SGX Market Updates By SGX My Gateway

SGX Market Information

SGX My Gateway Market Updates

DBS, OCBC & UOB Avg 22% 1HFY18 Net Profit Growth with Higher NIM

07 August 2018

For their 1HFY18 DBS, OCBC & UOB have averaged YoY net profit growth of 22%. Combined, the three banks reported total income (pre allowances, expenses & taxes) of S$15.9 billion for the 1HFY18, up from $14.5 billion in 1HFY17. The three banks have averaged a total return of 3.3% in the 2018 YTD, with net institutional inflows of S$457 million over the first seven months of 2018. This brings their average annualised five year total returns to 9.2%.

Buyback Consideration at S$109M in July 2018, Led by 8 STI stocks

SGX My Gateway

01 August 2018

In the month of July 37 stocks repurchased 52 million shares/units for a total consideration of S$109 million. The buyback consideration was down 37% from S$174 million in June 2018 & up fourfold from S$27 million in July 2017. The 37 stocks included eight STI constituents - UOB, DBS, Yangzijiang, Keppel Corp, OCBC, ST Engineering, SATS & Sembcorp Industries; and made up as much as S$83 million, or 75%, of the S$109 million in consideration. The largest buyback consideration posted by a non-STI stock was again by Wing Tai Hldgs which bought back 5.6 million shares for a consideration of S$10.7 million.

5 Best-Performing SGX Small-Cap Consumer Stocks Average 26% YTD Return

SGX My Gateway

23 July 2018

There are nearly 200 companies listed on SGX that have a market cap range of S$100 million to slightly above S$2 billion. Based on classifications by the FTSE ST Index series, these stocks fall into the small-cap category. Within this universe of 200 small-cap stocks, around 50 are categorised to the Consumer Discretionary and Consumer Staples industries. The five best performers among these 50 consumer stocks in the YTD were: Japfa (+33.7%), BreadTalk (+31.4%), JB Foods (+27.8%), Sheng Siong (+19.9%), and Cortina (+18.6%). These five have averaged a total return of 26.3% over this period.

SGX’s 10 Largest Restaurants Stocks Offer Local & Overseas Exposure

SGX My Gateway

19 July 2018

Of the 13 Restaurant stocks listed on SGX, the 10 largest have a combined market capitalisation of close to S$2.0 billion. These SGX-listed Restaurant stocks provide investors opportunities to invest in overseas F&B markets through their expansion plans. Stocks such as BreadTalk Group, Jumbo Group and Japan Foods have outlined notable international expansion plans. The 10 largest Restaurants stocks have an average dividend payout ratio of 62.2% and average dividend yield of 2.5%.

FTSE ST Small Cap Index’s 5 Best-Performing Constituents Avg 36% YTD Return

SGX My Gateway

12 July 2018

The FTSE ST Small Cap Index comprises 65 constituents that average a market cap of S$750 million, ranging from S$103 million to S$2.6 billion. Beyond the Index are nearly 200 stocks listed on SGX that fall within this market cap range. In the YTD, the five best-performing Index constituents were: China Sunsine Chemical (+69.4%), BreadTalk (+40.9%), Japfa (+27.8%), Tianjin Zhongxin Pharma (+20.1%), and HRnetGroup (+19.1%). These five stocks averaged a +35.5% total return in the YTD, bringing their average 12-month total return to +28.6%.

Buyback Consideration at S$174M in June 2018, Led by 9 STI stocks

SGX My Gateway

02 July 2018

For the month of June 2018, 33 stocks repurchased 74.6 million shares for a total consideration of S$174.0 million. The buyback consideration was up 26% from S$137.9 million in May and the third highest reported monthly consideration since Sep 2015. The 33 stocks included nine STI constituents - CapitaLand, UOB, Keppel Corp, OCBC, SATS, Yangzijiang, Venture, SPH & Sembcorp Industries; which made up as much as S$155.4 million of the S$174.0 million consideration.

SGX Listed Supermarkets Generate 12% Defensive Performance in 2018 YTD

SGX My Gateway

19 June 2018

The two listed supermarket plays - Dairy Farm International and Sheng Siong Group have their average 2018 year-to-date total return of 12.3%. Dairy Farm International joined the MSCI Singapore Index effective 1 June. For the 2018 year through to 15 June, Dairy Farm International was the recipient of overall institutional net inflows totalling S$26.4 million while Sheng Siong Group was the recipient of net institution inflows of S$62.4 million. The five largest capitalised Restaurant stocks - BreadTalk, Kimly, Jumbo Group, Old Chang Kee and Japan Food Holdings have averaged year-to-date total return to 6.6%.

5 Stocks on the STI Bench Average 10% Gain Over Past 12-Month

SGX My Gateway

14 June 2018

The STI benchmark consists of the 30 largest and most active stocks traded on SGX. The next 5 largest and most active stocks make up the STI Reserve List. This list is used in the event 1 or more STI constituents are deleted before the next quarterly review. The current STI Reserve List stocks: Suntec REIT, Sembcorp Marine, Mapletree Commercial Trust, Keppel REIT & Mapletree Logistics Trust have averaged 10% total returns over the past 12 months, taking their average 5 year return to 29%.

5 Stocks with Manufacturing Focus Amongst SGX's Biggest Intraday Movers

SGX My Gateway

11 June 2018

For the 3 months spanning March, April & May 2018, non-STI stocks that consistently ranked amongst the biggest intraday tick ranges, with daily price ranges of more than 2.5%, included AEM Holdings, Memtech International, Creative Technology, Best World International & Delong Holdings. The 5 stocks averaged daily price ranges of 4% and together represent businesses with manufacturing-related activities. Another manufacturing stock, Hi-P International ranked amongst the 10 non-STI stocks with the biggest intraday tick ranges for two of the months, while generating average daily price ranges of 5%.

3 Largest, Best-Performing SGX Consumer Discretionary Stocks Average 7% Return in May 2018

SGX My Gateway

05 June 2018

In May 2018, Consumer Discretionary was the best-performing sector on SGX, generating a market capitalisation-weighted average return of 3.1% during the month. The three best-performing stocks among the 10 largest, actively traded Consumer Discretionary stocks during the month were: Mandarin Oriental (+9.6%), Genting Singapore (+7.7%) and Shangri-La Asia (+4.0%).

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