STI ended the month just below 3000 points, recovering some of the lost ground from last month. However, mood in the market is still cautious, mainly due to worries over impending US Fed interest rate hike.

For this month, I have attended the following AGMs/EGMs/briefings - Transcorp, GuocoLeisure, Singapura Finance, PCI, Chuan Hup, China Yuanbang, Lion AsiaPac, Parkson Retail Asia, Lasseters and K1 Ventures.

For my top 30 holdings, Sarine Technologies was again a big mover, but this time in the opposite direction due to bad industry news. Most of the stocks in the list do not change much in their positions, except for those which I have added more this month.

I have bought the following companies from the market this month - CapitaLand, City Developments, Far East Orchard, Hiap Hoe, Hotel Royal, Isetan, Jardine Strategic, Keppel T&T, Parkson Retail Asia, Shangri-La Asia, Teck Wah, UOL and Willas-Array. My ...