Dear Kok Fong,
One question, you count the November month as one or not?
If count is one the new matrix concept is Neutral up to 6 month.
But if not count the new matrix concept is Nearby up to 3 month.
For January month, we purchased up to 80% not to 100% due to our production is not stable, changing every month therefore we should be protect to excess inventory on that month.
For 2Q15, it seem suppliers not offer the price to selling on during month therefore we’re not forecast volume to purchase to you in the matrix.
And BTMT Nov’14 demand VS 14RB at 95%.