I don't think it will drop a lot before CNY, only that I think the influence of the foreign markets are quite unpredictable in these few days. Anyway I still have faith in stocks of the China origin and I believe banking stocks are relatively more stable than others. Up till now I own 150,000 shares of 939 from HK$2.50 - HK$2.925. I plan to release some stock before/at the beginning of CNY if my target is reached, while the balance will keep for long term growth.