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Kin Chuah Chan
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29 followers
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Blog Migration
I have decided to migrate from blogger to wordpress.  Hence, all postings from December 2017 will only be found at https://mrtfi2024.wordpress.com/

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Buy and sell actions in November
This month, I sold some counters to raise cash for more compelling ideas. Also, increase my stakes in a few of my US counters. (figure in bracket represents the % the counter is occupying my portfolio based on cost) Sold 1. Divested ISEC completely at $0.31...

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Core holdings quarterly report (October to December) Part 2 - Non-Reit
This is part 2 of core holdings quarterly report which focus non-Reit counters. iFAST and 800 Super replaces Micro-Mechanics and SingTel in the core holdings since the last quarterly report. Micro-Mechanics was divested before its last quarterly results as ...

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Core holdings quarterly reporting (October to December) Part 1 - Reit
Decide to break up my core holdings quarterly reporting to two parts as my 3 REITS have completed reporting and the rest of my holdings are still reporting their results until the end of the month. Again, my definition of core holdings are  counters which I...

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A look at my recent buys (Part 3) - 800 Supe
I first came across 800 Super in 2015 when its price was only
40+ cents. A cusory glance at its balance sheet puts me off as it is in a net
debt position and its debt had been increasing. The company’s share price burst
into action in the second half of 201...

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A look at my recent buys (Part 2) - Hock Lian Seng vs UMS
Hock Leng Seng (HLS) vs UMS? Why compare them? How are they related?  Nothing except that both are listed on Singapore Exchange and I bought them recently in September as dividend counters.   What do they do? Hock Lian Seng is a leading civil engineering gr...

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Buy and sell actions in October
Unlike the past 3 months, I have taken relatively less actions in October. 1. Added more iFAST as I felt excited and confident of its future growth after reading through the past annual reports. See previous post on my thoughts about the company. It now occ...

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A closer look at my recent buys (Part 1) - iFAST
In August and early September, I have initiated positions on iFAST, Hock Lian Seng, UMS and 800 Super (re-entered) after chancing upon their price drop of about 20% from recent high in June. I did a quick scan on their news and did not find any major fundam...

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Why staying in the market works for me.
In the recent 9-month report, I mentioned that I eked out a small return for the latest quarter due to a surge in price of Valuetronics and UMS in the last few days of September. I am once reminded again that being an average retail investor, it works best ...

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2017 9M performance
Performance Another quarter has passed and it's time to take stock of portfolio's performance. It is a muted performance for the quarter, resulting in a slight increase in NAV compared to 20171H performance. In fact, if not for the strong performance of Val...
2017 9M performance
2017 9M performance
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