Friday, April 8, 2016

The Value Portfolio - Recent Actions and Views - Post 8

Here is a short update on my portfolio.

The following stocks are in my portfolio:

1) Sin Ghee Huat Corporation Limited
2) PNE Industries Limited
3) Chuan Hup Holding Limited
4) LHT Holdings Limited
5) TTJ Holdings Limited
6) Accordia Golf Trust
7) Singapore Telecommunications Limited
8) Sapphire Corporation Limited
9) Suntec Real Estate Inv Trust
10) Oversea-Chinese Banking Corporation
11) CH Offshore Ltd
12) Maxi-Cash Financial Services Corp Ltd
13) ST Engineering Ltd
14) Bukit Sembawang Estates Ltd 
15) M1 Limited
16) Hock Lian Seng Holding Ltd
17) Ellipsiz Ltd
18) BBR Holding (S) Ltd
19) LTC Corporation Ltd
20) DeClout Limited
21) IPC Corporation Ltd
22) Vibrant Group Ltd
23) USP Group Ltd
24) Lafe Corporation Ltd

Sold ISDN Holding Ltd - Has been holding it for about 1 year. Sold this stock due to the recent rise in price as I felt there are better opportunities around.

Sold PSL Holding Ltd - This was a deep value stock that is in the process of changing its business to something related to marine. Thus, when the share price rise about 15%, I decided to sell it off to secure the gains in view that the future of marine industry maybe grey.

Sold Fu Yu Corporation Ltd - Sold this stock after it rises significantly towards 0.200. But end up I sold it at 0.194 and it announced the 0.01 dividend. I may have sold too early but the comforting news is that I have lock in my gains.

Sold Fischer Tech  Ltd - Yup. I sold my 200 shares. It's a good stock, a good company. But I don't see a point holding on to it when I only have 200 stocks.

Sold PSL Holding Ltd - This was a deep value stock that is in the process of changing its business to something related to marine. Thus, when the share price rise about 15%, I decided to sell it off to secure the gains in view that the future of marine industry maybe grey.

Bought Vibrant Group Ltd - This is an interesting company. Hopefully I have the time to write out why I bought this stock.

Bought USP Group Ltd - Please read my write up. Bought due to the potential rise in Net Asset Value.

Bought Lafe Corporation Ltd - This is another deep value stock. However, it was purchased due to some impulse. Currently considering my next step.

On my previous write ups:
Previous Post: The Value Portfolio - Recent Actions and Views - Post 7
Previous Post: The Value Portfolio - Recent Actions and Views - Post 6
Previous Post: The Value Portfolio - Recent Actions and Views - Post 5
Previous Post: The Value Portfolio - Recent Actions and Views - Post 4
Previous Post: The Value Portfolio - Recent Actions and Views - Post 3
Previous Post: The Value Portfolio - Recent Actions and Views - Post 2
Previous Post: The Value Portfolio - Recent Actions and Views

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3 comments:

  1. Would love to hear your perspective on Vibrant Group, especially regarding their business model and cashflow.

    ReplyDelete
    Replies
    1. Hi,

      Will do a write up on Vibrant Group soon - within this week!

      Regards,
      TUB

      Delete
    2. Hi,

      I have just written about the Vibrant Group you requested.

      Hope you like it.

      Sorry it took so long.

      Regards,
      TUB

      Delete