5CP.SI

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Over 40% of the top 20 largest banks in South-East Asia run this banking software including 3 of the 5 largest ASEAN super regional financial institutions. Fast growth and a high return on equity caught our eye. The deeper we dug the more we liked.