I am getting married in the middle of this year, and thus will not have much ammo to deploy to average down all my shares, but I will start to do it, probably after Chinese New Year.
I think there is still shorting opportunities in O & G counters, and as such Keppel remains my first choice to short.
I can understand that selling stake in M1, but I don't really understand why Temasek is asking Keppel to consider selling rights even though they are doing ok now, but if thats the case, it represents dilution to existing shareholders and so Keppel will fall, which represents a shorting opportunity.
Note: I am vested in Keppel at an average price of $9.19.
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