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SGX My Gateway Market Updates


Average 19% YTD Gain in Key Mining Stocks

SGX My Gateway
10 March 2017

SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD. In each of the three Mining segments, the largest capitalised stocks are Alliance Minerals Assets – mining tantalite and lithium in Western Australia, Golden Energy and Resources – mining thermal coal in Indonesia, CNMC Goldmine Holdings – mining gold in Malaysia.

Ascendas REIT is now Singapore’s Largest Capitalised REIT

SGX My Gateway
07 March 2017

Ascendas REIT has recently replaced CapitaLand Mall Trust as Singapore's largest capitalised REIT – and has been the second-best performing REIT in the YTD with an 11.9% total return. The NikkoAM - StraitsTrading Asia ex Japan REIT ETF which is expected to include up to 70% weightage in Singapore REITs is scheduled to list on SGX on 29 March 2017. Ascendas REIT and CapitaLand Mall Trust are expected to maintain relatively large weightings in the ETF.

Highlights of Yangzijiang Shipbuilding, Sembcorp Marine & Ezion Holdings

SGX My Gateway
02 March 2017

Yangzijiang Shipbuilding, the largest private shipbuilder in China, has registered a total return of +20.3% year-to-date. Sembcorp Marine, a global leader in marine & offshore engineering solutions, has total returns of +38.0% year-to-date. Ezion Holdings, the largest offshore services provider listed on SGX, has total returns of -1.3% on a year-to-date basis. The stock, however, has returned +81.0% since its trough in September 2016.

Industrial REITs generated a total return of +8.2% YTD (STI +8.1%)

SGX My Gateway
28 February 2017

Industrial REITs in the SGX S-REIT index generated a total return of +8.2 YTD (SGX S-REIT Index +6.0%), similar to the Straits Times Index’s (STI) +8.1%. The sub-industry forms the largest share in the SGX S-REIT index with 8 members and a total weightage of 26.5%. The top three performing Industrial REITs in the YTD are Sabana Shari'ah Compliant Industrial REIT (+18.4%), Ascendas REIT (+11.9%) and Cambridge Industrial Trust (+9.3%). The three plays averaged a year-to-date return of 13.2%.

Rising Government Spending Bodes Well for Healthcare Sector

SGX My Gateway
23 February 2017

The SGX All Healthcare Index generated a total return of 16.2% over the past 12 months, outperforming the MSCI AC Asia Pacific Ex Japan Healthcare Index and the MSCI World Healthcare Index, which generated total returns of -0.5% and 10.4% respectively. The five best-performing stocks in the SGX All Healthcare Index excluding International Healthway Corporation are Talkmed Group (+35.8%), Singapore Medical Group (+34.5%), Healthway Medical Corporation (+24.2%), AsiaMedic (+10.4%) and Singapore O&G (+10.2%).

Electronic Components Stocks Shine as Exports Gain Momentum

SGX My Gateway
21 February 2017

Singapore's Electronics exports rose 6.1% to S$4.3 billion in January 2017 from the same period a year ago. This rising trend in Singapore’s electronics exports generally bodes well for the Electronic Components sub-segment. The Electronic Components sub-industry was among best performing sub-sectors in Singapore’s IT industry, generating average total returns of 31.7% and 66.7% in the year-to-date and last 12 months respectively, compared to the STI’s total returns of 7.8% and 21.2% in the same period. The three best-performing Electronic Components stocks in the year-to-date are AA Group Holdings (+136.8%), CPH (+100.0%) and GSS Energy (+42.4%).

Highlights of Singapore's 10 Largest OSV Players

SGX My Gateway
16 February 2017

Singapore's 32 Offshore Supply Vessels (OSV) stocks have rebounded 17.2% in the year-to-date in tandem with the recent oil price rally. OSVs are one of the key beneficiaries of a crude oil price recovery. The 10 biggest OSV stocks listed on SGX have averaged a YTD total return of 28.9%, against total returns of 0.9% for the SGX MOE Index, a benchmark for the MOE Sector.

Real Estate Sector Outperformed in the Year to Date

SGX My Gateway
14 February 2017

SGX's Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the Sector is still trading near one standard deviation below its historical mean. Potential drivers for the Singapore property market exist on both the supply and demand front. The biggest Real Estate Developer stocks with substantial Singapore exposure include UOL Group, United Industrial Corporation, Wheelock Properties, Wing Tai Holdings and Bukit Sembawang Estates.

SGX S-REIT 20 Index Registered Total Returns of 6.2% in YTD

SGX My Gateway
09 February 2017

Benchmark SGX S-REIT 20 Index returned 6.2% in the YTD. Retail and Industrial REITs were the outperforming sub-segments. Key metrics from Oct-Dec quarter earnings suggest weaknesses in office property, while the Industrials and Retail segments remain relatively resilient. Within the Index, Retail REITs were the best-performing sub-segment with a market capitalisation-weighted total return of 7.1%, followed by Industrials (+6.6%), Hospitality (+6.0%), Healthcare (+5.6%), Diversified (+5.2%) and Office (+4.6%).

Recent Moves of Singapore's Biggest Shipyards Stocks

SGX My Gateway
07 February 2017

Singapore’s largest capitalised stocks that operate shipyards are Keppel Corp, Sembcorp Marine and Yangzijiang Shipbuilding. The three stocks have averaged a 5.9% YTD gain (as of 3 Feb 2017) in line with STI’s +5.8%. Despite oil price recovery, outlook for shipyards remains challenging with excess yard capacity. Resilience through cost and balance sheet management is key.







These articles are provided by SGX My Gateway.


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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 SGX to any registration or licensing requirement. These articles are not an offer or solicitation to buy or sell, nor financial advice or recommendation for any investment product. This document has been published for general circulation only. They do 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. 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. While SGX and its affiliates have taken reasonable care to ensure the accuracy and completeness of the information provided, they will not be liable for any loss or damage of any kind (whether direct, indirect or consequential losses or other economic loss of any kind) suffered due to any omission, error, inaccuracy, incompleteness, or otherwise, any reliance on such information. Neither SGX nor any of its affiliates shall be liable for the content of information provided by third parties. SGX and its affiliates 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





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