$BYD ELECTRONIC(00285)$
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April 2026 Portfolio Update
The ceasefire in Iran provided the market with a welcome breath of fresh air this April. By staying invested, I saw the portfolio gain SGD 20,000, representing a 3.5% return for the month. Year-to-date dividends have now reached a total of SGD 12,000.
April 2026 Portfolio Update
$PropNex(OYY.SI)$ Added position for long-term dividends
$BOC HONG KONG(02388)$ Trimmed position for profits
$BYD COMPANY(01211)$ Trimmed position at minor profits
$HISENSE HA(00921)$ Trimmed position at breakeven price for position discipline.
Q1-2026 profits dropped 95%
Q1-2026 profits dropped 95%
$SHANGHAI IND H(00363)$ Trimmed position for profits
$WUXI APPTEC(02359)$ Trimmed position for profits
In February 2025, I conducted a valuation analysis of Olam Group following the Olam Agri transaction. By calculating the implied value of Olam Agri based on its private sale price and comparing it to Olam Group’s total market capitalization, a clear discrepancy emerged. My conclusion was straightforward: when Olam’s share price dipped below 1 SGD, the market was valuing the entire Group at less than the stake in Olam Agri. This effectively meant that shareholders were acquiring Olam OFI for free. This thesis proved correct and resulted in a profitable trade, highlighting a significant market mispricing of the Group’s underlying assets. $Olam Group(VC2.SI)$
@MilkTeaBro:Olam's Financial Performance: Divestment of Olam Agri to Address Cost Challenges
$NVO 20260501 50.0 CALL$ Covered call for premium and Tiger Coins collection
$BABA 20260501 150.0 CALL$ Covered call for premium and Tiger Coins collection
Hidden Gem, PC Partner
The Hong Kong stock market is a great place to find hidden gems. One example is PC Partner, which recently delisted from the HKEX to list solely on the SGX. I originally bought shares in Hong Kong at an average price of SGD 0.95, and they were transferred to my Singapore account for free on 10 February 2026. Because it was a low-liquidity SME in Hong Kong with a lot of volatility, I didn't dare to buy too much, even though the business is performing excellently. I took most of my profits on the SGX today and am now letting a small 'risk-free' portion run with the tide. $PC Partner(PCT.SI)$
Hidden Gem, PC Partner
$XIAOMI-W(01810)$ Added position for market swing trading
$Olam Group(VC2.SI)$ Trimmed the position for profits
$PropNex(OYY.SI)$ Opened the position for long-term dividends income
I participated in the $CapLand Ascendas REIT(A17U.SI)$ preferential offering. I was entitled to 36 shares initially, but I submitted an oversubscription request for 1,000 shares via Tiger Brokers. In the end, I was allocated 500 shares in total. I paid SGD 1,090 for 494 shares at SGD 2.35 each. I am pleased that Tiger Brokers handled the process smoothly. I was initially worried that the allocation might be messy since the shares are held in custody by the broker. However, the final outcome was fair and reasonable, and closely matched the AI calculation I had done. @TigerStars
$ULTRAGREEN AI USD(ULG.SI)$ Trimmed position at minor profits
$MNSO(09896)$ Added position for market swing trading
$CHOW SANG SANG(00116)$ I have held Chow Sang Sang (00116) for a year and decided to add more to my position today. As a traditional jeweler, the company’s book value is largely underpinned by its physical gold inventory, providing a solid asset base.
$CHOW SANG SANG(00116)$ Added position for long-term dividends income
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