My Investment Portfolio (Oct 2007)

Another volatile month for my portfolio. Not much changes in my top holdings. I have been buying some stocks via the rights issue strategy and also some undervalued tech counters. Other than that, not much purchases done directly from the market this month. Dubai Drydocks strikes again! This time round they come out with an offer for Labroy Marine (one of my top 30 holdings this month). Having surrendered Pan United Marine to them last time round, I really hate to sell another marine stock to them. But with SembCorp Marine and Labroy Marine both reporting forex losses this month, I wonder why bad news all came out at the same time? Having said that, I will continue to hold SembCorp Marine as I don't anticipate the forex losses to have a significant impact on the long term outlook of the company. As for Labroy Marine, I have to see whether Dubai Drydocks can get 90% acceptance before deciding. As I have said in my one of my post at http://www.sgfunds.com, though Dubai might get Labroy cheap, they won't get it easily (at least from me).

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 Oct 2007)

Top 30 Holdings (Sing$ Denominated shares)
1. Cosco Corp
2. SGX
3. Raffles Education Corp
4. Noble Group
5. KS Energy
6. SembCorp Marine
7. Jaya Holdings
8. A-REIT
9. Jardine C&C
10. Hersing Corp
11. Keppel Corp
12. Guocoland
13. Keppel Land
14. Capitaland
15. SPC
16. F&N
17. ComfortDelgro
18. Unisteel Technology
19. Pacific Andes
20. Wheelock Properties
21. China Hong Xing
22. Tiong Woon Corp
23. Inter-Roller Engineering
24. Parkway Holdings
25. Sincere Watch
26. Jiutian Chemical
27. Tat Hong
28. Food Empire
29. Labroy Marine
30. Ho Bee Investments

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

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Fortune REIT

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

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. STI ETF
3. A-REIT
4. SBS Transit
5. Boardroom

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

Note: CapitaMall Trust had not been included in the stock listings because it had been halted from trading today pending announcement. Therefore, no price quote is available for this counter.

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