Morning AC,
I agree with you on the discount to the broader market.
As you all ready know, selective stocks are very important in a fickle market.
Some excellent stocks to pick up if your prepared to be patient.
I am confident this sector has along way to go even if there is a China downturn.
IMO, THX has alot going for it.
Also i doubt very much the UMC shares will be sold too early given the opportunities of the I/O they have.
Some patience and i am sure we will be rewarded.
Cheers markco2
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