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. …