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I don't work at ceb, I just look at what happened to latest QR for dufu and penta can get you the rough idea of how export oriented companies are facing currently.
dufu pe 57 roe 4, penta pe 36 roe9, ceb pe8, roe 9
malaysia stock sometime QR drop also fly. so nothing to judge also. since pe still low for ceb compare to both tech u mention, it should go to rm2 then drop to rm1 I am still good with that.
