STI ended the month up at around 3229 points. Markets had done well for most parts of the month, mainly due to hopes of a US-China interim trade agreement and Fed rate cut.

For this month, I have attended the following AGMs/EGMs/briefing - SGX, Mapletree Commercial Trust, Sin Ghee Huat, HMI, Ascott Residence Trust, Ascendas Hospitality Trust, Wing Tai, PEC, GRP, Starland, Lum Chang and Lion AsiaPac.

For my top 30 holdings, the major mover had been SGX after the company announced a decent set of 1Q results. United Engineers had also been in the news after the company received a mandatory conditional cash offer from Yanlord Land. Hotel Properties recovered from recent selloff while the Jardine group of companies also recovered some lost ground last month. A major laggard had been ComfortDelgro.

I have bought the following companies from the market this month - AF Global, Bonvests, Bukit Sembawang Estates, Delfi, F&N,...