Next month will be the AGM month as companies with financial year ending 31 December 2014 will be holding their AGMs. I will also be attending AGMs held for companies with financial year ending 30 June 2015 to get some updates from them. Since this is a down market, I will try to spread my investments across various trendy boutique s slowly and carefully from my dividend cash flow. I have accepted the following voluntary delisting/cash offer this month – LCD Global Investments. For this month, I have attended the following AGMs/EGMs/briefings – Tuan Sing, Sabana REIT, CapitaMall Trust, CapitaRetail China, Isetan, SBS Transit, Chip Eng Seng, Huan Hsin, Super Group, Ho Bee Land, QAF, CapitaLand and Hong Fok. I have bought the following companies from the market this month – Bonvests, Bund Center, Captii, CSE Global, EnGro, ES Group, Far East Orchard, Federal, Hanwell, Hong Fok, Hotel Royal, Hwa Hong, Isetan, Memtech, MFS Tech, PM Data, San Teh, Shangri-La Asia, ST Engineering, Tiong Woon and VibroPower.
Ambac Financial Group, Inc. (ABK) – Shares of Ambac Financial Group, Inc. continue to get pounded after reporting worse then expected earnings. Netflix, Inc. (NFLX) – Shares of Netflix, Inc. continue to be high on my watchlist. This is a well supported market and Hang Seng Index had hit a recent new high. I have bought the following companies from the market this month – Amara, CapitaLand, Far East Orchard, GLP, Hong Fok, Hong Kong Land, Hong Leong Finance, Jardine C&C, Jardine Strategic, Kencana Agri, Keppel Corp, LHT, Memtech, Samudera Shipping, SembCorp Industries, Shangri-La Asia, ST Engineering, Stamford Land, Tiong Seng and UIC. I have bought the following companies from the market this month – City Developments, Fischer Tech, GLP, Haw Par, Hong Kong Land, Jardine C&C, Jardine Strategic, Sing Investment & Finance, ST Engineering, UIC, UOL, VibroPower and YHI. I have bought the following companies from the market this month – CapitaLand, City Developments, Far East Orchard, Hiap Hoe, Hotel Royal, Isetan, Jardine Strategic, Keppel T&T, Parkson Retail Asia, Shangri-La Asia, Teck Wah, UOL and Willas-Array. For this month, I have attended the following AGMs/EGMs/briefings – Transcorp, GuocoLeisure, Singapura Finance, PCI, Chuan Hup, China Yuanbang, Lion AsiaPac, Parkson Retail Asia, Lasseters and K1 Ventures.
For this month, I have attended the following AGMs/EGMs/briefings – Petra Food, Noble Group(Investor Day) and Del Monte. I have also participated in the following rights issues – Del Monte and Mandarin Oriental. I have accepted the following voluntary delisting/cash offer this month – Junma Tyre Cord. Professional advisory firms always analyze the past movements of the commodities to offer knowledge for the future. Nevertheless, there will be dividend payouts from companies who held their AGMs in October and I will be looking to re-invest some of these dividends. You may have seen many experts who predict energy markets. It is also a good dividend paying month as most companies holding their AGMs in April will be paying out dividends in May. I have stay invested in the market throughout this period with dividends being mostly re-invested back into my widely diversified portfolio but the sell-off was across the board and therefore, I expect to end this year in the red. Democratic leaders including House Speaker Nancy Pelosi and Senate Minority Leader Chuck Schumer, meanwhile, have also pushed back against the White House’s $916 billion plan, which differs from the $908 billion plan in part by excluding $300 in weekly augmented unemployment benefits.