One benefit of value investing is the privilege of not having to constantly monitor your portfolio for live updates - after all, value investors invest in the long term. Short term volatility and noise should, theoretically, have little significance in our investments. This has truly been a boon for me as I am currently kept rather busy on an overseas assignment. As such, any results release were only examined briefly and untimely. Nonetheless, I have eventually found some time to browse through the earnings performance of my 3 holdings: Keppel T&T, Micro-Mechanics and DBS Holdings. In general, I was rather pleased with the performance of these companies. Here, I shall share some brief thoughts about their performance. Keppel T&T posted a record net profit on the back of some significant one-off income. Personally, I am pleased to see Tianjin Eco-city finally commencing operations in September. Given that the Eco-city ......