For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a 64% total return for the period, following on from averaging 121% total returns in 2021. Golden Energy and Resources and Geo Energy Resources saw the biggest jump in turnover.
SGX's 10 most actively stocks in the MOE sector outperformed the broader FTSE Straits Times Index (+7.9%) with an average total returns of +20.6% in the year-to-date, building on the +53.5% returns seen in 2021.
For 1Q22, the STI was APACs strongest performing benchmark, with 9.1% price gains boosted to 9.6% by dividends. With 23 of 30 constituents generating positive total returns in 1Q22, the STI outpaced the FTSE APAC Index and FTSE World Index.
The 5 most actively SGX listed F&B plays with domestic exposure are Kimly (SGX:1D0), Jumbo Group (SGX:42R), Japan Foods (SGX:5OI), Pavillon (SGX:596) and RE&S Holdings (SGX:1G1).
Following the heightened volatility in global oil markets that saw Brent Crude Oil close above US$120 over two sessions (7-8 Mar), global markets have rebounded. Since 8 Mar, the STI has generated a 6.0% total return, with global bank stocks rebounding 6.5%, and DBS, OCBC and UOB outperforming with an average 10.3% gains.
Recent geopolitical events have dictated global commodities prices in recent weak. Global commodities prices rallied 26% YTD amidst volatility on the back of strong global demand and concerns of supply shortages. SGX's 10 most traded Energy, Materials & Resources plays saw combined daily turnover YTD jump 173% as compared to the whole of 2021.
SGX listed rubber glove plays Top Glove, Riverstone and UG Healthcare averaged +16.3% total returns in the past five trading sessions, outperforming the STI (+3.0%) amidst potential disruption to supply chain from Chinese manufacturers and identification of a new hybrid COVID variant.
Within the STI, SingTel, ST Engineering, Wilmar International, Sembcorp Industries and Keppel Corporation also led net institutional inflows over the 12 sessions, while outside of the STI, Keppel REIT, SPH, Geo Energy Resources, Suntec REIT booked the most net institutional inflows.
The STI and broader FTSE ST All-Share Index have generated 13% total returns in the 2021 year to 17 Dec. For much of 2021, banks, energy and semiconductors sectors and trade-orientated industries led the global stock market.
Digital Core REIT (SGX:DCRU) is a pure-play data centre S-REIT sponsored by Digital Realty – the largest owner, operator, developer and acquirer of data centres globally. The IPO Portfolio has an appraised value of US$1.4 billion and comprises of 10 institutional quality data centres located in the United States and Canada, with 100% occupancy rates.
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FTSE ST Indices & STI Constituents Share Price
DBS Share Price , UOB Share Price, SingTel Share Price, OCBC Share Price
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