We have disposed some speculative counters with gain and wait for signal to re-enter. Last week where all majors market doing badly but Asean market did well. However, earnings are not enlighten thus will endose defensive stand at the moment.
Up to date, we have acquired 253,000 shares of Cheetah and 86,000 of Innity. Another 20% to achieve Top 30 shares holder status of both Cos.