SGX Market Updates By SGX My Gateway

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SGX My Gateway Market Updates

Highlights of Yangzijiang Shipbuilding, Sembcorp Marine & Ezion Holdings

02 March 2017

Yangzijiang Shipbuilding, the largest private shipbuilder in China, has registered a total return of +20.3% year-to-date. Sembcorp Marine, a global leader in marine & offshore engineering solutions, has total returns of +38.0% year-to-date. Ezion Holdings, the largest offshore services provider listed on SGX, has total returns of -1.3% on a year-to-date basis. The stock, however, has returned +81.0% since its trough in September 2016.

Industrial REITs generated a total return of +8.2% YTD (STI +8.1%)

SGX My Gateway

28 February 2017

Industrial REITs in the SGX S-REIT index generated a total return of +8.2 YTD (SGX S-REIT Index +6.0%), similar to the Straits Times Index’s (STI) +8.1%. The sub-industry forms the largest share in the SGX S-REIT index with 8 members and a total weightage of 26.5%. The top three performing Industrial REITs in the YTD are Sabana Shari'ah Compliant Industrial REIT (+18.4%), Ascendas REIT (+11.9%) and Cambridge Industrial Trust (+9.3%). The three plays averaged a year-to-date return of 13.2%.

Rising Government Spending Bodes Well for Healthcare Sector

SGX My Gateway

23 February 2017

The SGX All Healthcare Index generated a total return of 16.2% over the past 12 months, outperforming the MSCI AC Asia Pacific Ex Japan Healthcare Index and the MSCI World Healthcare Index, which generated total returns of -0.5% and 10.4% respectively. The five best-performing stocks in the SGX All Healthcare Index excluding International Healthway Corporation are Talkmed Group (+35.8%), Singapore Medical Group (+34.5%), Healthway Medical Corporation (+24.2%), AsiaMedic (+10.4%) and Singapore O&G (+10.2%).

Electronic Components Stocks Shine as Exports Gain Momentum

SGX My Gateway

21 February 2017

Singapore's Electronics exports rose 6.1% to S$4.3 billion in January 2017 from the same period a year ago. This rising trend in Singapore’s electronics exports generally bodes well for the Electronic Components sub-segment. The Electronic Components sub-industry was among best performing sub-sectors in Singapore’s IT industry, generating average total returns of 31.7% and 66.7% in the year-to-date and last 12 months respectively, compared to the STI’s total returns of 7.8% and 21.2% in the same period. The three best-performing Electronic Components stocks in the year-to-date are AA Group Holdings (+136.8%), CPH (+100.0%) and GSS Energy (+42.4%).

Highlights of Singapore's 10 Largest OSV Players

SGX My Gateway

16 February 2017

Singapore's 32 Offshore Supply Vessels (OSV) stocks have rebounded 17.2% in the year-to-date in tandem with the recent oil price rally. OSVs are one of the key beneficiaries of a crude oil price recovery. The 10 biggest OSV stocks listed on SGX have averaged a YTD total return of 28.9%, against total returns of 0.9% for the SGX MOE Index, a benchmark for the MOE Sector.

Real Estate Sector Outperformed in the Year to Date

SGX My Gateway

14 February 2017

SGX's Real Estate Developers and Operators have returned 12% YTD, outperforming the STI’s +8%. Despite the rally, the price-to-book ratio of the Sector is still trading near one standard deviation below its historical mean. Potential drivers for the Singapore property market exist on both the supply and demand front. The biggest Real Estate Developer stocks with substantial Singapore exposure include UOL Group, United Industrial Corporation, Wheelock Properties, Wing Tai Holdings and Bukit Sembawang Estates.

SGX S-REIT 20 Index Registered Total Returns of 6.2% in YTD

SGX My Gateway

09 February 2017

Benchmark SGX S-REIT 20 Index returned 6.2% in the YTD. Retail and Industrial REITs were the outperforming sub-segments. Key metrics from Oct-Dec quarter earnings suggest weaknesses in office property, while the Industrials and Retail segments remain relatively resilient. Within the Index, Retail REITs were the best-performing sub-segment with a market capitalisation-weighted total return of 7.1%, followed by Industrials (+6.6%), Hospitality (+6.0%), Healthcare (+5.6%), Diversified (+5.2%) and Office (+4.6%).

Recent Moves of Singapore's Biggest Shipyards Stocks

SGX My Gateway

07 February 2017

Singapore’s largest capitalised stocks that operate shipyards are Keppel Corp, Sembcorp Marine and Yangzijiang Shipbuilding. The three stocks have averaged a 5.9% YTD gain (as of 3 Feb 2017) in line with STI’s +5.8%. Despite oil price recovery, outlook for shipyards remains challenging with excess yard capacity. Resilience through cost and balance sheet management is key.

SGX’s MOE Sector sustains 4Q16 Momentum into 2017

SGX My Gateway

02 February 2017

The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in tandem with the recovery of crude oil prices, which may be an indication that the sector could be bottoming out. Despite the rally, the 18 constituents within the SGX MOE Index are trading at an average current price-to-book (PB) ratio of 0.7x, with 10 of them trading below their book values.

SGX Institutional Fund Flow Monthly Tracker January 2017

SGX My Gateway

02 February 2017

Industrials, Real Estate Developers, and Energy total returns paced overall Singapore stock market in January. Institutional investors net buy (+)/sell (-) at (+S$75.9m) in January, vs. (-S$572.4m) in December. Financials, Telecommunication Services and Energy were the top net buy sectors. DBS and OCBC net bought for third consecutive month (+S$1.3bn). Wilmar and Keppel Corp continue to see net buys as both crude and palm oil prices recover.

These articles are provided by SGX My Gateway.

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