We bought Padini-C8, Layhong-WA, Inari-C67, DRB-C10, Jaks-WB and disposed half CIMB-C69 and MBSB-C32. We will consider to add BAT-C2 or C3 and even Gpacket-WB. We will go aggressive in Q1 with adding warrants and dispose overvalued stocks as strategy.
Bitcoins spike to 20K and Oil price rebound with world market keep advancing gradually. The V or U are in the race but one thing for sure money is getting smaller and market will go further.
We have also started to be more aggressive by investing some Call Warrants. We bought MBSB C32, CIMB C69, Inari C67, Layhong WA and DRB C10
We reduced slightly AsiaBrand, Uzma, Parkson
Some run up given chances for us to reportfolio. But we did sell at good price for our appetites.
Recovery of oil prices and a sudden run up. We have sold some of them in lately. But we think the speculative sentiment will drive price further as Biden is good to oil price in short term.