For this month, I have attended the following AGMs/EGMs/briefing - CapitaLand Retail China Trust, Delfi, OUE Hospitality Trust, Straits Trading and Del Monte.
For my top 30 holdings, only minor changes in positions was seen. SGX was one of the better performers as volatility in markets might benefit their derivatives business.
I have bought the following companies from the market this month - Bonvests, Bund Center, Delfi, Far East Orchard, GK Goh, Heeton, Hiap Hoe, Hong Leong Finance, Hongkong Land, Hotel Royal, Hotel Properties, HRnetGroup, Intraco, Jardine Matheson, Koh Brothers, LHT, Mandarin Oriental, Pacific
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