CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 300 | 31.47 | 2.84 |
| UOB | 300 | 27.55 | 2.49 |
| OCBC Bank | 700 | 11.67 | 2.46 |
| SGX | 1,200 | 9.90 | 3.57 |
| iFast | 5,700 | 4.21 | 7.22 |
| SATS | 3,900 | 3.97 | 4.66 |
| ST Engineering | 4,100 | 4.02 | 4.96 |
| Micro-Mechanics | 8,400 | 2.98 | 7.53 |
| Powermatic Data | 8,500 | 2.75 | 7.03 |
| Nanofilm | 10,400 | 2.01 | 6.29 |
| TheHourGlass | 5,000 | 2.22 | 3.34 |
| Vicom | 11,800 | 2.06 | 7.31 |
| Sheng Siong | 13,000 | 1.60 | 6.26 |
| ComfortDelGro | 11,200 | 1.42 | 4.79 |
| Credit Bureau Asia | 14,300 | 0.99 | 4.26 |
| Genting Singapore | 11,700 | 0.805 | 2.83 |
| HRnetGroup | 21,900 | 0.78 | 5.14 |
| HC Surgical | 35,500 | 0.475 | 5.07 |
| China Sunsine | 41,800 | 0.435 | 5.47 |
| TalkMed Group | 14,500 | 0.39 | 1.70 |
| Kimly | 27,000 | 0.365 | 2.97 |
| Silverlake Axis | 15,000 | 0.40 | 1.81 |
Trade Actions
- Bought 10,400 shares of Nanofilm Technologies.
- Bought 14,300 shares of Credit Bureau Asia.
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| OCBC Bank | 900 | 11.67 | 7.64 |
| SGX | 1,300 | 9.90 | 9.36 |
| iFast | 2,100 | 4.21 | 6.43 |
| SATS | 2,200 | 3.97 | 6.35 |
| ST Engineering | 3,000 | 4.02 | 8.77 |
| Micro-Mechanics | 3,100 | 2.98 | 6.72 |
| Powermatic Data | 3,400 | 2.75 | 6.80 |
| Nanofilm | 4,100 | 2.01 | 5.99 |
| Vicom | 4,700 | 2.06 | 7.04 |
| Sheng Siong | 8,700 | 1.60 | 10.12 |
| ComfortDelGro | 6,900 | 1.42 | 7.13 |
| Credit Bureau Asia | 5,700 | 0.99 | 4.10 |
| HC Surgical | 19,500 | 0.475 | 6.74 |
| China Sunsine | 10,800 | 0.435 | 3.42 |
| TalkMed Group | 5,800 | 0.39 | 1.65 |
| Silverlake Axis | 6,000 | 0.40 | 1.75 |
Trade Actions
- Bought 4,100 shares of Nanofilm Technologies.
- Bought 5,700 shares of Credit Bureau Asia.
Commentary:
July has been a hectic month at work, so I hadn't paid much attention to the market. July also heralded the start of Q2 earnings reporting season, with UOB reporting 11% YoY increase in Q2 net income yesterday, but its share price dropped due to downbeat sentiment.
The U.S. Fed hiked interest rate by 75 basis points this month, which was largely within investors' expectations. In Singapore, the MAS reported Core Inflation rose to 4.4% YoY in June from 3.6% in May [report]. It is going to be a while more before we will see any tapering.
I added another watchlist target to my portfolios - Nanofilm Technologies. This company, together with iFast and Credit Bureau Asia are my strategic bets. Even when these companies hardly pay a decent dividend now, I like their ROE, profit margins and growth potential in their respective areas. I must confess though - I don't fully understand Nanofilm's proprietary technology, and I cannot ascertain whether a newer discovery may render the technology obsolete. This contravenes Buffett's advice of staying within one's circle of competence. Caveat emptor.
Heading into August, my cash hoard stands around 23% of total portfolio value. I have set market alerts around preferred price levels for the stocks on my watchlist, so that I do not miss out while burying myself in tons of work.
Take care!
The U.S. Fed hiked interest rate by 75 basis points this month, which was largely within investors' expectations. In Singapore, the MAS reported Core Inflation rose to 4.4% YoY in June from 3.6% in May [report]. It is going to be a while more before we will see any tapering.
I added another watchlist target to my portfolios - Nanofilm Technologies. This company, together with iFast and Credit Bureau Asia are my strategic bets. Even when these companies hardly pay a decent dividend now, I like their ROE, profit margins and growth potential in their respective areas. I must confess though - I don't fully understand Nanofilm's proprietary technology, and I cannot ascertain whether a newer discovery may render the technology obsolete. This contravenes Buffett's advice of staying within one's circle of competence. Caveat emptor.
Heading into August, my cash hoard stands around 23% of total portfolio value. I have set market alerts around preferred price levels for the stocks on my watchlist, so that I do not miss out while burying myself in tons of work.
Take care!
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