STI ended 3rd quarter of the year at around 3257 points, a slight increase from last month. It had been another volatile month for investors as US-China trade spat worsens. The month started badly but ended strongly as investors focus back on the economies.

For this month, I have attended the following AGMs/EGMs/briefing – SGX.

For my top 30 holdings, the main mover had been Keppel T&T. The stock did well after controlling shareholder Keppel Corp made a cash offer to buyout minorities of the company via scheme of arrangement. Best World also returned to the list as the selldown after their recent result announcement seems to be over. I will continue to add onto some defensive names in the list selectively as markets continue to be volatile going forward.

I have bought the following companies from the market this month – Bonvests, Chuan Hup, EnGro, Frasers Property, GL, Hong …