Summary For May 2025
Portfolio @ End of May25
In May25, my portfolio gained 1.5% thanks to KFIMA & FOCUSP.
However, YTD it still suffers 8% loss, matching KLCI's lackluster performance.
I decided to reduce my shares in TAS, even though it's expected to deliver a decent result next quarter.
FOCUSP's FY25Q1's revenue and PAT both improved YoY to RM72.9mil & RM7.9mil (EPS 1.71sen) which is good. There was RM0.7mil of inventories written down/off in the quarter.
Anyway, its F&B segment swung back into loss which is a slight disappointment.
A 1.75sen interim dividend was declared, as expected and similar to last year.
