Wolf Money(Wilmar International sold)

 



Wilmar stock has been massively underperforming the STI. With the Chinese economy weakening again. I am taking a more cautious view on Chinese related play. Given we had a good run in the market. It makes sense to take some money off the table. Return on Wilmar for the 3 months period is in excess of 4% with dividends included. Cash will be redeployed. God bless. 

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