Happy New Year 2016

It has been a long time since I updated this blog. In the past two months, I have been trigger happy, adding some new members to Huat Fund as well as increasing holdings in Inari.

Welcome, 

Fibon, Maybank, OCK and Jaya Tiasa. 

The short rationale behind these purchases:

Fibon: This is a speculative purchase to get short term gain.

Maybank: This is a move to shift into dividend orientation, Maybank at this price is really attractive because its overseas operation is till growing yearly. Long term buy.

OCK: The company recently expended into Myanmar and will reap the rewards soon. Medium term buy.

Jaya Tiasa: This is also a short term buy to gain revenge over the earlier loss. 

Huat Fund is running low on cash after adding all these new members. It is a pity because the current China fiasco presents a good opportunity to accummulate more stocks. 

Huat Fund looks like this today: