To The Moon

$GUANGDONG INV(00270)$ Trimmed position at minor profits 

$FULL TRUCK ALLIANC SPON ADS EACH REP 20 ORD SHS CL A(YMM)$ Trimmed position for profits 

$CRRC(01766)$ Added position to dilute holding cost 

$XIAOMI-W(01810)$ Trimmed position at minor profits 

$BYD COMPANY(01211)$ Added position for long term investment 

$WUXI APPTEC(02359)$ Trimmed position for profits 

$BOC HONG KONG(02388)$ Trimmed position for profits 

$Wilmar Intl(F34.SI)$ I have been accumulating shares in this company for four years, often adding to my position whenever it hits a 52-week low. I firmly believe Wilmar is an excellent company; edible oil, rice, and sugar are daily essentials for everyone. While the nature of the business is cyclical, I believe no one manages these fluctuations better than Wilmar.

$Wilmar Intl(F34.SI)$ Trimmed position for profits 

$Wilmar Intl(F34.SI)$ Trimmed position for profits