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Rising Crude Prices Lift Singapore’s Largest Shipyard Stocks

30 January 2019

In the YTD, Singapore’s three biggest shipyard stocks have averaged a total return of +6.2%, bringing their 1Y and 3Y total returns to -24.1% and +41.3% respectively. Following crude’s rally, these three largest shipyard plays are now trading marginally above par value at an average P/B ratio of 1.2x. Their share prices have also recovered in tandem with higher oil prices – rebounding an average 27% from their 52W lows.

STI’s Least Performers in 2018 amongst STI Leaders in Early 2019

SGX My Gateway

24 January 2019

Six of the seven least performing STI stocks of 2018 were amongst the STI’s 10 strongest stocks in the 2019 year through to 23 Jan. Of these six STI stocks, the two that have been the strongest over the three weeks were Genting and Thai Bev. The two stocks were also amongst the five STI stocks subject to the most net capital inflow by institutional investors from 31 Dec to 18 Jan.

25 S-REITs to Report Latest Results Within Next 2 Weeks

SGX My Gateway

21 January 2019

Frasers Centrepoint Trust, Keppel REIT, Mapletree Logistics Trust and Soilbuild Business Space REIT will announce their results today. The rest of the S-REITs and Business Trusts are expected to release their results over the next few weeks. The iEdge S-REIT Index’s 35 constituents, which have a combined market capitalisation of more than S$83 billion, have averaged a total return of 4.5% in the 2019 YTD. This brings their 1Y and 3Y total returns to 0.7% and 46.9% respectively.

23 STI Constituents to Report FY2018 Results in Next 2 Months

SGX My Gateway

17 January 2019

Last week, SPH kick-started the latest quarterly reporting season with the release of its first quarter fiscal results for 2019, ended 30 November 2018. The remaining constituents of the benchmark STI are expected to report their latest quarterly or full-year results in the coming weeks. The STI has generated total returns of -6.5% and 5.2% in 2018 and in the 2019 YTD respectively. With a combined market capitalisation of over S$550 billion, the 30 constituents of the index have averaged Price-to-Earnings (P/E) and Price-to-Book (P/B) ratios of 16.6x and 1.9x respectively.

Singapore REITs Extended Gains in Early 2019

SGX My Gateway

16 January 2019

Amidst a challenging market environment, S-REITs were among the best-performing sectors on SGX in November and December 2018, registering total returns of 2.3% and 0.3% respectively. Most of those gains appear to have been extended in the first two weeks of 2019. Analysts had noted revived investor interest in S-REITs late last year, driven by a flight to safety amidst rising risk-aversion.

Healthcare Sector’s Growth Prospects Draw Fund Flows

SGX My Gateway

09 January 2019

Singapore’s healthcare sector is typically viewed as defensive and poised to enjoy multi-year growth prospects. Between July and Dec 2018, the sector saw 6 consecutive months of net inflows by institutional investors, following increased risk aversion on the back of higher market volatility and persistent US-China trade tensions. In 2018, the five best-performing constituents of the iEdge SG All Healthcare Index were: Top Glove (+40.6%), Camsing Healthcare (+19.5%), Aoxin Q & M (+10.5%), Pharmesis (+8.7%), and Riverstone (+7.9%).

10 Best-Performing Industrials Stocks Avg 13% Total Return in 2018

SGX My Gateway

04 January 2019

In 2018, SGX’s Industrials Sector was the 2nd best-performing segment with a market cap-weighted average total return of 1.0%. SGX lists more than 200 Industrials stocks. The 10 best performers with a market cap of over S$200 million have averaged a 2018 total return of +12.7%. Among the 10, the 3 best performers were Cityneon (+39.0%), Keppel T&T (+21.2%) and Jardine Matheson (+19.8%). The trio averaged a 2018 total return of 26.7%. Looking broadly at the Industrials Sector, the three best performers over the past year were small-capped stocks below the S$100 million market cap. They were: Far East Group (+140.9%), KTL Global (+132.0%) and MMP Resources (+75.0%). The trio averaged a 2018 total return of 116%.

STI Clocks 9% Annualised Return Amidst 10 Years of Global Challenges

SGX My Gateway

03 January 2019

For the 10 years ending 2018, the STI generated annualised total returns of 9.2%, which were one-fifth higher than the regional Asia Pacific benchmark, and in-line with the FTSE ASEAN 40 Index. The current STI constituents that generated the strongest returns over the period were Venture, SATS, Jardine Cycle & Carriage. The three stocks represent different industries, and averaged similar annualised total returns of 18.5%

STI Stocks with Biggest Surge in Trading Turnover in 2018

SGX My Gateway

14 December 2018

In addition to joining the STI in 2018, both Venture and Dairy Farm have seen surges in trading turnover in 2018. For the 12M ending 30 Nov, Venture's average daily trading turnover tripled to S$10.4M, compared to S$3.5M for the previous 12M. 3 of the 5 STI Reserve Stocks also saw turnover surge, with Mapletree Log Trust trading turnover up by 85% compared to the preceding 12M, Mapletree Ind Trust's trading turnover up 51% and Suntec REIT's trading turnover up more than a third.

Singapore’s Largest Technology Stocks Going into 2019

SGX My Gateway

12 December 2018

Singapore's Electronics Sector PMI posted a drop of 0.6 point in November from the previous month to record contraction at 49.9. This was the first contraction record by the Singapore Institute of Purchasing and Materials Management (SIPMM) after the sector recorded its 27th month of consecutive expansion in October. The Technology Sector is deemed to be highly cyclical. The 25 largest Tech stocks in Singapore have generated median 16% declines in 2018 YTD, following median 2017 total returns of 72%.

These articles are provided by SGX My Gateway.

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