Showing posts from April, 2011

Portfolio as at End March 2011

My portfolio, as at end March 2011, consist of the following stocks:
AIMSAMPREIT, China Taisan, Eratat, Heeton, Hongwei, Leader Environment, Qingmei, Techcomp
Bought and Sold: Heeton, Hiap Hoe, China FibreTech, Broadway Added to my holdings in Heeton and Hiap Hoe. Sold large position of Heeton and the whole position in Hiap Hoe after the government cooling measures. Broadway was bought under the thought that its price may increase, as the sentiment on HDD improves. Later, I abandon this thought and sold Broadway at a loss. Bought China FibreTech as a value play trading below cash. After the accounting incident on Hongxing and Hongwei, I become prudent. In addition, China FibreTech has an insider share sale probably in 2010. Both factors help me to decide to sell the entire stake in China FibreTech.
Sold: Guocoleisure, Eratat Sold Guocoleisure as I think that it is too slow-moving. Reduce my Eratat position by a fifth, as I do not like its share placement. I did not dispose the full positio…