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Catalist Stocks Offer Diversity Across Sectors and Geography

12 October 2017

Approximately one-fifth of Catalist companies generate at least half their revenue from ASEAN (excluding Singapore). With its geographical proximity, ASEAN is expected to be a key beneficiary and bridgehead of OBOR as it sees more infrastructure developments, increased trade and regional connectivity. In the recent years, there were many “firsts” and niche industry segments to list on Catalist. Examples include the first coffee shop operator (Kimly Limited) to the first China dental play (Aoxin Q & M Dental).

STI September Quarter Earnings Schedule

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10 October 2017

Singapore Press Holdings will kick-start the September quarter earnings reporting season for Straits Times Index (STI) constituents tomorrow. Keppel Corp will follow suit next week, releasing their earnings on 19 October. The simple average total return of the 30 constituents was 17.7% in the year-to-date, and they have a median Return on Equity (ROE) of 9.7%. They averaged Price-to-Earnings (P/E) and Price-to-Book (P/B) ratios of 15.7x and 2.4x respectively, and a ROE of 15.9%*. The 30 stocks also maintain an average dividend yield of 3.5%.

Ten Largest Catalist Stocks Outperformed STI Benchmark in YTD

SGX My Gateway

05 October 2017

Catalist, a platform for smaller-sized yet fast-growing enterprises, celebrates its 10th year anniversary. It has doubled its size in the past decade, listing 197 stocks with a combined market capitalisation of S$11.6 billion today. The 10 biggest Catalist stocks have a market capitalisation-weighted average price return of +35.2% in the YTD, outperforming STI’s +12.4%. The five best performing stocks are UnUsUaL (+170.0%), Moya Holdings Asia (+118.9%), Kimly (+50.0%), Singapore Medical Group (+29.9%), and 800 Super Holdings (+24.9%).

Tech Sector Led in Sep, Venture now Biggest Stock in the STI Reserve List

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03 October 2017

The IT Sector was the strongest of Singapore's Sectors in September, with market capitalisation weighted total returns of 3.9%. Overnight, SIPMM reported that Singapore’s electronics cluster’s PMI posted a reading of 53.6 in September, its 14th straight month of expansion and the highest recorded reading since July 2010. In addition to being the largest capitalised stock of the IT Sector, Venture is currently the biggest stock on the STI Reserve List by full market capitalisation.

Pure-Play Real Estate Broker APAC Realty Debuts on SGX

SGX My Gateway

28 September 2017

APAC Realty, a market-leading Singapore-based real estate brokerage, made its trading debut on the Mainboard today. It has three main business segments – Real Estate Brokerage Services, Franchise Arrangements, and Training, Valuation & other Ancillary Services. Singapore’s primary residential market (excl. ECs) transaction volume is forecast to grow at a CAGR of 5.6% from 2017 to 2021. Government policies, steady population income growth, and limited supply of residential units are some potential drivers for the industry.

This Week’s ETF Focus includes APAC REIT Dividend-Plays

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26 September 2017

The Phillip SGX APAC Dividend Leaders REIT ETF is distributing 2.05 US cents per unit with an ex-dividend date of Friday 29 Sep while the NikkoAM-StraitsTrading Asia ex Japan REIT ETF will distribute 1.128 SG cents per unit with an ex-dividend date of Monday 2 Oct. Both these REIT-focused ETFs have outperformed the MSCI World Equity REITs Index from their respective inception dates. Other relevant ETF highlights included Chancellor of Germany Angela Merkel winning her fourth term in government. Germany is Singapore’s tenth largest trading partner and SGX lists both stocks and products with a Eurozone focus, including five SIP ETFs

UnUsUaL and Kimly have Biggest Weights in FTSE Catalist Index

SGX My Gateway

21 September 2017

With effect from this week, more than a dozen stocks were added to the FTSE ST Catalist Index. Two of these entrants – UnUsUaL and Kimly – now maintain the highest and second highest weights within the Index. UnUsUaL was listed in April 2017, has gained 137.5% from its initial offer price and maintains a 6% weight in the Index. Kimly was listed in March 2017, has gained 46% from its initial offer price and maintains a 5% weight in the Index. Aspen (Group) Holdings, which listed in July 2017, is now the fifth biggest weight of the FTSE ST Catalist Index.

China-Focused Materials Stocks Led Sector’s YTD Gains

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19 September 2017

The Materials Sector has been Singapore’s second best performing Sector in the 2017 YTD with a market capitalisation-weighted average price gain of 31%. This compared to a 10% gain for the MSCI World Materials Index. Singapore’s 10 largest capitalised Materials stocks that report the majority of their revenue to China generated a YTD median gain of 44% and average gain of 87%. 7 of Singapore’s 10 largest capitalised Materials stocks with a China revenue focus reported 1HFY17 net profit growth. This ranged from +414% YoY net profit growth for Jiutian Chemical Group to +37.7% YoY net profit growth for Tat Seng Packaging Group.

Singapore’s REIT Sector Averaged 19% YTD Total Returns

SGX My Gateway

12 September 2017

Singapore’s 31 REITs and six Stapled Trusts have averaged a 19% total return in the 2017 YTD. All these trusts have generated gains over the period which range from 5% for Fortune REIT to 34% for Sabana Shariah Compliant Industrial REIT. SGX also lists two REIT ETFs - the Phillip SGX APAC Dividend Leaders REIT ETF and NikkoAM-StraitsTrading Asia ex Japan REIT ETF which were listed on SGX in October 2016 and March 2017 respectively.

Extensive Regional Linkages of the Consumer Sectors

SGX My Gateway

07 September 2017

Both the Consumer Discretionary and Consumer Staples Sectors have generated gains in the 2017 YTD, with Discretionary leading Staples. The majority of the biggest stocks that make up these Sectors report regional revenue. Consumer Discretionary heavyweight Dairy Farm International will join the FTSE ST Large & Mid Cap Index on 18 September. This morning, Consumer Staples stock Del Monte Pacific reported 1QFY18 net income of US$0.7 million, a turnaround from the US$7.0 million net loss in 1QFY17.

These articles are provided by SGX My Gateway.

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