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Portfolio and dividend update June 2021
By paullowinvestmentjourney  •  July 1, 2021
Added more dividend stocks :  Kmloong, UOAdev, pintaras and guangdong investment Sold: SMM
  1. Kmloong. Increased my exposure to plantation stocks selectively, ie those which have good track record and pays good dividends. Kmloong is one of them. And this counter is interesting in that its involved in power generation also.

  2. UOAdev. Owns several very prime buildings in KL. Undervalued. High yield which most likely can be maintained. On top of these, owns a huge piece of prime land, which might be developed later on.

  3. Pintaras : A bit strange as I invest in this when i am Singaporean. Cos this is Malaysian counter which is increasingly involved in business operations ie piling works in Singapore. But good company and good management with stellar track record. Very good potential of dividend raise in good times

  4. Guangdong investment; Steady dividend counter of water management and also it has quite

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