STI retreated in May 2013 to close at 3311. It was a very nervous month for investors as volatility in Japanese stock market, worries about Fed cutting back its bond purchases etc dominated market news.
For this month, I have attended the following AGMs/EGMs/briefings - Tee International, Petra Food, Jacks International, Ascendas Hospitality Trust, Ascott REIT, Low Keng Huat and Straits Trading.
For my top 30 holdings, the big mover had been Bonvests as I added more into the stock. Transpac Industrial Holdings and Fragrance also returned to the list due to their outperformance relative to other stocks.
I have bought the following companies from the market this month - 8Telecom, BBR Holdings, Bonvests, City Developments, EnGro Corp, Far East H Trust, GK Goh, Hiap Hoe, Hong Leong Finance, Hong Fok, Keppel T&T, Koh Brothers, Koyo, Lantrovision, LC Development, Lian Beng, Lum Chang, Mandarin Oriental, Metro Holdings, MultiChem, Nam Lee, ......