I previously did a post on the evaluation of the companies in my portfolio in 3 May 2015 (read here). Think it is time to take a peek at them again.

“An investor’s time is required both to monitor current holdings and to investigate potential new investments.” Seth Klarman

This is the table done in 3 May 2015 (see below). However this time I shall leave out the profit/loss column (it is depressing looking at it now :p). Also I shall just focus on companies listed in the SGX. In addition to this, I will add another column (last column) to specify if the recent quarterly or yearly financial results are good. Please see the new table which I just did (see below). 1) P/E ratio. I noticed that the P/E ratios of Golden Agri, Riverstone and SIA are relatively high. SMRT P/E ratio has come down (as compared to ......