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SGX My Gateway Market Updates

High-Yielding Billionaire Stocks Extend Beyond the STI

12 June 2017

Almost half of Singapore’s primary-listed stocks with a capitalisation greater than S$1.0 billion have dividend yields above 3%. This is a higher ratio than Asia Pacific and the United States, where around one-fifth of the same sized stocks maintain a yield of at least 3%. Of Singapore’s billionaire capitalisation stocks with 3%+ yields, the strongest performers in the 2017 YTD were Yangzijiang Shipbuilding Holdings, Wheelock Properties, Venture Corp, Hong Leong Finance and Frasers Centrepoint (Ltd).

Singapore Stocks with a China Consumer Focus

SGX My Gateway

08 June 2017

Global research firm, Nielsen recently reported that China’s Consumer Confidence Index in 1Q17 reached levels last seen in 2015, while immediate spending intentions had reached their highest levels since 2014 Singapore lists a dozen stocks with a market capitalisation above S$100 million that reported at least one-tenth of their revenue to China in the last financial year. The 12 stocks have averaged a 25% total return in 2017 YTD. The three best performing stocks of the 12 in the 2017 YTD were Best World International (BWI), Shangri-La Asia and Hanwell Holdings. Last month BWI reported a 1QFY17 EPS of 3.53 cents, up 63% YOY.

SGX Market Updates - Recent Sector Moves & Turnarounds

SGX My Gateway

06 June 2017

Over the first five months of 2017 Information Technology (IT), Materials and Real Estate Management & Development Sectors ranked as the best three performing Sectors. IT and Materials had also ranked amongst the three best performing Sectors in 2016. Further underlying the reversal of fortune for the Real Estate Sector, Yanlord Land Group joins the STI Reserve List effective 19 June. The STI Reserve List will be made up of Suntec REIT, Mapletree Commercial Trust, Sembcorp Marine, Keppel REIT and Yanlord Land Group.

Highlights of SGX’s Information Technology Sector Leaders

SGX My Gateway

31 May 2017

Venture Corporation, a leading global provider of Technology products and solutions, posted total return of 36.4% year-to-date. Silverlake Axis, a leading provider of digital economy solutions and services, registered total return of 2.6% year-to-date. UMS Holdings, a leading manufacturer of high precision front-end semiconductor components, had a total return of 106.6% year-to-date.

STI’s 3 Year Dollar Cost Average Return of 6.3% p.a.

SGX My Gateway

30 May 2017

Regular Shares Saving Plans (RSS Plans) provide an alternative means for investors to build gradual STI exposure, make use of dollar cost averaging with performance measured by return rates. From 30 June 2014 to 29 May 2017, the indicative return rate of an RSS Plan on a STI ETF came to 6.3% p.a. RSS plans utilise dollar cost averaging. Over the three year period, dollar cost averaging on the STI ETF meant that one third more units were bought at market lows in January 2016, compared to market highs in April 2015.

Singapore Semiconductor Stocks Riding the Cyclical Upturn

SGX My Gateway

25 May 2017

Global semiconductor industry is in a cyclical up-cycle, driven by Internet of Things (IoT) and mobile devices. Strong growth in electronics and precision engineering clusters likely to provide support to Singapore’s economy in 2017. The 12 semiconductor SGX-listed stocks, riding on the strong near-term momentum in the industry, generated an average total return of 65.7% in the year-to-date, bringing their one-year average total return to 115.6%. Singapore’s three largest semiconductor stocks - UMS Holdings, Micro-Mechanics & AEM Holdings are in net-cash positions, which ensures dividend payouts to their shareholders.

STI Developers (HK Land, CapitaLand, GLP, CDL, UOL) average 23% YTD Gain

SGX My Gateway

22 May 2017

The STI’s five Real Estate Developer & Operator stocks are Hongkong Land Holdings, CapitaLand, Global Logistic Properties, City Developments and UOL Group. Together the five stocks have averaged a 23% total return in the 2017 YTD. The majority of these returns occurred earlier in the year, amidst the global rotation from Emerging Markets to Developing Markets, and the Singapore Government announcing the easing of property market cooling measures on 10 March.

Emerging Technologies to Boost Opportunities for SGX’s EMS Providers

SGX My Gateway

18 May 2017

Emerging Technologies seen driving global Electronics Manufacturing Services (EMS) industry’s 6.2% CAGR from 2015-2020. In recent years, SGX-listed EMS providers are diversifying their businesses away from traditional Technologies into emerging Technologies. Focus on emerging Technologies (e.g. Medical Technology, Life Sciences, Automotive Electronics) are now bearing fruit.

Heritage & Highlights of the Straits Times Index

SGX My Gateway

15 May 2017

The STI has generated a 14.5% YTD dividend inclusive return, with Yangzijiang Shipbuilding Holdings (which joined the STI in September 2015) the strongest of the 30 STI constituents. The strongest STI Sector in the YTD has been Real Estate Management & Development – with Global Logistic Properties, City Developments, CapitaLand, UOL Group and Hongkong Land Holdings averaging 24.5% total returns.

Information Technology Stocks Continue to Shine

SGX My Gateway

11 May 2017

Singapore’s Electronics cluster (27.4% of total manufacturing activity) demonstrates strong momentum with its 13th consecutive month of YoY output growth. SGX’s IT Sector is an outperformer in the YTD with total returns of 33.3%, above the STI’s +11.1% and the MSCI Asia ex-Japan IT Index’s +18.4%. Strong earnings outlook likely the key driver of IT Sector’s outperformance. Consensus expects 10 largest IT stocks* to grow earnings by 20% in 2017.

These articles are provided by SGX My Gateway.

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