[%szZj%] keeping it here. Feb spending is increasing again 2nd half and 2025. some semiconductor companies have moved, like kobay, unisem, Sam. but personally, this may just be the start of the semiconductor trend. normally last for 2 to 3 years. personally still like Mi for their material business, kobay for turnsround (private placement at 5.50, crazy) and their RE business just completed expended, unisem (osat will recover first before others), sam and rgt for turnaround as well. fpgroup is dropping to quite "value" destination. [%rLRi%] [%yQPn%] [%txKW%] [%tnfo%] [%CKfQ%]

@wsoh keeping it here. Feb spending is increasing again 2nd half and 2025. some semiconductor companies have moved, like kobay, unisem, Sam. but personally, this may just be the start of the semiconductor trend. normally last for 2 to 3 years. personally still like Mi for their material business, kobay for turnsround (private placement at 5.50, crazy) and their RE business just completed expended, unisem (osat will recover first before others), sam and rgt for turnaround as well. fpgroup is dropping to quite "value" destination. $KLSE-KOBAY $KLSE-UNISEM $KLSE-SAM $KLSE-RGTBHD $KLSE-FPGROUP

$SAM / 9822 (SAM ENGINEERING & EQUIPMENT (M) BERHAD)

$KLSE-MI


anticipating semiconductor materials to recover first during the recovery of semiconductor industry and on top of that, anticipating a multi year growth in materials segment.