We sold HHH Corp as we believe recent sentiment is not justified. Though we still like the stock but given 50% gain without fundamental or even real reason for speculation.
We think some positive sentiment is building on KLSE
It will be great if US-China is able to settle the trade deal fairly. But RM is strengthening and corporate earnings are improving on the ground of most companies are expanding income source outside Malaysia.
We bought CIMB, GENM, OSK, JAKS and MBSB lately. We are on target to rebuild strong cashflow portfolio. If RM is gaining ground and we shall start to buy overseas.