As was the style with my blog previously, I would always do a month-end review and summary of all portfolio positions. The display would only include my purchase price, market price and capital gain/(loss). Please note that the portfolio review is simply to catalogue all corporate announcements and associated news flow relating to my positions - it is NOT to be construed as an attempt to "brag" about portfolio size or to sound arrogant over specific security choices. If there is any indication of this occurring, then I apologize in advance.
1) Suntec REIT - There was no news from the REIT for the month.
2) Boustead Singapore Limited ("BSL")- BSL released its 1Q FY 2019 earnings on August 13, 2018. Revenue was up +18% yoy to $107m, while GP was up +26% from $33m to $41.4m. NPAT was up +315% to $12.2m, mainly due to a ......