Portfolio Performance as of 31 March 2013

Stock	Purchase Date	Selling Date	Purchase Price	Selling Price	Current Price	% Gain/Loss
Mudajaya	27-Aug-10		3.075		2.4	-21.95
Mudajaya	13-Jul-11		3.345		2.4	-28.25
Supermx	17-Sep-10	7-Jan-13	2.15	2.05		-4.65
Tws	23-Nov-10	18-Jan-13	3.97	9.07		128.46
Tws	22-Aug-11	18-Jan-13	9.09	9.07		-0.22
Huayang	1-Dec-10		0.7125		1.81	154.04
Huayang	20-Oct-11		1.215		1.81	48.97
Pjdev-wc	25-Jan-11		0.305		0.14	-54.10
Pantech-wa	28-Feb-11		0.325		0.285	-12.31
Digista	18-Oct-11		0.405		0.245	-39.51
Tambun	5-Jul-12		0.58		0.90	55.17
Redtone	3-Jan-13		0.40		0.405	1.25
Redtone	7-Jan-13		0.405		0.405	0.00
Ytlpower-wb	21-Jan-13		0.435		0.38	-12.64
Fitters	21-Jan-13		0.565		0.58	2.65
Digista-or	13-Mar-13	18-Mar-13	0.00		0.065	N/A

Sold Digistar-or - 18 March 2013

Digistar announced Rights Issue (RI) with Free Warrants on 27 Feb 2013.  The ex-date was on 11 March 2013 and I received my digistar-or units on the 13th.  Since then, it has continued to drop from its peak of 10cents to now 6.5cents.  Seeing the troublesome process of buying the rights issue which will be converted into warrants, I have decided to sell it off.  Current Digistar paper loss stood at above 30%.

Received Huayang Dividend - 28 February 2013

It is the last day of the month and I received another nice dividend from my favourite stock, Huayang.  Huayang declared a 5c taxable dividend for its 3rd quarter earnings.  Another dividend is expected to be announced with its 4th quarter earnings.

Received Tambun Dividend - 26 Feburary 2013

I just received an SMS to inform me that Tambun dividend has been banked in.  True enough, it is reflected in my bank account when I checked today.  Tambun gave a 2 cents tax exempt dividend and is going to give another 3.3 cents dividend which the date has not yet been announced.

Congrats to all Tambun shareholders and looking forward to more dividends.

Bought FITTERS - 20 February 2013

Welcome back from the Chinese New Year holidays.  Market has been lackluster since then.   Tune Insurance is also listed today but performed poorly due to its high valuation.

Anyway, I decided to buy some FITTERS as it is about to report its 4th quarter report any day now and the major shareholders has been buying non-stop for quite some time.  It has reach its 52-week low and thus I believe the risk is pretty low.

Edit: In my haste to post this, I have failed to mention that my entry price is 0.565.

Bought more Redtone - 21 January 2013

It's been a long while since we last saw a steep dive in KLCI.  It was very unfortunate for me to make a purchase right before the huge dive.  News media are reporting that the huge dive is mainly caused by uncertainty in the coming general election, which is slated to be around Feb or Mar.

Seeing the huge discount in some of the counters in my watchlist, I decided to top up Redtone @ 0.40.  This is the time which many have been waiting for.

I will continue to collect more in phases if market continue to drop.  Based on historical data, one may be looking at a correction of 10-15% from the high of 1700.

Bought YTLPOWR-WB - 21 January 2013

After over a week of monitoring YTLPower, I have decided it is time for an entry.  I just bought YTLPOWR-WB @ 0.435 since the warrant is going at almost 0 premium against its mother share.  Furthermore, the expiry date of the warrant is still over 5 years from now, November 2018.

There has been speculation in the market that YTL Corporation may privatize YTL Power.  If this rumour becomes true, we will see a rally in the YTLPower share, and thus its warrant as well.  The yield for the warrant would be higher and the capital needed for investment required is much lower.  The only downside from investing in the warrant is that one will not be receiving any dividend.