RE: "Tawan will just do what they want to do regardless of how much we all buy here. Wait for tawanese to get their act together first."
Think about Taiwan. They are likely experiencing world attention like they never knew before. It has got to be difficult graduating outward with so much of their history hidden from the rest of the world.
In the US our markets are seasoned with precedents and are though of today in the status quo. Patience will be necessary on our part.
The PE is low on this stock in my view because of these cultural differences. The bet on this stock, for me, is whether Taiwan, China and other Asian sectors are ready to be recognized.
I think they will.
My view is that this is not that bad. We can not expect to go down without a break for a week and then go up to heaven.
Does anyone really expect this? Think of how quickly the sentiment changed today in the US. Maybe this hasn't happened in TW yet.
It will, IMO, because they have great prospects, China IS doing the RIGHT thing and moreover, IMHO, China is bending over backwards to work with Europe and America in establishing a great economy.
you used to be a logical, sound and polite poster. You are a piece of RAT now showing up when something negative happens to capitalize on people's fear. I thought it would make you feel good knowing how i feel about you. I love longs and i respect shorts, but got no mercy for RATS, and that's you.