We continue selling our Hong Kong portfolio riding on strong HKD vs. RM will give us another additional 20% gain. We sold Fortune REIT since our purchase at HKD 3.70. Excluding dividend and currency gain we have a healthy 100% gain over 3 years holding time.
We also reaped partial profit from CCB and ABC. Even thought the variation of the banks are still low. We again taking advantage of strong HKD boosting all our profit by additional 20%.
We sold Tasco at RM 4.380 and bought MBSB at RM 1.90 and MNRB at RM 3.840 respectively.
J&J Investment Co. 
Hi,
Don’t you think that there is more downside for MNRB when east coast flood claims are more to come?
Hi Ryan, they have explained the last down quarter already factored into all claims.