Added Boustead recently. A fundamentally strong company with multiple business in energy, property and ESRI. At current prices, it looks like it is at fair value. At recent Value Investing Summit, 8 Investment Holdings showed how Boustead's plans to de-merge and REIT listing are expected to help Boustead "unlock its value" in the near future. I find this narrative compelling enough and decided to add Boustead back into my portfolio.
This is my portfolio going into the new Lunar New Year:
1. China Merchant Pacific
2. Naratel
3. TTJ
4. Hock Lian Seng
5. Sports Toto
6. Kingsmen Creative
7. Saizen REIT
8. Fraser Centrepoint Trust
9. SembCorp Industries
10. Boustead
Happy Lunar New Year, may everyone be well and happy in the new year =)
