Hi again, it’s time for a September update.

Nothing much happening on the stocks front, except that I entered into a smallish long position with Centurion Corporation Limited (SGX:OU8).

It’s a company which I’ve always been wanted to be vested in, and I also mentioned in last month’s update.

I feel that Centurion Corp has done a pretty good job managing the COVID-19 outbreak within the dormitories, and watching a recent Q&A with the CEO made me realize that the management has been very forthcoming, and presented a good idea of how the company is faring in the midst of the crisis, and how it is pivoting itself to take advantage of the macro-outlook in the next few quarters.

So while I feel that prices for Centurion Corp will probably remain depressed for the next few quarters, I think if managed properly, they will be one of the few companies which should bounce