We continue to mildly dispose Stemlfe thought we like it as a company to invest. However, our principal of PE above 20 times trigger our holding. The new shareholder Cordlife may bring new stream into the company. But that’s no our style of investment to speculate future earnings.
We switched all proceeds to TWREIT at RM 1.530 as defensively stay invested strategy. Bias to asset, agriculture and climate change portfolio.
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