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April 2020 Portfolio Review + Personal Thoughts
By Investing Thoughts  •  May 2, 2020
Overview(Year to Date) S&P 500 Index Fund -8.36% Straits Times Index Fund -19.71 Tracker Fund of Hong Kong -13.31% My Portfolio -4.34% Transactions  Added nothing in April Updates from companies that are in my portfolio as of End April Mainland Holdings- Profit warning, 1Q 2020 is comparable to 1Q 2019 but 2Q will be severely affected due to lock down in Bangladesh and orders by European and American companies being withhold-ed/delayed. However unable to ascertain impact as of end April. Comments: Not entirely surprising, with consumption for sports events and global supply chain being affected, this definitely would affect demand and eat into profits. AAG Energy Holdings- 1Q 2020 to be 7% lower than 1Q 2019. Net cash of 0.402 hkd against the current traded price of 1.21 hkd its roughly 1/3 of its market cap. Yield is roughly 9% Comments: 7% drop in profits for 1Q is remarkable as China was busy with Covid-19 and...
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By Investing Thoughts
Age 25, currently doing part-time. Studied in NTU as a Banking and Finance student. Also known as zzxiaoboizz Enjoys doing equity research and investing. Currently vested in Hong Kong and Singapore listed Equities Would pen some of his thoughts here. Also enjoys watching concerts.
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