We continue our nibbling in YTLREIT as it is a very good yield trust as of now. Good hedging portfolio with hotels in different region. We start to hold Hovid also but we recommend buy slow on weakness. A few securities houses recommended Hovid and we reviewed the counter. We do agree as pharmaceutical company as of current trading PE is cheap. Good grow potential and we recommended a slow long term buy.
We also added MNRB slowly. May be MAS incident may impact MNRB insurance payment. But in long run we still like MNRB as a favourite.
J&J Investment Co. 
Yo Joe,
Worth to take note – MNRB is exposed to the recent MH370 crisis.
Also holding HOVID – unverified news that they have won the distribution rights for a high-blood pressure drug.
Thank you P78 and it is a sudden event for MNRB. We are aware that but we believe the risk is well spread and may affect a quarter or 2 results.