For this month, I have attended the following AGMs/EGMs/briefing - Pacific Century, Keppel T&T, CapitaLand Commercial Trust, Ascott Residence Trust, CapitaLand Mall Trust, CapitaLand Retail China Trust, Sembcorp Marine, iFAST, Koh Brothers, CSE Global, FSL Trust, Far East Orchard, GK Goh, Yeo Hiap Seng, Hiap Hoe and Fortune REIT.
For my top 30 holdings, UIC is the latest new addition to the list, after announcing that they are increasing their stake in Marina Centre Holdings Private Limited and Aquamarina Hotel Private Limited. These acquisitions are expected to be positive to their earnings going forward. DBS returned to the list after announcing a set of decent 1Q19 results and also declaring quarterly dividend
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