SGX Market Updates By SGX My Gateway

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SGX My Gateway Market Updates

Healthcare Sector Sentiment Remains Positive Despite Slow 1Q

06 April 2017

The SGX All Healthcare index, a benchmark index for Singapore’s listed healthcare companies, generated a total return of 12.7% in the last 12 months, outperforming the regional benchmark MSCI AC Asia ex Japan Healthcare Index’s total return of 0.8%, but lagging the STI’s 10.8%. Singapore’s 10 largest healthcare stocks averaged a 7.3 % return in the 2017 YTD. In calendar year 2016, they averaged a total return of 22.1%. The top three performers YTD are Talkmed Group (+53.4%), Singapore O&G (+11.1%), and Haw Par Corp (+11.0%).

Three Sectors that Continued to Beat the Market in March

SGX My Gateway

04 April 2017

The Information Technology (IT), Materials and Real Estate Management & Development Sectors were again ranked as the best three performing Sectors last month, following the same rankings for the three Sectors in February. Alliance Mineral Assets, China Sunsine Chemical and Kingboard Copper Foil led the Materials Sector Leaders higher in March. Alliance Mineral Assets announced Lithium and Tantalum drilling results in late January and China Sunsine Chemical reported FY2016 profit growth.

Industrial Mining Stocks Made a Solid Start to 2017

SGX My Gateway

30 March 2017

SGX lists four stocks focused on mining Industrial Minerals – Lithium & Tantalite, Phosphate, Limestone and Marble. Mining activities of these stocks span Australia, China and Malaysia. These minerals have diverse industrial applications – from agri-business to construction to health supplements. Three of the four stocks have generated gains in 2017 YTD, with Lithium & Tantalite miner Alliance Mineral Assets the strongest performer of the four. The other two gainers were Marble miner Terratech Group and Limestone miner, GCCP Resources. The median YTD return of the four stocks was 22.3%.

Expansion of the Utility Sector

SGX My Gateway

29 March 2017

The capitalisation of Singapore’s Utility Sector has expanded by 80% over the past five years outpacing the capitalisation growth of the MSCI AC Asia Pacific Utility Index and the parent MSCI AC Asia Pacific Index. Together the 10 stocks of Singapore’s Utility Sector supply water, gas and independent power through renewable electricity production. The 10 stocks have averaged a 5.2% YTD gain, similar to the MSCI AC Asia Pacific Utilities Index which gained 4.3%.

Significant Expansion of Singapore’s Coal Mining Stocks

SGX My Gateway

23 March 2017

The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three years. Following Geo Energy’s listing in 2012, three RTOs have seen Resources Prima Group, BlackGold Natural Resources and Golden Energy and Resources list on SGX. Two of these four stocks - Geo Energy Resources & BlackGold Natural Resources - have generated triple digit returns over the past 12 months, taking the average 12 month return for the four thermal coal stocks to 58%.

Technology Hardware Stocks form a Firm Foundation for Industry 4.0

SGX My Gateway

21 March 2017

Singapore Manufacturing Sector represents 20% of Singapore’s 2016 GDP. The Government is focusing on key growth areas such as advanced manufacturing and Industrial IoT. SGX’s Technology Hardware companies form a firm foundation for the paradigm shift to Industry 4.0. These companies are mostly cash-generative and dividend payers. The 10 highest yielding stocks within the Technology Hardware Industry excluding Broad Way Industrial Group averaged a yield of 6.5%.

Recent Corporate Activities of Gold Mining Stocks

SGX My Gateway

16 March 2017

Singapore’s trio of gold plays have averaged an 3% return in the 2017 year to date. The three miners, CNMC Goldmine Holdings, Wilton Resources Corporation and Anchor Resources are in different stages of the gold exploration, development and production. CNMC Goldmine Holdings recently completed a subscription of 51% of the shares in the enlarged share capital of Pulai Mining Sdn.Bhd. Wilton Resources Corporation is the biggest of the trio and has also been the strongest performer in the YTD at +12.1%.

Expectations of March Fed Hike Near 100%

SGX My Gateway

14 March 2017

Expectations of a March Federal Reserve rate hike are near 100% as economic data strengthens. Federal Reserve policy rate decision expected on Thursday, 2.00AM, Singapore time. Cyclical sectors typically have strongest positive correlations to a rising interest rate environment. Singapore banks have generated an average total return of 17.8% (vs STI’s 12.2%) since 8 Nov-16, on the back of strong institutional investors buying activity. Defensive sectors such as REITs are also sensitive to interest rates. The S-REIT Sector currently offers a yield spread of c430bps, higher than the long-term average of c340bps, which may imply that investors have largely factored in potential rate hikes this year.

Average 19% YTD Gain in Key Mining Stocks

SGX My Gateway

10 March 2017

SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD. In each of the three Mining segments, the largest capitalised stocks are Alliance Minerals Assets – mining tantalite and lithium in Western Australia, Golden Energy and Resources – mining thermal coal in Indonesia, CNMC Goldmine Holdings – mining gold in Malaysia.

Ascendas REIT is now Singapore’s Largest Capitalised REIT

SGX My Gateway

07 March 2017

Ascendas REIT has recently replaced CapitaLand Mall Trust as Singapore's largest capitalised REIT – and has been the second-best performing REIT in the YTD with an 11.9% total return. The NikkoAM - StraitsTrading Asia ex Japan REIT ETF which is expected to include up to 70% weightage in Singapore REITs is scheduled to list on SGX on 29 March 2017. Ascendas REIT and CapitaLand Mall Trust are expected to maintain relatively large weightings in the ETF.

These articles are provided by SGX My Gateway.

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