We continue our strategy to reduce low dividend policy and higher PE stocks to ABC. We sold CHINA WATER at HKD 3.10 LAI SUN DEV at HKD 0.230 mildly. We switched back to ABC at HKD 3.60.

Short term over weight Censof and we believe the current strength will continue with a minimum target above RM 0.600. Purely speculative as we still do not like its fundamental but trending volume and trade is bias upward.

Sold 20% of remaining Gpacket holding at RM 0.570.

sold 20% of remaining Stemlfe at RM 0.490.

Bought SUNREIT at RM 1.420, YTL Corp at RM 1.530 and AAX at RM 1.120

Speculative added Censof at RM 0.485