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合约到期，内部消息 苹果有意买进boardcom RFdepartment. 所以apple 在这里是没投资RF 部门.
Broadcom 也是有意出让．时间就在合约到期过后 会洽
淡 .Broadcom have huge business, inari will survive won't impact much long term. Broadcom chip maker, apple chip maker, inari osat tester. Apple chip maker ,inari could be the fav osat tester. Why articles no link up these?
"Be fearful when others are greedy, and greedy when others are fearful." Buy when the market panics-during corrections & bear markets-and avoid chasing euphoria
syndicate-driven short-selling and share price manipulation could be a reason behind the underperformance of local stocks as compared to rising market abroad.三千哥正式启动5千w
"Price is what you pay; value is what you get." Wait for a stock's price to dip below its intrinsic value, calculated from future cash flows, not market hype or analyst price targets.
Waiting Bank Negara to open tap water to help Bursa. OPR will be announced soon by this week.
If you can hold your position last for this week, you are the winner. This bearish week is to punish those who are over leverage and kena force selling.
Because US congress holds the power to impose tariffs, not the US president. Trump only know how to shouting he want to impose tariffs, he still need to get a pass from majority congress vote.
Btw, Inari have 90% revenue geographically contributed from Singapore. And, Singapore have bilateral free trade agreement with US. Trump have no right to dictate the law in US, must go through congress before impose.
You can Google it:
“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.”
Of course you might say Inari still be affected due to Trump want to build plant in US, demands Broadcom to shift their production line to US to create jobs.
Ok, we see. Rome is not built in one day, factory is not built in a year. Perhaps need 5 years at least including commissioning and fine tune factory process.