[%qYsP%] don't think we need any analyst to tell us its semiconductor trend now. look at data. up 16% you. semiconductor turnaround may be faster than anticipated.

since last post, unisem up 20%, kobay up 30%, sam up 20%, as usual rgt berhad just rebounded as well. fpgroup is now a very good value play with 8 cents net cash. MI haven't move yet but will believe MI material business will benefit the most. 

top pick for me still goes to unisem for osat first to recovery, kobay in precision, MI for material, rgt for recovery, fpgroup for value play, abit of no brainer. 

[%APfN%] [%oXUP%] [%jJGO%]$MI [%qtRf%]

@wsoh don't think we need any analyst to tell us its semiconductor trend now. look at data. up 16% you. semiconductor turnaround may be faster than anticipated.

since last post, unisem up 20%, kobay up 30%, sam up 20%, as usual rgt berhad just rebounded as well. fpgroup is now a very good value play with 8 cents net cash. MI haven't move yet but will believe MI material business will benefit the most. 

top pick for me still goes to unisem for osat first to recovery, kobay in precision, MI for material, rgt for recovery, fpgroup for value play, abit of no brainer. 

$KLSE-KOBAY $KLSE-FPGROUP $KLSE-UNISEM$MI $KLSE-RGTBHD

@wsoh

 https://www.bloomberg.com/news/articles/2024-03-29/south-korea-s-semiconductor-output-rises-by-most-in-14-years?utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social&cmpid%3D=socialflow-twitter-markets&utm_content=markets