During the month, I took profits on Lendlease REIT after its share price appreciated significantly, reducing my position to 40,000 shares. The capital was reallocated into Yangzijiang Financial Holding.
However, post-demerger, the combined valuation of the two Yangzijiang entities has fallen below pre-split levels. This appears to be driven by structural weakness in China’s real estate sector and a softening shipping market, underscoring the broader economic strain on China amid ongoing tariff pressures from the Trump administration.
A few mid cap and Alibaba have seen a rise in share price; therefore, current Portfolio Value is $1,242,000. I am still on track to clock a $60k dividend inflow this year
Dividend
USD:$0
HKD:$9,068.61
SGD:$0
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