We have reviewed our position in EIG as it has made losses lately. We will see if GST removal could help before we decide on the stock. Currently is a hold.
We will start monitor Ken as this new quarter result shown reduced revenue and profit.
We have bought more MBSB, KIPREIT and Rhonema in the month. But we will start to buy CIMB again due to its drastic adjustment after opposition government taken over.
We have also acquired more REITs during the sell down early if the years when interest rate increased announced by BNM.
We continue to make adjustment to our portfolio. We reduce loser and increase our winner. The main objective is to move towards sustain grow, stable, good governance, good dividend yield and under valued stock.