STI ended the month up at 3296 points. Markets had been quite steady this month. Companies with financial year ending March 2014 had been reporting their full-year results, and most had met market expectations. Basically, markets lack more bad news to pull it down, therefore it had remained steady.

For this month, I have attended the following AGMs/EGMs/briefings -Petra Foods, HanKore, Jacks International, Frasers Centrepoint Trust and Low Keng Huat.

For my top 30 holdings, the main contributors this month include Old Chang Kee, Metro, Hong Fok and MTQ. With the exception of Hong Fok (which has a different financial year end than the other 3 companies), the other 3 companies with financial year ending March 2014 reported their full-year results in May 2014 and their results are within my expectation.

I have bought the following companies from the market this month - Amara, Auric Pacific, BBR, Bukit Sembawang, DMX ......