New fund of RM14k had been injected into my portfolio recently.
1. bought 500 shares of PPB.
This is a new investment item in my portfolio.
while buying into PPB, i'm actually aiming to ride on the growth momentum of Wilmar International. (buying 1 share of PPB is equivalent to holding 1 share of Wilmar indirectly).
Wimlar had been growing fast in past few years (see here), and i'm in an opinion that this growing trend will persist for some years in the future. While the growth momentum mostly come from M&A and business restructuring, the economical growth in China and India are giving strong support to its existing business.
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2. bought 3000 shares of Notion.
Surprisingly, the flood of Thailand do bring some positive impact on Notion. It's thus facing a strong rebound in the coming quarters. At the same time, orders from new customers are kicking in, boosting its performances to higher level.
currently, Notion is the 2nd largest investment in my portfolio.
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