Summary for July 2026
Portfolio @ End of Jul26
My portfolio gained 3% in Jul26 but it still "underperformed" relative to the KLCI which jumped 3.6%.
MI and Teoseng both advanced 15% in the month.
MI is supposed to release its FY26Q2 result in August but it couldn't wait to release its magnificent financial result one month earlier.
Its FY26Q2 revenue of RM226mil & PATAMI of RM55.2mil (EPS 6.24sen) were both record high by a great margin, especially the PATAMI which increased 78% QoQ & 255% YoY.
More importantly, there was no significant net forex gain or one-off gain.
