February 2013 started well but the momentum was lost towards the end of the month as investors took profits after the Italian election results. Interests were seen in micro-cap penny stocks which were heavily traded. STI ended at 3269.

For this month, I have attended the following AGMs/EGMs/briefings - CM Pacific, Ossia, Petra, Yoma and Transview.

For my top 30 holdings, Sarin Technologies continued its good run after announcing a decent set of FY2012 results and also provided dividend guidance. Guthrie GTS was another big mover this month and I also added more onto the counter. Haw Par performed well as investors cheered its bonus issue that had been declared after they announced their FY2012 results towards the end of the month.

I have bought the following companies from the market this month - 2nd Chance, BBR Holdings, Chosen, Eu Yan Sang, Guthrie GTS, Haw Par, Ho Bee, Intraco, Keppel ......