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SPH @ $2.85

Buy @ $2.85. Q1 results not good due to write-downs in investments; mainstream newspaper biz also declined. Share price being punished. Buy some but not sure how low it will drop. Seller code ’26’ – BNP. 😀

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SPH @ $3.07

Buy @ $3.08 and $3.04 for an average price of $3.07. Seller code ’70’ – CLSA for $3.04 buy. Getting cheaper everyday! 🙂

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SPH @ $3.26

Sell @ $3.26. Sudden buy up today, foreign funds renewing their portfolio for the new FY?? Buyer code ’70’ – CLSA. 😀

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Q408 Close

My portfolio (at cost) of S’pore stks for Q408 close,

The STI closed at 1761.56, -49.41% fm end 2007. Using cost as a ref, my portfolio stats (vs 2007),

  1. Size : +42.79%
  2. Realised Profit/Loss : +10.01% (Profits : +3.16% ; Div : +6.86%)
  3. Unrealised Profit/Loss : -38.99% (-48.92% if remove 2007 carry fwd)
  4. Net Portfolio Performance :
    o At Cost : 10.01% – 38.99% = -28.98%
    o At End-2007 Mkt Value : 10.01% – 48.92% = -38.90%

So, -38.90% vs -49.41% (STI), better than STI. Nevertheless, still big losses 🙁

Changes in portfolio (vs Q308),

  1. New Additions : Nil
  2. Increases : SPH, HLFin
  3. Decreases : Nil
  4. No Change : MacCookPSF, CitySpring, Cambridge, GTC, SingPost, Rickmers, SBSTransit, FrasersComm, CDLHTrust, FSL, MapleTree, ThomsonMed, FirstREIT, MacCookIREIT, SPAusNet, M1, STEng
  5. No More : SingFood