April is a negative month as market volatility sets in. One surprise that has got me thinking is Centurion. It has dipped to 1.0x levels before rebounding back.
I have no doubt about this position.
Other than that, some previous positions i have held before such as Powermatic Data has released a profit guidance citing lower earnings which was what was mentioned in the AGM. Therefore not much surprises there.
At this point i would be making a change again. Playing it to win it.
Following the poor business update, i have decided to exit Samudera Shipping.
I have also decided to exit Choo Chiang as well in search of hopefully a better opportunity.
In return, i have doubled the position of Moneymax as well as initiated a position in NSL.
Moneymax is just a gold proxy laggard and NSL has became more of Malaysia Precast Player with involvement in Data Centre Projects. This is likely to be a growth in 2025. With a bit of leeway made in terms of gain so far this year (16.92%), i think i can be a bit more risk taking.
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