Bought:

  • 2000 ComfortDelGro (C52) @ $1.47

  • 1500 @ Wilmar Intl (F34) @ $4.37

  • 500 SIA (C6L) @ $3.57

I decided to nibble these counters a bit in the month of October, primarily to ‘get ready’ for Phase 3A. CDG and SIA should benefit from Phase 3A. As more workers head back into the office, we’ll see an uptick in demand for cabs as some people would most likely want to avoid public transportation, because, well, COVID.

As for SIA, this one’s a very tiny nibble just to get my feet wet. We’re slowly seeing more borders and travel bubbles being opened up slowly, and although it’d be a while more before we see a full resumption of flights, I’ll start to put this on watch and nibble whenever possible.

Wilmar Intl has been a long-stay in my portfolio, and if I recall it’s probably the 2nd counter I bought in my life,

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