Portfolio at May 08
1. China Milk 0.77 1240000 49%
2. Celestial 0.75 800000 31%
3. SMRT 1.81 32000 3%
4. Pokka 0.49 85000 2.15%
5. Macqurie Infrast 0.875 36883 1.67 %
6. Darco 0.215 55000 0.61 %
7. Short 6 lots of CDL at 11.64
8. Short 7 lots SIM SCI at 391.3
200K FD
Almost 99% vested.
China Milk at PE 7 and a good play on agricultural theme. Going forward it can grow double digits in next few years.
Celestial Q1 4 cents. It was a very good quarter as I was expecting flat earnings due to Soya bean commodity price being sky high last quarter. Its ability to navigate such a tough environment shows pricing strength/power and I expect to grow further.
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