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Tuesday, April 30, 2013

My Investment Portfolio (April 2013)

STI gained more ground in April 2013 to close at 3368.18. Liquidity plus selective buying of blue chip counters had meant that STI keep hiting new highs.

For this month, I have attended the following AGMs/EGMs/briefings - OSIM, M1, FSL Trust, Sing Holdings, SP Corp, Sabana REIT, Challenger, Keppel REIT, CapitaCommercial Trust, CapitaMall Trust, Colex, Tuan Sing, Keppel T&T, Wheelock Properties, Pan Pacific Hotels Group, UOL, GK Goh, IFS, Raffles Medical Group, Food Empire, ST Engineering, Auric Pacific, Guthrie GTS, New Toyo, EnGro Corp, Hong Fok and Lee Kim Tah.

For my top 30 holdings, Hotel Royal entered the list for the first time. The stock had done well lately due to some buying interest.  

I have bought the following companies from the market this month - ASJ, Far East Orchard, IFS, LHT, Metro Holdings and Transview. There is no sale done this month.

I have also subscribed to the following rights issues - China Fishery and Viking Offshore & Marine.

For next month, many companies with financial year ending 31 December 2012 will be paying out their dividends to shareholders. I will seek to re-invest those proceeds prudently back into the market. Also, I have missed out reading some of those annual reports last month and I will continue to review them. There will also be some rights issues which I intend to apply.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 April 2013)

Top 30 Holdings (Sing$ Denominated shares)
1. Bukit Sembawang Estates
2. F&N
3. Jardine C&C
4. Viz Branz
5. A-REIT
6. SGX
7. United Engineers
8. Sing Investment & Finance
9. Sarin Technologies
10. CapitaMall Trust
11. Aspial
12. Metro Holdings
13. Far East Orchard
14. Noble Group
15. Guthrie GTS
16. OSIM International
17. SembCorp Marine
18. UIS
19. Haw Par
20. The Hour Glass
21. Hotel Grand Central
22. First REIT
23. KepLand
24. Bonvests
25. Old Chang Kee
26. Hong Leong Finance
27. Low Keng Huat
28. Hotel Royal    
29. SP AusNet
30. VICOM

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

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. 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 Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Greatronic Limited
4. China Printing & Dyeing Holdings - Under Liquidation
5. General Magnetics
6. Fastech Synergy
7. Beauty China- Under Liquidation
8. Memory Devices
9. Jurong Tech
10. FM Holdings
11. Japan Land - Under Members' Voluntary Liquidation
12. Zhonghui - Under Judicial Management
13. FerroChina - Under Liquidation
14. FirstLink Investments
15. NEL Group
16. LMA - Under Liquidation

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

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6 Comments:

Blogger jiaxu song said...

why no sale done this week?

this month hotel royal price went up by a lot, i guess mainly pushed up by yr purchase?

i am vested at 2.30

9:14 AM  
Blogger ghchua said...

Hi jiaxu,

Well, I don't really sell stocks that often, which might explain why there is no sale done last week?

Nope. I didn't bought Hotel Royal this month. My last purchase of the stock was in Jan 2013. Please refer to my previous blog entries if you wish to know about my purchases every month.

8:04 PM  
Blogger Greatsage said...

Woah, are you retiree? So free to attend so many EGM/AGM? hahaha.

Regards,
www.sgwebreviews.blogspot.com

2:11 AM  
Blogger ghchua said...

Hi Greatsage,

I am not a retiree. I am a full-time private investor. :)

12:24 AM  
Blogger Shud'n said...

Hi,

How was the AGM for Challenger?

Do you know why Challenger closes down shops? Is it because they are loss-making? Do u know the same-store-sales figures for Challeger?

4:42 AM  
Blogger ghchua said...

Hi Shud'n,

The AGM was good. Quite a good series of questions from shareholders.

I don't have the same store sales figures. But for those that they are closing down, obviously they are either loss making or not up to their expectations. But if you look at overall, they are increasing their store count. They are also beginning to open more stores in Malaysia as well.

9:33 PM  

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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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