Non-ferrous metals collectively surged, $ZIJIN MINING(02899.HK) hit another all-time high, $JIANGXI COPPER(00358.HK) also skyrocketed. At times like this, conviction-based position adding is the king. $CHINAHONGQIAO(01378.HK) $CHALCO(02600.HK) $CMOC(03993.HK)
Looking back, last month I was still hesitating whether to sell at highs, but they just kept rising with more stories. This mining wave basically gave no good entry opportunities. Heavy positions keep holding, while those who missed out are really feeling frustrated. Indeed, for resource stocks as the main theme, either get in early or don't mess around - looking back, it's all tears...
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