SGX Market Updates By SGX My Gateway

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SGX My Gateway Market Updates

Banks, Telcos & Consumer Staples Led Sectors in April 2018

02 May 2018

The STI continued to outperform the region in April with Bank-led gains driving the STI’s total return to 7.1% over the first four months of 2018. This compared to an average decline of 0.1% for the benchmarks of Japan, Hong Kong and Australia. The three strongest sector segments in April included Banks, with capitalisation-weighted gains of 10.7%, followed by Telecommunication Services and Consumer Staples, both with capitalisation weighted returns of 4.0%. M1 led the performances of the largest Telecommunication Services stocks in April with a 7.6% total return, whilst Thai Beverage PCL and Sheng Siong Group led the largest Consumer Staples stocks with 9.6% and 9.7% respective returns.

DBS, OCBC & UOB Averaged 50% Returns Over Past 12 Months

SGX My Gateway

26 April 2018

DBS, OCBC and UOB averaged 8% gains in April-to-date, bringing average YTD total returns to 14%, and 12 month average total returns to 50%. April has seen the three banks trade at all-time highs, with DBS recently trading at a high of S$30.00. The three banks currently average a 1.5x P/B, above the 10 year average P/B, and in-line with the 20 year average. In the YTD institutional investors were net buyers of the three banks, with inflows totalling S$1.12 billion, following net inflows of S$3.39 billion in 2017.

2018 March Quarter STI Earnings Highlights and Schedule

SGX My Gateway

24 April 2018

Five of the 30 STI constituents have released earnings over the first two weeks of April, while the remainder are expected to report their quarterly or FY results in the coming weeks. In the 2018 year-to-date, the 30 STI constituents have averaged a total return of 0.9%, bringing their total return over the last 12 months to 11.9%.

Diversified Property Developer SLB Development Debuts on SGX

SGX My Gateway

20 April 2018

Diversified real estate developer SLB Development debuts on SGX’s Catalist board today. SLB is a spin-off from Mainboard-listed Lian Beng Group, one of Singapore's major home-grown building and construction groups. SLB undertakes small to large scale residential developments, mixed-used projects, as well as industrial and commercial developments. Its portfolio comprises a S$892 million gross development value with an estimated development profit of S$136 million. With an IPO market capitalisation of more than S$220 million after its trading debut, SLB ranks as the third-largest real estate developer by market capitalisations on Catalist, after Astaka Holdings and Hatten Land.

Asian Healthcare Specialists – SGX’s First Orthopaedic Specialist Play

SGX My Gateway

20 April 2018

Asian Healthcare Specialists, which made its trading debut on SGX Catalist today, is a group of orthopaedic specialists who provide a wide spectrum of general and sub-specialised treatments, including orthopaedic, trauma and sports services. SGX lists 10 Catalist stocks under the GICS® Healthcare Service Providers sub-industry, and they have a combined market capitalisation of S$2.4 billion. The five largest Healthcare Service Providers – TalkMED, OUE Lippo, Clearbridge, SMG and Healthway Medical – have generated average total returns of +0.5% and +34.9% in YTD and 2017 respectively.

Regional Healthcare Stocks Leading the World in 2018 YTD

SGX My Gateway

16 April 2018

The SGX All Healthcare Index has gained 4.6% in the 2018 YTD, similar to the MSCI AC Asia Pacific Health Care Index returns of 4.7%, and higher than the MSCI World Health Care Index decline of 2.1%. The 5 largest capitalised stocks of the SGX All Healthcare Index include IHH Healthcare Bhd, Top Glove Corp Bhd, Haw Par Corp, Raffles Medical Group and Tianjin Zhong Xin Pharm Group. All five stocks have gained in the YTD, with average total returns of 11.6% and median total returns of 5.7%.

Five STI Stocks Averaged 2%+ Daily Swings in 1Q18

SGX My Gateway

09 April 2018

The STI has been amongst the three strongest Indices of Asia Pacific in the 2018 YTD. The STI’s 1.5% total return compares to an average decline of 3.0% for the three benchmarks of Japan, Hong Kong and Australia. The STI has also seen an increase in its volatility, with its 30 day volatility gauge climbing to 17% which is the highest level for the past two years. Yangzijiang Shipbuilding, Golden-Agri Resources, Genting Singapore, Venture and CapitaLand Commercial Trust have averaged daily trading ranges (difference between daily high and low) of more than 2.0% over 1Q18.

Sasseur REIT – Asia’s First Outlet Mall REIT – Debuts on SGX

SGX My Gateway

28 March 2018

Sasseur REIT is the first Outlet Mall REIT listed in Asia. It has an initial portfolio of four retail outlet mall properties in the fast-growing cities of Chongqing, Kunming and Hefei in the People’s Republic of China. Including Sasseur REIT, there are now 10 Retail REITs as categorised by GICS, which make up 23% of the REITs and property trusts listed on SGX. The 10 retail trusts have a combined market capitalisation of S$22.8 billion and average a dividend yield of 6.7% (after including Sasseur REIT’s projected dividend yield of 7.5% for the 2018 forecast period).

FTSE ST Fledgling Index’s Five Best-Performing New Constituents Avg 21% YTD Gain

SGX My Gateway

20 March 2018

In FTSE’s latest semi-annual review of its ST Index series, 20 component stocks were added to the FTSE ST Fledgling Index, while 8 were removed. After changes that took effect on 19 March, the Fledgling Index now comprises 219 stocks, with a combined market capitalisation of S$25.7 billion. In the 2018 year-to-date, the five best-performing inclusions to the FTSE ST Fledgling Index were: APAC Realty (36.0%), Blumont Group (33.3%), Cityneon (14.4%), Sarine Technologies (13.0%) and Debao Property (8.7%).

Ascendas-Singbridge Building Strengths & Deepening its Presence

SGX My Gateway

08 March 2018

Jointly owned by Temasek Holdings and JTC Corporation, Ascendas-Singbridge undertakes urbanisation development projects and manages 3 SGX-listed trusts include Ascendas REIT, Ascendas India Trust and Ascendas Hospitality Trust, and a series of private real estate funds. Total AUM was S$22.4 billion as of March 2017. The three trusts respectively represent REITs, Business Trusts and the Stapled Trusts, which maintain different ownership and management structures were listed on SGX between November 2002 and July 2012, have averaged 8.8% annualised total returns from their respective IPO dates.

These articles are provided by SGX My Gateway.

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