Deleted Posts by Accident
I have deleted 2 most recent posts by accident, when I wanted to delete 2 draft post.
Oh well, I must be getting more IT idiot, as I get older.
Oh well, I must be getting more IT idiot, as I get older.
Popular posts from this blog
China Banks, Trimming down Position
Stock Idea: China Banks
I have been buying China banks like China Construction Bank and Bank of China recently. In the currently slightly expensive market, China banks still have low PE and low P/B, notwithstanding doubts on their credit quality. I may continue to accumulate if their share price drop.
Trimming down positions
I have also been trimming down my positions in Aug - Sep:
- Sold a portion of 800 Super. After the sale, 800 Super is around 2% of my portfolio. 800 Super will start to operate the WTE plant at end 2017. Will wait to see how much the plant will help the bottomline.
- Sold my entire position in Soilbuild Reit after it announced its lease issue with NK Chemical. Soilbuild Reit's position is not large, around 2% of my portfolio. The sale carries a small profit as I bought the Soilbuild Reit at $0.66.
- Sold half of my stake in Ping An and 1/4 of my stake in CM Bank. The money from the sale are used to buy the China Banks
- Sold a smallish position in Nordic. Can&#…
I have been buying China banks like China Construction Bank and Bank of China recently. In the currently slightly expensive market, China banks still have low PE and low P/B, notwithstanding doubts on their credit quality. I may continue to accumulate if their share price drop.
Trimming down positions
I have also been trimming down my positions in Aug - Sep:
- Sold a portion of 800 Super. After the sale, 800 Super is around 2% of my portfolio. 800 Super will start to operate the WTE plant at end 2017. Will wait to see how much the plant will help the bottomline.
- Sold my entire position in Soilbuild Reit after it announced its lease issue with NK Chemical. Soilbuild Reit's position is not large, around 2% of my portfolio. The sale carries a small profit as I bought the Soilbuild Reit at $0.66.
- Sold half of my stake in Ping An and 1/4 of my stake in CM Bank. The money from the sale are used to buy the China Banks
- Sold a smallish position in Nordic. Can&#…
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