Thursday, October 31, 2019

SGX Portfolio Update Oct-19

$ Union Gas - Keep holding this small cap

Hyflux - Drag and drag, expect to become zero value at the end of the day

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

SIA - Recover back to 9.xx level, keep for long term dividend

OCBC - Touching 11, this is for long term dividend and retirement

UMS - Sudden raise to 0.8x level, no news and fundamental no change. Sold at 0.82, make a small token. Will consider buy back when price is stabilized

CapitaLand - Now 3.6x, green position

Genting Singapore - Now 0.93, still in red position, TP 1.20

Frasers L&T - Maintained at 1.2x level, green

DBS Bank - 25.xx level, green, best purchase so far.

Current portfolio almost breakeven. ST Index improving at 3,200 level, nothing to buy this month. Did not get the Lendlease REIT, current market price is above IPO.

In watch list: Nothing at this moment.

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