Sold off Bernas and IHH as reportfolio

As Bernas being takeover offer price increased to RM 3.70. We think is a better price than first offer. Even though we like agriculture and Bernas being one of the only attractive counter in KLSE. However, we don’t like the attempt to be taken private too desperate. So we decided sold all.

IHH in other hand PE is too high with too low yield even they are in a very promising industry. We sold all at RM 3.470 and exchanged into Affin, TWREIT, Lay Hong, Hap Seng and Alaqar.