Thanks to a lot of people contributing to hotcopper forum, regarding the details of CMP's product and position.
I find it quite amusing the fact that despite of all the information that has been released, the market seems to choose not to acknowledge and reflect them in market valuation. Sometimes, I feel like I am an insider, because the positive information regarding the future of CMP is growing, based on company's announcement and various macro economic factors.
E.g. it is a profitable company and likely to reduce cost further. AUD is falling, favorable to export firms. More contract in China and strong competitive advantage in technology and reputation
Whenever you look at blue chip firms, like TLS and Big 4 banks, any information is so sensitive that its market value reflect them instantly.
But, I guess it is a good thing to have asymmetric information, because that's how you find winner stocks.
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