Definitely a Nokia moment when iPhone was first released to Msian glove players. Who to blame? The Msian glove players who dont have strategic vision. During good times, only increase capacity to meet extra demand and maximise profit. None of the Msian glove players are visionary enough to look through and consolidate their supply chains.

Malaysian glove industry is dead in the long run. China players have already vertically integrated their operations, and they control the whole supply chain. Meanwhile Malaysian glove players they still have to buy the raw material in the market. China players cost structure now is much lower and it is too late now to change anything but to get steamrolled by the Chinese players. This is the result of year in year out doing the same thing when times were good and not looking to consolidate thie operations.

我知道如果我写出来很多人会笑我的，但我还是想写出来，抒发一下自己的情绪，总结一下自己的过失。上个月，我卖出了收了两三年的frontken wb，成本价0.49，卖出价0.145，全数用来买了harta，希望harta可以让我回本吧。现在这两天看回去frontken wb对比harta的股价，是很心痛，但日子还是照过，心情还是保持平静。曾经有一个念头闪过，不然卖掉harta，再买回frontken wb，最后还是打消了念头。不要赚最后一颗铜板，要认输，不能一错再错。就像这里一位前辈说的，我的路还很长，只要路走对了长也算短，后半句是我自己加的。如果不认输，不接受失败不反思之前错误的投资决策，也成不了一个好的投资者。要练就度量接受一切，赚钱亏钱，心都要平静如水，要反思吸取教训，日后不要再重犯错误。我说给自己听的，但是大家也可以共勉。