In line with my expectation that the market will start to turn bearish, I have sold my shares in Halcyon Agriculture. This is probably the shares I have held the longest - 108 months. However, despite the promise of a big China auto boom, over the 108 months, I have taken a 40.8% loss on the counter.
I am currently left with 4 counters, F&N, Delfi, Colex and Hong Leong Finance. I will look at slowly disposing them.