Sales
Sketcher: Sold whole position at $62, as it has been agreed to be taken over at $63 by 3G Capital. My cost price was around $55-56; not much profit
KE Holdings: Whole position was disposed, as the earlier sold call options were exercised at $17. My cost price was $17; so I earned the call option price.
Purchases
HIDR ETF (GBP): Bought a small position at $47.7.
This is an ETF on Indonesia stocks.
JD (9618.HK): Bought smallish positions at $138, $130, $125
Have put a Good-to-cancel buy order at $120. JD's trading at 8x PE. The recent price weakness is caused by its entry / subsidies into food delivery. JD founder had explained the rationale of its plans.
Intermestic (262A Japan): Added more at $1,800 yen
May have added early, as it is trading at $1,650 yen now. It's trading at ~11.5 P/E. I'm betting on its growth potential.
LTAM ETF (GBP): Further increase position at $11.50
I started buying this ETF in Apr 2025.
Current View
We are in a boring phrase now, where there's not much up and down. Unless you own oil stocks.
We may see more volatility in July, as Trump tarriffs may rise for countries failing to reach a deal with the US. Or Trump may extend the tariff negotiation timeline and we're back to 'boring' phrase.
