My Singapore Stock Portfolio End October 2011 My Singapore Stock Portfolio End September 2011 As you can see from the portfolio, LippoMalls increased in proportion significantly from 4% to 14% of the portfolio. That was due to the rights issues for the purchase of Plaza Medan Fair and Pluit Village. I also subscribed to excess rights hence raising my stakes in LippoMalls significantly. I initiated positions in both CapitaRetail China Trust and Fortune REIT, both of which were severely undervalued due to the concerns with China and Hong Kong properties overheating and property curbs. I initiated a long position in Suntec as I felt the stock was undervalued ...