The STI has generated a 5.6% gain in the year thus far (as of this afternoon), compared to an average 2.5% return for the Nikkei 225 and Hang Seng Index, and an average 1.0% return for the FTSE Malaysia KLCI, Stock Exchange of Thailand SET Index and the Jakarta Composite Index.
The five strongest STI stocks in the 2017 year through to the Lunar New Year Holiday were Global Logistic Properties (+19.1%), City Developments (+12.2%), Sembcorp Industries (+11.9%), CapitaLand (+10.6%) and DBS Group Holdings (+10.6%).
As of 2pm the Straits Times Index (STI) was trading at 3,043, which represented a 5.6% gain in the 2017 year to date thus far. This compared to an average 2.5% gain for the Nikkei 225 Index and Hang Seng Index and an average 1.0% return for the FTSE Malaysia KLCI, Stock Exchange of Thailand SET Index and the Jakarta Composite Index.
The SPDR® Straits Times Index ETF was also the most active ETF last week with a turnover of S$9.0 million. ETFs give investors access to the performance of the asset that comprises the underlying index. Investing in the ETF is also less costly if one was to build a similar portfolio by buying the individual stocks. The other STI tracking ETF listed for trading on Singapore Exchange (SGX) is the Nikko AM Singapore STI ETF.
The comparative returns (in SGD terms) of these Asian Indices are tabled below. The SGD has gained 1.9% to the US Dollar in the 2017 YTD.
Snapshot of 2017 YTD Asia Index Returns [in SGD terms] as of 2pm 31 January
Source: Bloomberg (Data as of 2pm 31 January 2017)
The five strongest STI stocks in the 2017 year through to the Lunar New Year Holiday were Global Logistic Properties, City Developments, Sembcorp Industries, CapitaLand and DBS Group Holdings. Last week, DBS Group Holdings and CapitaLand were the biggest institutional net buy stocks, while City Developments was the fifth biggest institutional net buy stock. Meanwhile, Global Logistic Properties was the biggest Institution net sell stock last week. These five stocks averaged a year-to-date total return of 12.9% and five year total return of 27.9% (4.4% annualised).
The 30 STI constituents have averaged a 6.0% annualised total return over the past five years with Thai Beverage, SATS, ComfortDelGro Corp, CapitaLand Commercial Trust and UOL Group the strongest performers over the five year period. These five stocks averaged annualised total returns of 18.7% over the past five years. The table below details the 30 constituents of the STI sort by market capitalisation. Click on each stock to visit its profile page on SGX StockFacts.
| Name | SGX Code | Market Cap S$B |
Total Return YTD % |
Annualised Total Return 5 Yr % |
|---|---|---|---|---|
| Singapore Telecommunications | Z74 | 63.5 | 6.6 | 9.5 |
| Jardine Matheson Hldgs | J36 | 62.8 | 10.0 | 8.4 |
| DBS Grp Hldgs | D05 | 48.6 | 10.6 | 11.1 |
| Oversea-Chinese Banking Corp | O39 | 39.5 | 5.9 | 6.2 |
| United Overseas Bank | U11 | 34.4 | 2.9 | 7.8 |
| Wilmar Intl | F34 | 24.8 | 9.2 | -4.5 |
| Hongkong Land Hldgs | H78 | 22.7 | 5.4 | 10.5 |
| Thai Beverage | Y92 | 21.3 | 0.0 | 29.1 |
| Jardine Cycle & Carriage | C07 | 16.5 | 1.6 | -0.1 |
| CapitaLand | C31 | 14.2 | 10.6 | 7.4 |
| Global Logistic Properties | MC0 | 12.3 | 19.1 | 8.2 |
| Singapore Airlines | C6L | 11.9 | 3.8 | 1.0 |
| Genting Singapore | G13 | 11.5 | 6.1 | -8.9 |
| Keppel Corp | BN4 | 11.4 | 8.3 | -5.7 |
| Singapore Tech Engineering | S63 | 10.4 | 3.4 | 7.5 |
| City Developments | C09 | 8.4 | 12.2 | -0.2 |
| Singapore Exchange | S68 | 8.0 | 4.9 | 6.8 |
| Ascendas REIT | A17U | 7.0 | 7.5 | 11.2 |
| CapitaLand Mall Trust | C38U | 6.9 | 4.2 | 7.9 |
| SATS | S58 | 5.9 | 9.3 | 24.7 |
| Sembcorp Industries | U96 | 5.7 | 11.9 | -4.4 |
| Singapore Press Hldgs | T39 | 5.5 | -1.7 | 5.2 |
| Hutchison Port Hldgs Trust | NS8U | 5.4 | -2.3 | 0.2 |
| Golden Agri-Resources | E5H | 5.3 | -2.3 | -9.0 |
| ComfortDelGro Corp | C52 | 5.3 | -0.4 | 15.1 |
| UOL Grp | U14 | 5.2 | 8.5 | 11.6 |
| StarHub | CC3 | 5.2 | 7.5 | 7.2 |
| CapitaLand Commercial Trust | C61U | 4.5 | 6.2 | 13.2 |
| SIA Engineering Co | S59 | 3.9 | 3.9 | 4.8 |
| Yangzijiang Shipbuilding | BS6 | 3.1 | -0.6 | -1.5 |
| Average | 5.7 | 6.0 |
Source: SGX, Bloomberg & SGX StockFacts (data as of 27 January 2017)
