HW...yep agreed..
was pointing out a number of things.. on a valuation basis THX Vs UMC, the indifference in THX's SP to the rise in UMC..
on the chart I use previously THX has run almost as hard if not harder at times as UMC.
Was illustrating what the market may be telling us... whenever there are rumours re individual stocks first thing I do is listen to the market.
So ideally you would have both.. I do.. a lot of both.
and that wont change.
Still of the opinion that THX is on a risk reward comparable as an investment to UMC and THXO possibly slightly better.
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