September 2012 is quite a reasonable month for investors, thanks to Fed's QE3 announcement. STI managed to finish above 3000 points. There had also been a re-rating in property and construction related counters. Offshore related counters also had a good run.
For this month, I have attended the following AGMs/EGMs/briefings - Lantrovision, Hafary, SGX, New Lakeside, Lian Beng, TEE International and F&N.
For my top 30 holdings, Hotel Grand Central is a new entry as I have accumulated the stock this month and also partly due to its share price appreciation. Otherwise, there is not much changes to the list.
I have bought the following companies from the market this month - Auric Pacific, Bonvests, Bukit Sembawang, Casa Holdings, EnGro Corp, GK Goh, Haw Par, Heeton, Hiap Hoe, Hong Leong Finance, Hotel Grand Central, Hong Fok, HupSteel, Keppel T&T, Koyo, LC Development, Lion Teck Chiang, Low Keng Huat, Popular, SC ......