As of 31 October 2020
CDP
| Security |
# shares |
Price S$ |
% |
| DBS |
700 |
20.35 |
7.54 |
| OCBC Bank |
1,500 |
8.42 |
6.69 |
| SGX |
1,200 |
8.66 |
5.50 |
| SATS |
3,900 |
2.98 |
6.15 |
| ST Engineering |
4,100 |
3.49 |
7.57 |
| CapitaLand |
5,400 |
2.57 |
7.35 |
| Singtel |
6,100 |
2.03 |
6.55 |
| Powermatic Data |
2,800 |
2.56 |
3.79 |
| Micro-Mechanics |
1,300 |
2.66 |
1.83 |
| ComfortDelGro |
7,900 |
1.35 |
5.65 |
| Genting Singapore |
11,700 |
0.645 |
3.99 |
| TheHourGlass |
15,400 |
0.70 |
5.71 |
| HRnetGroup |
21,900 |
0.47 |
5.45 |
| China Sunsine |
31,000 |
0.395 |
6.48 |
| HC Surgical |
35,500 |
0.325 |
6.11 |
| Nam Lee Metal |
28,200 |
0.31 |
4.63 |
| Silverlake Axis |
40,000 |
0.25 |
5.29 |
| Kimly |
27,000 |
0.26 |
3.72 |
Portfolio Value = $188,914
Trade Actions
- Bought 16,400 shares of HC Surgical Specialists.
- Bought 19,200 shares of Silverlake Axis.
SRS
| Security |
# shares |
Price S$ |
% |
| OCBC Bank |
900 |
8.42 |
12.13 |
| SGX |
1,300 |
8.66 |
18.02 |
| SATS |
2,200 |
2.98 |
10.49 |
| ST Engineering |
1,700 |
3.49 |
9.50 |
| Singtel |
2,000 |
2.03 |
6.50 |
| CapitaMall Trust |
3,600 |
1.73 |
9.97 |
| Sheng Siong |
8,700 |
1.67 |
23.25 |
| HC Surgical |
19,500 |
0.325 |
9.97 |
Portfolio Value = $62,480
Trade Actions
- None
Commentary:
The local stock market ended the month on a bloody note. A Bloomberg article remarked Singapore had overtaken Thailand to become Asia's worst stock market [
news]. The COVID-19 virus is still on a rampage through Europe and the pending U.S. Presidential Election gave investors pause in chasing the momentum.
On my watchlist, both
Singtel and
CapitaLand hit their 52-week low. I would understand the bearish thesis on Singtel - there is the intense telco competition...
