SRS Portfolio - 18 June 2023 + Happy Father's Day
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| Portfolio as of 18 June 2023 |
AEM Holdings hit a 6 month high of $4.02. On one hand, you have insider James Toh selling down quite a bit but on the other hand, you have two institutional funds, Fidelity and abrdn Asia becoming substantial shareholders. I would consider the run up as 'spectacular' considering the lacklustre Q1 results and uncertain outlook painted by the Company. I may do a tactical sale given I bought it quite a while back at $3.98. Let's see how the stock performs next week.
AIMS APAC REIT - after its rights issue announcement, the share price "tanked". Having said that, AIMS also announced an advanced distribution of 1.80 cents per unit for the period from 1 Apr to 11 Jun. I will receive $540 on 20 July 2023. I have also applied to receive my pro-rata allotment of 1,080 units and an excess of 20,000 units. Let's see whether the demand from existing investors is robust.
Daiwa House Logistics Trust - The Company recently announced the change of CEO. The Japanese stock market has been pretty buoyant this year but hasn't seen any "spillover" to this counter.
Not much substantive news from the rest of the SRS portfolio since my last update.
Happy Father's Day - It is never easy for dads to communicate with their children (as compared with the mummies), so here is wishing all daddy a happy father's day! Hope your communication skills improve with age 😆
AIMS APAC REIT - after its rights issue announcement, the share price "tanked". Having said that, AIMS also announced an advanced distribution of 1.80 cents per unit for the period from 1 Apr to 11 Jun. I will receive $540 on 20 July 2023. I have also applied to receive my pro-rata allotment of 1,080 units and an excess of 20,000 units. Let's see whether the demand from existing investors is robust.
Daiwa House Logistics Trust - The Company recently announced the change of CEO. The Japanese stock market has been pretty buoyant this year but hasn't seen any "spillover" to this counter.
Not much substantive news from the rest of the SRS portfolio since my last update.
Happy Father's Day - It is never easy for dads to communicate with their children (as compared with the mummies), so here is wishing all daddy a happy father's day! Hope your communication skills improve with age 😆
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