I think it’s a good QR and worth to hold it if you have low price position. Singapore geo segment is strong, and there is China geo segment again. If you can recall, the pp was for the JV to tap into China’s semiconductor’s market and they picked a strong partner which is CFTC.

Singapore’s geo segment contribution will remain strong and everyone should know who their major customer is from Singapore :) there was worry of dependency on single customer and the mgmt is working on that by tapping into China’s market.

thanks for the sharing, 1 Reset. I do not think it dropped faster than other big players. In fact, I think it’s a healthy correction. After all, valuation does not matter until it matters most. There is no right or wrong. When the market is euphoric, no one cares about valuation and it’s all about gung-ho comments. When market correction started and adjusting to where it should be, it’s all about market sentiments, external headwinds and etc - typical information/news from media. The reality is - have faith in your own plans since it’s your own hard earned money and if you think it’s overvalued, skip it :)