Escalation of trade tension between US and China, Brexit issues, Huawei issues, poor economic data etc were some of the news that surfaced this month. Tensions over India and Pakistan, concerns over China-US trade deal and US-North Korea summit disagreements were some of the news driving the markets this month. Bad news were all over the place. These transcripts can offer insight into a company’s performance over prior quarters and management’s outlook for the future. This test is inevitable if you really wish to become a trendy boutique dealer in the foreseeable future. For my top 30 holdings, Best World had been removed from the list after the stock had been suspended, pending outcome of its special audit. You can go directly to the PS5 Best Buy product page where the US retailer has many different packages in stock – standalone disc consoles, PS5 Digital Edition and ones with controllers and games bundles. Companies in the list which declared special dividends this year on top of their normal ordinary dividend include Best World, Haw Par, Hotel Properties, Hong Fok, Singapura Finance, Hotel Royal and Amara. For my top 30 holdings, Hong Fok had been a top performer after they have released their FY18 full year result last month.
I have also converted my First Sponsor Series 1 Perpetual Convertible Securities to shares. Once a beginning investor has done his/her homework, he or she will stand a better chance at turning a profit on their shares trades. Next month will be the busy April AGM season, with companies having financial year ending 31 December 2018 holding their AGMs. There were also some share price reaction on companies which reported their full year results. For my top 30 holdings, Amara and CapitaLand returned to the list after posting decent full year results. For this month, I have attended the following AGMs/EGMs/briefing – Pacific Century, Keppel T&T, CapitaLand Commercial Trust, Ascott Residence Trust, CapitaLand Mall Trust, CapitaLand Retail China Trust, Sembcorp Marine, iFAST, Koh Brothers, CSE Global, FSL Trust, Far East Orchard, GK Goh, Yeo Hiap Seng, Hiap Hoe and Fortune REIT. I have also closed my position in Halcyon Agri. I have reduced my positions in Camsing Healthcare and Halcyon Agri.