SGX Market Updates

20 SGX Listed Stocks with Most Net Institutional Fund Inflow Averaged 32% Returns YTD


PUBLISHED ON |

06 December 2021

  • The 20 SGX listed stocks that have seen the highest net institutional fund inflows in the 2021 year to 3 Dec with combined net buying of S$2.8 billion, averaged 32% total returns for the 48 weeks, with 17 of these 20 stocks outpacing the STI’s 13% total return and 19 of these stocks outpacing the FTSE Asia Pacific Index 3% total return.

  • Of the 20 stocks’ S$2.8 billion in net institutional buying, more than S$400 million was contributed since 30 Sep, with 11 of these 20 stocks recording net institutional inflows over the 9 weeks, led by UOB, DBS and AEM. On 3 Dec, AEM's share price formed a fresh high of S$5.29, which has brought its 2021 to 3 Dec total return to 55%.

  • These 20 stocks also spanned stocks that represented some of the stronger global stock industries over the 48 weeks, such as Banks, Industrial REITs, Agriculture and Semiconductors, in addition to stocks that have continued their pursuit of strategic restructures over the year such as SPH, Sembcorp Industries and CapitaLand Investment.




After ending 2020 near the 2,850 level, the STI trended higher throughout the year, forming a high above 3,250 on 9 Nov, before the emergence of the Omicron variant on 26 Nov weighed stock benchmarks across the world, bringing the STI to its current level near 3,100. That represents a 13% total return for the year and compares to a 3% again for the FTSE Asia Pacific Index.

More than 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2021 year through to 3 Dec. The 20 stocks that saw the highest net institutional buying over the 48 weeks, led by DBS Group, United Overseas Bank and Singapore Press Holdings made up 75% of the combined net institutional inflows of these 300 stocks.

These 20 stocks averaged 32% total returns for the 48 weeks, with 17 of the 20 stocks outpacing the STI’s 13% total return and 19 stocks outpacing the FTSE Asia Pacific Index 3% total return. These 20 stocks and their respective net institutional fund inflows for the 2021 year to 3 Dec, in addition to net institutional fund inflows/outflows since 30 Sep are tabled below.

SGX Listed Stocks
With Highest Net
Institutional Fund Inflows
In 2021 to 3Dec
SGX
Code
Market
Cap
S$M
YTD Net
Institutional
Fund Inflow
S$M
YTD Total
Return
%
QTD Net
Institutional
Fund Inflow
S$M
QTD Total
Return
%
Sector
DBS D05 80,826 1,012 30 126 5 Banks
UOB U11 44,018 388 21 155 2 Banks
SPH T39 3,730 253 112 52 20 Consumer Cyclicals
Yangzijiang Shipbuilding BS6 5,068 214 39 -29 -7 Industrials
OCBC Bank O39 50,735 140 16 -47 -2 Banks
ARA LOGOS Logistics Trust K2LU 1,278 89 56 8 -3 REITs
Sembcorp Industries U96 3,546 86 20 26 9 Utilities
Haw Par H02 2,543 67 10 -2 0 Healthcare
Raffles Medical BSL 2,488 63 36 -1 -9 Healthcare
AEM AWX 1,626 60 55 90 30 Technology
Golden Agri-Resources E5H 2,983 56 54 16 2 Consumer Non-Cyclicals
Sembcorp Marine S51 2,605 48 -33 -1 0 Industrials
UMS 558 987 47 76 -6 10 Technology
Sri Trang Agro NC2 1,782 46 14 0 -9 Consumer Cyclicals
Fu Yu F13 207 44 22 -2 -5 Industrials
CapitaLand Investment 9CI 17,153 42 13 16 -2 Real Estate (Excl. REITs)
OUE Commercial REIT TS0U 2,340 40 19 2 -5 REITs
Jardine C&C C07 8,304 40 11 40 8 Consumer Cyclicals
ESR-REIT J91U 1,906 37 30 3 4 REITs
Starhill Global REIT P40U 1,371 37 30 -2 -2 REITs
Total 235,496 2,810 444
Average 32 2

Source: SGX, Refinitiv, Bloomberg (Data as of 3 Dec 2021)



The 20 stocks tabled above span stocks that represented some of the stronger global stock industries over the 48 weeks, such as Banks, Industrial REITs, Agriculture and Semiconductors, in addition to stocks that have continued their pursuit of strategic restructures over the year.

Overall, the Singapore stock market saw S$1.5 billion in net institutional outflow for the 48 weeks, led by S$1.1 billion of net institutional outflows in Singapore Airlines, Thai Beverage and City Developments. Like their regional and global peers, the trio were adversely impacted by COVID-constrained growth in 2021, averaging a 2% decline in total return in the 2021 year to 3 Dec.

The MAS Monetary Policy Statement in October estimated that some improvement in conditions in the domestic-oriented and travel-related clusters are expected as Singapore transitions in a progressive but calibrated manner towards managing COVID-19 as an endemic norm. At the same time, operators in the tourism and hospitality sector have also noted they are cautiously optimistic that business environments will gradually improve with further lifting of travel restrictions.

For the Omicron Variant, the Chair of the Federal Reserve succinctly noted last week that the economic concerns were ‘really about transmissibility, about the ability of the existing vaccines to address any new variant, and it’s about the severity of the disease once it is contracted’, adding that he has been told by experts, that (he and we) will know quite a bit about those answers within about a month.







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