Friday, July 26, 2019

SGX Portfolio Update July-19

$ Union Gas - stagnent, hold until chance come to let go

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

SIA - maintained at 9.xx level, no improvement, keep for dividend

OCBC - Stays at 11.xx level, green position

UMS - Improved but still in red position, received dividend this month

CapitaLand - Now 3.6x, green position

Genting Singapore - Recovering, but still in red position

Frasers L&T - Newly invested this month, enter to logistic REIT again after selling EC World

Current portfolio at +2%.  ST Index performing good, staying around 3,300 level, no good bargain currently so the plan is watch and wait.

In watch list: DBS, Wilmar, Singtel, SATS, Netlink

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