PAI 2.91% $1.06 platinum asia investments limited

This one is in the "buy and hold" category of my portfolio, it's...

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  1. 860 Posts.
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    This one is in the "buy and hold" category of my portfolio, it's a good surprise to see the NTA discount gap nearly closed.

    By contrast, the NTA discount for PMC is still >10%, maybe it is time to add some PMC? From memory some of the beaten down stocks PMC added during the peak of Covid panic have recovered well recently, such as Amadeus IT (a global software company serving the airline industry).
    Last edited by PhoenixAM2017: 01/12/20
 
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