| No. | Counters | No of Shares | Market Price per Share (SGD) | Total Value (SGD) | ||
| 1 | 800 Super | 20,000 | $1.190 | $23,800.00 | ||
| 2 | AEM | 12,000 | $5.500 | $66,000.00 | ||
| 3 | Avi-Tech | 100,000 | $0.500 | $50,000.00 | ||
| 4 | Best World | 50,000 | $1.360 | $68,000.00 | ||
| 5 | Ellipsiz | 30,000 | $0.790 | $23,700.00 | ||
| 6 | Frencken | 75,000 | $0.660 | $49,500.00 | ||
| 7 | Innotek | 130,000 | $0.430 | $55,900.00 | ||
| 8 | Sunning dale | 50,000 | $1.990 | $99,500.00 | ||
| 9 | Trek 2000 Intl | 100,000 | $0.260 | $26,000.00 | ||
| 10 | Cash | $134.18 | ||||
| TOTAL: | $462,534.18 | |||||
I made some changes to my holding:
(1) Sold 25,000 shares of Frencken.
(2) Sold 10,000 shares of Trek 2000 Intl.
(3) Add another 2,000 shares of AEM @$4.29/share: i think with recent announcement of their Revenue & Profit guidances & acquisition of Ofore Oy, AEM still has potential to grow more. Looking forward their FY report end of this month.
(4) Add another 50,000 shares of Innotek @42.50cts/share: they expansion to Weihai factory to support Hewlett-Packard production in China could be one of the catalysts for Innotek to move better in the near future. Trading below their NTA, with a cash pile of about 47,3mil (cash + investment held by bank), i am quite confident this will give me some margin of safety.
* Above are just my thoughts. The accuracy or completeness of the information above cannot be guaranteed.
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