$ Union Gas - Back to normal 0.24, waiting for dividend
Hyflux - To write-off 100% by end of this year
NikkoAM-STC Asia REIT - Start to recover back to 1.xx level
SIA - Stay low at 6.xx, will subscribe to right and keep for long term dividend, expect this counter will not be recover in 5 years time, will sell the bond right if possible
OCBC - Start recover to 9.xx, waiting for dividend
CapitaLand - Back to 3.00, waiting for dividend
Genting Singapore - Now 0.78, waiting for dividend
Frasers L&T - Merger done, now 1.xx, waiting for distribution, will change name to Frasers Logistic and Commercial Trust
DBS Bank - 19.xx level, waiting dividend too
ComfortDelGro - Recover to 1.6x, still long way to 2.20
Watchlist - will add any counter with good price within the current portfolio, if have extra cash in hand
No action this month. Currently portfolio sitting at red -17%. My house renovation work is suspended, due to CB. There are too many uncertainty out there and I am playing defensive, will keep cash until I got 6 months reserve before I start pump in money to the market again.
Now just stay at sideline and watch and enjoy the ride.
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