SGX Market Updates By SGX My Gateway

SGX Market Information

SGX My Gateway Market Updates

5 Biggest Technology Stocks Average 27% Total Return in 2019 YTD

15 February 2019

The 10 largest IT stocks on SGX have a combined market cap of over S$12 billion, and span sub-segments ranging from Computer Hardware, Electronic Components and Industrial Machinery to Software Services and Specialty Finance. Among the 10, 5 of the best performers in the 2019 YTD were: Creative Tech (+46.2%), Chuan Hup (+25.5%), Silverlake Axis (+22.9%), UMS (+20.2%), and Venture (+18.2%). They averaged a YTD total return of 26.6%.

Highlights of China-Related S-REITs and Developers

SGX My Gateway

15 February 2019

The 10 REITs on SGX that report revenues to China have a combined market cap of nearly S$18 billion. The 5 best performers in the YTD were: Mapletree North Asia (+10.5%), OUE Commercial (+10.4%), Ascott Residence (+9.2%), Mapletree Logistics (+8.8%), and EC World REIT (+8.0%). The 5 largest real estate developers on SGX that report more than one-third of total revenues to China have a combined market cap of about S$18 billion. In the YTD, the 3 best performers were: Yanlord Land (+14.8%), Ying Li (+7.8%), and CapitaLand (+7.1%).

Big Utility Stocks Began 2019 with Momentum

SGX My Gateway

08 February 2019

Singapore’s 5 largest capitalised utility stocks are Keppel Infrastructure Trust, CITIC Envirotech, China Everbright Water, China Jinjiang Environment and SIIC Environment Holdings, with a combined market capitalisation of S$5.7 billion. All 5 stocks have made a firm start to the 2019 YTD. The most recent stock of the Utilities Sector to list was Union Gas Holdings, which has gained 6% in the 2019 YTD following a comparative defensive total return of 2% in 2018.

Tourism-Related Stocks Ride Growth in Visitor Arrivals

SGX My Gateway

31 January 2019

The 15 largest stocks with exposure to the tourist industry on SGX averaged a total return of 2.7% in the YTD, compared with average total returns of -10.7% in 2018. Genting Singapore and Singapore Airlines, the 2 largest players within this group, have also gained 10.8% and 3.5% respectively in the YTD.

Highlights of SGX’s Largest, Best-Performing Healthcare Services Stocks

SGX My Gateway

31 January 2019

The performance of Singapore's listed healthcare sector is measured by the iEdge SG All Healthcare Index. In the YTD, the iEdge SG All Healthcare Index has generated a total return of 7.6% vs the benchmark STI's total return of 3.9%. In the YTD, the 5 largest and best-performing healthcare services stocks were: ISEC Healthcare (+7.8%), Singapore Medical Group (+3.8%), OUE Lippo (+3.1%), Thomson Medical (+2.7%), and IHH Healthcare (+1.7%). They averaged a total return of +3.8% over the period.

Rising Crude Prices Lift Singapore’s Largest Shipyard Stocks

SGX My Gateway

30 January 2019

In the YTD, Singapore’s three biggest shipyard stocks have averaged a total return of +6.2%, bringing their 1Y and 3Y total returns to -24.1% and +41.3% respectively. Following crude’s rally, these three largest shipyard plays are now trading marginally above par value at an average P/B ratio of 1.2x. Their share prices have also recovered in tandem with higher oil prices – rebounding an average 27% from their 52W lows.

STI’s Least Performers in 2018 amongst STI Leaders in Early 2019

SGX My Gateway

24 January 2019

Six of the seven least performing STI stocks of 2018 were amongst the STI’s 10 strongest stocks in the 2019 year through to 23 Jan. Of these six STI stocks, the two that have been the strongest over the three weeks were Genting and Thai Bev. The two stocks were also amongst the five STI stocks subject to the most net capital inflow by institutional investors from 31 Dec to 18 Jan.

25 S-REITs to Report Latest Results Within Next 2 Weeks

SGX My Gateway

21 January 2019

Frasers Centrepoint Trust, Keppel REIT, Mapletree Logistics Trust and Soilbuild Business Space REIT will announce their results today. The rest of the S-REITs and Business Trusts are expected to release their results over the next few weeks. The iEdge S-REIT Index’s 35 constituents, which have a combined market capitalisation of more than S$83 billion, have averaged a total return of 4.5% in the 2019 YTD. This brings their 1Y and 3Y total returns to 0.7% and 46.9% respectively.

23 STI Constituents to Report FY2018 Results in Next 2 Months

SGX My Gateway

17 January 2019

Last week, SPH kick-started the latest quarterly reporting season with the release of its first quarter fiscal results for 2019, ended 30 November 2018. The remaining constituents of the benchmark STI are expected to report their latest quarterly or full-year results in the coming weeks. The STI has generated total returns of -6.5% and 5.2% in 2018 and in the 2019 YTD respectively. With a combined market capitalisation of over S$550 billion, the 30 constituents of the index have averaged Price-to-Earnings (P/E) and Price-to-Book (P/B) ratios of 16.6x and 1.9x respectively.

Singapore REITs Extended Gains in Early 2019

SGX My Gateway

16 January 2019

Amidst a challenging market environment, S-REITs were among the best-performing sectors on SGX in November and December 2018, registering total returns of 2.3% and 0.3% respectively. Most of those gains appear to have been extended in the first two weeks of 2019. Analysts had noted revived investor interest in S-REITs late last year, driven by a flight to safety amidst rising risk-aversion.

These articles are provided by SGX My Gateway.

SGX My Gateway

SGX's investor education portal with market, product and investment information and events. Sign up now at sgx.com/mygateway to receive our investment updates and economic calendar.

These articles are not intended for distribution to, or for use by or to be acted on by any person or entity located in any jurisdiction where such distribution, use or action would be contrary to applicable laws or regulations or would subject Singapore Exchange Limited (“SGX”) to any registration or licensing requirement. This document is not an offer or solicitation to buy or sell, nor financial advice or recommendation for any investment product. This document is for general circulation only. It does not address the specific investment objectives, financial situation or particular needs of any person. Advice should be sought from a financial adviser regarding the suitability of any investment product before investing or adopting any investment strategies. Use of and/or reliance on this document is entirely at the reader’s own risk. Further information on this investment product may be obtained from www.sgx.com. Investment products are subject to significant investment risks, including the possible loss of the principal amount invested. Past performance of investment products is not indicative of their future performance. Examples provided are for illustrative purposes only. While each of SGX and its affiliates (collectively, the “SGX Group Companies”) have taken reasonable care to ensure the accuracy and completeness of the information provided, each of the SGX Group Companies disclaims any and all guarantees, representations and warranties, expressed or implied, in relation to this document and shall not be responsible or liable (whether under contract, tort (including negligence) or otherwise) for any loss or damage of any kind (whether direct, indirect or consequential losses or other economic loss of any kind, including without limitation loss of profit, loss of reputation and loss of opportunity) suffered or incurred by any person due to any omission, error, inaccuracy, incompleteness, or otherwise, any reliance on such information, or arising from and/or in connection with this document. The information in this document may have been obtained via third party sources and which have not been independently verified by any SGX Group Company. No SGX Group Company endorses or shall be liable for the content of information provided by third parties. The SGX Group Companies may deal in investment products in the usual course of their business, and may be on the opposite side of any trades. SGX is an exempt financial adviser under the Financial Advisers Act (Cap. 110) of Singapore. The information in this document is subject to change without notice. This document shall not be reproduced, republished, uploaded, linked, posted, transmitted, adapted, copied, translated, modified, edited or otherwise displayed or distributed in any manner without SGX’s prior written consent.

Stock / REIT Search

DBS Share Price , Yangzijiang Share Price, Keppel Share Price, Venture Share Price, SingTel Share Price, OCBC Share Price