We sold DKSH mildly at RM 5.40 and switched to Plabs, OCK & IGBREIT

We believe the recent result from DKSH is a bit unfair to reflect its current price. Although long term we remained optimistic, we sold off mildly. Switching all to PLABS, OCK and IGBREIT.

I still don’t quite like IGBREIT due to its valuation but dropping back to RM 1.350 level is acceptable to us.