For this month, I have attended the following AGMs/EGMs/briefing - Datapulse Technology, Transcorp, Mermaid Maritime and Qian Hu.
For my top 30 holdings, Hong Fok had been a top performer after they have released their FY18 full year result last month. Buybacks from the company and also purchases from the controlling shareholders had contributed to its good performance. Other stocks in the list that did well include ComfortDelgro, A-REIT and CapitaLand. Best World had been a main laggard this month due to investor concerns on their business model in China.
I have bought the following companies from the market
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