Mild buying – Cheetah, Innity, STAREIT and Layhong

KLSE again has not been up agressively even though Dow Jones up more then 150 pts.  Indeed, many bullish about the market but i continue to believe that the earnings valuation does not support a broad rally above 1,600 unless the government call for election in July.  However, bought some Cheetah and Innity as top 30 long term strategy.  Also increasing REITs holding in STAREIT as i still believe that STAREIT and ARREIT are under value with great valuation and next will be Alaqar REIT.  For Layhong, i am convinced that it is time should start accumulate raw food related companies.  In the entire market, i believe Bernas and Layhong are the only value.  Besides Chadoa in Hong Kong that has been beaten down due to some rumours and speculation.