STI ended the month on a losing note at 3255 points. Markets had been quiet this month, with low trading volume on most days. This is because of the ongoing FIFA World Cup in Brazil and also worries about unrest in Iraq. Also, there is no much news on the corporate front to move the market.

For this month, I have attended the following AGMs/EGMs/briefings - Global Yellow Pages, Sunvic, ISR Capital, 2nd Chance, Transit Mixed Concrete, Global Invacom and A-REIT.

For my top 30 holdings, Hong Fok continued its good run and had been a top performer in my portfolio for this month. Another good performer is Hotel Grand Central as they announced the sale of their hotel in Little India on the last trading day of June. ComfortDelgro and Stamford Land returned to my top 30 list due to good performance. GK Goh returned to the list as ......