NikkoAM-STC Asia Ex-Japan REIT - Breakeven. Looking for opportunity to disinvest this and continue to build the same ETF via POSB RSP.
SIA - Further drop back to $4.9x, HK travel bubble is again cancelled due to case rises in both countries. SIA is also issuing rights again to collect cash, however I am not subscribing.
OCBC - Maintained at $12.xx, scrip dividend payout next month. Will continue to hold for long term.
CapitaLand - Trading at 3.6x. Will keep until restructure happen.
Genting Singapore - Maintained at 0.8x, received dividend this month.
ComfortDelGro - Stays at 1.70, no indication of recovery.
Singtel - Drop to 2.4x, profit drop, cut dividend. Short term pain but I am still bullish on Singtel in long term.
NetLink NBN - Drop back to 0.96, almost breakeven, DPU increased, good defensive counter, will add when price is right.
HSTech ETF - Maintained trading at 1.3x, red position, waiting for Tech to enter bull cycle again.
UOB - Maintained at 26.xx, green position. Dividend payout by next month.
Top Glove - Now trading at $1.6x, red position. Hope the next quarter result is good and pay another decent dividend.
CityDev - Back to $7.6x, breakeven.
Sheng Siong - Bull run for a short while after government announced "tighten measures", then back to normal.
MIT - Added some during XD. Will subscribe to the right issuance.
Venture - Take the opportunity of price correction and added a small position.
My portfolio is almost breakeven, with OCBC, UOB, CapitaLand, Venture and MIT in green positions.
STI index is currently trading around 3,150, slightly down from last month.
My RSP for both ETFs are doing well but not my StashAway.
I am looking forward to add more REITs in the coming months for passive income generations.
PM Lee is going to broadcast his speech at 4pm later, I hope it will be a good news to boost the market.
Watch lists: MIT, MLT, FLCT, Keppel DC, Netlink NBN
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