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Strong Earnings Sees IT Sector Grow Two-Thirds in 2017 YTD

07 November 2017

A re-rating of the global Information Technology (“IT”) Sector took place earlier this year, which has seen Singapore’s IT Sector grow by two-thirds, from a combined market capitalisation of S$9.7 billion to S$16.1 billion. The 10 largest IT stocks averaged a 95% price gain (with the median gain at 96%) for the 2017 YTD. The 10 stocks that saw the greatest price gains were Hi-P International and Micro-Mechanic Holdings, with Venture Corp and Valuetronics Holdings generating similar gains.

Real Estate Managers & Developers Led the STI in 2017 YTD

SGX My Gateway

02 November 2017

Following average price declines of 2.2% in 2016, the five Real Estate Management and Development constituents of the Straits Times Index (STI) have averaged a 38.4% price gain in the 2017 YTD. The Urban Redevelopment Authority (URA) recently reported prices of private residential properties officially increased by 0.7% in 3Q17, compared with the 0.1% decline in 2Q17. This was the first quarterly gain for this property price index since 3Q13. Real estate services provider, APAC Realty, which operates in Singapore under the ERA brand, debuted on the Mainboard on 28 Sep. From its IPO price at S$0.660, the stock has generated a 37.1% gain, closing at S$0.905 on 1 Nov.

10 Biggest US Exposure Plays Generated 35.6% YTD Weighted Returns

SGX My Gateway

26 October 2017

US 3Q GDP will be released on Oct 27 (Fri). Focus will be on economic impact from hurricane Harvey and Irma, President Trump’s push for US tax reforms and decision on the Federal Reserve Chair replacement. The 10 largest capitalized stocks with at least 20% of their revenue from US have averaged a market capitalisation-weighted total return of 35.6% in the year to date. This compares with the Dow Jones Industrial Average and S&P 500 Index’s 13.2% and 9.2% respectively in SGD terms.

STI Dollar Cost Averaging since June 2013 Delivered 6.4% p.a.

SGX My Gateway

24 October 2017

RSS Plans provide an alternative means for investors to build gradual STI exposure and make use of dollar cost averaging. From 30 June 2013 to 23 October 2017, the indicative return rate of an RSS Plan on a STI ETF came to 6.4% p.a. excluding transaction fees. Providers of RSS Plans on the STI ETF include Phillip Capital, POSB, OCBC Bank and Maybank Kim Eng. The plans are available both on the STI ETFs and certain SGX-listed stocks.

Highlights of Catalist Stocks with Strongest 5-Year Market Cap Growth

SGX My Gateway

20 October 2017

Singapore Medical Group, a private specialist and primary healthcare provider in Singapore, registered a market capitalisation growth of 17.4 times, with its market cap rising from S$16.0 million to S$278.0 million in 5 years. Moya Holdings Asia, one of leading private players in Indonesia’s water treatment industry, registered a market capitalisation growth of 8.6 times, with its market cap rising from S$32.1 million to S$274.5 million in 5 years 800 Super Holdings, an established environmental services provider for public and private sectors in Singapore, registered a market capitalisation growth of 6.4 times, with its market cap rising from S$34.9 million to S$221.7 million in 5 years.

2017 September Quarter Earnings Schedule for S-REITs

SGX My Gateway

17 October 2017

SPH REIT kicked off the September quarter financial reporting season for the 36 constituents of the SGX S-REIT Index, reporting its fiscal 4Q 2017 results. Soilbuild Business Space REIT and Keppel DC REIT have followed suit with their fiscal 3Q 2017 results. The SGX S-REIT Index generated a total return of +21.2% in the year-to-date. Of these 36 trusts, the five best performers in the year-to-date were Croesus Retail Trust (+50.5%), CDL Hospitality Trusts (+35.8%), Viva Industrial Trust (+33.1%), Sabana Shari’ah Compliant Industrial REIT (+31.3%) and CapitaLand Retail China Trust (+29.8%).

Catalist Stocks Offer Diversity Across Sectors and Geography

SGX My Gateway

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

SGX My Gateway

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

SGX My Gateway

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.

These articles are provided by SGX My Gateway.

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