SGX Market Updates

Real Estate Plays Feature in November's Volume Leaders


PUBLISHED ON |

01 December 2016

  • The month of November saw six different sectors represented among the 10 most actively traded stocks with the biggest volume increases.

  • Almost half of the 10 most actively traded stocks were real estate plays. They comprised two REITs – AIMS AMP Capital Industrial REIT and Manulife US REIT, one Real Estate Developer – GSH Corporation, and one Real Estate Operating Company – Global Logistic Properties.

  • The four Real Estate plays averaged a total return of 6.2% in the month of November, bringing their YTD total return to 24.5%. Total returns for the month ranged from Global Logistic Properties with a 16.1% gain to AIMS AMP Capital Industrial REIT with a 4.2% decline.



The month of November saw six different sectors represented among the 10 most actively traded stocks with the biggest volume increases. The 10 volume leaders included four stocks from the Real Estate Sector, two from Consumer Sector, one from Energy, one from Financials, another from Information Technology and the last from Telecommunications Services.

The Real Estate Sector had the largest representation among the 10 most actively traded stocks with the biggest volume increases last month, accounting for nearly half the number. There were two REITs (Real Estate Investment Trusts) – AIMS AMP Capital Industrial REIT and Manulife US REIT, one Real Estate Developer – GSH Corporation, and one Real Estate Operating Company – Global Logistic Properties. For the purposes of this report, a stock qualifies to be actively traded if it has been listed on Singapore Exchange (SGX) for at least three months and maintains a three-month historical daily turnover of at least S$500,000.

Real Estate stocks have been actively traded by investors in the aftermath of the US election, possibly due to a shift in fund flows to cyclical sectors following presidential elect Donald Trump’s widely anticipated pro-growth policies and rising expectations of an interest rate hike by the Federal Reserve later this month.

The four Real Estate plays averaged a total return of 6.2% in the month of November, bringing the year-to-date total return to 24.5%. Total returns in the month ranged from Global Logistic Properties with a gain of 16.1%, to AIMS AMP Capital Industrial REIT with a decline of 4.2%.

ARA Asset Management was the most actively traded stock with biggest volume increase in November. The average volume of shares traded last month was 4,862,518, more than double its three-month average traded volume.

Global Logistic Properties (GLP) was the most actively traded Real Estate play with the biggest volume increase last week. The average volume of shares traded for November was 33,981,577, almost double its three-month average traded volume.

Amongst the four Real Estate stocks, Global Logistic Properties generated the highest total return for the month of November at 16.1%.

To see more details on the price moves, corporate announcements and actions of each of the actively traded stocks that saw the biggest increase en relative volume, please click on each stock name below.

Name SGX
Code
3 Month
Avg Vol
Traded
Last Month
Avg Vol
Traded
Vol
Variance
Last Price
(SGD)
Price
Variance
3 Month
SDAV
(S$)
ARA Asset Management D1R 1,913,345 4,862,518 154.14% 1.685 16.01% 3,154,031
Global Logistic Prop MC0 17,358,757 33,981,577 95.76% 2.060 8.31% 34,039,599
Genting Singapore G13 22,728,806 44,366,882 95.20% 0.970 21.55% 19,232,809
AIMS AMP Cap Ind REIT O5RU 552,392 1,029,064 86.29% 1.295 -5.55% 736,271
Manulife US REIT BTOU 981,023 1,779,341 81.38% 1.176 2.51% 1,132,997
Super Group S10 4,879,374 8,789,268 80.13% 1.270 31.04% 5,357,932
KrisEnergy SK3 17,443,807 30,386,618 74.20% 0.175 27.57% 2,731,624
Nera Telecommunications N01 1,032,017 1,715,186 66.20% 0.435 -36.52% 703,969
StarHub CC3 4,197,086 6,949,613 65.58% 2.880 -12.66% 13,330,713
GSH Corporation BDX 4,941,615 7,993,677 61.76% 0.470 25.87% 2,104,894

*Note: Includes only stocks that have generated at least S$500,000 in daily turnover over past three months, Stocks with IPO Dates within the past three Months have been excluded from reporting. Volume Variance is the percentage variance of the Last Month Average Volume Traded and three Month Average Volume Traded. Price Variance is the % variance of the Last Traded Price of a counter and its 3 Month Average Closing Price.



Name SGX
Code
Market Cap
in S$M
Total Return
Month of Nov
%
Total Return
YTD
%
P/E Dvd Ind
Yld %
GICS® Sector Name
ARA Asset Management D1R 1680 20.4 49.1 17.0 2.9 Financials
Global Logistic Prop MC0 9561 16.1 -1.1 10.2 2.9 Real Estate
Genting Singapore G13 11592 32.2 30.4 116.3 1.5 Consumer Discretionary
AIMS AMP Cap Ind REIT O5RU 797 -4.2 2.2 22.5 8.6 Real Estate
Manulife US REIT BTOU 740 1.1 8.3 N/A N/A Real Estate
Super Group S10 1410 30.9 55.2 31.6 1.7 Consumer Staples
KrisEnergy SK3 224 16.7 5.4 N/A N/A Energy
Nera Telecommunications N01 156 -22.3 -6.7 22.1 4.6 Information Technology
StarHub CC3 4959 -13.5 -17.5 13.4 7.0 Telecommunication Services
GSH Corporation BDX 921 11.9 88.4 146.4 0.1 Real Estate
Average  

 

8.9 21.4 47.4 3.7  

Source: SGX, Bloomberg & SGX StockFacts (data as of 30 November 2016)






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