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Showing posts from April, 2018

Quick Update

Some quick thoughts

Valutronics dropped 17% today from 0.90 to 0.74. Wow. Not sure why it dropped so much. I do not have guts to catch such dropping knife, as I am not sure if there is any fundamental reasons behind the drop

Recently, I think I am quite enthusiastic on Reits. Not sure why.

Sold down ESR-Reit quite a bit due to the unexpected low DPU.

Have been buying Ascendas Hospitality Reit, as it is trading below NAV and has potential of increasing DPU after its Australia residence is developed in 2019.

Also, sold down 500 DBS shares at $29.64. Left 1,000 shares. May sell another 500 share at around $30.50.

Added more Bank of China (BOC). I have stocks on BOC, ABC and CCB. I have more ABC and CCB. So as I want more exposure to China Banks, I added to my BOC position.

Tech crash!? Does not really affect me, as I do not own any tech stocks as it seems.

First Ship Lease Trust, Own it two to three years ago, but sold to cut loss thereafter. Was thinking that it could be a good asset pl…