Relatively quiet month for me investment-wise.
Actions include:
1) Wrote another Put on ABVX at $98 strike price, expiring 8th May 2026. Received premium of $2.50.
2) Received DBS dividend of $615.60.
3) Applied for Ascendas REIT PO allocation + excess. Received full amount of the 1,100 units applied.
4) Added ABVX at $109.02.
Earnings season again. Another disappointing quarter from MIT with overseas assets being the drag. The 8% lower DPU YoY is quite a big drop.
Another Mapletree unit that is raising alarm bells in me is MLT with their Mumbai acquisition. Many Singaporean companies struggle to do well in the Indian market. Hopefully MLT will be the exception.
On the flip side, luckily Ascendas REIT's result is not bad overall with their >10% rental reversion.
Portfolio value remains stable.
Fund balance: around $1,700 with incoming dividends expected in May.
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