STI closed the month at around 3277 points, ending the month down from last month. Trading volume had generally been low and markets had been concerned about tensions on the Korean peninsular. Corporate results had been ok, but I guess markets might have already factored in some of these results.

For this month, I have attended the following AGMs/EGMs/briefings - Delfi, Haw Par, UOL, Del Monte, Cosco and DMX.

For my top 30 holdings, ComfortDelgro returned to the list again as I added more onto the stock on recent share price weakness. Venture also appeared in the list for the first time after it outperformed lately due to decent half year results and exposure to automotive sector. Best World, however, dropped out of the list after their recent selldown due to concerns on their China market business model.

I have bought the following companies from the market this month - ...