SGX Market Updates By SGX My Gateway

SGX Market Information

SGX My Gateway Market Updates

August’s IT Sector Gains Coincided with Strong Electronics PMI

05 September 2017

SIPMM reported last night that Singapore’s electronics cluster’s PMI posted a reading of 53.2 in August, up from July’s reading of 52.2 and the highest recorded reading since November 2010. The largest capitalised stock of Singapore’s IT Sector - Venture Corporation - will join the STI Reserve List on 18 September. With a market capitalisation of S$4.5 billion, Venture makes up a third of the combined market capitalisation of the IT Sector. Institutional net buy flows into Venture over the last eight months totalled S$103.2 million.

GEAR, Geo Energy & BlackGold Reported 2QFY17 Revenue Growth

SGX My Gateway

31 August 2017

Golden Energy and Resources (“GEAR”), Geo Energy Resources and BlackGold Natural Resources have all generated share price gains in the 2017 YTD. This has coincided with the monthly Harga Batubara Acuan thermal coal price being set at a seven-month high on 7 August. Two of these stocks reported significant profit growth in their 1HFY17. GEAR reported net profit of US$48.7 million in 1HFY17, up from US$1.7 million in 1HFY16. Geo Energy posted 1HFY17 net profit from continuing operations at US$24.6 million, up from US$1.4 million in 1H16.

SGX Healthcare Index Outperformed Asian Benchmark in YTD

SGX My Gateway

29 August 2017

In the 2017 year-to-date, the SGX All Healthcare Index has registered a price gain of 2.7%, outperforming the MSCI AC Asia ex Japan Health Care Index’s 1.9% in Singapore dollar terms. Among the 10 constituent stocks with the highest weightings in the SGX All Healthcare Index, six of them own and/or operate healthcare facilities and assets, including clinics and hospitals, located outside Singapore. The five best-performing index constituents have averaged a price return of 63.8% in the year-to-date: Suntar Eco-City (+113.3%), International Healthway Corp (+76.0%), STAR Pharmaceutical (+44.8%), Singapore Medical Group (+42.5%), and Healthway Medical Corp (+42.4%).

STI’s Recent Risk-Adjusted Returns Beat Regional Benchmarks

SGX My Gateway

22 August 2017

The STI, in its weighted form, currently maintains lower historical volatility than benchmarks of other financial centres across the Asia Pacific. For the past 180 trading days historical volatility of the STI was 8.5%. A key contributing factor includes the geographical diversity of revenue associated with the 30 STI stocks. However the simple average of the historical volatilities for each of the 30 STI stocks over the past 180 days at 18.9% is more than double the Index’s corresponding volatility of 8.5%. The three best performers on a risk-to-return basis were Yangzijiang Shipbuilding Holdings, Singapore Airlines, and then thirdly, similar ratios Jardine Matheson Holdings and Singapore Tech Engineering.

Highlights of High-Yielding Billionaire Stocks

SGX My Gateway

17 August 2017

There are 37 primary-listed stocks on SGX with a market capitalisation of above S$1 billion and dividend yields above 4%. Of the 37 stocks, the five best performers in the YTD were Hi-P International (+183.8%), CDL Hospitality Trusts (+31.6%), Frasers Centrepoint (+29.7%), Lippo Malls Indonesia Retail Trust (+25.3%) and Mapletree Logistics Trust (+25.3%). The four highest yielding stocks are Hi-P International (13.8%), Lippo Malls Indonesia Retail Trust (8.1%), Hutchison Port Holdings Trust (7.7%), and Frasers Commercial Trust (7.1%).

Manufacturing Pillars of the Capital Goods Industry

SGX My Gateway

15 August 2017

Singapore’s Purchasing Manufacturing Index (PMI), a key barometer of the Singapore manufacturing economy, has recorded 11 consecutive months of expansion. Singapore’s 20 largest capitalised stocks that represent manufacturing segments of the Capital Goods Industry have averaged a 37% price gain in the 2017 YTD, compared to an average 11% gain for the 20 largest of these stocks listed across Asia Pacific. The three best performers among these 20 Capital Good stocks in the 2017 YTD were Starburst Holdings, Frencken Group and Yangzijiang Shipbuilding Holdings.

Singapore REITs Average 18% YTD Distribution-Inclusive Returns

SGX My Gateway

07 August 2017

All 31 of Singapore’s REITs with property assets, in addition to the six Stapled Trusts have averaged a 17.6% total return for the 2017 year through to 4 August. Total returns ranged from 8.0% for Fortune REIT to 30.0% for CDL Hospitality Trusts. 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.

Information Technology Ranked as Singapore’s Strongest Sector in July

SGX My Gateway

02 August 2017

Information Technology was Singapore’s best performing Sector in July, with a 5.3% market capitalisation weighted total return. For the first seven months of 2017, the IT Sector’s indicative return came to 47.7%. The 10 largest capitalised stocks of the IT Sector have also averaged a 47.9% total return in the first seven months of 2017, with performances ranging from a 101.0% gain for Hi-P International to a 2.6% gain for GP Industries. The next best performing segments of Singapore’s stock market were the Materials Sector and Real Estate Management & Development Sector. Like the IT Sector, these sectors are deemed to be more cyclical than defensive.

July Sees S$26.7 Million Worth of Share Buybacks, Down 48% MoM

SGX My Gateway

01 August 2017

More than 23 million shares were repurchased by 17 companies in July, with total buyback consideration at S$26.7 million. This was down 48.1% from $51.5 million in consideration for June 2017. The five stocks with the largest buyback consideration value in July included one STI stock. The five stocks were Oversea-Chinese Banking Corp (OCBC), Cordlife Group, Bumitama Agri, Singapore Post and Duty Free International.

Changing Landscapes in the Singapore Retail Property Market

SGX My Gateway

27 July 2017

Singapore retail space vacancy rose to 7.7% in 1Q17 despite a 2.9% QoQ decline in price rentals. However, impact of retail headwinds may not be evenly felt across all malls. New supply of retail malls largely located in Outside Central Regions, in line with the government’s plan of decentralised business districts and growth of regional centres. SGX lists 12 Retail REITs & Property Trusts which have retail properties within their asset portfolios with a combined market capitalisation of S$30.9 billion.

These articles are provided by SGX My Gateway.

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