STI ended the month at 3487 points, up again from last month. Markets in Shanghai and Hong Kong had a good rally this month and STI caught up with some of their gains. Some actions in the S-chips listed on SGX had also observed, following the rally in some of the secondary listings on SGX which had their primary listing in Hong Kong.

For this month, I have attended the following AGMs/EGMs/briefings - Tuan Sing, Sabana REIT, CapitaMall Trust, CapitaRetail China, Isetan, SBS Transit, Chip Eng Seng, Huan Hsin, Super Group, Ho Bee Land, QAF, CapitaLand and Hong Fok.

For my top 30 holdings, there were no change in the stock names, just some minor changes in the positions.

I have bought the following companies from the market this month - CSE Global, EnGro, Keppel T&T, LTC Corp, Samudera Shipping, Southern Packaging, Tan Chong International, Transit Mixed Concrete and Yeo ...