【INARI 0166 交流专区】益纳利

yikwuai

不知道对明天有帮助吗？

christephersim

这股会不会有很多外资持有啊？ 有的话， 就危险了。。。。

simwc

请问还能买入吗?
For mid / long term purpose.

APULA

國庫控股入股傳聞 益納利美昌：無可奉告
企業財經4 Oct 2013 19:06
http://www.chinapress.com.my/node/463644

（吉隆坡4日訊）針對市場傳出國庫控股（Khazanah）有意收購益納利美昌（INARI，0166，創業板科技股）20%股權，該公司副主席陳成俊對此事既不否認也沒承認。

“我還沒看過這份報告，所以不能作出任何評論。”

他今日出席益納利美昌特別股東大會后的記者會上，如是指出；列席者包括總執行長兼執行董事羅健聰。

早前有報導指，國庫控股正尋找策略夥伴脫售蒙受虧損的子公司Silterra私人有限公司；根據新加坡大華銀行報告，益納利美昌將以20%股權，換取Silterra股權。

稍晚，國庫控股否認以Silterra股權，換取益納利美昌20%股權。

一位政府投資部門發言人向“馬新社”說，這是份虛假的和毫無根據的收購報告。

吸引機構投資者

詢及益納利美昌和Silterra之間是否有可能合作，陳成俊回應，雙方雖是同行業，但專注的業務類型不同，不太確定可否產生協同作用。

至于轉至主要板的最新進展，陳成俊指出，冀可于今年底前，從馬股創業板晉升至主要板，吸引更多基金經理和機構成為公司新股東。

他說，當公司要擴大旗下業務，最需要的就是股東支持，尤其是資金方面，轉為主要板能引入更多機構投資者，增加資金。”

“其實曾有機構向我們表示有興趣投資，由于仍屬于是創業板公司，所以沒什么進展，還是要等轉至主要板后，才能知道結果。”

轉主要板后的股息政策，他說，還是先以股東利益和成本作為標準，暫時維持最高40%的派息政策。

合併後有助提高盈利

剛完成收購中國美昌股份100%股權，陳成俊看好，在充分利用美昌股份現有產能、客戶群和現有市場的前提下，有助提高盈利。

他說，中國美昌股份目前生產量比益納利（未合併前的益納利美昌）多兩倍，如果結合兩家公司的生產量，有望帶動盈利，營業額亦可在兩家公司結合后倍增。

陳成俊指出，公司未來將專注于內部成長，主要產品貢獻公司營業額極大，達70%，未來將繼續確保主要產品線使用率維持介于80%至85%。

對于電子製造服務前景，羅健聰指出，最近智能手機和平板電腦市場增長強勁，其中很多人都很注重下載速度，公司也開始投資于纖維業務。

icy97

国库拟购20%？ 益纳利美昌不知情

财经新闻 财经 2013-10-08 12:00
（吉隆坡7日讯）益纳利美昌（INARI，0166，创业板）向马交所报备，对国库控股（Khazanah）将收购20%股权报道不知情。

益纳利美昌是针对《商业时报》刊登于10月4日，题为“大华继显：国库控股将收购益纳利美昌20%股权”的报道作出回应。

益纳利美昌在文告中指出，董事局对报道中的交易毫不知情，公司并没与国库控股就相关交易洽谈、签署任何合约或作出其他安排。[南洋网财经]


NARI AMERTRON BERHAD

Admission Sponsor	M&A Securities Sdn Bhd
Sponsor	Same as above

Type	Announcement
Subject	OTHERS
Description	Article entitled “UOB: Khazanah to take 20pc stake in Inari”
We refer to thearticle entitled “UOB: Khazanah to take 20pc stake in Inari” appearing inthe Business Times on 4 October 2013: (i) KhazanahNasional Berhad is poised to take a 20 per cent stake in Inari Amertron Berhad,Singapore-based UOB Kay Hian said in a private report to its tier one clients. (ii) The deal would see Inariplacing out a 20 per cent stake to Khazanah in exchange for a stake in SilTerraMalaysia Sdn Bhd, a wafer fabrication facility that is 98 per cent owned byKhazanah. The Board ofDirectors of Inari wishes to inform that it is not aware of any of the purported corporate transactionsmentioned in the above article. The Company has not entered into any negotiation, agreement,arrangements nor understanding with Khazanah in relation to the purportedtransactions mentioned in the above article. Nevertheless,the Company will make the necessary announcements to Bursa Malaysia Securities Berhad in eventof any material information in compliance with the Bursa Securities ACE MarketListing Requirements. This announcement is dated 7 October 2013.

icy97

icy97 发表于 24-7-2012 12:27 AM
收購中國美昌股份 益納利營業額料增3倍

企業財經23/07/2012 18:01

INARI AMERTRON BERHAD

Admission Sponsor	M&A Securities Sdn Bhd
Sponsor	Same as above

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	INARI AMERTRON BERHAD (FORMERLY KNOWN AS INARI BERHAD) (“INARI” OR THE “COMPANY”) •        ACQUISITION OF 100% EQUITY INTEREST IN AMERTRON INC. (GLOBAL) LIMITED FOR A TOTAL PURCHASE CONSIDERATION OF USD32,000,000; •        RIGHTS ISSUE WITH WARRANTS; •        ISSUANCE OF NEW SHARES; •        ISSUANCE OF PREFERENCE SHARES; •        VARIATION TO THE UTILISATION OF LISTING PROCEEDS; •        INCREASE IN THE AUTHORISED SHARE CAPITAL OF THE COMPANY; AND •        AMENDMENTS TO THE MEMORANDUM OF ASSOCIATION OF THE COMPANY
(All abbreviations used in this announcement are defined in the announcement dated 23 July 2012) We refer to the earlier announcements on the Proposals. On behalf of the Board, M&A Securities is pleased to announce that Inari International and Richard Ta-Chung Wang, a duly authorised representative of the Vendors had vide an exchange of letters concluded that the NTA Statement was obtained based on a Special Audit on Amertron Group conducted by Messrs SJ Grant Thornton (as set out in Section 2.1.8(iv)(c)(b)(i) of the announcement dated 23 July 2012). Based on the Special Audit, the parties to the SPA duly confirm their mutual agreement, settlement and adjustment in relation to the provisions of the SPA as follows: (i)  the Special Audit NTA based on the NTA Statement issued by Messrs SJ Grant Thornton amounts to USD38,622,024; (ii)  the NTA Statement shall be final and binding on the parties to the SPA; (iii)  the final Purchase Consideration amounts to USD39,658,845 after taking into consideration the Special Audit NTA, the agreed property valuation surplus amounting to USD1,036,821 and a withholding tax deduction amounting to USD1,148,827;   (iv) the parties to the SPA have agreed that the net excess NTA amounts to USD6,510,018. Based on the Paragraphs (i) to (iv) above, and in accordance with the terms of the SPA, Inari International agrees to pay to Richard Ta-Chung Wang (a duly authorised representative of the Vendors), an amount equivalent to USD6,510,018. Save for the above, there are no other changes to the terms and conditions of the SPA. This announcement is dated 10 October 2013.

情牵軒尼詩

我看好这匹马。

icy97

INARI AMERTRON BERHAD

Particulars of substantial Securities Holder

Name	Ho Phon Guan
Address	2-4-5 Lorong Delima 13 Mutiara View 11700 Gelugor, Penang
NRIC/Passport No/Company No.	550321-10-5783
Nationality/Country of incorporation	Malaysian
Descriptions (Class & nominal value)	Ordinary Shares of RM0.10 each
Name & address of registered holder	Ho Phon Guan 2-4-5 Lorong Delima 13 Mutiara View 11700 Gelugor, Penang

Details of changesCurrency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	09/10/2013	5,200,000

Circumstances by reason of which change has occurred	Disposal of shares via Direct Business Transaction
Nature of interest	Direct
Direct (units)	34,905,864
Direct (%)	7.67
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	34,905,864
Date of notice	14/10/2013

icy97

Inari委任新总科技长

二零一三年十月二十一日 晚上九时二十四分
（吉隆坡21日讯)Inari有限公司（INARI，0166，创业板）宣布，即日起委任周世宾（译音）担任公司总科技长。

该公司在文告中指出，周氏将掌管集团旗下研究及发展部门，特别负责无线电频率（Radio Frequency）及光纤电缆（Fibre Optics）业务。

Inari副主席陈成俊指出，周世宾在半导体业内拥有30年经验，他进入董事局将大大提振公司在半导体包装科技上的实力。

该公司文告指出，周世宾在加入公司之前，曾在新加坡Avago科技公司任职，打理该公司新进及现有产品、材料等发展。[光华日报财经]

negi

全年的成绩出来了，profit 将近去年的1倍

Admission Sponsor

M&A Securities Sdn Bhd

Subject

Annual Audited Accounts - 30 June 2013

Attachments Inari Amertron - audited financial statements- Part 2.pdf Inari Amertron - audited financial statements- Part 1.pdf

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1449033

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	191,339	54,646	191,339	54,646
2	Profit/(loss) before tax	22,066	10,158	22,066	10,158
3	Profit/(loss) for the period	20,874	7,385	20,874	7,385
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,034	7,529	21,034	7,529
5	Basic earnings/(loss) per share (Subunit)	4.69	2.24	4.69	2.24
6	Proposed/Declared dividend per share (Subunit)	1.50	0.80	1.50	0.80
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.3886		0.3565

icy97

INARI AMERTRON BERHAD

Admission Sponsor	M&A Securities Sdn Bhd
Sponsor	Same as above

EX-date	18/12/2013
Entitlement date	20/12/2013
Entitlement time	04:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	First Interim Single Tier Dividend of 1.10 sen per ordinary share of RM0.10 each
Period of interest payment	to
Financial Year End	30/06/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Megapolitan Management Services Sdn Bhd No. 45-5 The Boulevard Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel : 03-2284 8311
Payment date	16/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.011

icy97

INARI AMERTRON BERHAD

Admission Sponsor	M&A Securities Sdn Bhd
Sponsor	Same as above

EX-date	18/12/2013
Entitlement date	20/12/2013
Entitlement time	04:00:00 PM
Entitlement subject	Special Dividend
Entitlement description	Special Single Tier Dividend of 0.4 sen per ordinary share of RM0.10 each
Period of interest payment	to
Financial Year End	30/06/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Megapolitan Management Services Sdn Bhd No. 45-5 The Boulevard Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel : 03-2284 8311
Payment date	16/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.004

icy97

益納利美昌  財測獲上調值買進
財經股市4 Dec 2013 22:30

券商：艾芬投資研究
目標價：2.18令吉

我們上修益納利美昌（INARI，0166，創業板科技股）財測與每股盈利預測，主要是該公司獲得先鋒免稅優惠（pioneer tax free status），加上4G長期演進技術（簡稱LTE）業務將是一大賣點。

早前與該公司管理會面后，我們將該公司2014財年至2016財年每股盈利預測上調至17.3%、38.8%和35.4%。

該公司管理層指出，在完成收購中國美昌（Amertron Global）后，在國內仍能享受先鋒免稅優惠，我們將稅率估計從20%下調至6%，加上公司營業額與收益，以及2014財年每股盈利也一併調整。

益納利美昌2014財年首季營業額達到1億5000萬美元（4億8356萬令吉），打破公司營業額新高紀錄，管理層指出，這主要因為市場對光纖產品需求提高。

轉用LTE

該公司管理層除了著手推動銷售，也進一步改善成本效益。

目前，該公司著重在提高物流和採購較低價原料，以進一步推動新一季業績。

我們相信，該公司逐漸轉用LTE，將為業務帶來強勁支撐。根據獨立報告指出，全球LTE用戶在未來5年內將達到20億人，益納利美昌預計可從中獲益。

我們給于該公司“買入”評級，目標價2.18令吉。

益納利美昌週三（4日）股價報1.58令吉，起5仙，成交量錄得421萬8000股。[中国报财经]

Jayson66

有谁持有该股？

icy97

益納利美昌擬首季轉板

財經16 Dec 2013 17:32
（吉隆坡16日訊）益納利美昌（INARI，0166，創業板科技股）2014財年資本開銷（CAPEX）介于3500萬令吉至4500萬令吉，並有意明年首季轉至主要板。

益納利美昌計劃，在2014財年投入介于3500萬令吉至4500萬令吉的資本開銷，以將產能推高20%。

益納利美昌副執行主席陳成俊今日在股東常年大會后的記者會指出，公司擴充活動是迎合外國對智能手機設備，同時，光纖（Fiber Optic）產品與服務需求也有所改善。

目前，該公司在檳城峇六拜設有5間廠房，1間位于菲律賓，並分別在柔佛依斯干達和中國設有1間廠房。

他說，上述所有廠房的使用率為85%。

陳成俊指出，該公司有意在2014年首季，從創業板轉至主要板。[中国报财经]

lkb

今天为何大跌。。。。。

Jayson66

lkb 发表于 16-12-2013 10:00 PM
今天为何大跌。。。。。

要有信心，你多少买进？

icy97

股海探温：益纳利美昌赚幅将改善

财经周刊 投资观点 股海探温  2013-12-23 13:35

1.益纳利美昌（INARI，0166，创业板）在收购Amertron Global公司后，对公司业务有什么影响？
2.请问半导体领域的展望，益纳利美昌的展望如何？
3.请问该公司的盈利展望？股息展望？
4.该公司的合理价格是多少？

答
本地智能手机与平板电脑（S&T）半导体制造业者之一的益纳利美昌（INARI，0166，创业板），过去5年的净利复合年增长率（CAGR）均达40%。

该公司早前收购Amertron Global公司，进一步提升产品组合，使得该公司从智能手机与平板电脑领域，扩至航空、国防及汽车领域。

随着智能手机与平板电脑使用已成趋势，这项收购案也让益纳利美昌搭上趋势列车，已趋成熟的半导体领域的大量需求，也支撑该领域的发展，为益纳利美昌增添防御性特质。

收购及整合Amertron Global公司后，益纳利美昌2014财年首季营业额按年劲扬2.5倍，尽管净利赚幅因产品组合差异，导致赚幅由13%下调至11%，但该公司同期的按年净利增幅却达1.79倍。

晶片组装占营收75%

即使我们不将Amertron Global的最高业绩作为考量，益纳利美昌在自行成长的情况下，依然可透过持续性的产能扩张，取得30%的按年营业额增幅。
尽管整合后，净利赚幅下滑，但随着该公司持续提高营运效率，赚幅将会改善。

益纳利美昌的核心业务，是为Avago科技进行无线频率（Radio Frequency）晶片组装，这项业务占公司总营业额的75%，也是智能手机与平板电脑业务成长的主力。

随着资讯通讯科技的新一轮改革进程，即从高速分组接入（HSPA）即将演化成为长期演进技术（LTE，俗称4G），益纳利美昌于无线频率领域的专业将为该公司于市场中奠定一席之位。

产能将增15%

综合以上优势，益纳利美昌管理层相信在5号厂房完成后，公司产能将可增加15%，或相当于600万令吉，届时产能使用率将达85%。

该公司专门进行研发及工程解决方案供应的Ceedtec（持股51%子公司），近期也在营运支出上取得平衡，若结合Amerton Global日愈增加的光纤产品订单，预计2014至2015财年的盈利，将分别增加85%及29%。

在收购AmertonGlobal之前，益纳利美昌净负债处于0.16倍低水平，在可稳定获利前提下，若以40%股息制度计算，预计每股派息可达4.4%或7仙。

该公司的稳定获利、2012至2014财年高达98%的复合年增长率、智能手机与平板电脑需求旺盛，及该公司积极朝转板目标前进，这些都成了益纳利美昌的优势。

若依照2014财年的12倍本益比计算，该股目标价料可达2.10令吉。[南洋网财经]

negi

益纳利美昌申请转板
财经新闻 财经  2014-01-11 13:20
http://www.nanyang.com/node/592080?tid=462

（吉隆坡10日讯）益纳利美昌（INARI，0166，创业板）宣布，已于周五将转至主板交易的申请，呈交给证券监督委员会（SC）。

该公司曾披露，转至主板，除了可反映公司在电子制造服务（EMS）领域的领导者地位之外，也有助于吸引机构投资者，以支持公司业务发展。

INARI AMERTRON BERHAD

Admission Sponsor	M&A Securities Sdn Bhd
Sponsor	Same as above

Type	Announcement
Subject	OTHERS
Description	INARI AMERTRON BERHAD (FORMERLY KNOWN AS INARI BERHAD) (“INARI” OR “COMPANY”) PROPOSED TRANSFER OF LISTING FROM THE ACE MARKET TO THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD (“PROPOSED TRANSFER LISTING”)
Reference is made to the Company’s announcement dated 8 July 2013 in relation to the Proposed Transfer Listing. On behalf of the Board of Directors of Inari, M&A Securities Sdn Bhd wishes to announce that the application to the Securities Commission in relation to the Proposed Transfer Listing has been made on 10 January 2014. This announcement is dated 10 January 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1513269 终于要升主板了