With the exception of Golden Agri, and newly acquired Singapore Shipping Corp, most of the counters have already reported their most recent quarter result.
I sold Nam Lee, and Sabana Reit this quarter, and HPHT in the earlier quarter. I just added Singapore Shipping recently.
I think there is no need to talk too much about the gain or loss, as the table is self-explanatory, also, gains or dynamics, depending on market movement, I shall review more about the outlook.
Lee metals: Unstable
Lee latest quarter report show lower margin of Manufacturing and fabrication business, although business volume increased, the revenue decreased due to competition. As Lee metals usually have supply contracts of 12-18 months, I suspect we might expect more of such rough ride. Nonetheless, I believe the business is sound, with 1.3 cents EPS in a quarter, they can still safely payout 2 cents annually. I ......
With the exception of Golden Agri, and newly acquired Singapore Shipping Corp, most of the counters have already reported their most recent quarter result.
I sold Nam Lee, and Sabana Reit this quarter, and HPHT in the earlier quarter. I just added Singapore Shipping recently.
I think there is no need to talk too much about the gain or loss, as the table is self-explanatory, also, gains or dynamics, depending on market movement, I shall review more about the outlook.
Lee metals: Unstable
Lee latest quarter report show lower margin of Manufacturing and fabrication business, although business volume increased, the revenue decreased due to competition. As Lee metals usually have supply contracts of 12-18 months, I suspect we might expect more of such rough ride. Nonetheless, I believe the business is sound, with 1.3 cents EPS in a quarter, they can still safely payout 2 cents annually. I ......
