Luxchem at RM 1.180 and FocusP at RM 0.300

We re-started our gold purchase due to price already corrected into a good level. We will gradually buy more from this level when heading South. Gold is bearish in short term but we believe it started to shows value.

We believe the grow strategy that embrace by socialism interest is not going to be easy. Simply in a capitalism market, europe is already non competitive. A capitalism socialist may make things worst. We will not own Euro and we believe that will be a long journey for Europe. But a crash to the world may not happen from now. We will buy in dip.

We bought at RM 0.330 and we will continue to acquire during the market down turn.

Another splendid run by AeonCR but we still think RM 11.00 is a little over even if there is bonus issue or GO. We are happy with the price and we will final dispose all if price go from here another 5%. We swapped to Maybank at RM 8.640 and Hap Seng RM 1.640

We continue disposed some of AeonCR and KPJ and buying into Alaqar KPJ and QCapital.

We continue to increase our holding in Alaqar KPJ REIT as we still like it yield of 7% above plus strong asset review potential and its specialty of all hospital. Meaning full occupancy at all time.

We will continue to let go AeonCR if every RM 0.20 – RM 0.30 increase in price.

We do not like the PE, we do not like the external environment but we feel from the market behaviour that the market is bias to the upwards. It will be a persistant range bound but adjusting upward challenging another all time high.

We will continue to monitor its development. So far almost 300% from our recommended SGD 0.008. We will still buy if the price pulling back a little after the sharp increase last two sessions.