Nothing surprising as Propnex crashed in the first week of May, fortunately i took some profits off. In other aspects, UMS guided for softening quarters ahead while the general sti is also down in May.
On the results / business updates front, Centurion released acceptable numbers. Powermatic released good numbers as well, i covered it on my facebook post
Poor Consumption Numbers from China but i think it would be better to ride it out then to change it to something else for the current moment.
I will take some time to think about it if there is a need to change anything.