SGX Market Updates By SGX My Gateway

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SGX My Gateway Market Updates

SGX Real Estate Index Returned 19.5% YTD on Positive Indicators

06 July 2017

The SGX Real Estate Index, a benchmark for Singapore’s Real Estate Sector, has returned 19.5% in the YTD. Domestic private home prices have shown signs of stabilisation in recent months, with a pick-up in primary transaction volumes. There are 104 Real Estate companies (diverse across assets) with a combined market capitalisation of almost S$190 billion listed on the SGX. Post the YTD rally, sector valuations remain below their long-term historical average. Singapore property developer stocks are trading at PB ratio of 0.75x vs their long-term average of 0.83x.

S$51 Million Worth of Share Buybacks in June – Highest in Nine Months

SGX My Gateway

04 July 2017

More than 13 million shares were repurchased by 18 companies in June, with total buyback consideration at S$51.5 million. This was up 5.9% from S$48.6 million in consideration for May 2017. The five stocks with the largest buyback consideration value in May included two STI stocks. The five stocks were Oversea-Chinese Banking Corp (OCBC), SIA Engineering Company, Singapore Post, Hi-P International and Telechoice International.

10 Biggest Stocks of the FTSE ST Fledgling Index

SGX My Gateway

29 June 2017

The FTSE ST Fledgling Index consists of close to 250 stocks with an average market cap of S$110 million. In 2017 YTD, the FTSE ST Fledgling Index has generated a 12.4% price gain, similar to the STI which has gained 11.4%. The 10 biggest FTSE ST Fledgling Index weights as of the end of 2016 have also averaged a 12.4% price gain in 2017 YTD. Of these 10 stocks, six stocks - Poh Tiong Choon Logistics, Tianjin ZhongXin Pharmaceutical Group Corp, MYP, CSE Global, Singapore Reinsurance Corp and Sunningdale Tech - are still amongst the 10 biggest Index weights.

STI’s Strongest Stocks & Segments in 2017 YTD

SGX My Gateway

27 June 2017

In the 2017 YTD Yangzijiang Shipbuilding was the best performing STI stock with a 45% price gain, after ranking as the STI’s least performer in 2016. At the same time, the STI’s least performer in the 2017 YTD, Golden Agri Resources, was the best performing STI stock in 2016. Of the nine STI stocks & three STI Reserve Stocks that maintain dividend yields of 4.0% or higher, the three best price performers in the 2017 YTD were Ascendas REIT, Singapore Technologies Engineering and Keppel REIT.

Best World, Hanwell & Food Empire Led the Big Consumer Staples Stocks in YTD

SGX My Gateway

23 June 2017

Singapore’s 20 biggest Consumer Staples stocks have averaged 9% price gains in the 2017 YTD. Last year, the Sector was the strongest segment of the Singapore market, with the same 20 stocks averaging a 35% price return. In the 2017 YTD the three strongest of the 20 Consumer Staples stocks were Best World International, Food Empire Holdings and Hanwell Holdings. Best World generated a 120% price gain, whilst Hanwell and Food Empire generated similar respective gains of 48% and 42%.

Top Glove, Riverstone & UG Healthcare Positive on Rubber Glove Prospects

SGX My Gateway

20 June 2017

Global rubber glove industry to post 8%-10% annual growth in the next few years, mainly driven by increasing emerging market demand. Malaysia continues to be the top rubber glove manufacturer globally with c.63.0% market share. While near-term headwinds (competition, raw material prices, and currencies) remain, glove manufacturers are positive on structural growth trends of the industry and remain committed to their respective capacity expansion plans. SGX lists three rubber glove plays with a combined market capitalisation of S$3 billion. Top Glove Corporation is the largest stock in this segment at S$2 billion.

World Class Global – An Aspial Corp Subsidiary – Debuts on SGX

SGX My Gateway

15 June 2017

World Class Global, a real estate company in property development and property investment in Australia and Malaysia, made its trading debut on Catalist today. The company intends to distribute annual dividends of up to 50% of net profits attributable to shareholders in FY2019 and thereafter. SGX lists 63 stocks under the Real Estate Management & Development GICS® Industry with a combined market capitalisation of more than S$112 billion. These 63 have a market capitalisation-weighted average total return of 23.1% in the year-to-date.

High-Yielding Billionaire Stocks Extend Beyond the STI

SGX My Gateway

12 June 2017

Almost half of Singapore’s primary-listed stocks with a capitalisation greater than S$1.0 billion have dividend yields above 3%. This is a higher ratio than Asia Pacific and the United States, where around one-fifth of the same sized stocks maintain a yield of at least 3%. Of Singapore’s billionaire capitalisation stocks with 3%+ yields, the strongest performers in the 2017 YTD were Yangzijiang Shipbuilding Holdings, Wheelock Properties, Venture Corp, Hong Leong Finance and Frasers Centrepoint (Ltd).

Singapore Stocks with a China Consumer Focus

SGX My Gateway

08 June 2017

Global research firm, Nielsen recently reported that China’s Consumer Confidence Index in 1Q17 reached levels last seen in 2015, while immediate spending intentions had reached their highest levels since 2014 Singapore lists a dozen stocks with a market capitalisation above S$100 million that reported at least one-tenth of their revenue to China in the last financial year. The 12 stocks have averaged a 25% total return in 2017 YTD. The three best performing stocks of the 12 in the 2017 YTD were Best World International (BWI), Shangri-La Asia and Hanwell Holdings. Last month BWI reported a 1QFY17 EPS of 3.53 cents, up 63% YOY.

SGX Market Updates - Recent Sector Moves & Turnarounds

SGX My Gateway

06 June 2017

Over the first five months of 2017 Information Technology (IT), Materials and Real Estate Management & Development Sectors ranked as the best three performing Sectors. IT and Materials had also ranked amongst the three best performing Sectors in 2016. Further underlying the reversal of fortune for the Real Estate Sector, Yanlord Land Group joins the STI Reserve List effective 19 June. The STI Reserve List will be made up of Suntec REIT, Mapletree Commercial Trust, Sembcorp Marine, Keppel REIT and Yanlord Land Group.

These articles are provided by SGX My Gateway.

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