November 2012 is an eventful month. It started with investors worrying about US “fiscal cliff” but ended on an upbeat mode. STI closes the month 1% above October. The Olam and Muddy Waters saga dominated local markets, though I had been focusing on companies with financial year ending September 2012 announcing their full-year results instead.
For this month, I have attended the following AGMs/EGMs/briefings – Transcu, Petra Food, First REIT, Jiutian Chemical, Sunright, MTQ, Datapulse, Khong Guan, Nikko Shenton Dynamic Bond Fund and TTJ.
For my top 30 holdings, Sing Investment & Finance returned to the list as I added onto the stock via its rights issue.
I have bought the following companies from the market this month – AP Oil, Amara, Ascendas H Trust, Asiasons WFG, BRC Asia, Casa Holdings, Chip Eng Seng, Colex, EnGro Corp, Eu Yan Sang, Far East H Trust, Great Eastern, Hotel Properties, Hwa Hong, …