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SGX My Gateway Market Updates

Tech Sector Led in Sep, Venture now Biggest Stock in the STI Reserve List

03 October 2017

The IT Sector was the strongest of Singapore's Sectors in September, with market capitalisation weighted total returns of 3.9%. Overnight, SIPMM reported that Singapore’s electronics cluster’s PMI posted a reading of 53.6 in September, its 14th straight month of expansion and the highest recorded reading since July 2010. In addition to being the largest capitalised stock of the IT Sector, Venture is currently the biggest stock on the STI Reserve List by full market capitalisation.

Pure-Play Real Estate Broker APAC Realty Debuts on SGX

SGX My Gateway

28 September 2017

APAC Realty, a market-leading Singapore-based real estate brokerage, made its trading debut on the Mainboard today. It has three main business segments – Real Estate Brokerage Services, Franchise Arrangements, and Training, Valuation & other Ancillary Services. Singapore’s primary residential market (excl. ECs) transaction volume is forecast to grow at a CAGR of 5.6% from 2017 to 2021. Government policies, steady population income growth, and limited supply of residential units are some potential drivers for the industry.

This Week’s ETF Focus includes APAC REIT Dividend-Plays

SGX My Gateway

26 September 2017

The Phillip SGX APAC Dividend Leaders REIT ETF is distributing 2.05 US cents per unit with an ex-dividend date of Friday 29 Sep while the NikkoAM-StraitsTrading Asia ex Japan REIT ETF will distribute 1.128 SG cents per unit with an ex-dividend date of Monday 2 Oct. Both these REIT-focused ETFs have outperformed the MSCI World Equity REITs Index from their respective inception dates. Other relevant ETF highlights included Chancellor of Germany Angela Merkel winning her fourth term in government. Germany is Singapore’s tenth largest trading partner and SGX lists both stocks and products with a Eurozone focus, including five SIP ETFs

UnUsUaL and Kimly have Biggest Weights in FTSE Catalist Index

SGX My Gateway

21 September 2017

With effect from this week, more than a dozen stocks were added to the FTSE ST Catalist Index. Two of these entrants – UnUsUaL and Kimly – now maintain the highest and second highest weights within the Index. UnUsUaL was listed in April 2017, has gained 137.5% from its initial offer price and maintains a 6% weight in the Index. Kimly was listed in March 2017, has gained 46% from its initial offer price and maintains a 5% weight in the Index. Aspen (Group) Holdings, which listed in July 2017, is now the fifth biggest weight of the FTSE ST Catalist Index.

China-Focused Materials Stocks Led Sector’s YTD Gains

SGX My Gateway

19 September 2017

The Materials Sector has been Singapore’s second best performing Sector in the 2017 YTD with a market capitalisation-weighted average price gain of 31%. This compared to a 10% gain for the MSCI World Materials Index. Singapore’s 10 largest capitalised Materials stocks that report the majority of their revenue to China generated a YTD median gain of 44% and average gain of 87%. 7 of Singapore’s 10 largest capitalised Materials stocks with a China revenue focus reported 1HFY17 net profit growth. This ranged from +414% YoY net profit growth for Jiutian Chemical Group to +37.7% YoY net profit growth for Tat Seng Packaging Group.

Singapore’s REIT Sector Averaged 19% YTD Total Returns

SGX My Gateway

12 September 2017

Singapore’s 31 REITs and six Stapled Trusts have averaged a 19% total return in the 2017 YTD. All these trusts have generated gains over the period which range from 5% for Fortune REIT to 34% for Sabana Shariah Compliant Industrial REIT. SGX also lists two REIT ETFs - the Phillip SGX APAC Dividend Leaders REIT ETF and NikkoAM-StraitsTrading Asia ex Japan REIT ETF which were listed on SGX in October 2016 and March 2017 respectively.

Extensive Regional Linkages of the Consumer Sectors

SGX My Gateway

07 September 2017

Both the Consumer Discretionary and Consumer Staples Sectors have generated gains in the 2017 YTD, with Discretionary leading Staples. The majority of the biggest stocks that make up these Sectors report regional revenue. Consumer Discretionary heavyweight Dairy Farm International will join the FTSE ST Large & Mid Cap Index on 18 September. This morning, Consumer Staples stock Del Monte Pacific reported 1QFY18 net income of US$0.7 million, a turnaround from the US$7.0 million net loss in 1QFY17.

August’s IT Sector Gains Coincided with Strong Electronics PMI

SGX My Gateway

05 September 2017

SIPMM reported last night that Singapore’s electronics cluster’s PMI posted a reading of 53.2 in August, up from July’s reading of 52.2 and the highest recorded reading since November 2010. The largest capitalised stock of Singapore’s IT Sector - Venture Corporation - will join the STI Reserve List on 18 September. With a market capitalisation of S$4.5 billion, Venture makes up a third of the combined market capitalisation of the IT Sector. Institutional net buy flows into Venture over the last eight months totalled S$103.2 million.

GEAR, Geo Energy & BlackGold Reported 2QFY17 Revenue Growth

SGX My Gateway

31 August 2017

Golden Energy and Resources (“GEAR”), Geo Energy Resources and BlackGold Natural Resources have all generated share price gains in the 2017 YTD. This has coincided with the monthly Harga Batubara Acuan thermal coal price being set at a seven-month high on 7 August. Two of these stocks reported significant profit growth in their 1HFY17. GEAR reported net profit of US$48.7 million in 1HFY17, up from US$1.7 million in 1HFY16. Geo Energy posted 1HFY17 net profit from continuing operations at US$24.6 million, up from US$1.4 million in 1H16.

SGX Healthcare Index Outperformed Asian Benchmark in YTD

SGX My Gateway

29 August 2017

In the 2017 year-to-date, the SGX All Healthcare Index has registered a price gain of 2.7%, outperforming the MSCI AC Asia ex Japan Health Care Index’s 1.9% in Singapore dollar terms. Among the 10 constituent stocks with the highest weightings in the SGX All Healthcare Index, six of them own and/or operate healthcare facilities and assets, including clinics and hospitals, located outside Singapore. The five best-performing index constituents have averaged a price return of 63.8% in the year-to-date: Suntar Eco-City (+113.3%), International Healthway Corp (+76.0%), STAR Pharmaceutical (+44.8%), Singapore Medical Group (+42.5%), and Healthway Medical Corp (+42.4%).

These articles are provided by SGX My Gateway.

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