I just decided to post an update because there is a chance the returns might get lower as the year goes lol.
(Pretty and Cute)
Portfolio Returns as of 9 April 2024: 10.77%
The top 3 holdings of the portfolio remains largely the same trio. Dream, Huationg, San Miguel
San Miguel - Await May 1Q 2023 Results of its Parent Company San Mig Brewery.
Currently, HK Beer Domestic Exports are up 14% in first 2 months of 2024 compared to 2023. Encouraging but March 2023 is a high export month so will have to continue to monitor as well.
As mentioned in my facebook post, the highlight of the annual report will be the rental amount is estimated to be higher in 2024 compared to 2023 and also a longer term rental lease is locked with the new anchor tenant.
Huationg - I have wrote up my view on the annual report in this facebook post. The highlight would be the refundable deposits being around...