SRS Portfolio - 25 Nov 2023

The market recovered and the SRS portfolio value increased from $380k to $385k since my last update in early Nov. On the portfolio front, these are the news that mattered most.

AIMS APAC REIT - Announced a DPU of 2.34 cents for Q3 and that will be paid out on 22 Dec 2023. That translates into $786 for the SRS portfolio

Daiwa House Logistics Trust - Announced that the portfolio is running at full occupancy as at 30 Sep 2023 and operational performance improved 3.9% y-o-y. You can read more about the performance update here.

UMS Holdings - posted a 32% Q3-o-Q2 growth in net profit to $15.3m on sales of $71.3m. UMS maintains an interim dividend of 1.2 cent per share in Q3 to reward shareholders and expects buoyant outlook supported by sanguine guidance of key semiconductor equipment makers. UMS was also named winner of the prestigious Centurion Club Award 2023. When I dig deeper, it was a steep decline over the same 9M or Q3 in 2022 of 47% and 65%, so not really time to celebrate for now. 

Happy SRS investing!