tag:blogger.com,1999:blog-22541238817187263712024-03-12T20:05:50.551-07:00Stock TakingsStock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.comBlogger60125tag:blogger.com,1999:blog-2254123881718726371.post-16164370947020915952020-12-01T22:03:00.002-08:002020-12-01T22:07:13.713-08:00Portfolio as of 30 November 2020<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 Nov 2020 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
AEM</div><div style="text-align: justify;">Ascendas Reit</div><div style="text-align: justify;">CapLand IntCom T<br />
DBS</div><div style="text-align: justify;">Frasers Cpt Tr<br />
Frasers L&T Tr</div>
<div style="text-align: justify;">
Hongkong Land USD</div><div style="text-align: justify;">Mapletree Com Tr<br />
Mapletree Ind Tr<br />
OCBC Bank</div><div style="text-align: justify;">SIA<br />
Singtel<br />
Sunpower<br />
ThaiBev<br />
UOB</div>
<div style="text-align: justify;">
Wilmar<br />
</div><div style="text-align: justify;"><br />
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
KIMLUN<br />
MAYBANK<br />
PBBANK<br />
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-21174592918898795472020-06-06T02:33:00.001-07:002020-06-06T02:33:23.674-07:00Portfolio as of 31 May 2020<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 May 2020 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
CapitaMall Trust<br />
DBS<br />
Frasers L&T Tr</div>
<div style="text-align: justify;">
Frencken<br />
Hi-P<br />
Hongkong Land USD<br />
Mapletree Ind Tr<br />
OCBC Bank<br />
ParkwayLife Reit<br />
Singtel<br />
Sunpower<br />
ThaiBev<br />
UOB</div>
<div style="text-align: justify;">
<br />
<br />
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
KIMLUN<br />
MAYBANK<br />
OCK</div>
<div style="text-align: justify;">
PBBANK<br />
PENTA</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-86026306451542834252020-01-05T09:34:00.000-08:002020-01-05T09:34:09.540-08:00Portfolio as of 31 December 2019<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 December 2019 are as follows:</div>
<div style="text-align: justify;">
<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-D7n9r7srmMs/XhIbJ3jgWzI/AAAAAAAAAQk/hBLp0EHviRk7Plna030DdiWAN94xh6jxACLcBGAsYHQ/s1600/2020s.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="240" data-original-width="225" src="https://1.bp.blogspot.com/-D7n9r7srmMs/XhIbJ3jgWzI/AAAAAAAAAQk/hBLp0EHviRk7Plna030DdiWAN94xh6jxACLcBGAsYHQ/s1600/2020s.png" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</div>
<div style="text-align: justify;">
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-iuCq74sMDhI/XhIb2nWReqI/AAAAAAAAAQ0/fKVz-rMC4WU0Rd0j2NFK8Fmh4kSjvFmXgCLcBGAsYHQ/s1600/2020m1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="134" data-original-width="90" src="https://1.bp.blogspot.com/-iuCq74sMDhI/XhIb2nWReqI/AAAAAAAAAQ0/fKVz-rMC4WU0Rd0j2NFK8Fmh4kSjvFmXgCLcBGAsYHQ/s1600/2020m1.png" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</div>
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding.<br />
</div>
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-10804558205908760792019-10-03T19:31:00.000-07:002019-10-03T19:31:16.018-07:00Portfolio as of 30 September 2019<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 September 2019 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec<br />
Ascendas Reit<br />
CapitaMall Trust<br />
DBS</div>
<div style="text-align: justify;">
Frasers Com Tr<br />
Frasers Cpt Tr<br />
Frencken<br />
KSH<br />
Mapletree Log Tr<br />
Mapletree NAC Tr<br />
OCBC Bank<br />
ST Engineering<br />
StarhillGbl Reit<br />
UOB<br />
UOL<br />
Wilmar Intl</div>
<div style="text-align: justify;">
<br />
<br />
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
KIMLUN<br />
MAYBANK<br />
</div>
<div style="text-align: justify;">
<u>Long-term holding</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-45415231153173339722019-06-01T22:06:00.000-07:002019-06-01T22:06:02.162-07:00Portfolio as of 31 May 2019<div style="text-align: justify;">
The counter on the SGX that I am holding as of 31 May 2019 is as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
<br />
(I sold off all my other counters in early May)</div>
<div style="text-align: justify;">
<br />
<br />
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
KIMLUN<br />
MAYBANK<br />
PMETAL</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-77579412761647909982019-04-01T00:50:00.000-07:002019-04-01T00:50:32.177-07:00Portfolio as of 31 March 2019<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 March 2019 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec<br />
AEM<br />
Ascott Reit<br />
CDL HTrust</div>
<div style="text-align: justify;">
DBS<br />
Frasers Com Tr<br />
Frasers Cpt Tr<br />
Frasers Property<br />
Genting Sing<br />
ManulifeReit USD<br />
Mermaid Maritime</div>
<div style="text-align: justify;">
OCBC<br />
Sasseur Reit<br />
UOB</div>
<div style="text-align: justify;">
Valuetronics<br />
Wing Tai</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-78818017542742127422019-01-06T19:13:00.000-08:002019-01-06T19:13:36.011-08:00Portfolio as of 31 December 2018<div style="text-align: justify;">
The stocks that I am holding as of 31 December 2018 are shown in the images below.</div>
<div style="text-align: justify;">
<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-dpSVOCI6gkw/XDLCtEGRksI/AAAAAAAAANo/oVga6Q-y26AS9aA63wbIEszNDHoVN9pRQCLcBGAs/s1600/uobkayhian%2B1-1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="448" data-original-width="1346" height="106" src="https://1.bp.blogspot.com/-dpSVOCI6gkw/XDLCtEGRksI/AAAAAAAAANo/oVga6Q-y26AS9aA63wbIEszNDHoVN9pRQCLcBGAs/s320/uobkayhian%2B1-1.png" width="320" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</div>
<div style="text-align: justify;">
All the above counters are on the SGX.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-nHsaoCgoK4E/XDLC26t4JUI/AAAAAAAAANw/fiNVrYQjkLwOXCj6Oq-2lIWze_pBnnEHQCLcBGAs/s1600/ams%2B1-1a.gif" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="136" data-original-width="671" height="64" src="https://2.bp.blogspot.com/-nHsaoCgoK4E/XDLC26t4JUI/AAAAAAAAANw/fiNVrYQjkLwOXCj6Oq-2lIWze_pBnnEHQCLcBGAs/s320/ams%2B1-1a.gif" width="320" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</div>
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
All the above counters are on the Bursa Malaysia.</div>
</div>
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
<br />
A counter that appears both here and in the previous month's portfolio may differ in terms of size of holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-43520139069682504382018-12-03T03:29:00.000-08:002018-12-03T03:29:11.825-08:00Portfolio as of 30 November 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 November 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
ComfortDelGro<br />
Creative<br />
DairyFarm USD<br />
DBS<br />
IFAST<br />
Mapletree NAC Tr</div>
<div style="text-align: justify;">
Mermaid Maritime</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
Valuetronics</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com1tag:blogger.com,1999:blog-2254123881718726371.post-35691904294758168852018-10-31T23:43:00.000-07:002018-10-31T23:43:41.547-07:00Portfolio as of 31 October 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 October 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
Best World<br />
ComfortDelGro<br />
Creative<br />
DairyFarm USD<br />
DBS<br />
IFAST<br />
Mapletree NAC Tr</div>
<div style="text-align: justify;">
Mermaid Maritime</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
ST Engineering</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-10423027221487591582018-09-30T20:35:00.000-07:002018-09-30T20:35:23.746-07:00Portfolio as of 30 September 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 September 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec<br />
AEM</div>
<div style="text-align: justify;">
Best World<br />
COSCO SHP SG<br />
Creative<br />
DBS<br />
Genting Sing<br />
KSH</div>
<div style="text-align: justify;">
Mermaid Maritime</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
PropNex</div>
<div style="text-align: justify;">
Sasseur Reit</div>
<div style="text-align: justify;">
SATS</div>
<div style="text-align: justify;">
SGX</div>
<div style="text-align: justify;">
SIA</div>
<div style="text-align: justify;">
ST Engineering<br />
ThaiBev<br />
UOB<br />
YZJ Shipbldg SGD</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-32638118396920159242018-09-04T00:28:00.000-07:002018-09-04T00:28:44.043-07:00Portfolio as of 31 August 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 August 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
Best World</div>
<div style="text-align: justify;">
Keppel Corp</div>
<div style="text-align: justify;">
Mermaid Maritime</div>
<div style="text-align: justify;">
ST Engineering </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-73990986118283749892018-06-03T04:48:00.001-07:002018-06-03T04:48:25.392-07:00Portfolio as of 31 May 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 May 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec<br />
AEM</div>
<div style="text-align: justify;">
Best World</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Keppel Corp</div>
<div style="text-align: justify;">
Mermaid Maritime</div>
<div style="text-align: justify;">
Micro-Mechanics</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC<br />
Singtel</div>
<div style="text-align: justify;">
Suntec Reit</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD<br />
HIBISCS<br />
HIBISCS-WC<br />
MAYBANK</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br />
I took profit on one-third of my holdings of MYEG on 8 May and managed to dump all remaining lots on the second day when market re-opened after GE14. As a result, overall, I still managed to register profit for this counter on the lots I was holding.</div>
<div style="text-align: justify;">
<br />
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-82709088347906617922018-05-05T22:22:00.000-07:002018-05-05T22:22:09.532-07:00Portfolio as of 30 April 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 April 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Acromec<br />
AEM</div>
<div style="text-align: justify;">
APAC Realty</div>
<div style="text-align: justify;">
Best World<br />
CityDev<br />
Cityneon</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Hi-P<br />
HongkongLand USD</div>
<div style="text-align: justify;">
Keppel Corp<br />
Micro-Mechanics</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC<br />
Singtel</div>
<div style="text-align: justify;">
Suntec Reit</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics<br />
Wing Tai</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD<br />
HIBISCS<br />
MAYBANK</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-21403378078168955172018-03-03T01:18:00.002-08:002018-03-03T01:36:01.276-08:00Portfolio as of 28 February 2018<div style="text-align: justify;">
The counters on the SGX that I am holding as of 28 February 2018 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
APAC Realty<br />
Avi-Tech</div>
<div style="text-align: justify;">
Chip Eng Seng<br />
CityDev<br />
Cityneon</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD<br />
Frencken</div>
<div style="text-align: justify;">
Hi-P<br />
HongkongLand USD</div>
<div style="text-align: justify;">
Jadason^<br />
Keppel Corp<br />
Micro-Mechanics<br />
MM2 Asia</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC<br />
Singtel</div>
<div style="text-align: justify;">
Sunningdale Tech<br />
Suntec Reit</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics<br />
Venture<br />
Wing Tai</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
and on the Bursa are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD<br />
HIBISCS<br />
MAYBANK</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-21278032539814944122018-01-01T04:56:00.000-08:002019-01-06T19:13:33.873-08:00Portfolio as of 31 December 2017<div style="text-align: justify;">
The stocks that I am holding as of 31 December 2017 are shown in the images below.</div>
<div style="text-align: justify;">
<br />
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-4gdUnywMIdk/Wkn6ikMjhEI/AAAAAAAAAM0/MrNmDBWgdiQJoVw7jznhOrVS9h87ZUhYACLcBGAs/s1600/KayHian2017a.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="462" data-original-width="1361" height="135" src="https://2.bp.blogspot.com/-4gdUnywMIdk/Wkn6ikMjhEI/AAAAAAAAAM0/MrNmDBWgdiQJoVw7jznhOrVS9h87ZUhYACLcBGAs/s400/KayHian2017a.jpg" width="400" /></a></div>
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
All the above counters are on the SGX.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-pYCZ_-4HwnA/Wkn5YkLJIWI/AAAAAAAAAMo/_HvNTbSA4y4vdoSLIliqwHXFkJsT_WktwCLcBGAs/s1600/AmInvest2017a.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="156" data-original-width="622" height="100" src="https://1.bp.blogspot.com/-pYCZ_-4HwnA/Wkn5YkLJIWI/AAAAAAAAAMo/_HvNTbSA4y4vdoSLIliqwHXFkJsT_WktwCLcBGAs/s400/AmInvest2017a.png" width="400" /></a></div>
<br />
</div>
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
All the above counters are on the Bursa Malaysia.</div>
</div>
<div class="post-body entry-content" itemprop="description articleBody" style="text-align: justify;">
<br />
A counter that appears both here and in the previous month's portfolio may differ in terms of size of holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-19183230797150672122017-12-04T05:40:00.000-08:002017-12-04T05:40:43.294-08:00Portfolio as of 30 November 2017<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 November 2017 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
800 Super</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
APAC Realty</div>
<div style="text-align: justify;">
CapitaLand</div>
<div style="text-align: justify;">
Chip Eng Seng</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Hi-P</div>
<div style="text-align: justify;">
Jadason^</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
Sunningdale Tech</div>
<div style="text-align: justify;">
ThaiBev</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 30 November 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-64466126329643928222017-11-04T08:08:00.000-07:002017-11-04T08:08:47.639-07:00Portfolio as of 31 October 2017<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 October 2017 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
800 Super</div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
Best World</div>
<div style="text-align: justify;">
CapitaLand</div>
<div style="text-align: justify;">
China Sunsine</div>
<div style="text-align: justify;">
Chip Eng Seng</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Hi-P</div>
<div style="text-align: justify;">
IFAST</div>
<div style="text-align: justify;">
Innotek<br />
Jadason^</div>
<div style="text-align: justify;">
KSH</div>
<div style="text-align: justify;">
Mapletree Com Tr</div>
<div style="text-align: justify;">
Memtech Intl</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
Sunningdale Tech</div>
<div style="text-align: justify;">
ThaiBev</div>
<div style="text-align: justify;">
UMS</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
Valuetronics</div>
<div style="text-align: justify;">
Wilmar Intl</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 31 October 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD</div>
<div style="text-align: justify;">
MYCRON</div>
<div style="text-align: justify;">
NOTION</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-71952080624604087302017-10-04T02:00:00.000-07:002017-10-04T02:00:30.728-07:00Portfolio as of 30 September 2017<div style="text-align: justify;">
The counters on the SGX that I am holding as of 30 September 2017 are as follows:</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
800 Super</div>
<div style="text-align: justify;">
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
Best World</div>
<div style="text-align: justify;">
CapitaLand</div>
<div style="text-align: justify;">
CDL HTrust</div>
<div style="text-align: justify;">
China Sunsine</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Hi-P</div>
<div style="text-align: justify;">
IFAST</div>
<div style="text-align: justify;">
Innotek</div>
<div style="text-align: justify;">
Keppel DC Reit</div>
<div style="text-align: justify;">
KSH</div>
<div style="text-align: justify;">
Mapletree Com Tr</div>
<div style="text-align: justify;">
Memtech Intl</div>
<div style="text-align: justify;">
Nordic</div>
<div style="text-align: justify;">
OCBC</div>
<div style="text-align: justify;">
Sunningdale Tech</div>
<div style="text-align: justify;">
Suntec Reit</div>
<div style="text-align: justify;">
ThaiBev</div>
<div style="text-align: justify;">
UMS</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
Valuetronics</div>
<div style="text-align: justify;">
Wilmar Intl</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 30 September 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS</div>
<div style="text-align: justify;">
CIMB</div>
<div style="text-align: justify;">
DNEX-WD</div>
<div style="text-align: justify;">
MYCRON</div>
<div style="text-align: justify;">
NOTION</div>
<div style="text-align: justify;">
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-78072716379356612432017-09-01T06:41:00.001-07:002017-09-01T06:41:31.709-07:00Portfolio as of 31 August 2017<div style="text-align: justify;">
The counters on the SGX that I am holding as of 31 August 2017 are as follows:</div>
<div style="text-align: justify;">
<br />
800 Super<br />
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
CDL HTrust<br />
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Innotek<br />
Keppel DC Reit</div>
<div style="text-align: justify;">
KSH</div>
<div style="text-align: justify;">
Mapletree Com Tr<br />
Memtech Intl</div>
<div style="text-align: justify;">
Nordic<br />
OCBC</div>
<div style="text-align: justify;">
Suntec Reit</div>
<div style="text-align: justify;">
ThaiBev</div>
<div style="text-align: justify;">
UMS</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
Wilmar Intl</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 31 August 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CIMB<br />
DNEX-WD</div>
<div style="text-align: justify;">
MYCRON<br />
NOTION<br />
VS-WA</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<u>Long-term holdings</u></div>
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK</div>
<div style="text-align: justify;">
<br />
</div>
<div style="text-align: justify;">
I have taken profit on many counters in August.</div>
<div style="text-align: justify;">
<br />
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com1tag:blogger.com,1999:blog-2254123881718726371.post-48819156255024861462017-08-06T01:27:00.000-07:002017-08-06T01:27:20.955-07:00An Attempt by the STI to Match its Feat in 2006/2007<div style="text-align: justify;">
Since January this year, the STI has gone up for 7 straight months.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
The one and only time since 1995 that the STI was up consecutively for at least 7 months was in 2006. In that bull run, it went up for 8 consecutive months from June 2006 to January 2007 before it took a breather in February 2007.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
If the STI chalks up another gain this month, it will equal the feat achieved in 2006/2007. Will the STI be able to repeat the performance?</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
The figure below shows the charts that depict these two bull runs. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div class="separator" style="clear: both; text-align: justify;">
<a href="https://1.bp.blogspot.com/-U90tzt27cKE/WYWhNFr7tFI/AAAAAAAAAMI/bxYssOCajTAJV09oOF_HtC2VfRC17PlggCLcBGAs/s1600/8Up1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="568" data-original-width="1072" height="211" src="https://1.bp.blogspot.com/-U90tzt27cKE/WYWhNFr7tFI/AAAAAAAAAMI/bxYssOCajTAJV09oOF_HtC2VfRC17PlggCLcBGAs/s400/8Up1.png" width="400" /></a></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The chart at the top shows the bull run from June 2006 to January 2007 and the chart at the bottom from January 2017 to July 2017.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The table below shows the gains obtained by the STI for these 2 7-month periods.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<table style="border-collapse: collapse; height: 56px; width: 291px;">
<colgroup><col width="137"></col>
<col width="90"></col>
<col width="64"></col>
<tbody>
<tr height="19">
<td class="et3" height="19" style="border-color: rgb(0, 0, 0); border-style: solid; border-width: 1.2pt 0.5pt 0.5pt 1.2pt; color: black; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 102.75pt;" width="137"></td><td class="et4" height="19" style="background: rgb(255, 255, 153); border-color: rgb(0, 0, 0); border-style: solid; border-width: 1.2pt 0.5pt 0.5pt; color: navy; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 67.5pt;" width="90" x:str="">Points</td><td class="et5" height="19" style="background: rgb(255, 255, 153); border-color: rgb(0, 0, 0); border-style: solid; border-width: 1.2pt 1.2pt 0.5pt 0.5pt; color: navy; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 48pt;" width="64" x:str="">Percentage</td>
</tr>
<tr height="19">
<td class="et6" height="19" style="background: rgb(255, 255, 153); border-color: rgb(0, 0, 0); border-style: solid; border-width: 0.5pt 0.5pt 0.5pt 1.2pt; color: navy; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 102.75pt;" width="137" x:str="">Jun<span style="mso-spacerun: yes;"> </span>2006<span style="mso-spacerun: yes;"> </span>-<span style="mso-spacerun: yes;"> </span>Dec<span style="mso-spacerun: yes;"> </span>2007</td><td class="et7" height="19" style="background: rgb(155, 194, 230); border: 0.5pt solid rgb(0, 0, 0); color: black; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 67.5pt;" width="90" x:num="601.96"><div style="text-align: right;">
601.96</div>
</td><td class="et8" height="19" style="background: rgb(155, 194, 230); border-color: rgb(0, 0, 0); border-style: solid; border-width: 0.5pt 1.2pt 0.5pt 0.5pt; color: black; font-size: 10pt; font-style: normal; font-weight: 700; height: 14.25pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 48pt;" width="64" x:num="0.252513769626699"><div style="text-align: right;">
25.3%</div>
</td>
</tr>
<tr height="18">
<td class="et9" height="18" style="background: rgb(255, 255, 153); border-color: rgb(0, 0, 0); border-style: solid; border-width: 0.5pt 0.5pt 1.2pt 1.2pt; color: navy; font-size: 10pt; font-style: normal; font-weight: 700; height: 13.5pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 102.75pt;" width="137" x:str="">Jan<span style="mso-spacerun: yes;"> </span>2017<span style="mso-spacerun: yes;"> </span>-<span style="mso-spacerun: yes;"> </span>Jul<span style="mso-spacerun: yes;"> </span>2017</td><td class="et10" height="18" style="background: rgb(169, 208, 142); border-color: rgb(0, 0, 0); border-style: solid; border-width: 0.5pt 0.5pt 1.2pt; color: black; font-size: 10pt; font-style: normal; font-weight: 700; height: 13.5pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 67.5pt;" width="90" x:num="448.76"><div style="text-align: right;">
448.76</div>
</td><td class="et11" height="18" style="background: rgb(169, 208, 142); border-color: rgb(0, 0, 0); border-style: solid; border-width: 0.5pt 1.2pt 1.2pt 0.5pt; color: black; font-size: 10pt; font-style: normal; font-weight: 700; height: 13.5pt; mso-pattern: auto none; mso-protection: locked visible; text-decoration: none; vertical-align: bottom; width: 48pt;" width="64" x:num="0.155778336272372"><div style="text-align: right;">
15.6%</div>
</td>
</tr>
</tbody></colgroup></table>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
From June 2006 to December 2006, the STI chalked up a gain of 601.96 points, whereas from January 2017 to July 2017, it gained less with 448.76 points. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
In terms of percentage, the former case was also higher at 25.3% and the latter, 15.6%. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
This shows that the bull run this year is smaller in magnitude compared to that of 2006/2007. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
<br /></div>
<br /><div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-53667468595085251712017-07-31T20:06:00.000-07:002017-07-31T20:06:38.242-07:00Portfolio as of 31 July 2017The counters on the SGX that I am holding as of 31 July 2017 are as follows:<br />
<div style="text-align: justify;">
<br />
800 Super<br />
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
Avi-Tech</div>
<div style="text-align: justify;">
BestWorld<br />
CDL HTrust<br />
CEI<br />
China Sunsine<br />
Cogent</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Elec & Eltek USD</div>
<div style="text-align: justify;">
Food Empire</div>
<div style="text-align: justify;">
GLD US$<br />
Hi-P<br />
IFAST<br />
Innotek<br />
Jadason^<br />
Keppel DC Reit</div>
<div style="text-align: justify;">
Mapletree Com Tr<br />
Memtech Intl</div>
<div style="text-align: justify;">
Micro-Mechanics<br />
Nordic<br />
OCBC</div>
<div style="text-align: justify;">
Sunningdale Tech</div>
<div style="text-align: justify;">
UOB</div>
<div style="text-align: justify;">
Valuetronics<br />
Wilmar Intl</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 31 July 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS<br />
CIMB<br />
D&0<br />
DNEX<br />
DNEX-WD<br />
NOTION<br />
PMETAL<br />
VS-WA</div>
<div style="text-align: justify;">
YTLPOWR</div>
<div style="text-align: justify;">
<br />
<div style="text-align: justify;">
<u>Long-term holdings</u><br />
<div style="text-align: justify;">
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK<br />
<br />
</div>
</div>
</div>
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-21331658239219498322017-07-05T04:19:00.000-07:002017-07-05T04:19:44.452-07:00Portfolio as of 30 June 2017 The counters on the SGX that I am holding as of 30 June 2017 are as follows:<br />
<div style="text-align: justify;">
<br />
800 Super<br />
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
Avi-Tech</div>
<div style="text-align: justify;">
BestWorld<br />
CapitaCom Trust<br />
CEI</div>
<div style="text-align: justify;">
DairyFarm USD</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
GLD US$<br />
Hi-P<br />
IFAST<br />
Keppel DC Reit</div>
<div style="text-align: justify;">
M1<br />
Mapletree Com Tr<br />
Memtech Intl</div>
<div style="text-align: justify;">
Micro-Mechanics<br />
Nordic<br />
OCBC<br />
Sheng Siong</div>
<div style="text-align: justify;">
Singtel<br />
Sunningdale Tech</div>
<div style="text-align: justify;">
United Engineers</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 30 June 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
AEMULUS<br />
D&0<br />
DNEX<br />
DNEX-WD<br />
NOTION<br />
PMETAL<br />
VS-WA</div>
<div style="text-align: justify;">
YTLPOWR</div>
<div style="text-align: justify;">
<br />
<div style="text-align: justify;">
<u>Long-term holdings</u><br />
<div style="text-align: justify;">
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK<br />
<br />
</div>
</div>
</div>
</div>
<div style="text-align: justify;">
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com1tag:blogger.com,1999:blog-2254123881718726371.post-90115260862171184552017-05-31T05:02:00.001-07:002017-05-31T05:02:15.392-07:00Portfolio as of 31 May 2017 The counters on the SGX that I am holding as of 31 May 2017 are as follows:<br />
<div style="text-align: justify;">
<br />
800 Super<br />
Acromec</div>
<div style="text-align: justify;">
AEM</div>
<div style="text-align: justify;">
Avi-Tech</div>
<div style="text-align: justify;">
BestWorld<br />
CEI<br />
China Sunsine</div>
<div style="text-align: justify;">
DairyFarm USD</div>
<div style="text-align: justify;">
DBS</div>
<div style="text-align: justify;">
Ezion<br />
GLD US$<br />
Hi-P<br />
IFAST<br />
Jadason^</div>
<div style="text-align: justify;">
Jumbo<br />
M1</div>
<div style="text-align: justify;">
Micro-Mechanics<br />
Nordic<br />
OCBC<br />
Sheng Siong</div>
<div style="text-align: justify;">
Singtel</div>
<div style="text-align: justify;">
StarhillGbl Reit</div>
<div style="text-align: justify;">
ThaiBev</div>
<div style="text-align: justify;">
United Engineers</div>
<div style="text-align: justify;">
UOB<br />
Valuetronics</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The counters on the Bursa that I am holding as of 31 May 2017 are as follows:</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
CSCSTEL<br />
D&0<br />
DNEX<br />
DNEX-WD<br />
NOTION<br />
PMETAL</div>
<div style="text-align: justify;">
YTLPOWR</div>
<div style="text-align: justify;">
<br />
<div style="text-align: justify;">
<u>Long-term holdings</u><br />
<div style="text-align: justify;">
<div style="text-align: justify;">
MYEG</div>
<div style="text-align: justify;">
PBBANK<br />
<br />
<br />
I just added PMETAL to my portfolio today.<br />
</div>
</div>
</div>
</div>
<div style="text-align: justify;">
<br />
A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-70713352273219165192017-05-11T01:06:00.000-07:002017-05-11T01:06:36.140-07:00I went to the 51th Annual General Meeting of Public Bank Bhd<div style="text-align: justify;">
I went to Public Bank Bhd's 51th Annual General Meeting (AGM) at the Shangri-La Hotel in Kuala Lumpur on 27 March. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
I reached the Shangri-La Hotel at about 11:30am and quickly headed to the meeting room for registration. Upon registration, I was given a souvenir item and a passcode slip.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The souvenir item comprised 2 bags.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-ddNgyZQylhs/WRFrcK8MocI/AAAAAAAAAI8/qLR0fLy0brQLZOD0tc8aYrjrJX4kAEcgwCLcB/s1600/pbb1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://3.bp.blogspot.com/-ddNgyZQylhs/WRFrcK8MocI/AAAAAAAAAI8/qLR0fLy0brQLZOD0tc8aYrjrJX4kAEcgwCLcB/s1600/pbb1.jpg" /></a></div>
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-UmgKZJ-iZdY/WRFrhyhegSI/AAAAAAAAAJA/kPpNRY5UEfc0P_GRyqG6YBaxsin3N0UVgCLcB/s1600/pbb2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://2.bp.blogspot.com/-UmgKZJ-iZdY/WRFrhyhegSI/AAAAAAAAAJA/kPpNRY5UEfc0P_GRyqG6YBaxsin3N0UVgCLcB/s1600/pbb2.jpg" /></a></div>
<div style="text-align: center;">
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The passcode slip is shown in the image below. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-ZK8LgTpKoSU/WRFr7gZ4l1I/AAAAAAAAAJE/b4B9c47iYZgPUUWuY0Fi3247ffno8ouhQCLcB/s1600/pbb3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="240" src="https://1.bp.blogspot.com/-ZK8LgTpKoSU/WRFr7gZ4l1I/AAAAAAAAAJE/b4B9c47iYZgPUUWuY0Fi3247ffno8ouhQCLcB/s320/pbb3.jpg" width="320" /></a></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
It was basically a ticket that allowed its holder to vote on the resolutions of the AGM. It also served as a ticket for the exchange of a $50 Parkson Gift Voucher. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
However, before you could claim your gift voucher, you had to cast your votes on the resolutions first. The voting was scheduled to take place only after the AGM was over in the same meeting room that was used for registration. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
When I came out of the registration room, there was already a long line of people at the foyer waiting to vote. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
I joined the queue slightly after 12 pm and I took my position at the end of the line. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
(These days, I don't bother to sit in on any of Public Bank Bhd's AGM any more. I had done that a couple of times in previous years to know what it would be like. There would be the usual praises, long story-telling before getting to the main question (eg. "I woke up at 4am this morning and went to the bus station to take the bus to ...") , AGM-irrelevant complaints and grouses (eg, "The ATM machine at this branch ..."), happy birthday greetings to the Chairman, etc.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
One thing good about this AGM is that it always end on time at 12:30pm. They are able to do this is because they first gather all the questions from the floor and then give the answers all at one go at the end. It is unlike the ding-dong sessions practised at the AGM's of other companies at which the meetings can drag on for hours.)</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
After the meeting was over at about 12:30pm, they opened the doors to the meeting room and let the people in to vote. It was slow moving as each time they allowed only about 30 persons in to vote. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
At first, the queue was moving in an orderly manner. Not long later, the people started to lose their patience. Some began to cut queue by lifting the tapes that formed the queue boundaries and got to the other side of the boundary. When others saw this, they did not want to lose out and quickly followed suit. Many more followed with pushing and shoving. Finally, all hell broke lose! </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
The security guards blew their whistles to try to control the crowd. When the pushing subsided, I found myself ended close to the front of the queue. Soon after, I was in the group that was allowed to go into the meeting room to vote.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
I went to a table and a young girl was waiting with a tablet. I voted 'Against' for all 4 resolutions. I told the girl that the bank did not deserve a positive response to their resolutions with this poor organisation of the AGM.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-1nfpahbD1No/WRFuitsVNEI/AAAAAAAAAJU/ZXx25CGZ2lsfvh24SDwA6xmyIHB0jTJlACLcB/s1600/pbb4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://2.bp.blogspot.com/-1nfpahbD1No/WRFuitsVNEI/AAAAAAAAAJU/ZXx25CGZ2lsfvh24SDwA6xmyIHB0jTJlACLcB/s1600/pbb4.jpg" /></a></div>
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-frbmCxlnpJI/WRFuXp69KuI/AAAAAAAAAJQ/IRPw3QSTuGQ_0MeZICROP3_ORcwYDIQ2QCLcB/s1600/pbb5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://4.bp.blogspot.com/-frbmCxlnpJI/WRFuXp69KuI/AAAAAAAAAJQ/IRPw3QSTuGQ_0MeZICROP3_ORcwYDIQ2QCLcB/s1600/pbb5.jpg" /></a></div>
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<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
On completion of the voting, I was given the $50 Parkson Gift Voucher.</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-MEGT8fC9LvY/WRKMROfmd4I/AAAAAAAAAJs/GI4O1kD8kyYvs9OW4kpcVrTx3fSY5RahwCLcB/s1600/pbb6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://1.bp.blogspot.com/-MEGT8fC9LvY/WRKMROfmd4I/AAAAAAAAAJs/GI4O1kD8kyYvs9OW4kpcVrTx3fSY5RahwCLcB/s1600/pbb6.jpg" /></a></div>
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</div>
<div style="text-align: justify;">
When I came out of the meeting room, there was still a huge crowd outside waiting to vote. I went upstairs to have some coffee before leaving.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0tag:blogger.com,1999:blog-2254123881718726371.post-25212109447710839072017-05-07T01:49:00.001-07:002017-05-07T01:49:40.058-07:00I Went to the 47th Annual General Meeting of Dagang NeXchange Berhad<div style="text-align: justify;">
I went to Dagang NeXchange Berhad's 47th Annual General Meeting at the Nexus, Jalan Kerinchi, Bangsar South City, Kuala Lumpur on 2 May. </div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: center;">
<a href="https://4.bp.blogspot.com/-ozcwd-iYCH8/WQ7XhJqnQcI/AAAAAAAAAIU/QdL8TZCgjmAttI7FCsnWhBKk4o6iSV6jACLcB/s1600/dnex1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://4.bp.blogspot.com/-ozcwd-iYCH8/WQ7XhJqnQcI/AAAAAAAAAIU/QdL8TZCgjmAttI7FCsnWhBKk4o6iSV6jACLcB/s1600/dnex1.jpg" /></a></div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
</div>
<div style="text-align: justify;">
The meeting was scheduled to start at 10:00am. </div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
I had wanted to take either Uber or Grab to go there. I tried both Uber and Grab but there were no drivers. Even when they upped the fare by more than 50% of the normal rate due to the high demand, there were still no takers. So, I went out to take a public taxi. At the taxi stand, there were a few empty cabs waiting for customers.</div>
<div style="text-align: justify;">
<br /></div>
<div style="text-align: justify;">
Due to the unavailability of Uber and Grab drivers, I was late for the meeting. I reached the Nexus only at about 10:20am. The taxi fare was about 50% higher than the normal Uber fare for the same journey. </div>
<div style="text-align: justify;">
</div>
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I took the lift to Level 3 and proceeded to the meeting room for registration.</div>
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Upon registration, I was given 3 vouchers: 1 for door gift, another for breakfast and the last for lunch.</div>
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I claimed the door gift at a counter just opposite the registration counter. I was given a carrier and inside it were a box of Tuzra fruit cake and a packet of Sherif teabags. I exchanged my lunch voucher next for an envelope that contained 3 $10 KFC vouchers. These are shown in the image below (the apple was part of the breakfast meal) :</div>
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<a href="https://1.bp.blogspot.com/-EILJZS8A884/WQ7XuwHUtJI/AAAAAAAAAIY/G-NklFe-oPMT6tMR6XKr34z2Bh8vysfagCLcB/s1600/dnex3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://1.bp.blogspot.com/-EILJZS8A884/WQ7XuwHUtJI/AAAAAAAAAIY/G-NklFe-oPMT6tMR6XKr34z2Bh8vysfagCLcB/s1600/dnex3.jpg" /></a></div>
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I then went outside to the foyer. Breakfast food was available there. I had originally intended to sit in on the meeting, but I reckoned that I would have to miss the breakfast for that. I decided to go for the breakfast instead.</div>
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To my surprise, they provided a lot of food for breakfast. I had 2 plates full, as shown in the image below (including the apple shown in the image above):</div>
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<a href="https://3.bp.blogspot.com/-jhtpab1X3aA/WQ7aC54DBsI/AAAAAAAAAIk/vh8O4QNjQQwSiA7hfYOdgT67pm8KuENoACLcB/s1600/dnex2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://3.bp.blogspot.com/-jhtpab1X3aA/WQ7aC54DBsI/AAAAAAAAAIk/vh8O4QNjQQwSiA7hfYOdgT67pm8KuENoACLcB/s1600/dnex2.jpg" /></a></div>
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I like the cookies and the fruit tart most.</div>
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This company is quite generous to shareholders at their AGM; providing breakfast, lunch vouchers and a door gift. Most companies do not feed their shareholders so much.</div>
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While I was having my breakfast, a lady offered to exchange cash for my KFC vouchers ($23 for 3 x $10 vouchers). I politely declined.</div>
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After breakfast, I decided to leave and left in a Grabcar.</div>
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<div class="blogger-post-footer"><a href="http://stocktakings.blogspot.com">Stok Takings</a>
</div>Stock Takingshttp://www.blogger.com/profile/08381677652564125534noreply@blogger.com0