For my side project, I am going to rerun some upscaling validation studies again with controls, another variable that it brings in is the equipment being used, which means more controls are needed. Not to mention seems like more and more people have the similar ideas as me, which is worrying I guess.
- Buy Ping An at 75 and 66
- Reasons
- Just averaging down on Ping An due to the market decline.
- Reasons
- Buy Hi-Sun Technology at 1.32
- Reasons
- Averaging down further, I would have preferred to add again at the 1.20+ range but I ran out of cash ^^"
- Reasons
- Sell Greatview Aseptic Packaging at 3.236
- Reasons
- Considering the opportunities and the lack of cash, I decided to cut GAPack for Tencent and Ping An.
- Quite painful but I guess I didn't see any other way. On the bright side that I reduced the number of positions in my portfolio too.
- Reasons
