Helena: 利記主要來源是鋅合金,聽說他們最大的來源商與另一間生產商合拼,
Even supplier have join with another supplier company, nothing to do with their supply. It may be better!! Also, 利記 is a company running business for this field, they can find another supplier.
Helena: 而利記之獨家代理權於08年尾就到期, 之後未必再續給他,這家獨家代理佔利記業額70%以上,大家可以想像如利記失去它,利記就一文不值.不要再發夢啦!
利記 is find business by selling metal, no monopoly does not means they cannot sell metal.
In fact, when metal price get higher later, they can sell metal and gain profit later. I never worrying. I suggest to buy more at this stage. Who do not agree with me, please do not buy 0637 and lets see I get money later.