December is a month where negative returns is seen. Mainly coming from Wee Hur. I have evaluated the divestment news in another post so i would not be mentioning it again.
The only point that i would point out is i am not selling out the position. I don't rule out adding at around this level either but i will reassess the portfolio again as a whole.
Overall for the year, 30.50% returns is pretty good.
The overall returns over the years looks like this
Definitely, Bulk of the returns has been driven from Centurion, Haw Par , Wee Hur and Moneymax.
A stock that i want to mention would be Centurion. Which has posted their D&D video 2 weeks ago.
In their video, they mentioned their assets under management is around 2.1 billion and the KPI for 2025 is 4 billion. Also mentioned that they deliberately skipped the number 3.
This will likely be done thru recycling of capital and asset-light strategy.
I found this to be quite amazing and amusing. Definitely it seems like a busy year ahead. Whether or not this is done via JVs or 100% ownership in assets.
As always , thanks for following this series in 2024.
Hoping for a decent 2025 for everyone ahead.
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