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.

Israel fired into Iran.  The world uncertainty is growing every day.  We will see an extreme of all stocks will be non performing if they are not able to have consistent income.  The other will be speculative but AI related portfolio.  However, we are favouring more towards bluechip and dividend oriented stocks during the uncertain time.

The time is unprecedented as of now.

Personally, too much money printed for COVID period and wartime.  Together with climate change and and foreseeable interest down turn.  Gold is going to go new high.  I don’t know how much it can goes. But a sign of everything is going to be expensive but business activities will center into precision profitable business model.

I just couldn’t get any trading idea this week.  I will stay calm for the week.

The growth of the biz can be huge. When aging population is increasing.  We have mildly added with he price of RM 0.60. we will buy on weakness for the next 3 months.

We continue to like KIPREIT and KLCCP as they are the performer and adding cashflow to our investment portfolio. We like LBS due to the prudent property recovery role. We also adding ABMB as an undervalued banking stock to our financial portfolio. We are still holding MBSB Bank, CIMB Bank, Maybank, RHB Bank, Affin Bank, Public Bank, HLFG and AMMB. We believe in 2024, overall banks earning will further improve. Looking forward price upwards bias for at least 10% as of today. We like Sime, as almost becoming the main automobile player in the market. The positioning right pointed to today lifestyle of many people buying cars as necessity. We bought Sime at average 2.4. We will still buy as long as below RM 3. We added KIPReit at 0.895, KLCCP average at 7.5, LBS at 74.