Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
I will wait for higher revenue from Singapore geo segment first. It is lower yoy though preceding qoq is seeing an uptick. Singapore geo segment has to go higher in tandem with the higher Iphone sales which is not the case for this year.
-40% is unlikely unless demand from SG geo kaput and Apple ditches SG and fully switches to India for its supply chain. Not making sense for Apple to do so.
previous drop could be driven by Insas monetizing their positions in Inari before Dec and recent drop in Dec could be due to the recent analyst briefing. Have not seen Insas selling in Dec thus far.
ooh got it. you are looking from net profit perspective and yoy comparison. q2 fy25 has higher revenue and higher other income driven by forex which is ~30mil; q2fy25 forex strengthened by 8%+ compared to q1fy25. q2fy26 weakened by 2%+ compared to q1fy26. yoy will be lower. preceding qoq will be depending on revenue.
