Monday, March 14, 2011

Portfolio Update


Chickened out today by selling Maybank @ RM8.72. My average price was RM8.65. Anyway, i still have some of Maybank @RM8.45. My view on Maybank still unchanged by since my entry price was a bit high, i think its better to dispose and raise cash. I have my eye on SOP now. Overall, most of Asian market performed quite well despite the 大地震 and 津波.

SOP, will do more research but valuation wise is very attractive. I think inflation and commodity play is nit over yet. Plus, percentage of their immature plant is higher compare with other smaller player like IJM Plantation.


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