Latitud

UWC also quietly going to breach RM10 mark. Almost 10x from march lows

I thought VS QR was kinda disappointing. Their China operation was not only still losing money, but also reducing revenue. Their net profit increase sure, but overall revenue decrease.

For me, I much prefer investing in Malaysian tech companies that have good exposure to China since they're going domestic with their Made in China 2025 goal.

UWC has direct exposure to Intel

While MI has indirect exposure via ASE to TSMC. There was talk that MI might be selling direct to TSMC in future I'm not sure on this.

But if you follow their customer, i think long term TSMC might be the better bet. Even intel is considering using TSMC as their contract manufacturer in the foreseeable future due to their hiccup in their 7nm chip.

Not sure if I even want to recommend any tech stocks right now since their price have become so expensive these days. I'm personally trying to diversify my portfolio to reduce reliance on tech.

Here's a list of tech stock that I'm personally holding:
* UWC: Semiconductor and life science play (Intel and Agilent).
* Greatech: Solar and EV play (First Solar and Lordstown).
* JF Tech: 5G play and got partnership with Huawei.
* MPI: China exposure with Carsem Suzhou.

Tech stocks I wished I had before their price shot up:
* Unisem: China exposure with its Chengdu plant.
* D&O: Automotive LED play.

If I had to recommend, I would probably say be on the lookout on Greatech. Right now its probably sliding down since there's no news from First Solar expanding its capacity, which it really rely on. And also Lordstown haven't even launch their Endurance truck.

And if you want an in-depth analysis on Greatech fundamental, can read the article and also watch the video below which explains it in great detail.

Behind Greatech's "great" number

how is everyone doing.. just came back from my weekend holiday yo.. !

Where's Vanguard 2015? No early Christmas shopping? XD