Ho Kuan

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Fame: 103
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Joined Jul 2023

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还有P13厂,这个会是很大的推动力
16 hours · translate
Inari的旅程才要开始,别放弃
18 hours · translate
不用太担心,下半年后可能会说找知道进多一点
18 hours · translate
每次业绩出后,公司都会有result briefing,通常只有投行能出席。通过这个briefing就能知道真正的业绩情况和接下来的展望。
19 hours · translate
如果你是因为苹果而看Inari,那就最好先别动,等几个月后新闻出了再看,因为你还没看到Inari的布局。
20 hours · translate
今天空军RSS一共block了3.5M。
20 hours · translate
应为市场知道这次是因为Greatec吸纳了关税,接下来Tesla做机器人他们会拿到大订单。
Yesterday · translate
Good or bad, up to investors to decide, I just summarize the result.
1 day · translate
Summary for current quarter result:
1. Forex loss roughly RM19m, adding that back will make it roughly RM60m.
2. Analyst consensus EPS is 1.4sen, current result is 1.1sen, adding back forex loss is 1.59sen. So it depends on how market wants to see.
3. Operationally, Inari profit before forex loss is actually increasing although RF business is slow, maybe optical transceiver volume is picking up.
1 day · translate
If no CNY delay then should be today
1 week · translate
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