STI closed at around 3300 points this month, slightly lower than last month. However, the sell off accelerated towards the end of the month as markets were concerned on Hong Kong protests, upcoming US Fed meeting and also continuation of US-China trade standoff. Volatility also increased as we approached the end of the month.

For this month, I have attended the following AGMs/EGMs/briefing - Ascendes India Trust, A-REIT, Ascendes Hospitality Trust, Mapletree Logistics Trust, Mapletree Industrial Trust, SATS, Singpost, Yoma, AA Reit, Bukit Sembawang Estates, Stamford Land and Metro.

For my top 30 holdings, EnGro and The Hour Glass returned to this list. Isetan did well again this month. Jardine C&C, though had been a major laggard in the list as the sell down of Jardine group of companies affected it due to Hong Kong protests.

I have bought the following companies from the market this month - AF Global, Asia Enterprises, Bonvests,

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