Changes to disruption of AI, Trump’s policies, Climate change and etc. We are relooking into our alignment. We have hold enough about banks. Our four areas of holding as Healthcare, Energy, Transportation and Food are as below.
Healthcare – TMCLFE, Optimax, Apex Health
Energy – YTLPower
Transportation – AAX, Sime, Capital A, BAuto
Food – Kopi, LHI
We are not disposing any banks at the moment. We will continue to hold.
J&J Investment Co. 
Leave a comment