Share Price Falls Below All Moving Averages, Once Dipping to 1490元
Delta Electronics (2308) recently fell below all moving averages and once dipped to 1490元, drawing investor attention. A netizen recently posted on the Dcard stock board, naming Delta Electronics and the Nomura Taiwan New Technology 50 (00935), saying he felt uneasy about their recent share price performance, with the performance of Zhongtai Delta being even harder for him to accept, describing his mood as "I am so scared, so panicked, especially about Delta — everyone else is rising while I alone fall despite holding a good hand?" After the post was exposed, many fellow investors shared their experiences of being trapped and stopping losses.
Holding 50 Shares With a Book Loss of 1185元 and a Return of -1.56%
The original poster attached a screenshot of his personal holdings, in which Yuanta Taiwan 50 (0050), Fubon Taiwan 50 (006208), Changhua Bank (2801), and SinoPac Financial (2890) all showed positive returns. However, he holds 50 shares of Delta Electronics with a current value of about 7萬4922元, a book loss of 1185元 and a return of -1.56%, while the Nomura Taiwan New Technology 50 (00935) lost 909元. Judging from the holdings, most of the original poster’s targets remain profitable, with losses concentrated in the above two targets, making him especially uneasy about the trend of Delta Electronics.
Mixed Online Views, Focus on the 10月29日 Earnings Call
After the post was exposed, comments were mixed. Some netizens believed that the share price of Delta Electronics had risen sharply before and may now be in a correction phase, saying "it feels like it rose too much before, I will wait to buy when it is 40% off." Others pointed out that the P/E ratio has already corrected considerably, and without other negative news, there may be limited room for further decline, expressing the view that "the P/E ratio has already corrected so much — without other horror stories, it feels like there is little downside left, but compared with TSMC it still feels expensive," while others noted "margin buying increases as the price falls, so of course many retail investors are trapped inside — after forced liquidation it will rise."
Some investors remain on the sidelines, planning to reassess the future trend after the financial report is released at the 10月29日 earnings call, while also worrying whether the market is pricing in undisclosed negative news in advance, with related comments such as "we can only wait for it to release its financial report, 1029 — hopefully it is not that institutions know it is about to blow up; buying more as it falls, many retail investors are trapped above 2000." However, the above statements are still personal speculation by netizens, and the actual situation remains subject to confirmation by the company’s financial report and related information.
Sharing Trapped and Stop-Loss Experiences, Some Have Already Bought the Dip
In addition, many investors in the comments shared their experiences of being trapped, including "are you talking about me being trapped at 2080," and "I cut my loss on 2425," while some revealed they had already realized losses of about 25萬元, bluntly saying "there is something wrong with this stock." However, some investors chose to enter the market after the pullback, with one saying his average holding cost was around 1600元, but worrying the price would keep falling after buying, saying "my current average is around 1600, please don’t fall as soon as I buy." Other netizens reminded the original poster not to panic excessively, saying "no need to worry, the others have fallen now too"; others pointed out that "retail investors did not dare to buy when the market was good in the first half, and only rush to catch falling knives after it drops — how can it rise, all the shares have been distributed to you." Investing still involves risks, and the related discussion is only sharing of netizens’ experiences — investors should judge independently and evaluate prudently.