Trek 2000 has worked surprisingly well. Results wise, Nam Lee's result is stable while Infinity Development is slightly below expectations.
As the Singapore's Corporate Finance Side which did the IPO does not seem to be keen to have me onboard to listen to the results presentation, it is hard for me to deduce deeper with management's views and guidance. Once again, the lack of transparency makes it tough *sighs*. I guess i will have to wait to see if there is any analyst report updates upcoming.
There will be changes to the portfolio after a very good May which allows me to take even more risk.
Cut on Nam Lee and Infinity Development for reasons mentioned above previously.
Trek has done its job so its going to exit.
Serial System will be the replacement on a potential earnings play.
Uni-Asia has the same logic with potential earnings play. Topped up on XMH for same logic.
Added some more Wee Hur.
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