SOMETHING TO COOL YOU DOWN

Hope you're all coping with the summer heat

SEGRO Plc: is a UK Real Estate Investment Trust and a leading owner, manager, and developer of modern warehouses and industrial property, operating in the UK and seven other European countries.

The China Dolls invested into this company years ago, since when it has remained dormant, showing us very little profit. Our average purchase price over the years is 811p At the time of writing the share price is 968p

Recently Segro has been the subject of a takeover bid from an American Real Estate Company Prologis . The sum of £13 billion was rejected However it is expected to be increased to near £18 billion.

The haggling goes on.

In the meantime The China Dolls invested a further £1000

So a definite hold for us.

ROLLS ROYCE holdings plc:

We came late to the market when purchasing RR shares.

Over the past 5 years the share price has increased by 1300% - an amazing rise.

However, even though we paid an average price of 942p per share, The China Dolls are now showing a profit of almost 50%.

Market analysts hold a consensus "Buy" rating for Rolls-Royce, with an average 12-month price target around 1,500 to 1,553 p. This represents a potential upside of approximately 7% to 11% from current price levels.

The engineering and defense giant has seen a massive turnaround, successfully boosted by strong commercial aerospace demand, reinstated dividends, and a £2.5 billion share buyback program. Additionally, the stock has recently enjoyed tailwinds from increased global defense spending and the UK's focus on nuclear programs.

Share price at the time of writing.1396

Feeling positive about this share news, we invested a further £1000

So another definite hold for us.

RELX: The China Dolls were slightly optimistic in purchasing shares in this company.

The company provides mission-critical data analytics services to insurers, law firms and academic institutions

We paid an average price of 3712 and are showing a loss of 35%.

However there maybe good news in the pipeline

RELX delivered the kind of first-half result that investors needed to see. Growth accelerated in the legal and science journal divisions, the two most exposed to concerns about AI disruption, and margins continued to improve. One strong result won't end the debate around new AI competitors, but it adds weight to the view that AI is enhancing RELX's data and tools rather than undermining them.

Price at the time of writing: 2536

We are holding

Sylvanium Platinum: is a rapidly expanding low-cost PGMs producer.

The company posted strong third-quarter results for fiscal 2026, driven by higher platinum group metal basket prices, increased chrome sales, and a high free cash flow yield.

It is widely viewed by analysts as a strong buy today, with a consensus "Strong Buy" rating and a 12-month average price target of approximately 174p, suggesting a potential upside of nearly 100% from its current share price of roughly 87p.

We are holding

SHELL: Shell has recently made major asset moves, including agreeing to sell its Sprng Energy group for $1.8 billion, completing the sale of Jiffy Lube for $1.3 billion.

We are showing a modest profit on Shell. Our average purchase price was 2732 and the share is now sitting at 3325p

Wall Street analysts generally expect Shell stock to rise over the next 12 months, with an average consensus rating of a Moderate Buy

We are holding

DISCLAIMER

China Dolls is a group of private individuals who meet regularly to discuss investment strategy and make investments based on the collective opinion of the the group.

The China Dolls is not in the business of offering any form of advice on investing or other financial matters.

The content of this blog is not to be considered an inducement to trade as we trade and is offered for illustrative purposes only.