We unloaded some Bonia and switched to Kawan Food

Bonia has done well but we mildly unloaded some above RM 3.60 as we think the current valuation a bit high.  However given the potential of the company. We will still hold some share for mid to long term unless valuation above 20 times.

We continue nibbling Kawa above RM 1.200 lower than RM 1.250 level.