My Investment Portfolio
For this month, I have attended the next AGMs/EGMs/briefings – Sunningdale, MFS Tech, LippoMalls, Fraser Centrepoint, Straits Trading, Fung Choi, Keppel REIT, Keppel T&T, Khong TTJ, and Guan. For my top 30 holdings, Singapura Finance dropped from the list as I’ve applied for the rights issue but those shares were not credited yet. GK Goh moved quite a few places up as the stock benefited from the news headlines that EuNetworks had been subjected to an over-all offer as it holds around 9% stake in the company.
EnGro Corp is a new entrance to the list as I also added more to the stock this month. OSIM International came back to the list credited to share price recovery after being greatly sold down last month. Otherwise, there is absolutely no major actions in the list. I’ve bought the next companies from the marketplace this month – AV Jennings, Bund Center, Design Studio, EnGro Corp, Hiap Hoe, Intraco, Isetan, Saizen REIT, Shangri-La Asia, Sinarmas Land, Singapore Reinsurance, Stamford Land, and Yeo Hiap Seng.
There is no sale done this month. This month – Boardroom I’ve participated in the following scrip dividend plans, First REIT, Frasers Commercial Trust, MapleTree Logistics Trust, and United Overseas Australia. I have also accepted the next voluntary delisting/cash offers this month – Lee Kim Tah and CityBar Holdings (previously known as St James Holdings).
I have participated in the following rights concern – Singapura Finance. December will be a silent month, as there are not many AGMs/EGMs. Also, most account managers will be taking place vacations and the market is expected to be peaceful therefore. Having said that, a month to take stock of my holdings it is an excellent, before the for ends review and think about 2014. Note: Singapura Finance rights shares not credited yet and Hour Glass share price is based on the stock split.
Two-year government produces increased six up to 0.67% (down 38bps y-t-d). Greek 10-12 months yields declined 12 is to 7.64% (up 32bps-y-t-d). Japan’s Nikkei equities index surged 9.2% (down 13.3% y-t-d). Japanese 10-12 months “JGB” yields increased five up to 0.24% (down 50bps y-t-d). The German DAX equities index surged 4.5% (down 6.3%). Spain’s IBEX 35 equities index rose 4.2% (down 10.6%). Italy’s FTSE MIB index jumped 4.2% (down 21.8%). EM equities were higher. 1.8 billion (from Lipper).
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Freddie Mac 30-year fixed mortgage rates added a basis indicate 3.42% (down 67bps y-o-y). 1.621 TN, or 58%, over the past 192 weeks. 800bn, or 6.7%, over the past year. For the week, Currency was little changed. The U.S. buck index gained 0.4% to 96.68 (down 2.0% y-t-d). The Goldman Sachs Commodities Index increased 0.9% (up 15.9% y-t-d). July 12 – Wall Street Journal (Paul J. Davies): “Brussels is captured in a game of chicken breast with the Italian bank operating system and both sides are wrestling with highly unstable outcomes. Italy wants to use open public money to shore up its weakest banking institutions and help all of them to keep lending.
But since the financial crisis, regulators have fought to ensure banks are no more too large to fail and also have made it basically impossible to use taxpayers’ money. In the middle of this standoff is Banca Monte dei Paschi di Siena, Italy’s third-biggest bank or investment company by assets, which has the highest proportion of bad loans to total loans and the cheapest-valued shares. This has come to a mind because stress tests at the end of July are likely to further expose Italian capital needs. July 14 – Bloomberg (Jill Ward, Scott Hamilton, and Lucy Meakin): “Mark Carney looks poised to do it again a technique that served him well during the global financial meltdown.
As the Bank of England governor looks for to stave off any turmoil after Britain’s decision to quit the European Union, he has cited his experience at Canada’s central bank or investment company in 2008 as helpful information. Many offers which have been in the works for months are actually hanging in the balance.
‘We’ve got all the stages of grief. People wasted entire days just talking about it (Brexit),’ said one London-based private equity banker. July 14 – Bloomberg (Scott Hamilton): “A way of measuring London home-price changes fell to its weakest since the financial meltdown as the U.K.’s vote to leave Europe sent shock waves across the nation.
The index by the Royal Institution of Chartered Surveyors lowered to minus 46 in June from minus 35 the previous month, showing that more real-estate providers are recording lower prices in the administrative centre than higher ones. The reading was the weakest since early 2009… Another survey from Acadata Ltd. The results of last month’s referendum in Britain has heightened volatility on financial marketplaces and increased downside dangers for Italy, the Fund said in a written report after its annual Article IV conferences with the Italian specialists.