STI closed the month at around 3226 points, with the sell-off being accelerated towards the end of the month. Markets continued to look mixed but tech stocks had been sold off more than others. Short term wise, there seems to be more downside risk rather than upside for STI.

For this month, I have attended the following AGMs/EGMs/briefings - Sakae, Transit Mixed Concrete and Imperium Crown.

For my top 30 holdings, stocks that did well include Bukit Sembawang Estates, UOL and Mandarin Oriental. Laggards include Sarine Technologies and ComfortDelgro. Isetan returned to the list as I have added onto the stock this month.

I have bought the following companies from the market this month - AF Global, ComfortDelgro, Chuan Hup, Delfi, First Sponsor, GL, Hiap Hoe, Hwa Hong, Isetan, Koh Brothers, LTC Corp, Pacific Century, Raffles Medical, Samudera Shipping, SingPost, SingTel, Singapura Finance, Stamford Land, Tan Chong International, The Hour ...