SGX Market Updates

Earnings Schedule for STI Constituents (September 2019 Quarter)


PUBLISHED ON |

22 October 2019

  • Last week, Mapletree Commercial Trust kick-started the quarterly reporting season for the constituents of the benchmark STI by releasing its results for the fiscal second quarter ended 30 September 2019.

  • Singapore Press Holdings, Keppel Corp and CapitaLand Mall Trust followed suit with their FY19 and Q3 earnings releases last week, while CapitaLand Commercial Trust and Singapore Exchange are scheduled to unveil their results tomorrow and on Thursday respectively.

  • In the YTD, the STI has generated a total return of 6.0%. The 30 constituents of the Index, which have a combined market cap of S$547 billion, have averaged a total return of 8.3% in the YTD. This brings their 1Y and 3Y total returns to 8.9% and 22.6% respectively. 




On 15 October 2019, Mapletree Commercial Trust kick-started the quarterly reporting season for the constituents of the benchmark Straits Times Index (STI) by releasing its results for the fiscal second quarter ended 30 September 2019. Singapore Press Holdings, Keppel Corp and CapitaLand Mall Trust followed suit with their FY19 and Q3 earnings releases last week, while CapitaLand Commercial Trust and Singapore Exchange are scheduled to unveil their results tomorrow and on Thursday respectively.

Investors can subscribe to the weekly Economic Calendar (click here) for confirmed schedules of other STI component stocks closer to the date.

The table below details the confirmed, estimated and released dates of earnings results for the 30 STI constituents, sorted by date.

Name SGX
Code
Date Date type Period
Mapletree Commercial Trust N2IU 15-Oct-19 Released Q2
Keppel Corp  BN4 17-Oct-19 Released Q3
Singapore Press Holdings  T39 17-Oct-19 Released FY19
CapitaLand Mall Trust C38U 21-Oct-19 Released Q3
CapitaLand Commercial Trust C61U 23-Oct-19 Confirmed Q3
Singapore Exchange  S68 24-Oct-19 Confirmed Q1
Ascendas REIT A17U 1-Nov-19 Confirmed Q2
United Overseas Bank  U11 1-Nov-19 Confirmed Q3
CapitaLand  C31 5-Nov-19 Confirmed Q3
Oversea-Chinese Banking Corp O39 5-Nov-19 Confirmed Q3
Singapore Airlines  C6L 5-Nov-19 Confirmed Q2
Jardine Cycle & Carriage  C07 7-Nov-19 Estimated Q3
Yangzijiang Shipbuilding BS6 7-Nov-19 Estimated Q3
Genting Singapore  G13 7-Nov-19 Confirmed Q3
City Developments  C09 8-Nov-19 Estimated Q3
Singtel Z74 8-Nov-19 Estimated Q2
Venture Corp  V03 8-Nov-19 Confirmed Q3
DBS Group Holdings  D05 11-Nov-19 Confirmed Q3
SATS  S58 12-Nov-19 Confirmed Q2
Wilmar International  F34 12-Nov-19 Confirmed Q3
ComfortDelGro   C52 13-Nov-19 Confirmed Q3
Golden Agri-Resources  E5H 13-Nov-19 Estimated Q3
UOL Group  U14 13-Nov-19 Estimated Q3
Sembcorp Industries  U96 14-Nov-19 Confirmed Q3
ST Engineering S63 14-Nov-19 Estimated Q3
Thai Beverage Y92 26-Nov-19 Estimated FY19
Hongkong Land Holdings * H78 NA
Dairy Farm International * D01 NA
Jardine Matheson Holdings * J36 NA
Jardine Strategic Holdings * J37 NA

Source: Bloomberg & StockFacts (data as of 21 Oct 2019)
*Note: Jardine Strategic, Jardine Matheson, Hongkong Land, Dairy Farm Intl are secondary listings and report their results on a semi-annual basis.



Performances of the STI Constituents

In the 2019 year-to-date, the STI has generated a total return of 6.0%. Over the period, the 30 constituents averaged a total return of 8.3%, bringing their one-year and three-year total returns to 8.9% and 22.6% respectively. These 30 stocks have a combined market capitalisation of S$547 billion, and have averaged Price-to-Earnings (P/E) and Price-to-Book (P/B) ratios of 18.0x and 1.9x respectively.

The tables below detail the comparative performances of the 30 STI constituents, sorted by market cap.

Name SGX
Code
Market Cap
S$m
Total
Return
YTD
%
Total
Return
1 Yr
%
Total
Return
3 Yr
%
DBS Group Holdings  D05 63,304 9.4 6.8 88.7
Jardine Matheson Holdings ^ J36 56,741 -16.5 -1.4 0.8
Singtel Z74 52,580 13.5 7.3 -2.6
Oversea-Chinese Banking Corp O39 46,992 -1.2 3.9 39.9
Jardine Strategic Holdings ^ J37 45,953 -16.2 -8.5 -6.9
United Overseas Bank  U11 43,291 10.8 7.5 55.3
Thai Beverage Y92 23,230 55.0 45.5 3.3
Wilmar International  F34 22,873 18.9 23.3 18.6
CapitaLand C31 18,185 20.0 20.0 26.9
Hongkong Land Holdings ^ H78 17,228 -11.8 -8.8 -13.8
ST Engineering S63 12,224 16.7 19.1 40.1
Jardine Cycle & Carriage  C07 12,043 -10.7 7.0 -20.6
Genting Singapore  G13 11,153 -1.5 2.7 34.1
Dairy Farm International ^ D01 10,862 -32.9 -30.5 -10.1
Singapore Airlines  C6L 10,785 -1.1 0.9 -2.1
Keppel Corp  BN4 10,608 2.2 -9.0 21.9
Ascendas REIT A17U 9,805 25.9 26.7 53.7
CapitaLand Mall Trust C38U 9,775 20.8 27.8 47.2
City Developments  C09 9,504 31.9 29.4 26.1
Singapore Exchange  S68 8,760 17.8 22.8 27.5
CapitaLand Commercial Trust C61U 7,946 23.3 26.2 54.5
Mapletree Commercial Trust N2IU 6,950 50.9 60.8 79.6
UOL Group  U14 6,426 26.0 26.2 42.5
SATS  S58 5,513 8.6 5.7 14.4
ComfortDelGro  C52 5,263 17.8 14.6 2.4
Venture Corp  V03 4,456 15.7 -0.8 87.9
Sembcorp Industries  U96 4,093 -8.4 -20.6 -6.4
Yangzijiang Shipbuilding BS6 3,801 -19.7 -14.9 46.1
Singapore Press Holdings  T39 3,588 -2.1 -9.8 -30.0
Golden Agri-Resources  E5H 2,611 -14.7 -12.9 -41.2
Average 8.3 8.9 22.6


Name SGX
Code
Market Cap
S$m
P/E
(x)
P/B
(x)
Div Yld
(%)
DBS Group Holdings  D05 63,304 10.7 1.5 4.8
Jardine Matheson Holdings^ J36 56,741 13.1 0.9 3.0
Singtel Z74 52,580 18.4 1.7 5.4
Oversea-Chinese Banking Corp O39 46,992 9.9 1.2 4.5
Jardine Strategic Holdings ^ J37 45,953 6.7 1.3 1.1
United Overseas Bank  U11 43,291 10.6 1.2 4.0
Thai Beverage Y92 23,230 21.6 3.5 1.8
Wilmar International  F34 22,873 15.5 0.9 2.8
CapitaLand  C31 18,185 9.3 0.7 3.3
Hongkong Land Holdings ^ H78 17,228 7.3 0.5 4.1
ST Engineering S63 12,224 23.3 4.8 3.8
Jardine Cycle & Carriage  C07 12,043 13.0 1.5 3.9
Genting Singapore  G13 11,153 15.0 1.9 3.8
Dairy Farm International ^ D01 10,862 121.9 9.3 3.6
Singapore Airlines  C6L 10,785 16.5 0.9 3.3
Keppel Corp  BN4 10,608 16.4 1.1 3.9
Ascendas REIT A17U 9,805 18.7 1.2 5.2
CapitaLand Mall Trust C38U 9,775 15.5 1.0 4.6
City Developments  C09 9,504 15.8 1.0 0.8
Singapore Exchange  S68 8,760 22.6 7.0 3.7
CapitaLand Commercial Trust C61U 7,946 19.9 0.9 4.3
Mapletree Commercial Trust N2IU 6,950 7.7 1.1 3.8
UOL Group  U14 6,426 12.8 0.7 2.3
SATS  S58 5,513 22.9 3.3 3.9
ComfortDelGro   C52 5,263 16.9 1.9 4.4
Venture Corp  V03 4,456 11.0 2.3 5.0
Sembcorp Industries  U96 4,093 9.9 0.7 1.7
Yangzijiang Shipbuilding BS6 3,801 5.1 0.7 5.2
Singapore Press Holdings  T39 3,588 13.4 1.2 4.9
Golden Agri-Resources  E5H 2,611 - 0.7 2.8
Average 18.0 1.9 3.7

Source: Bloomberg & StockFacts as of 21 October 2019
^ Traded in USD, with SGD equivalents shown in table.







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