Weekly review 2020 #2

Thought

Nothing much actually, i manage to complete 2 books

- 4 hour work week 

-The next decade

Now going on to read more books. great start to 2020 i say!

And also realised how checking investingnote during office hours affected my productivity! hahah

Because when it was down, I didn't really check it and got quite a bit of stuff done!

anyway income investment-wise, i have been trying to find some counters to add, but the market is too bubbly and can't spot a good counter yet, i guess.

Transactions

No transactions

Open Trade Positions

Microsoft. Uptrend in tact. only thing i beef i have trading US counters is that my current broker charges a lot for the currency fees. probably look for a cheaper broker.

AEM. volatility is building, but the upside is really there. Some people may think it is over-priced, with price/NAV at 5.1, but if you compare it with Applied Materials in US that is 6.9.. there is still good upside. on top of this, AEM company valuation is insignificant to compared to the product's market size. So lets sit tight for the ride!

BreadTalk. Reversal play still in tact, holding on to see how it pans out!

CSE Global. Pullback, now continuing up trend. This trade idea still valid. This counter i can also hold for awhile since the yield is not too shabby too!

JiuTian Chemical. waiting for the breakout, otherwise have to exit.

MM2 Asia. Reversal play in tact still, so holding on for the ride.

PanUnited. Holding onto this counter for awhile already... starting moving again due to focus on construction in Singapore. nearly exited this, but will hold onto this counter for the ride up! now i am in the scale-up zone 😃😃😃😃

ThaiBev. Seems like side way trading... maybe need to exit.