- Sold Sabana REIT (M1GU.SI) at 1.025 – 1.03: Sabana REIT announced its earnings report which was below expectations. I sold my entire stake in the company because I feel that the management has not been as strong as other industrial REITs in managing the asset portfolio. I have held my shares for several years and it has returned more than 10% p.a. including dividends. But there are many better options around today.
- Sold SingPost (S08.SI) at 1.415: SingPost has been a steady performer for the past few years, delivering consistent dividends and capital gains. But valuation is not attractive relative to its growth prospects.
- Bought Yangzijiang Shipping (BS6.SI) at 1.1: A couple of research reports on the oil and gas sector caught my attention. The sector is generally trading at an attractive valuation. YZJ is ...
I made the following trades this week:
