CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 700 | 25.18 | 7.49 |
| OCBC Bank | 1,500 | 10.32 | 6.58 |
| SGX | 1,200 | 9.90 | 5.05 |
| SATS | 3,900 | 3.85 | 6.38 |
| ST Engineering | 4,100 | 3.71 | 6.47 |
| CapitaLand | 5,400 | 3.21 | 7.37 |
| Singtel | 6,100 | 2.36 | 6.12 |
| Powermatic Data | 5,000 | 2.63 | 5.59 |
| Micro-Mechanics | 1,300 | 3.64 | 2.01 |
| ComfortDelGro | 7,900 | 1.58 | 5.31 |
| Sheng Siong | 3,200 | 1.62 | 2.20 |
| Genting Singapore | 11,700 | 0.855 | 4.25 |
| TheHourGlass | 15,400 | 0.79 | 5.17 |
| HRnetGroup | 21,900 | 0.55 | 5.12 |
| China Sunsine | 31,000 | 0.455 | 6.00 |
| HC Surgical | 35,500 | 0.43 | 6.49 |
| Nam Lee Metal | 28,200 | 0.345 | 4.14 |
| Silverlake Axis | 40,000 | 0.265 | 4.51 |
| Kimly | 27,000 | 0.325 | 3.73 |
Trade Actions
- None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| OCBC Bank | 900 | 10.32 | 14.48 |
| SGX | 1,300 | 9.90 | 20.07 |
| SATS | 2,200 | 3.85 | 13.21 |
| ST Engineering | 1,700 | 3.71 | 9.83 |
| Singtel | 2,000 | 2.36 | 7.36 |
| Sheng Siong | 8,700 | 1.62 | 21.98 |
| HC Surgical | 19,500 | 0.43 | 13.07 |
Trade Actions
- Sold 3,600 shares of CapitaLand IntCom Trust.
Commentary:
Similar to December, market prices stayed higher than I would have liked, so I did not make any purchase. I did sell my last REIT position though. The price of CapitaLand Integrated Commercial Trust shot above $2.30, which was when I decided to let go. My investment focus has changed, and I am no longer keen to hold REITs in my portfolio (even when they generate high dividend yields).
News that caught my attention include Sheng Siong management deciding to award up to 16 months' bonus to its staff [news]. (I would love if my boss could even give me half of that!) Another news is about Keppel Corp. The conglomerate had suffered heavily from the lacklustre performance in the O&M sector. As a result, the management had decided to exit the industry entirely [news]. The move to focus on higher margin revenue generators is a good one, although it remains to be seen how fast and furious will Keppel be able to transform itself. Chances are it will take more than a decade. But if it does manage to boost up its ROE, I would be keen to take another look at this behemoth.
Have a wonderful and prosperous Lunar New Year, my friends!
News that caught my attention include Sheng Siong management deciding to award up to 16 months' bonus to its staff [news]. (I would love if my boss could even give me half of that!) Another news is about Keppel Corp. The conglomerate had suffered heavily from the lacklustre performance in the O&M sector. As a result, the management had decided to exit the industry entirely [news]. The move to focus on higher margin revenue generators is a good one, although it remains to be seen how fast and furious will Keppel be able to transform itself. Chances are it will take more than a decade. But if it does manage to boost up its ROE, I would be keen to take another look at this behemoth.
Have a wonderful and prosperous Lunar New Year, my friends!
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