STI ended the month at around 3433 points, again ending above last month’s closing. Although STI is somewhat muted near the end of the month, with Dow Jones hitting new highs, the local market somewhat benefited from the spillover effect. Bank stocks had been doing well, with expectation of interest rate hike.

For this month, I have attended the following AGMs/EGMs/briefings – Ocean Sky, Delfi, Sinopipe, Khong Guan, Vicplas, GLP and TTJ.

For my top 30 holdings, Jardine C&C returned to the top after I build up my position in the stock on share price weakness. Tat Seng is another mover in the list after Hanwell’s 3Q17 results revealed that they are doing well. Keppel T&T also performed well after announcing that they will be doing a strategic review on their logistics assets. GK Goh also did well after booking in a decent gain from exiting most of their investment …