STI ended the month at 3402 points, with the Greek debt issue had been solved at least temporary. It had been a short month due to the Chinese New Year holidays. Investors had been focused on companies with financial year ending 31 December 2014 releasing their full year results. The results released so far had been ok but nothing fantastic though.

For this month, I have attended the following AGMs/EGMs/briefings – Transcrop.

For my top 30 holdings, there were not much changes. Popular and Keppel Land are out of the list as I have accepted takeover offers for both companies. United Engineers also fell as TCC decided not to proceed to buy the company and/or its assets.

I have bought the following companies from the market this month – Amara, Best World, Bonvests, Bund Center, First Sponsor, Hotel Royal, SembCorp Industries and Tiong Woon. I have also sold Green Build …