importantly is not to rush it. Manage your own liquidity and observe how the performance develops over time; particularly due to local headwinds of higher min wage salary and electricity tariffs coupled with supply chain/diversion impact from trade wars. capex wise looking really good 2QFY25 is almost the same as total investment in FY24.

這樣的跌法，其實也不只是散戶賣而已，基金也在賣。
不過這家公司底子是不錯的，有些業務放在市場上是有競爭力的。
股價再這樣繼續跌，遲早會撞到估值底部，然後股價大概率就橫盤在估值下限的附近了。
等估值底部出現了再加上大環境的風向變了，就會有曙光了。
現在就先繼續放在watchlist等著吧。