Portfolio as of 30 November 2020

The counters on the SGX that I am holding as of 30 Nov 2020 are as follows:

AEM

Ascendas Reit

CapLand IntCom T
DBS

Frasers Cpt Tr
Frasers L&T Tr

Hongkong Land USD

Mapletree Com Tr
Mapletree Ind Tr
OCBC Bank

SIA
Singtel
Sunpower
ThaiBev
UOB

Wilmar

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
KIMLUN
MAYBANK
PBBANK
 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 May 2020

The counters on the SGX that I am holding as of 31 May 2020 are as follows:

CapitaMall Trust
DBS
Frasers L&T Tr

Frencken
Hi-P
Hongkong Land USD
Mapletree Ind Tr
OCBC Bank
ParkwayLife Reit
Singtel
Sunpower
ThaiBev
UOB

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
KIMLUN
MAYBANK
OCK

PBBANK
PENTA

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 December 2019

The counters on the SGX that I am holding as of 31 December 2019 are as follows:

 

and on the Bursa are as follows:

 

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding.
 

 

 

 

 

 

 

 

 

 

 

Portfolio as of 30 September 2019

The counters on the SGX that I am holding as of 30 September 2019 are as follows:

Acromec
Ascendas Reit
CapitaMall Trust
DBS

Frasers Com Tr
Frasers Cpt Tr
Frencken
KSH
Mapletree Log Tr
Mapletree NAC Tr
OCBC Bank
ST Engineering
StarhillGbl Reit
UOB
UOL
Wilmar Intl

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
KIMLUN
MAYBANK
 

Long-term holding

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 May 2019

The counter on the SGX that I am holding as of 31 May 2019 is as follows:

Acromec

(I sold off all my other counters in early May)

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
KIMLUN
MAYBANK
PMETAL

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 March 2019

The counters on the SGX that I am holding as of 31 March 2019 are as follows:

Acromec
AEM
Ascott Reit
CDL HTrust

DBS
Frasers Com Tr
Frasers Cpt Tr
Frasers Property
Genting Sing
ManulifeReit USD
Mermaid Maritime

OCBC
Sasseur Reit
UOB

Valuetronics
Wing Tai

 

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
MAYBANK

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 December 2018

The stocks that I am holding as of 31 December 2018 are shown in the images below.

 

 

All the above counters are on the SGX.

 

 

 

 

All the above counters are on the Bursa Malaysia.

 

A counter that appears both here and in the previous month's portfolio may differ in terms of size of holding. 

 

 

 

 

 

 

 

 

 

 

Portfolio as of 30 November 2018

The counters on the SGX that I am holding as of 30 November 2018 are as follows:

Acromec

ComfortDelGro
Creative
DairyFarm USD
DBS
IFAST
Mapletree NAC Tr

Mermaid Maritime

OCBC

UOB

Valuetronics

 

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
MAYBANK

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 October 2018

The counters on the SGX that I am holding as of 31 October 2018 are as follows:

Acromec

Best World
ComfortDelGro
Creative
DairyFarm USD
DBS
IFAST
Mapletree NAC Tr

Mermaid Maritime

OCBC

ST Engineering

UOB
Valuetronics

 

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
MAYBANK

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 30 September 2018

The counters on the SGX that I am holding as of 30 September 2018 are as follows:

Acromec
AEM

Best World
COSCO SHP SG
Creative
DBS
Genting Sing
KSH

Mermaid Maritime

OCBC

PropNex

Sasseur Reit

SATS

SGX

SIA

ST Engineering
ThaiBev
UOB
YZJ Shipbldg SGD

 

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
MAYBANK

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 August 2018

The counters on the SGX that I am holding as of 31 August 2018 are as follows:

Acromec

Best World

Keppel Corp

Mermaid Maritime

ST Engineering 

 

and on the Bursa are as follows:

 

CIMB

HIBISCS
HIBISCS-WC
MAYBANK

 

Long-term holdings

PBBANK

 

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 31 May 2018

The counters on the SGX that I am holding as of 31 May 2018 are as follows:

Acromec
AEM

Best World

DBS

Keppel Corp

Mermaid Maritime

Micro-Mechanics

Nordic

OCBC
Singtel

Suntec Reit

UOB
Valuetronics

 

 

and on the Bursa are as follows:

 

AEMULUS

CIMB

DNEX-WD
HIBISCS
HIBISCS-WC
MAYBANK

VS-WA

Long-term holdings

PBBANK

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.

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

Portfolio as of 30 April 2018

The counters on the SGX that I am holding as of 30 April 2018 are as follows:

Acromec
AEM

APAC Realty

Best World
CityDev
Cityneon

DBS

Elec & Eltek USD

Hi-P
HongkongLand USD

Keppel Corp
Micro-Mechanics

Nordic

OCBC
Singtel

Suntec Reit

UOB
Valuetronics
Wing Tai

 

 

and on the Bursa are as follows:

 

AEMULUS

CIMB

DNEX-WD
HIBISCS
MAYBANK

VS-WA

Long-term holdings

MYEG

PBBANK

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

Portfolio as of 28 February 2018

The counters on the SGX that I am holding as of 28 February 2018 are as follows:

AEM

APAC Realty
Avi-Tech

Chip Eng Seng
CityDev
Cityneon

DBS

Elec & Eltek USD
Frencken

Hi-P
HongkongLand USD

Jadason^
Keppel Corp
Micro-Mechanics
MM2 Asia

Nordic

OCBC
Singtel

Sunningdale Tech
Suntec Reit

UOB
Valuetronics
Venture
Wing Tai

 

 

and on the Bursa are as follows:

 

AEMULUS

CIMB

DNEX-WD
HIBISCS
MAYBANK

VS-WA

Long-term holdings

MYEG

PBBANK

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

Portfolio as of 31 December 2017

The stocks that I am holding as of 31 December 2017 are shown in the images below.

 

 

All the above counters are on the SGX.

 

 

 

All the above counters are on the Bursa Malaysia.

 

A counter that appears both here and in the previous month's portfolio may differ in terms of size of holding. 

 

 

 

 

 

 

 

 

 

 

Portfolio as of 30 November 2017

The counters on the SGX that I am holding as of 30 November 2017 are as follows:

800 Super

AEM

APAC Realty

CapitaLand

Chip Eng Seng

DBS

Elec & Eltek USD

Hi-P

Jadason^

Nordic

OCBC

Sunningdale Tech

ThaiBev

UOB

 

 

The counters on the Bursa that I am holding as of 30 November 2017 are as follows:

 

AEMULUS

CIMB

DNEX-WD

VS-WA

Long-term holdings

MYEG

PBBANK

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

Portfolio as of 31 October 2017

The counters on the SGX that I am holding as of 31 October 2017 are as follows:

800 Super

Acromec

AEM

Best World

CapitaLand

China Sunsine

Chip Eng Seng

DBS

Elec & Eltek USD

Hi-P

IFAST

Innotek
Jadason^

KSH

Mapletree Com Tr

Memtech Intl

Nordic

OCBC

Sunningdale Tech

ThaiBev

UMS

UOB

Valuetronics

Wilmar Intl

 

 

The counters on the Bursa that I am holding as of 31 October 2017 are as follows:

 

AEMULUS

CIMB

DNEX-WD

MYCRON

NOTION

VS-WA

Long-term holdings

MYEG

PBBANK

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

Portfolio as of 30 September 2017

The counters on the SGX that I am holding as of 30 September 2017 are as follows:

800 Super

Acromec

AEM

Best World

CapitaLand

CDL HTrust

China Sunsine

DBS

Elec & Eltek USD

Hi-P

IFAST

Innotek

Keppel DC Reit

KSH

Mapletree Com Tr

Memtech Intl

Nordic

OCBC

Sunningdale Tech

Suntec Reit

ThaiBev

UMS

UOB

Valuetronics

Wilmar Intl

 

 

The counters on the Bursa that I am holding as of 30 September 2017 are as follows:

 

AEMULUS

CIMB

DNEX-WD

MYCRON

NOTION

VS-WA

Long-term holdings

MYEG

PBBANK

 

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

Portfolio as of 31 August 2017

The counters on the SGX that I am holding as of 31 August 2017 are as follows:

800 Super
Acromec

AEM

CDL HTrust
DBS

Elec & Eltek USD

Innotek
Keppel DC Reit

KSH

Mapletree Com Tr
Memtech Intl

Nordic
OCBC

Suntec Reit

ThaiBev

UMS

UOB

Wilmar Intl

 

 

The counters on the Bursa that I am holding as of 31 August 2017 are as follows:

 

CIMB
DNEX-WD

MYCRON
NOTION
VS-WA

Long-term holdings

MYEG

PBBANK

 

I have taken profit on many counters in August.

  

A counter that appears both here and in the previous month's portfolio may differ in terms of the size of the holding. 

 

 

 

An Attempt by the STI to Match its Feat in 2006/2007

Since January this year, the STI has gone up for 7 straight months.

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.

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?

The figure below shows the charts that depict these two bull runs.  

 

 

 

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.

 

The table below shows the gains obtained by the STI for these 2 7-month periods.

 

	Points	Percentage
Jun 2006 - Dec 2007	601.96	25.3%
Jan 2017 - Jul 2017	448.76	15.6%

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.  

 

In terms of percentage, the former case was also higher at 25.3% and the latter, 15.6%.  

This shows that the bull run this year is smaller in magnitude compared to that of 2006/2007.