Saturday, May 25, 2019

SGX Portfolio Update May 19

$ Union Gas - not right price to sell, keep

Hyflux - Still suspended, expect to become zero value at the end of the day

NikkoAM-STC Asia REIT - green and stable, good dividend, good investment

EC World REIT - sold @ 0.800, fear of China trade war

Singtel - price move up to 3.20, consider selling @ TP 3.30

SIA - maintained at 9.xx level, price down due to bad result, keep for dividend

OCBC - Drop back to 10-ish, add after selling EC World and Wilmar

UMS - Drop, red position

CapitaLand - Drop to 3.2x, added and keep for long term

Wilmar Int - Sold, make a small token

Genting Singapore - Added some more, but.going south, will try to keep for long term

Current portfolio at minus 4%, market is fear for Chian trade war, will consider add bank stocks this month if price keep moving down.

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