While Sea Group has run up in share prices, my holdings in Elite Commerical fell. So its both happiness and sadness. I have sold both of these companies and bought Nanofilm & China Construction Bank. A partial divestment was done for my long held Yangzijiang Financial to fund the nanofilm purchase because nanofilm seems to […]

source: https://thefinance.sg/2024/03/30/first-quarter-portfolio-update-purchase-of-nanofilm-and-china-construction-bank-sale-of-few-companies/