May 2024 Round Up

 May 2024 was a really good month. In fact, 1H2024 has been really good. Here's my positions at the end of May 2024:

YTL continued its rally, for a total YTD gain of 141% - I wished I had made my analysis and bought it earlier.

I subscribed to Kawan Renergy IPO at a price of RM0.30, and also bought more on at a price of RM0.46 the IPO day. The stock climbed further after the IPO day and I'm sitting on a cool 70% unrealized gain. I will hold on to it, and perhaps sell it once it's overbought.

Total return stands at 47% for my portfolio.

I believe Bursa will continue it's strong performance in 2H2024.