STI ended the month at around 3374 points, surprisingly strong showing after a few weak months. Oil price had recovered to around US$60 level also contributed to the bullish mood, although markets were somewhat muted towards the end of the month. The rally was quite board based, with bank stocks, property stocks, manufacturing stocks, oil & gas stocks etc all delivering decent gains.
For this month, I have attended the following AGMs/EGMs/briefings - Chuan Hup, Karin, Wing Tai, Pollux, Spindex, Thakral, Santak, CFM and Parkson Retail Asia.
For my top 30 holdings, Amara returned to the list due to strong performance by hotel stocks. Manufacturing stocks like Venture and PNE Industries also did well. Keppel T&T moved up a few positions as I continue to accumulate the stock due to share price weakness. Two blue chip stocks, CapitaLand and ComfortDelgro dropped out of the list due to underperformance relative to ...
...For this month, I have attended the following AGMs/EGMs/briefings - Chuan Hup, Karin, Wing Tai, Pollux, Spindex, Thakral, Santak, CFM and Parkson Retail Asia.
For my top 30 holdings, Amara returned to the list due to strong performance by hotel stocks. Manufacturing stocks like Venture and PNE Industries also did well. Keppel T&T moved up a few positions as I continue to accumulate the stock due to share price weakness. Two blue chip stocks, CapitaLand and ComfortDelgro dropped out of the list due to underperformance relative to ...