STI ended the month at around the same level as last month, though it had been weak towards the end of the month. Otherwise, it had been an uneventful month with not much movements in most of the major stocks in the index.

For this month, I have attended the following AGMs/EGMs/briefings - AV Jennings, Biosensors, CEI, CapitaLand Retail China Trust, CapitaLand Mall Trust, CapitaLand Commercial Trust, CapitaLand, SembCorp Industries, Sarine Tech, NOL, UOI, Yeo Hiap Seng, GK Goh, Combine Will, First Sponsor, Hwa Hong, Koh Brothers, KingBoard Copper Foil, TSH and Haw Par.

For my top 30 holdings, Raffles Medical is a new entry to the list. The stock had done well for the past few months and it continued to do so, outperforming the other stocks. Not much changes to the other holdings in the list except for Metro and Shangri-La Asia, which had performed well for the ...