STI ended the first month of the year on a weak note, although it still managed to close above 3000 points due to gains made earlier in the month. Banking and property stocks were the main drivers, though concerns about US President Mr Trump's policies still worry the markets.

For this month, I have attended the following AGMs/EGMs/briefings - SingPost, PNE Industries, F&N, Frasers Centrepoint Ltd, Chew's Group and UPP.

For my top 30 holdings, not much changes although Keppel T&T did not do well after announcing their full-year result despite an increase in dividend payout. ComfortDelgro is another stock that is under pressure due to depreciation in UK pounds and also competition in S'pore. Properties companies in the list did well though.

I have bought the following companies from the market this month - AV Jennings, Best World, ComfortDelgro, Elec&Eltek, F&N, Federal, FSL Trust, GP Batteries, Haw Par, Hotung, ...