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observe jenis/species jerung dan sebab apa ada jerung. kalau sekadar hype, saya setuju mungkin trigger profit taking. trend cantik jika jerung funds/insti dan kemunculan jerung disebabkan oleh faktor makro/fundamentals syarikat.
favorable macro and 2 consecutive qtrs of uptick in US and MY segment demand. interest rate cut in the horizon which will benefit US exporters and hopefully will drive demand for precision machining parts / equipments / instruments. have a look at UWC recent report too :)
the ball is on sfptech's court now to show continuous uptick in its demand. favorable external macro with potential 2 more rate cuts for this year; boosting the US tech sector / growth stocks if you will.
