I has made some major changes to my portfolio.  

My latest holding

1.KepLand – Awaiting a surge in Oct/Nov when the CBD office rental is due to renew in Nov.

2.BH Global – Provide marine cables for major shipping and rig companies, will ride the wave of marine boom.

3.Riverstone – A market leader in a niche market, providing rubber glove for medical usages.

4.Olam - Control supply chain from end to end, excellent buz model.