【INARI 0166 交流专区】益纳利

icy97

EX-date	06 Jun 2018
Entitlement date	08 Jun 2018
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third interim single tier dividend of 1.6 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:0322848311Fax:0322824688
Payment date	06 Jul 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	08 Jun 2018
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	0.016

icy97

icy97

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2018	30 Jun 2017	30 Jun 2018	30 Jun 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	301,162	346,011	1,376,042	1,176,672
2	Profit/(loss) before tax	81,401	72,398	295,458	241,003
3	Profit/(loss) for the period	66,862	65,963	260,130	228,631
4	Profit/(loss) attributable to ordinary equity holders of the parent	57,103	65,532	249,266	227,761
5	Basic earnings/(loss) per share (Subunit)	1.80	2.17	8.08	7.62
6	Proposed/Declared dividend per share (Subunit)	2.00	2.80	8.40	9.80
		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 ($$)	0.3381		0.4390

icy97

EX-date	18 Sep 2018
Entitlement date	20 Sep 2018
Entitlement time	04:00 PM
Entitlement subject	Special Dividend
Entitlement description	Special single tier dividend of 0.4 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2284 8311Fax: 03-2282 4688
Payment date	05 Oct 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20 Sep 2018
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

EX-date	18 Sep 2018
Entitlement date	20 Sep 2018
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Fourth interim single tier dividend of 1.6 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2018
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2284 8311Fax: 03-2282 4688
Payment date	05 Oct 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20 Sep 2018
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	0.016

icy97

益纳利美昌首季少赚12%-派息1.6仙
http://www.enanyang.my/news/20181127/益纳利美昌首季少赚12br-派息1-6仙/

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2018	30 Sep 2017	30 Sep 2018	30 Sep 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	325,721	373,089	325,721	373,089
2	Profit/(loss) before tax	64,898	73,668	64,898	73,668
3	Profit/(loss) for the period	60,118	68,695	60,118	68,695
4	Profit/(loss) attributable to ordinary equity holders of the parent	60,155	68,376	60,155	68,376
5	Basic earnings/(loss) per share (Subunit)	1.91	2.25	1.91	2.25
6	Proposed/Declared dividend per share (Subunit)	1.60	2.30	1.60	2.30
		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 ($$)	0.3466		0.3381

icy97

EX-date	18 Dec 2018
Entitlement date	20 Dec 2018
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	First interim single tier dividend of 1.6 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2019
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200Kuala LumpurTel:0322848311Fax:0322824688
Payment date	09 Jan 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20 Dec 2018
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	0.016

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2018	31 Dec 2017	31 Dec 2018	31 Dec 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	300,147	375,964	625,868	749,053
2	Profit/(loss) before tax	59,476	77,903	124,374	151,571
3	Profit/(loss) for the period	55,155	69,068	115,273	137,763
4	Profit/(loss) attributable to ordinary equity holders of the parent	55,086	68,613	115,241	136,989
5	Basic earnings/(loss) per share (Subunit)	1.73	2.23	3.65	4.48
6	Proposed/Declared dividend per share (Subunit)	1.50	2.50	3.10	4.80
		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 ($$)	0.3500		0.3381

icy97

EX-date	13 Mar 2019
Entitlement date	15 Mar 2019
Entitlement time	04:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second interim single tier dividend of 1.5 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2019
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	MEGAPOLITAN MANAGEMENT SERVICES SDN BHDNo. 45-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-22848311Fax:03-22824688
Payment date	05 Apr 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15 Mar 2019
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	0.015

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icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2019	31 Mar 2018	31 Mar 2019	31 Mar 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	256,322	325,827	882,190	1,074,880
2	Profit/(loss) before tax	42,570	62,486	166,944	214,057
3	Profit/(loss) for the period	38,747	55,505	154,020	193,268
4	Profit/(loss) attributable to ordinary equity holders of the parent	38,188	55,174	153,429	192,163
5	Basic earnings/(loss) per share (Subunit)	1.20	1.76	4.85	6.26
6	Proposed/Declared dividend per share (Subunit)	1.00	1.60	4.10	6.40
		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 ($$)	0.3469		0.3381

icy97

INARI AMERTRON BERHAD

EX-date	13 Jun 2019
Entitlement date	14 Jun 2019
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third interim single tier dividend of 1 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2019
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	QUADRANT BIZ SOLUTIONS SDN BHDNo. 47-5, The BoulevardMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-23919309Fax:03-22824688
Payment date	05 Jul 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	14 Jun 2019
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	0.01

icy97

益纳利末季净利挫33%
https://www.enanyang.my/news/20190830/益纳利末季净利挫33/

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2019	30 Jun 2018	30 Jun 2019	30 Jun 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	270,670	301,162	1,152,860	1,376,042
2	Profit/(loss) before tax	49,261	81,401	216,205	295,458
3	Profit/(loss) for the period	38,327	66,862	192,347	260,130
4	Profit/(loss) attributable to ordinary equity holders of the parent	38,294	57,103	191,723	249,266
5	Basic earnings/(loss) per share (Subunit)	1.19	1.80	6.06	8.08
6	Proposed/Declared dividend per share (Subunit)	1.10	2.00	5.20	8.40
		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 ($$)	0.3520		0.3381

icy97

INARI AMERTRON BERHAD

EX-date	19 Sep 2019
Entitlement date	20 Sep 2019
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Fourth interim single tier dividend of 1.1 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2019
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	QUADRANT BIZ SOLUTIONS SDN BHDNo. 47-5, The Boulevard, Mid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2391 9309Fax: 03-2282 4688
Payment date	10 Oct 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	20 Sep 2019
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

益纳利美昌与台企合作 在槟城制造光收发模块
Justin Lim/theedgemarkets.com
September 11, 2019 20:45 pm +08
https://www.theedgemarkets.com/article/益纳利美昌与台企合作-在槟城制造光收发模块

（吉隆坡11日讯）益纳利美昌（Inari Amertron Bhd）与众达科技股份有限公司（PCL Technologies Inc）签署一项协议，将在槟城成立一家联营公司，负责光收发模块及其他相关产品的管理和制造。

这家半导体集团今日向大马交易所报备，根据股东认购协议，联营公司的初始资本为2085万令吉。益纳利美昌和众达科技将分别认购30%和70%股权。

益纳利美昌表示，联营公司将在槟城第34厂或该公司拥有的其他厂房开展业务。

该集团还说，认购计划代表着与众达科技建立商业关系的机会，以期在一个良好的商机上展开合作。

“尽管持有少数股权，但这将让益纳利美昌借助众达科技在光电行业的专业知识，同时多元化盈利来源。”

“此外，联营公司将在槟城第34厂或集团旗下其他厂房开展业务，并将按现行市价支付租金，因此将为集团带来现金流或收入。”

众达科技是一家在台湾证券交易所上市的公司，以光收发模块产品之研发、生产、销售为主要业务。该集团还提供电信、网通、云端计算、光储存产品解决方案。

（编译：陈慧珊）

Type	Announcement
Subject	OTHERS
Description	INARI AMERTRON BERHAD ("INARI" OR "COMPANY")- SHAREHOLDERS SUBSCRIPTION AGREEMENT BETWEEN THE COMPANY AND PCL TECHNOLOGIES, INC
The Board of Directors of Inari wishes to announce that on 11 September 2019, Inari has entered into a shareholders subscription agreement with PCL Technologies, Inc to subscribe for the ordinary shares in an entity to be set up in Malaysia for the purpose to secure, manage and manufacture for optical transceiver and other related products. Please see details of the announcement in the attached file.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6281309

Attachments Inari_SSA with PCL.pdf

SmartInvestor1

INARI 的抛售是理性，还是非理性？🤔”

昨天，版主跟大家分享了自己对INARI 的浅见 🌚 然后在闲逛 i3investor 网站的时候，发现到了另外一篇对于INARI 的分享，我觉得很有趣，所以今天就跟大家分享一下啦！

*因为原文是英文的，我帮大家翻译一下 😶 下面也会附上原文的链接，当然，我并不会去探讨对与错 🤷🏻‍♂️ 每个人对于每一家公司都会有自己的看法的，最后买不买自己决定吧！


今天（昨天）INARI 价格一共下跌了 ⬇️ 14.36%，也是这家公司历史上下跌最严重的其中一天。

在看了市场上的blogger，和散户投资者（不知道有没有包括版主 XD）之后，我发现他们大部分都没有这一方面深入的知识；所指的是对于INARI 本身的了解，以及这个行业里面的了解，一部分人提供的信息是具误导性 🙅 的！

我之所以会写这篇文章，是想跟大家分享我个人对于 INARI 这家公司的观点，以及今天它被大幅度的抛售的导火线 🔥

我本身从2013 年就开始购买这家公司的股票了，之前，这家公司的名字叫做 INARI BERHAD（在还没收购 Amertron INC Limited 之前），也就是现在的Inari Amertron Berhad了。

这家公司是我投资组合里面的头号股之一，从2013 到现在，大部分的股份，我都还持有着。

⚠️ 注意：这篇文不是叫你去买或卖这家公司的股份，而是跟你分享我对于这家公司的看法而已。

从2013 年至今，我跟这个行业里面的行家，以及专家们都有联系，这样的关系增强了我在这个行业里面的知识和整体行业的视野。
有好几家媒体都报导了Broadcom 有可能会出售他们旗下 Radio Frequency（“RF”）Chip Unit 的消息，而Broadcom 是INARI 的最主要客户之一，这些消息代表着什么呢 🤔？

📌 Broadcom 目前是考虑卖掉RF Chip Unit，这个是可能性，而不是肯定。

Broadcom 目前的要价是 $ 10 Billion，这家公司目前跟 Credit Suisse Group AG 在一起找着买家。

大家注意这点 👆，目前是没有READY BUYER 的。

第二就是，这种大型的 M&A 动作是需要长时间 ⌚️ 才能完成的，至少要 6 个月到 1 年，因为需要看清楚公司的财务背景先。再加上，M&A 的成功率，一般上来说是不高的。

如果Broadcom 出售RF Chip Unit 最后是 NO DEAL 的话，对于 INARI 是完全没有任何财务上的影响的。

📌 万一，Broadcom 成功出售了旗下的 RF Chip Unit，INARI 会不会失去自己的 RF Supplier 的生意呢？

首先，INARI 在这几年已经证明了自己在RF 行业里面的能力 💪 在 2010，2015，和 2017 年，INARI 获得了Best Suppliers（Best Contract Manufacturers）的奖项。

其二就是，RF 的零件是一个非常高需求量的市场，主要是因为 5G 的来临，以及5G 电话潜在的高销售量。

第三，市场上缺少了拥有大量生产RF 产品的OSAT 供应商。INARI 在位于Batu Kawan 的新厂（”P34”），一共拥有着 680,000 sq.ft. 的面积，而且在今年的5月就完成了。

P34 是INARI 最大的厂 🏭 并且在Block B 里面，他们已经有为了将来5G 生意的RF testers spill over 的所需要的准备了。

最后，如果想转换OSAT 供应商，尤其是好像INARI 这种有数年着Best Supplier 奖项的供应商，并不是一个cost-effective 的决定 🤷🏻‍♂️ 甚至会打乱供应链。

📌 INARI 从旧的客户和新的客户里，潜在得到更多订单？

在2020 年里面，我们预计 5G 的采用率会更高，而且 5G 型的电话销量也会更高。

Qualcomm Inc 预计全球手机制造商会分别推出 450 Million 架5G 手机会在2021 推出，另有750 Million 架会在 2022 推出（原文这里应该写错了，写成2020 年）。这个资讯是全球 🌍 最大的手机芯片公司说出来的。

我希望，我本身的分享（加上该行业里的专家的看法）可以让你更深入的了解INARI 和整体行业的landscape。

最后，科技和semiconductor 的公司，比如Apple，Broadcom，Qualcomm 等的股价，都在 all-time highs  我（原文作者）本身对于INARI 的生意前程，非常乐观。

以上就是这位朋友在 i3investor 的分享啦 🤣 版主再补充一点从一位比较大型的投资者朋友那里的看法：

ta表示说目前因为市场气氛好，Broadcom 想在这个时候以好价钱出售RF Unit，不过他们的valuation 很疯狂，营业额 $ 2.2 Billion，却想卖 $ 10 Billion？🤷🏻‍♂️ 根据他们的平均 Net Profit Margin（13%，286 Million），目前的P/E 估值是 35倍！

你们觉得呢？

Disclaimer:

All the views and opinions expressed in our post are for education and informational purposes only and it should not be considered as professional financial investment advices or buy/sell recommendations. We strongly encourage you to do your own research and take independent financial advice from a professional before you proceed to invest.

We make no representations as to the accuracy, completeness, correctness, suitability, or validity of any information on our Facebook Page/Group and will not be liable for any errors, omissions, or delay in this information or any losses and damages arising from its display or usage. All users should read the posts and analysis the informations at their own risk and we shall not be held liable for any losses and damages.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2019	30 Sep 2018	30 Sep 2019	30 Sep 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	316,607	325,721	316,607	325,721
2	Profit/(loss) before tax	54,889	64,898	54,889	64,898
3	Profit/(loss) for the period	47,744	60,118	47,744	60,118
4	Profit/(loss) attributable to ordinary equity holders of the parent	47,730	60,155	47,730	60,155
5	Basic earnings/(loss) per share (Subunit)	1.50	1.91	1.50	1.91
6	Proposed/Declared dividend per share (Subunit)	1.30	1.60	1.30	1.60
		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 ($$)	0.3587		0.3520

icy97

INARI AMERTRON BERHAD

EX-date	18 Dec 2019
Entitlement date	19 Dec 2019
Entitlement time	04:00 PM
Entitlement subject	Interim Dividend
Entitlement description	First interim single tier dividend of 1.3 sen per ordinary share
Period of interest payment	to
Financial Year End	30 Jun 2020
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	QUADRANT BIZ SOLUTIONS SDN BHDNo. 47-5, The Boulevard, Mid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel:03-2391 9309Fax:03- 2282 4688
Payment date	09 Jan 2020
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	19 Dec 2019
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	0.013