STI closed the month at around 3210 points. Markets look like in a consolidation phase right now after doing well since the start of this year. Weak oil prices also affected the market. Having said that, there are still some good movements based on stock specific ideas.

For this month, I have attended the following AGMs/EGMs/briefings - Medtecs, Camsing Healthcare and Low Keng Huat.

For my top 30 holdings, stocks that did well include Haw Par, Best World and PNE Industries. Best World released a set of decent 1Q results while PNE Industries declared a special interim dividend together with their half-year result announcement. Laggards include Sarine Technologies, Far East Orchard, Stamford Land and ComfortDelgro. ComfortDelgro was especially beaten down after releasing a disappointing 1Q results.

I have bought the following companies from the market this month - AF Global, CDW, Cheung Woh, China International, Chuan Hup, ComfortDelgro, CSE Global, ...