Budget 2025
$INARI (0166.MY)$ How does the propose Budget 2025 will benefit Inari?
The country’s largest outsourced semiconductor assembly and test (OSAT) player with a market capitalisation of about RM10 billion, Inari is also the largest semiconductor-related firm listed on Bursa Malaysia. On average, the Penang-based group purchases RM500 million worth of equipment from local players every year, creating what some call the “Inari waterfall effect”.
RM3.10 was the price at which Inari had placed out about 10% of its share base to raise about RM1.03 billion in July 2021. So we know Inari is definitely worth more than RM3.00 and any price below it, makes it attractive to buy on the dip.
However, it is an open secret that Inari has been heavily reliant on US fabless chip designer Broadcom, which is a key component supplier to consumer electronics giant Apple Inc.
In FY2023, Singapore remained the largest geographical market, accounting for 86% of Inari’s revenue, followed by China (8%) and Malaysia (5%).
Although Inari does not publicly disclose the extent of Broadcom’s contribution to its sales, most equity analysts and industry observers usually assume that a large chunk of the group’s revenue from Singapore is actually derived from the US chip vendor, which operates its Asean sales office in the city state.
What is clear is that Inari’s share price and earnings performance over the past five years have almost mirrored that of the two US tech heavyweights, Broadcom and Apple.
Hence it is logical to assume that Inari revenue is closely tied to Broadcom sales performance/revenue too.
So the question now is How Does Budget 2025 will benefit Inari?
免責事項：このコミュニティは、Moomoo Technologies Inc.が教育目的でのみ提供するものです。
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