We added CIMB, KIPREIT, Gadang and WCT but disposed MNRB mildly.

We are taking chance to slowly exit MNRB. We think MNRB is highly undervalued but the style of managing the company return to share holder does not make sense.

We bought CIMB and KIPREIT. But we also added Gadang and WCT that linked politically to the previous government. But their assets, recurring revenue and contacts in hand will be still look good for at least 2 years.

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