Apple IPHONE will be launching more than 5 model of phone which more than usual year, and it's 5G phone which needed even more INARI's products. (nothing can be replace overnight so easily, especially technology stuff that need so much reliability test).
https://www.sinchew.com.my/pad/con/content_2165359.html
https://www.theedgemarkets.com/article/rf-unit-recovery-new-ops-p34-plant-seen-inari-amertron
INARI still expanding new plant to cater more order !
So lets look at some of the case studies happen before:
VS (6939)
When VS profit drop and loss some order, price slump and everyone say no more future for VS as too rely on DYSON. Analyst downgrade from buy to sell. The fact that VS recovered and proved that their earning has improved and showing that some of the analyst call is actually not accurate or good to follow. They give call when see things turn bad, give buy only when see things turn good, where may not fit the right timing.
(all the bank analyst have no much different compare to you and me, just they have a certification that allowed them to write, no one know about future, they are purely writting based on the trend at that moment, which sometime do not make significant meaning for a true investing.)
https://www.theedgemarkets.com/article/vs-industry-loses-rm1b-market-value-week-stock-slumps
MYEG (0138)
When election over, everyone able to predict futures again saying that MYEG have no more future as government contract will be cancel soon, cant get renew, and price will go as low as below RM 0.20 become penny stock. The fact that MYEG recovered half of the fall and remain doing well in their profit.
DSONIC (5216)
DSONIC similar case like MYEG, when change government, DSONIC being involved that have bribery case with Zahid, price has been big punish down to no where. Being say that new government wont give more job to DSONIC. The fact that DSONIC profit improve over the year and price shoot 4 time up.
https://www.thestar.com.my/business/business-news/2018/10/20/myeg-datasonic-drop-sharply
GENM (4715)
When GENM acquire Empire Casino at USA which is still making losses, everyone scold the boss eat company money, the loss will causing GENM to earn less a lot and price will sink until no road. Even analyst come out with downgrade or sell call. The fact that GENM remain profitable and price din't go lower, then analyst change their mind and give buy call as new themepark is opening. Everyone that have bad mouth about GENM has pretend to forget about Empire Casino acquisition.
AIRASIA (5099)
When middle of the year 2015, AIRASIA posting big loss, everyone saying that next MAS coming. When Indonesia AirAsia Flight QZ8501 tragedy happen, everyone panic about this AIRLINE future. The fact that AIRASIA grow stronger and giving fat dividend over the past few year.
As a conclusion, recent fall of INARI have nothing to worry about as it's too irrational when just a news that not confirm by Broadcom itself, where market have react way too early. We fully believe that INARI have grown into a billions market capital company, will not do nothing for their future and let all their employees, CEO itself to loss job and let the company turn into huge trouble.
Those who keep calling sell, may actually hoping to buy at lower price because nothing benefit them to call for sell. They wish to buy lower, that's their real motive.
From a investor that have more than 10 years in the market and see though what have happening to the market, the ugly face of people and the true investor mind.
Everyone have sound like they know what will happen to INARI futures, when they actually not. No one know and even INARI's corporate relation have no answer, have no idea what happening, as it just a news where nothing solid and real. I believe that the management also have to check with Broadcom whether it's a fake news or in planning as it's a huge deal inccuring $10 billion, which market think it can be done within a few day. (we have called the company and they don't think will have anything changes yet)
It could take up to years !! That's already beyond imagination and no one needed to guess so much. The fact that, we already know is that INARI will be very busy in year 2020 as Apple IPHONE will be launching more than 5 model of phone which more than usual year, and it's 5G phone which needed even more INARI's products. (nothing can be replace overnight so easily, especially technology stuff that need so much reliability test).
https://www.sinchew.com.my/pad/con/content_2165359.html
https://www.theedgemarkets.com/article/rf-unit-recovery-new-ops-p34-plant-seen-inari-amertron
INARI still expanding new plant to cater more order !
So lets look at some of the case studies happen before:
VS (6939)
When VS profit drop and loss some order, price slump and everyone say no more future for VS as too rely on DYSON. Analyst downgrade from buy to sell. The fact that VS recovered and proved that their earning has improved and showing that some of the analyst call is actually not accurate or good to follow. They give call when see things turn bad, give buy only when see things turn good, where may not fit the right timing.
(all the bank analyst have no much different compare to you and me, just they have a certification that allowed them to write, no one know about future, they are purely writting based on the trend at that moment, which sometime do not make significant meaning for a true investing.)
https://www.theedgemarkets.com/article/vs-industry-loses-rm1b-market-value-week-stock-slumps
MYEG (0138)
When election over, everyone able to predict futures again saying that MYEG have no more future as government contract will be cancel soon, cant get renew, and price will go as low as below RM 0.20 become penny stock. The fact that MYEG recovered half of the fall and remain doing well in their profit.
DSONIC (5216)
DSONIC similar case like MYEG, when change government, DSONIC being involved that have bribery case with Zahid, price has been big punish down to no where. Being say that new government wont give more job to DSONIC. The fact that DSONIC profit improve over the year and price shoot 4 time up.
https://www.thestar.com.my/business/business-news/2018/10/20/myeg-datasonic-drop-sharply
GENM (4715)
When GENM acquire Empire Casino at USA which is still making losses, everyone scold the boss eat company money, the loss will causing GENM to earn less a lot and price will sink until no road. Even analyst come out with downgrade or sell call. The fact that GENM remain profitable and price din't go lower, then analyst change their mind and give buy call as new themepark is opening. Everyone that have bad mouth about GENM has pretend to forget about Empire Casino acquisition.
AIRASIA (5099)
When middle of the year 2015, AIRASIA posting big loss, everyone saying that next MAS coming. When Indonesia AirAsia Flight QZ8501 tragedy happen, everyone panic about this AIRLINE future. The fact that AIRASIA grow stronger and giving fat dividend over the past few year.
As a conclusion, recent fall of INARI have nothing to worry about as it's too irrational when just a news that not confirm by Broadcom itself, where market have react way too early. We fully believe that INARI have grown into a billions market capital company, will not do nothing for their future and let all their employees, CEO itself to loss job and let the company turn into huge trouble.
Those who keep calling sell, may actually hoping to buy at lower price because nothing benefit them to call for sell. They wish to buy lower, that's their real motive.
From a investor that have more than 10 years in the market and see though what have happening to the market, the ugly face of people and the true investor mind.
