We have swapped all APEX securities capital and profits into FocusP, Tomei and Hai-o.
KLCI above 1600 and we believe it will maintain its upward trend
KL market will become one of the most vibrant market in 2012. We believe it will maintain its trend and fair value at 1650. But anything above will not be supprted by fundamental.
We likes FocusP and Allianz
We bought ARREIT, QCapital and UOAREIT
We added some investments on these three REITs as we believe the last value buy that can give yield above 7-8%.
We bought FocusP and Allianz this week – last jewels in town
By this time, KLCI just slightly move back towards 1600 level. FocusP traded at 320 and Allianz was RM 5.
Market is going to temp rebuilding its strength – Oldtown hit RM 1.710
We believe temp the market is rebuilding its strength and we are good as we have acquired MREITs, SREITs, Top 5 dividend stocks during the down trend. Our 2012 pick Oldtown traded actively and moving towards our target of RM 2.00
We added MREITs and we continue our defensive play
We believe the market weakness is not ended. We continue our defensive bargain hunting.