SGX Market Updates

Singapore’s 30 Actively Traded Stocks with Highest 8Mil Institutional Inflows


PUBLISHED ON |

02 September 2020

  • Singapore’s 30 actively traded stocks that were recipient to the highest net institutional inflows over the first eight months of 2020, included nine STI stocks, in addition to multiple healthcare, technology and real estate plays.

  • Together, the 30 stocks were recipient to a total of S$1.38 billion in net institutional inflows over the 8 months, and comparatively defensive-generating a flat 0% median total return for the period. The strongest performing stocks of the 30 over the 8 months were Medtecs International, AEM and Synagie Corporation.

  • More than one-third of the 30 stocks maintain a market capitalisation of less than S$1 billion including Medtecs Intl, Accordia Golf Trust, GL, Hong Fok, UMS, Sabana REIT, Q&M Dental, Jumbo Group, Sing Holdings, Synagie and Kitchen Culture.




Singapore’s 30 actively traded stocks that were recipient to the highest net institutional inflows over the first 8 months of 2020 currently make up 17% of the S$815 billion in total stock market capitalisation and contributed 26% of the daily stock market turnover over the period. The combined S$401 million in daily turnover for the 30 stocks over the eight months was up 62% from S$247 million for the same 30 stocks in 2019. 

Together the 30 stocks saw combined net institutional inflows of S$1.38 billion over the first 8 months of 2020, while seeing a comparatively defensive median 0% total return. As many as 19 of the 30 stocks were also recipient to net institutional inflows in 2019, with the 30 stocks seeing combined inflow of S$638 million in 2019. 



Net Institutional Inflows Beyond the Benchmark 

As highlighted in yesterday’s Market Update (11 Companies Commence New Share Buyback Mandates in August) the SPDR® Straits Times Index (“STI”) ETF and Nikko AM STI ETF garnered net creations of S$704 million over the first eight months of 2020, up 300% from the total net creations of S$176 million for the entire 2019 year. Close to one-fifth of the growth in net creations came from institutions. 

Moreover, less than a third of the 30 actively traded stocks that were recipient to the highest net institutional inflows over the first 8 months of 2020 were constituents of the STI. 

Non-STI stocks that saw the highest net institutional inflow over the first eight months of 2020 included AEM Holdings, Frasers Logistics & Commercial Trust and Keppel DC REIT. Since global technology stocks were rerated at the beginning of 2016, AEM Holdings has been the world’s best performing technology stock for the technology stocks with a current market capitalisation of more than S$1 billion. Keppel DC REIT has been amongst the world’s 20 strong performing REITs for the close to six year period that it has been listed, whilst Frasers Logistics & Commercial Trust was amongst the world’s 60 best performing REITs since its debut in June 2016. As noted in this week’s weekly SGX My Gateway Report (click here) globally there are more than 800 REITs with a combined market capitalisation of S$2.4 trillion.

As many as 11 of the 30 stocks maintain a market capitalisation of less than S$1 billion including Medtecs International, Accordia Golf Trust, GL, Hong Fok Corporation, UMS Holdings, Sabana REIT, Q&M Dental Group, Jumbo Group, Sing Holdings, Synagie Corporation and Kitchen Culture Holdings. A handful of the 11 stocks, Medtecs International Corporation, Hong Fok Corporation, UMS Holdings, Sabana REIT and Q & M Dental Group Singapore were also recipient of net institutional inflows in 2019. 

Singapore’s 30 actively traded stocks that were recipient to the highest net institutional inflows over the first eight months of 2020, included nine STI stocks, in addition to multiple healthcare, technology and real estate plays.  

For the purposes of this report, actively traded stocks refer to stocks with average daily turnover of at least S$100,000 in the first eight months of 2020. The table below is sort by the actively traded stocks with the highest net institutional inflow over the full eight months.

30 Actively Traded Stocks
with Highest Net Institutional Inflows
over past 8 Months
SGX
Code
Market Cap
S$M
August 2020
Total Return
%
2020 YTD
Total Return
%
8 Month
Average Daily
Turnover
(S$)
8 Month
Net Institutional
Flow
(S$M)
Ascendas REIT A17U 12,019 -6% 15% 50,669,846 327.15
Venture Corp V03 5,750 11% 26% 24,787,320 227.52
SGX S68 9,204 5% -1% 40,745,648 145.45
Mapletree Logistics Trust M44U 7,889 -3% 22% 38,438,388 100.63
Genting Singapore G13 8,445 -5% -22% 25,728,537 85.41
Wilmar International F34 27,714 -5% 9% 37,842,563 77.34
AEM AWX 1,104 14% 103% 20,996,440 61.96
Frasers Logistics & Commercial Trust BUOU 4,574 -1% 12% 13,175,608 71.79
CapitaLand Commercial Trust C61U 6,488 4% -12% 27,417,190 51.03
Mapletree Industrial Trust ME8U 7,162 -6% 21% 24,536,222 40.87
ST Engineering S63 10,597 5% -10% 23,450,421 37.76
Keppel DC REIT AJBU 4,752 -2% 43% 17,538,405 37.12
Wing Tai W05 1,322 1% -15% 654,484 27.56
Keppel REIT K71U 3,569 -5% -12% 9,722,245 12.81
UMS Holdings 558 528 -1% 0% 7,417,733 9.42
GL Limited B16 773 -3% -30% 121,480 7.74
Thomson Medical A50 1,401 -4% -17% 568,507 5.22
Mandarin Oriental USD M04 2,861 12% -7% 495,425 5.19
Kitchen Culture 5TI 37 -64% 40% 783,021 5.08
Jumbo Group 42R 218 -3% -9% 142,178 5.01
Q&M Dental Group QC7 366 1% 2% 576,064 4.79
Accordia Golf Trust ADQU 797 11% 13% 913,711 4.66
Sabana REIT M1GU 390 -3% -17% 579,777 4.62
UOL Group U14 5,543 -1% -19% 11,484,628 4.52
Sing Holdings 5IC 150 1% 0% 107,959 4.39
Synagie Corporation V2Y 67 16% 71% 2,005,627 4.31
Hong Fok Corporation H30 555 -1% -16% 110,973 3.96
IHH Healthcare Q0F 15,448 1% -5% 285,820 3.63
UOB Kay Hian U10 1,046 6% 7% 139,382 3.40
Medtecs International 546 835 69% 4008% 19,508,708 3.22
Median     -1% 0%    

Source: SGX, Bloomberg, Refinitiv (Data as of 31 August 2020)







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