My Portfolio @ 31th December 2007

My portfolio as of 31th December 2007.

1. Auric Pacific (undervalue stock)
2. Aqua-Terra Supply (O&G)
3. Biosensors (Medical, potential takeover target, expecting CE mark by next March)
4. China Diary (Dairy)
5. Chemoil (Oil)
6. China Energy (DME, clean energy)
7. Devotion (Renewable Energy)
8. IFS Capital (Px < NAV & dividend play)
9. Longcheer (Mobile phone design)
10. Japanland (Japan property & Tokyo Stock Exchange component)
11. KS Energy (O&G)
12. Mapletree REIT (Dividend play & aggressive growth)
13. New Wave (Aluminium)
14. Pacific Andes (Fishery)
15. Penguin (Ship, O&G)
16. Pine Agritech (Food, Health)
17. Sunpower (Renewable energy)
18. Sinopipe (Piping)
19. Sinotech Fibre (synthetic leather)
20. Sinwa (O&G)
21. Stratech (Unique product offering)
22. Unifood (Food)
23. Vicplas (IR & medical)
24. ST Engineering (Dividend & strong order book)

The value of this portfolio is about SGD$57k, an increase of 3.6% over November's value.
Currently, the portfolio is still in negative territory. Optimistic that it will turn green before
the Beijing Olympics.

Some recent developments in my stock portfolio
Aqua-Terra & KS Energy
Still no news of merger between AT, KS and SSH. Mr Wiluan, where are you?

Biosensors
Company issued an announcement on 26th December stating that progress has been made in the CE Mark approval. Also stated that they believe to get the CE Mark approval in late January 2008. This announcement caused a run-up i the share px from 72.5c to a high of 97c. Over the last 2 days, px has dropped to 93c. Will they really obtain the CE Mark in late January?

Longcheer
Some run-up from 48c low to yesterday's closing price of 59.5c due to company's intended 20 million off-market share purchase. Company is offering 65c per share and shall be sending the offer to shareholders soon. End offer is 21st Jan.

Mapletree Log
Px seems to face heavy resistance at 20-day EMA. Equity raising through issuing of rights is in the process. Purpose is to cut down on gearing and fund expansion. Rights issue need to get approval during EGM.

Penguin
A slight surge to px high of 26c and close at 24.5c yesterday on a vol of 5.6 million shares. Some insider information for the surge??

Sinotech Fibre
Huge selldown to current px of 88.5c since annoucement of delay of PMP production. Stock still remain fundamentally sound and is extremely attractive at this current px.

Sunpower
Artur Jurczakowski, the mysterious shareholder, has been buying into the company shares recently raising his holdings from 10.79%(Dec) to 10.94%.