July 2012 turns out to be another good month for investors. STI closed the month above 3000 points, as investors came back into the market. There are two high profile IPOs this month on SGX - IHH Healthcare and Ascendas Hospitality Trust.

For this month, I have attended the following AGMs/EGMs/briefings - NeraTel, CitySpring, Orchard Parade, SMRT, Valuetronics, AI-REIT, The Hour Glass, AIMS AMP Capital Industrial REIT, Jason Marine, Bukit Sembawang Estates, Meiban, MTQ Corp, Old Chang Kee, Eastern Holdings, Fischer Tech, Singapore Windsor and GP Industries.

For my top 30 holdings, new entries include Isetan(S) and Old Chang Kee due to share price performance. APB is the main mover in the list, as there is an expected bidding war for the company.

I have bought the following companies from the market this month - AIMS AMP Capital Industrial REIT, Dynamic Colours, Guthrie GTS, Hanwell, Hong Leong Finance, Hotel Grand ......