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Thursday, August 31, 2017

My Investment Portfolio (August 2017)

STI closed the month at around 3277 points, ending the month down from last month. Trading volume had generally been low and markets had been concerned about tensions on the Korean peninsular. Corporate results had been ok, but I guess markets might have already factored in some of these results.

For this month, I have attended the following AGMs/EGMs/briefings - Delfi, Haw Par, UOL, Del Monte, Cosco and DMX.

For my top 30 holdings, ComfortDelgro returned to the list again as I added more onto the stock on recent share price weakness. Venture also appeared in the list for the first time after it outperformed lately due to decent half year results and exposure to automotive sector. Best World, however, dropped out of the list after their recent selldown due to concerns on their China market business model.

I have bought the following companies from the market this month - Bund Center, ComfortDelgro, EnGro, Hotel Grand Central, Hotung, Hotel Properties, IP Softcom, Keppel T&T, PNE Industries, Raffles Medical, Singapura Finance, Stamford Land and Straits Trading. I have also closed my position in United Food.

I have also participated in the following scrip dividend schemes this month - Frasers Commercial Trust, Keppel REIT, Far East Hospitality Trust, CapitaLand Retail China Trust, DBS and UOB.
 
Next month will be another quiet month. Therefore, I will spend sometime looking closely at my portfolio and prune down some stocks. It had been my intention to reduce the number of stocks in my portfolio for quite sometime and I have already identified some stocks which I wish to eliminate. I will also, as usual, catch up with some readings.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 August 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Haw Par
3. Metro Holdings
4. Jardine C&C
5. UOL
6. Bonvests
7. Bukit Sembawang Estates
8. Singapura Finance
9. Hong Fok
10. Tat Seng
11. Sing Investment & Finance
12. Hong Leong Finance
13. Hotel Grand Central
14. Far East Orchard
15. GK Goh
16. Hotel Royal
17. A-REIT
18. Spindex
19. Keppel T&T
20. Hiap Hoe
21. Isetan
22. Stamford Land
23. Old Chang Kee
24. CapitaLand
25. Hotel Properties
26. SGX
27. ComfortDelgro
28. PNE Industries
29. Venture
30. Sarine Technologies

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental 
3. Hong Kong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT
3. Tan Chong International

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Monday, July 31, 2017

My Investment Portfolio (July 2017)

STI closed the month at around 3329 points, with banks and property counters continuing their good run. However, the rally somewhat tapered off near the end of the month, indicating that markets might be needing a break.

For this month, I have attended the following AGMs/EGMs/briefings - Ascendas Hospitality Trust, Azeus,  Ascendas India Trust, Metro, MapleTree Logistics Trust, SIA Engineering, SingPost, SATS, PM Data, Bukit Sembawang, AA Reit, GLP and GP Industries.

For my top 30 holdings, PM Data returned to the list after a decent performance as investors are more upbeat about its prospects and margin of their products. Other stocks in the list that did well include Metro, Bukit Sembawang Estates, Tat Seng, GK Goh, Spindex, Isetan and Hiap Hoe. Keppel T&T did not do well due to its poor 2Q results and also the decision to end its strategic review of their stake in M1. Sarine Technologies also underperformed after the company announced that they had filed lawsuit against infringers of its technology. Jardine C&C was another laggard in the list.

I have bought the following companies from the market this month - AF Global, Bund Center, ComfortDelgro, Delfi, EnGro, Hotel Grand Central, IHH, Karin, Koh Brothers, M1, Raffles Medical and Stamford Land. No sell trade was done.

I have participated in the following rights issues this month - Pan Utd and CDL H Trust. I have also accepted the following voluntary delisting/cash offers this month - China Flexible Packaging (shares and warrants) and Nobel Design.
 
Next month will be another quiet month in terms of AGMs but there will be companies announcing their half-year results. Companies with financial year ending 30 June 2017 will also be announcing their full-year results. I will be keeping track on some of these result announcements. Also, I will be seeking to re-invest those dividends received prudently back into the market.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 July 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Metro Holdings
3. Haw Par
4. Bukit Sembawang Estates  
5. Jardine C&C
6. UOL 
7. Bonvests
8. Tat Seng 
9. Hong Fok
10. Singapura Finance
11. Hong Leong Finance
12. Sing Investment & Finance
13. Hotel Grand Central
14. Best World
15. Far East Orchard
16. GK Goh
17. Hotel Royal
18. A-REIT
19. Old Chang Kee
20. Keppel T&T
21. Spindex
22. Isetan
23. Hiap Hoe
24. Stamford Land
25. Sarine Technologies
26. SGX
27. CapitaLand
28. PNE Industries
29. Hotel Properties
30. PM Data

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental 
3. Hong Kong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT
3. Tan Chong International

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Saturday, July 08, 2017

Company Warrants Expiring in 2017 - Actions Needed

I need to remind myself all the outstanding company warrants that are expiring in 2017 in my portfolio which I will need to take action. I will update this list accordingly as I go along so that I won't forget about them.

PSL W170422, Expiry Date: 22 Apr 2017, Exercise price = $3.40, Conversion ratio 1:1 - Warrants expired worthless.
TIH W170519, Expiry Date: 19 May 2017, Exercise price = $2.28, Conversion ratio 1:1 - Warrants expired worthless.
TEE INTL W170526, Expiry Date: 26 May 2017, Exercise price = $0.25, Conversion ratio 1:1 - Warrants expired worthless.
2NDCHANCEW170724, Expiry Date: 24 Jul 2017, Exercise price = $0.40, Conversion ratio 1:1 - Warrants expired worthless.
OLS W170825, Expiry Date: 25 Aug 2017, Exercise price = $0.009, Conversion ratio 1:1 - Warrants expired worthless.
METAL COMW170908, Expiry Date: 8 Sep 2017, Exercise price = $0.05, Conversion ratio 1:1 - Warrants expired worthless.
CENTURIONW171027, Expiry Date: 27 Oct 2017, Exercise price = $0.50, Conversion ratio 1:1 - Warrants not yet exercised.

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Friday, June 30, 2017

My Investment Portfolio (June 2017)

STI closed the month at around 3226 points, with the sell-off being accelerated towards the end of the month. Markets continued to look mixed but tech stocks had been sold off more than others. Short term wise, there seems to be more downside risk rather than upside for STI.

For this month, I have attended the following AGMs/EGMs/briefings - Sakae, Transit Mixed Concrete and Imperium Crown.

For my top 30 holdings, stocks that did well include Bukit Sembawang Estates, UOL and Mandarin Oriental. Laggards include Sarine Technologies and ComfortDelgro. Isetan returned to the list as I have added onto the stock this month.

I have bought the following companies from the market this month - AF Global, ComfortDelgro, Chuan Hup, Delfi, First Sponsor, GL, Hiap Hoe, Hwa Hong, Isetan, Koh Brothers, LTC Corp, Pacific Century, Raffles Medical, Samudera Shipping, SingPost, SingTel, Singapura Finance, Stamford Land, Tan Chong International, The Hour Glass, UOI and Yeo Hiap Seng. No sell trade was done.

I have participated in the following rights issue this month - Maxi-Cash. I have also accepted the following voluntary delisting/cash offer this month - Changtian Plastic.

I have participated in the following scrip dividend schemes - Far East Orchard and Hotel Grand Central.
 
With companies with financial year ending 31 March 2017 holding their AGMs, it will be another busy month for me in July. As usual, I will seek to attend some of these meetings to get updates on those companies in my portfolio.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 June 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Haw Par 
4. Metro Holdings
5. Bukit Sembawang Estates 
6. Bonvests
7. UOL
8. Hong Fok
9. Singapura Finance
10. Hong Leong Finance
11. Sing Investment & Finance
12. Keppel T&T
13. Hotel Royal
14. Far East Orchard
15. Tat Seng
16. Hotel Grand Central
17. Best World
18. A-REIT
19. Old Chang Kee
20. GK Goh
21. PNE Industries
22. Sarine Technologies
23. Isetan
24. Hotel Properties
25. Stamford Land
26. Hiap Hoe
27. SGX
28. CapitaLand
29. ComfortDelgro
30. Spindex

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental 
3. Hong Kong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT
3. Tan Chong International

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Wednesday, May 31, 2017

My Investment Portfolio (May 2017)

STI closed the month at around 3210 points. Markets look like in a consolidation phase right now after doing well since the start of this year. Weak oil prices also affected the market. Having said that, there are still some good movements based on stock specific ideas.

For this month, I have attended the following AGMs/EGMs/briefings - Medtecs, Camsing Healthcare and Low Keng Huat.

For my top 30 holdings, stocks that did well include Haw Par, Best World and PNE Industries. Best World released a set of decent 1Q results while PNE Industries declared a special interim dividend together with their half-year result announcement. Laggards include Sarine Technologies, Far East Orchard, Stamford Land and ComfortDelgro. ComfortDelgro was especially beaten down after releasing a disappointing 1Q results.

I have bought the following companies from the market this month - AF Global, CDW, Cheung Woh, China International, Chuan Hup, ComfortDelgro, CSE Global, Delfi, Far East Hospitality Trust, Far East Orchard, First Sponsor, GuocoLand, Heeton, Hiap Hoe, Hong Leong Finance, IPC Corp, Isetan, K1 Ventures, Lee Metal, Pacific Century, Samudera Shipping, SingPost, Singapore Reinsurance, Tianjin Zhongxin and Yeo Hiap Seng. No sell trade was done.

I have participated in the following rights issue this month - LifeBrandz.

I have also participated in the following scrip dividend schemes - Aspial, AusNet Services, China International, DBS, Far East Hospitality Trust, Frasers Commercial Trust, Jardine Matheson, Jardine Strategic, Keppel REIT, Raffles Medical, QAF, Tuan Sing, UIC, United Overseas Australia, UOB, UOB Kay Hian and UOL.
 
With much of the dividends collected in May 2017 being re-invested back into the market, next month will be another quiet month for me. I will seek to re-invest the remaining dividends collected in May 2017 and also in June 2017 to reduce my portfolio cash drag.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 May 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Haw Par 
4. Metro Holdings
5. Bonvests
6. Bukit Sembawang Estates
7. Hong Fok
8. Hong Leong Finance
9. Singapura Finance
10. Hotel Grand Central
11. Keppel T&T
12. Hotel Royal
13. UOL
14. Sing Investment & Finance
15. Sarine Technologies
16. Tat Seng
17. Best World
18. Far East Orchard
19. A-REIT
20. Old Chang Kee
21. GK Goh
22. PNE Industries
23. Hotel Properties
24. Amara
25. SGX
26. Stamford Land
27. CapitaLand
28. Hiap Hoe
29. Spindex
30. ComfortDelgro

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land
3. Mandarin Oriental
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Saturday, April 29, 2017

My Investment Portfolio (April 2017)

STI closed the month flat as compared to last month. Uncertainty in the markets prevented it from moving higher, though there is some recovery towards the end of the month. The usual concerns were there - French elections, US political uncertainty and North Korea. Tech stocks (especially those with exposure to automotive and semiconductor sectors) continued to do well.

For this month, I have attended the following AGMs/EGMs/briefings - SP Corp, CapitaLand Mall Trust, Far East Hospitality Trust, CapitaLand Commercial Trust, Colex, Ascott Residence Trust, CapitaLand Retail China Trust, Far East Orchard, OUE Hospitality Trust, GK Goh, CapitaLand, SBS Transit, City Developments, Delfi, Samudera, Yanlord, Frencken, Sabana Reit and Kingboard Copper Foil.

For my top 30 holdings, not much changes this month as there is not much news flow with AGMs going on for most companies except for Amara and Hong Leong Finance whereby research houses initiated reports on these companies. With some companies going ex-dividend already, interest in these holdings might go down a bit unless there is significant news flow. I have added my position in some of these holdings though.

I have bought the following companies from the market this month - AV Jennings, Far East Orchard, GuocoLand, Heeton, Hong Leong Finance, iFAST, Isetan, K1 Ventures, SingPost, Singapore Reinsurance and YHI. No sell trade was done.

I have accepted the following voluntary delisting/cash offers this month - AIM and Global Premium Hotels. My stake in ARA Asset Management was also being acquired via scheme of arrangement.

I have also participated in the following scrip dividend scheme - Global Investments.
 
Next month will be another quiet month. I will continue to go through those annual reports that I have missed out last month and catch up with some of my readings on investment.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 28 April 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Metro Holdings
4. Haw Par
5. Bonvests
6. Hong Fok
7. Sarine Technologies
8. Bukit Sembawang Estates
9. Singapura Finance
10. Keppel T&T
11. UOL
12. Hotel Grand Central
13. Sing Investment & Finance
14. Hong Leong Finance 
15. Tat Seng
16. Hotel Royal
17. Old Chang Kee
18. Far East Orchard
19. A-REIT
20. GK Goh
21. ComfortDelgro
22. Amara
23. CapitaLand
24. Hotel Properties
25. Best World 
26. SGX
27. Stamford Land
28. LHT
29. PNE Industries
30. Isetan

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land
3. Mandarin Oriental
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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Friday, March 31, 2017

My Investment Portfolio (March 2017)

STI ended the first quarter on a high, closing at 3175 points. It had been a good month especially for manufacturing stocks as they continued to benefit from strong export numbers.

For this month, I have attended the following AGMs/EGMs/briefings - ARA, K1 Ventures, Pacific Century Regional Developments and Mermaid Maritime.

For my top 30 holdings, stocks that did well include Hong Fok, Bukit Sembawang Estates, Keppel T&T and Tat Seng. Best World and PNE Industries also returned to the list after a good run while LHT is a new entry to the list after they announced an increase in dividend payout with their full year result. Shangri-La Asia also did well as their full year result beats market expectation. Laggard include ComfortDelgro as investors continued to be concerned with their taxi business due to increased competition from new players.

I have bought the following companies from the market this month - AV Jennings, Delfi, FSL Trust, GK Goh, Hotel Grand Central, iFAST, K1 Ventures, Keppel T&T, Riverstone, Samudera, Straits Trading, The Hour Glass, UIC, Union Steel, VARD and Vicplas. I have also closed my position in UPP W200212 to lock in its time value.

I have accepted the following voluntary delisting/cash offers this month - Auric Pacific and Super Group. My stake in Innovalues was also being acquired via scheme of arrangement.

I have also participated the following rights issues - HMI and Ascott REIT.

Next month will be the usual AGM season as companies with financial year ending 31 December 2016 will be conducting their AGMs. As usual, I will be attending some of these meetings to get some updates from those companies that I have invested in and their outlook and prospects ahead.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 March 2017)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Jardine C&C
3. Metro Holdings
4. Haw Par
5. Bonvests
6. Hong Fok
7. Bukit Sembawang Estates
8. Sarine Technologies
9. Singapura Finance
10. Sing Investment & Finance
11. Keppel T&T
12. Tat Seng
13. Hotel Grand Central
14. UOL
15. Hotel Royal
16. Hong Leong Finance
17. Old Chang Kee
18. A-REIT
19. GK Goh
20. SGX
21. Far East Orchard
22. Hotel Properties
23. Best World
24. Stamford Land
25. CapitaLand 
26. ComfortDelgro
27. LHT
28. Amara
29. Hiap Hoe
30. PNE Industries

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land
3. Dairy Farm
4. Mandarin Oriental
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia 
2. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!

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