User Research/Opinions   

just a thought--steel counters

just a tot here--peter lynch style.

we see the property developers/builders doing well--chip eng seng, oxley etc. now. so the natural chain of tot is tt if the builders r doing well as a group, their suppliers should come next.

nam lee has done quite well. cosmo too.

so how bout guys like hupsteel, compact, and union?

havent done much study on this tho. anyone fancy an intellectual discussion?