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2018 September Quarter STI Earnings Schedule

17 October 2018

Yesterday, Singapore Press Holdings kick-started the September quarter earnings reporting season for the constituents of the benchmark STI by releasing its results for the year ended 31 Aug 2018. In the YTD, the STI has generated a total return of -7%. The 30 Index constituents have a combined market capitalisation of over S$500 billion. They have averaged a total return of -9.6% in the YTD, bringing their 12-month and three-year total returns to -8.8% and +12.9% respectively.

Three Largest Agriculture Stocks Averaged 8% Total Return in 3Q18

SGX My Gateway

11 October 2018

SGX lists six stocks with a market capitalisation above S$1 billion that maintain a significant agriculture business. The six – Wilmar, Olam, Golden Agri-Resources, First Resources, Japfa and Bumitama Agri – have a combined market capitalisation of more than S$30 billion. In 3Q18, the best-performing agri stocks were Bumitama Agri (+9.2%), First Resources (+8.5%) and Wilmar (+6.4%). These three plays averaged a total return of 8.0% over the quarter, reversing their negative returns in 1H18. Japfa was the only stock that registered positive total returns of +3.1% and +25.8% for 3Q18 and 1H18 respectively.

5 Largest OSV Plays Average 21% Rebound From 12-Month Lows in 3Q18

SGX My Gateway

10 October 2018

OSV plays are widely regarded as one of the key beneficiaries of a rebound in oil prices. Crude, which has gained more than 20% since the start of the year, continues to hover near four-year highs, on fears of a sustained supply crunch. In 3Q18, the five largest SGX listed OSV stocks that saw the strongest price recovery from their 52-week lows were: Vallianz Holdings (28.6%), Mermaid Maritime (21.4%), Sinwa (21.1%), Dyna-Mac Holdings (18.0%), and PACC Offshore Services (17.4%). These five stocks averaged a 21.3% price gain from their respective 12-month troughs.

35 Companies Buy Back Shares in Sept, as STI Rebounded 1.4%

SGX My Gateway

01 October 2018

In September, 35 stocks repurchased 32 million shares for a total consideration of S$94 million. The buyback consideration has brought the total consideration over the first nine months of 2018 to SS$1.3 billion, which is three times the total buyback consideration in 2017. The 35 stocks included seven STI constituents - DBS, OCBC, CDL, SGX, Sembcorp Industries, UOB & SATS. Buybacks by these seven stocks made up as much as S$80 million, or 85%, of the S$94 million in consideration.

Key Telcos Averaged 5% Total Return in Sept18 QTD

SGX My Gateway

21 September 2018

Singtel, NetLink NBN Trust, StarHub & M1 have all generated similar gains in the September quarter-to-date, averaging +5.5% total returns, which has trimmed their average year-to-date decline in total return to -12.5%. Singtel, StarHub & M1 have averaged annualised total returns of 7.4% from respective IPO dates to present. The three companies are currently valued at similar discounts to their five year average P/E ratios. Business Trust - NetLink NBN Trust - listed in July 2017.

SGX 5 Best-Yielding Healthcare Stocks Average 5% Indicative Dividend Yield

SGX My Gateway

19 September 2018

Singapore's healthcare sector, typically viewed as a defensive segment and poised to enjoy multi-year growth prospects, has benefited from rotational fund flows recently, as investors took refuge in haven assets following a rise in risk-aversion. The five best-yielding constituents of the iEdge SG All Healthcare Index are: First REIT (6.9%), ISEC Healthcare (4.9%), Singapore O&G (4.9%), Parkway Life REIT (4.8%), and Talkmed Group (3.4%). These 5 stocks have averaged a dividend indicated yield of 5.0%.

SGX 5 Best-Performing Healthcare Plays Avg 11% Total Return in 3Q18-To-Date

SGX My Gateway

11 September 2018

Singapore's healthcare sector - typically viewed as defensive and poised to enjoy multi-year growth prospects - has benefited from rotational fund flows recently. This follows increased risk-aversion on the back of higher market volatility, rising US-China trade tensions and an emerging market currency crisis. In 3Q18 to-date, the five best-performing constituents of the SGX All Healthcare Index were: Riverstone (+14.0%), Raffles Medical Group (+11.4%), Aoxin Q & M Dental (+9.8%), Camsing Healthcare (+9.5%), and ISEC Healthcare (+8.0%). These 5 healthcare plays have averaged a total return of +10.5% over the period.

Dairy Farm International Scheduled to Join STI on 24 September 2018

SGX My Gateway

06 September 2018

Dairy Farm International is scheduled to join the STI effective Monday 24 September, replacing StarHub. On inclusion the leading pan-Asian retailer will be one of five STI constituents that are quoted and traded in USD. Dairy Farm is expected to make up between 1.0% and 1.5% of the STI weights, based on free-float information and STI weights as of 29 June 2018. The Consumer Goods Industry will then have four stocks in the STI (incl. Thai Bev, Wilmar & GAR) representing between 6% and 7% of the STI weights.

SGX Healthcare Stocks Raised USD 1 Billion in Last Five Years

SGX My Gateway

05 September 2018

SGX has one of the world's most market-oriented and efficient suite of capital-raising processes for companies. The comprehensive suite of offerings includes IPOs, rights and bonus issues, stock splits and consolidations, private placements, as well as takeovers. From 2013 to 1H 2018, healthcare stocks on SGX raised a total of US$1 billion from 16 listings (total US$211 million raised), 25 equity placements and rights issues (total US$213 million raised), and nine bond listings (total US$550 million raised)

Taking Stock of Singapore’s Recent Manufacturing Growth

SGX My Gateway

17 August 2018

Singapore’s Manufacturing sector grew by a robust 10.2% YoY in 2Q18, extending the 10.8% YoY growth in 1Q18 and 10.1% YoY expansion in 2017. Manufacturing has been a keen driver of Singapore’s GDP growth which has been on trending higher since the end of 2015. ST Engineering, Yangzijiang Shipbuilding, Venture Corp, Sembcorp Marine and Haw Par Corp are amongst Singapore’s five biggest manufacturing plays excluding F&B manufacturing. Since the end of 2015, the five stocks have averaged a 51% total return.

These articles are provided by SGX My Gateway.

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