SGX Market Updates

Active SGX Stocks in Early Jan - AusGroup Led Returns & Turnover Growth


PUBLISHED ON |

20 January 2020

  • Singapore’s 50 most actively traded stocks of early 2020 averaged a 2% return over the first 12 sessions of January, with performances led by AusGroup, Keppel DC REIT, Mapletree Industrial Trust, CapitaLand Commercial Trust and AEM Holdings.

  • AusGroup also saw the largest increase in 2020 YTD trading turnover compared to 2019 activity, followed by Lendlease Global Commercial REIT, Cromwell European REIT, UMS Holdings and Golden Agri-Resources. The 5 averaged S$32M turnover a day, more than double their combined average daily turnover of 2019.

  • UMS Holdings also saw the highest net institutional inflow proportionate to market value followed by Venture Corp, AEM Holdings, CapitaLand and Hi-P International. The five stocks saw combined S$83M of net institutional inflow over the past 12 sessions.




The 30 stocks of the Straits Times Index (“STI”) have averaged a 2.0% return over the first 12 sessions of 2020 with 23 gainers and seven decliners. The 30 stocks have been recipient of S$238 million of net institutional inflow over the 12 sessions, following S$1.158 billion of inflow in 2019. The 30 stocks have also seen a combined average daily turnover of S$839 million over the past 12 sessions, up 10% from the S$763 million for the same 30 stocks in 2019.

The remaining 20 stocks that make up the 50 most active stocks by turnover have averaged a higher 3.2% gain over the first 12 sessions of 2020 with a combined average S$168 million a day in average turnover. Excluding Ascott REIT because of the well-publicised merger that became effective this year, this group of non-STI stocks have seen their trading turnover up 25% from their average 2019 levels.



Real Estate, Manufacturing & Jardines Led Early 2020 Gains

Sectors with the most representation among the 50 stocks are Real Estate and Manufacturing. These have also been amongst the strongest Sectors in both 2019, and the first 12 sessions of 2020.

One segment of the 50 stocks that has performed stronger over the past 12 sessions compared to the 2019 returns are the Jardine Group of companies. The relevant five stocks that are amongst the 50 most traded stocks have averaged 3% gains in the year to date, compared to an average 18% decline in total return in 2019. The five stocks have also been recipient of S$10 million in net institutional inflow following outflows of S$174 million in 2019.

Name SGX
Code
MKT Cap
(S$M)
2020 YTD
Total
Return
2019
Total
Return
2020 YTD
Average Daily
Turnover
(S$M)
2019
Average Daily
Turnover
(S$M)
2020
Net Insti
Inflow
(S$M)
2019
Net Insti
Inflow
(S$M)
HONGKONG LAND HOLDINGS H78 18,452 1% -7% 16 20 5 -97
JARDINE MATHESON HLDGS J36 57,740 5% -19% 15 20 3 -13
JARDINE STRATEGIC HLDGS J37 48,230 6% -17% 11 12 2 1
JARDINE CYCLE & CARRIAGE C07 12,197 3% -12% 8 11 3 -25
DAIRY FARM INTL HLDGS D01 10,372 0% -36% 5 7 -3 -40
Average     3% -18%   Sum 10 -174

Source: Thomson Reuters, Bloomberg (Data as of 17 January 2020)



AusGroup a Top 200 Stock by Turnover in 2019, Top 50 in Early 2020 

The strongest of Singapore’s 50 most traded stocks for the first 12 sessions of 2020 year was AusGroup. As a business, AusGroup offers a range of integrated service solutions to the energy, mining and industrial sectors across Australia and South East Asia. On 10 December, AusGroup announced its fourth long term maintenance, shutdown and fabrication support contract awarded for the preceding 5 months, as noted here; AusGroup’s subsidiary MAS Australasia Pty Ltd was awarded a three year Rope Access Services contract with Rio Tinto.

AusGroup has also averaged S$5 million a day in turnover over the first 12 sessions of 2019, compared to less than S$200,000 a day over 2019. AusGroup reported a net profit after tax of A$0.2 million for its 1QFY20 (ended 30 Sep), with the investor presentation available here. This followed AusGroup’s reporting a reporting net profit of A$2.3 million for its FY19 (click here for the FY19 Annual Report). The company also noted that in FY19 its balance sheet continued to strengthen with the net debt decreasing by A$25.4 million in FY19, mainly due to the successful placement and rights issue completed in the financial year, whose proceeds were partly used to repay debt and debt to equity conversions.

The 10 strongest stocks of the 50 most traded stocks for the past 12 sessions are tabled below.

Name SGX
Code
MKT Cap
(S$M)
2020 YTD
Total
Return
2019
Total
Return
2020 YTD
Average Daily
Turnover
(S$M)
2019
Average Daily
Turnover
(S$M)
2020
Net Insti
Inflow
(S$M)
2019
Net Insti
Inflow
(S$M)
AUSGROUP 5GJ 146 30% 16% 5 0 -4 -3
KEPPEL DC REIT AJBU 3,738 10% 66% 12 9 6 4
CAPITALAND COMMERCIAL TRUST C61U 8,255 8% 19% 28 24 5 34
MAPLETREE INDUSTRIAL TRUST ME8U 6,206 8% 44% 19 11 7 18
SINGAPORE TECH ENGINEERING S63 13,083 7% 17% 24 17 23 146
MAPLETREE NORTH ASIA COMMERCIAL RW0U 3,961 7% 8% 16 12 -10 -39
AEM HOLDINGS AWX 583 7% 154% 15 10 2 67
ASCENDAS REIT A17U 11,361 6% 24% 33 35 26 -28
CAPITALAND MALL TRUST C38U 9,591 6% 13% 30 25 5 -46
JARDINE STRATEGIC HLDGS J37 48,230 6% -17% 11 12 2 1



With AusGroup seeing the largest increase in 2020 year to date trading turnover compared to 2019 activity, the next 4 stocks that saw the largest increases included Lendlease Global Commercial, Cromwell European REIT, UMS Holdings and Golden Agri-Resources. Combined, the five stocks averaged S$32 million turnover a day, more than double their combined average daily turnover of 2019.

UMS Holdings also saw the highest net institutional inflow proportionate to market value followed by Venture Corp, AEM Holdings, CapitaLand and Hi-P International. The 5 stocks saw combined S$83 of net institutional inflow over the past 12 sessions. Venture Corp saw S$15 million of net inflow, following net outflow of S$5 million in 2019.

The full 50 stocks, ranked by highest turnover over the first 12 sessions of 2020 are tabled below.

Name SGX
Code
MKT Cap
(S$M)
2020 YTD
Total
Return
2019
Total
Return
2020 YTD
Average Daily
Turnover
(S$M)
2019
Average Daily
Turnover
(S$M)
2020
Net Insti
Inflow
(S$M)
2019
Net Insti
Inflow
(S$M)
DBS GROUP HOLDINGS D05 67,301 2% 16% 153 100 54 -194
SINGAPORE TELECOMMUNICATIONS Z74 53,886 -2% 21% 87 67 -32 616
UNITED OVERSEAS BANK U11 44,595 1% 13% 58 61 37 -121
OVERSEA-CHINESE BANKING CORP O39 49,284 2% 2% 57 55 83 -224
YANGZIJIANG SHIPBUILDING BS6 4,546 4% -7% 40 34 -9 14
SINGAPORE EXCHANGE S68 9,382 -1% 29% 34 23 -27 453
ASCENDAS REIT A17U 11,361 6% 24.3% 33 35 26 -28
CAPITALAND C31 19,817 5% 25% 30 26 61 224
CAPITALAND MALL TRUST C38U 9,591 6% 13% 30 25 5 -46
CAPITALAND COMMERCIAL TRUST C61U 8,255 8% 19% 28 24 5 34
SINGAPORE TECH ENGINEERING S63 13,083 7% 17% 24 17 23 146
COMFORTDELGRO CORP C52 4,851 -6% 15% 24 18 -50 71
MAPLETREE COMMERCIAL TRUST N2IU 8,101 3% 53% 23 23 5 -3
CITY DEVELOPMENTS C09 10,284 4% 38% 21 16 14 124
WILMAR INTERNATIONAL F34 26,952 3% 36% 20 20 15 241
MAPLETREE LOGISTICS TRUST M44U 6,873 4% 46% 19 19 2 37
MAPLETREE INDUSTRIAL TRUST ME8U 6,206 8% 44% 19 11 7 18
GENTING SINGAPORE G13 11,334 2% -2% 18 25 3 -157
SUNTEC REIT T82U 5,266 2% 9% 18 16 -3 -63
HONGKONG LAND HOLDINGS H78 18,452 1% -7% 16 20 5 -97
VENTURE CORP V03 4,801 3% 21% 16 20 15 -5
MAPLETREE NORTH ASIA COMMERCIAL RW0U 3,961 7% 8% 16 12 -10 -39
AEM HOLDINGS AWX 583 7% 154% 15 10 2 67
JARDINE MATHESON HLDGS J36 57,740 5% -19% 15 20 3 -13
KEPPEL CORP BN4 12,424 1% 19% 14 22 19 -51
THAI BEVERAGE PCL Y92 21,849 -2% 49% 13 15 -27 187
GOLDEN AGRI-RESOURCES E5H 2,993 0% -2% 13 7 1 -8
KEPPEL DC REIT AJBU 3,738 10% 66% 12 9 6 4
JARDINE STRATEGIC HLDGS J37 48,230 6% -17% 11 12 2 1
UOL GROUP U14 7,162 2% 38% 11 9 8 117
SINGAPORE PRESS HOLDINGS T39 3,365 -3% -2% 11 10 -2 15
SINGAPORE AIRLINES C6L 10,725 0% -1% 9 11 -11 -62
JARDINE CYCLE & CARRIAGE C07 12,197 3% -12% 8 11 3 -25
REX INTERNATIONAL HOLDING 5WH 250 -6% 273% 8 5 0 3
FRASERS LOGISTICS & INDUSTRI BUOU 2,756 -2% 28% 8 8 -3 27
SATS S58 5,636 0% 13% 7 9 1 33
ASCOTT REIT HMN 4,193 2% N/A  6 N/A -6 N/A
UMS HOLDINGS 558 558 1% 90% 6 3 2 57
KEPPEL REIT K71U 4,242 2% 14% 6 8 2 42
SEMBCORP INDUSTRIES U96 4,137 1% -8% 6 8 8 -90
AUSGROUP 5GJ 146 30% 16% 5 0 -4 -3
HI-P INTERNATIONAL H17 1,240 1% 101% 5 7 3 28
NETLINK NBN TRUST CJLU 3,702 1% 31% 5 8 -6 -24
CAPITALAND RETAIL CHINA TRUS AU8U 2,007 3% 28% 5 3 -2 -3
DAIRY FARM INTL HLDGS D01 10,372 0% -36% 5 7 -3 -40
FRASERS CENTREPOINT TRUST J69U 3,207 2% 36% 5 6 0 12
CROMWELL EUROPEAN REIT CNNU 2,075 0% 28% 5 2 0 -24
SEMBCORP MARINE S51 2,699 -2% -14% 5 8 2 -56
MANULIFE US REAL ESTATE INV BTOU 2,093 -1% 40% 4 3 -2 4
LENDLEASE GLOBAL COMMERCIAL JYEU 1,080 -1% 0% 4 2 -3 -39
Average     2% 27%   Sum 224 1162







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