We will buy in the current price of RM 5.22. But we are not in hurry S the behaviour of the counter price is stable and range bound around within range.  We like their values and huge enough to be partners for many principal products.  Our fund will officially adding DKSH.

We still flavor investing into dividend oriented bluechip to hedge strong inflation that coming ahead.  Plus technology on high tech and healthcare remained clear priority besides of startup.  RHB Bank at 5.53, Optimax 0.66, Nova 0.55 and Maybank at 9.90.

We have started to add CLMT into our portfolio at RM 675.  It has been a long way since we left many REITs that underperform.  Overall is doing well except Towereit and ARReit.  But overall dividend policy remained intact as total income.  Beside of KLCC, KIPReit, Pavreit and Amereit have performed real well in the last six months.  We started to include CLMT back when we last disposed all above RM 1.00.  The incomenand valuation has been stable and is time for us to re-enter the REIT.

We will make a limit to reinitiate back all foreign investment policy in 2025.  So, the target to move forward next six months of investment need to be aligned with our strategy. 

CLMT will be our next six months target if below RM 0.70.

We have added right issue of Money Catcha.  We believe their business model will have a lot of potential in Australia.

Our model is focused in dividend undervalued stocks plus technology oriented start-up.

Most banks has done well except Alliance and RHB banks.  We added two banks at 3.79 and 5.50.  The target for Both are 4.50 and 6.50 respectively.  But we are happy with their current valuation and dividend policy.

Similar share holders and similarly under valued.  To realize the value.  A corporate exercise may deem necessary.  I am still on target to hold it as long term.  But a 1.5 times GO and repackaging it for future listing is definitely ok the card for my view.

By fair value, Tomei may worth more than RM 3.  We start to sell off 20% of our holding as it seems not a sexy stock in the market.  But we are happy to hold on the rest for a while.