"I am a poor Poker Player, I let people know my move. LOL"
"I am also inconsistent, since I was just blogging about restraining my buy"
Hey, Rolf and SMOL, see I preempt your poking first. See how I see you up up and even before I pen anything down, I thought about your reactions.
OK, enough bullshit.
While the STI is showing plenty of resilience, Yangzijiang is falling.
Plenty can go wrong with YZJ.
It can suffer a double whammy, HTM turn sour and the lower Margin of shipbuilding is already playing out. If you google HTM or more macro... there is plenty of articles on the bad debts of China and how YZJ will have to write down it HTM
First of all, let me say I just bought at half of what I would usually buy, so that I can reinforced it 60 cents. I look at ......