For this month, I have attended the following AGMs/EGMs/briefings – Blue Sky Power, Communication Design International, Frasers Commercial Trust, Ezra, Transit-Mixed Concrete, Cheung Woh, Chemical Industries and Ascendas India Trust.
For my top 30 holdings, the main movers include The Hour Glass and GK Goh. The Hour Glass is mainly because of their decent final year results and also higher dividend declared this year. For GK Goh, it is because the scrip dividend had been credited this month.
I have bought the following companies from the market this month – Broadway, CapitaLand, Far East Orchard, GLP, Keppel T&T, Parkson Retail, Samudera …
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