STI closed the month at around 3329 points, with banks and property counters continuing their good run. However, the rally somewhat tapered off near the end of the month, indicating that markets might be needing a break.

For this month, I have attended the following AGMs/EGMs/briefings - Ascendas Hospitality Trust, Azeus,  Ascendas India Trust, Metro, MapleTree Logistics Trust, SIA Engineering, SingPost, SATS, PM Data, Bukit Sembawang, AA Reit, GLP and GP Industries.

For my top 30 holdings, PM Data returned to the list after a decent performance as investors are more upbeat about its prospects and margin of their products. Other stocks in the list that did well include Metro, Bukit Sembawang Estates, Tat Seng, GK Goh, Spindex, Isetan and Hiap Hoe. Keppel T&T did not do well due to its poor 2Q results and also the decision to end its strategic review of their stake in M1. Sarine Technologies ...