What First Sentier is doing in the background is quite commendable as they have chosen right timing and we can't escape from that, but Hey what has changed fundamentally before you think about selling. The Board and Management is still world class, everything promised is on track except the customer on the board.
The only answer to the this downtrend is customer announcement but we don't know the size of the revenue yet, once revenue starts flowing then news on Tier 1 and 22nM qualification can follow but this bleeding needs to stop. But we need to understand that WBT management does not have any control on customer announcement.
HOLD and if you can accumulate, it will pay off at the end of the day..
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4 | 10851 | 2.350 |
2 | 644 | 2.330 |
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2 | 45062 | 2.300 |
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