SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Thematic (Sector/Industry)

<ul><li>The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. </li><li>These three stocks have averaged a 19.2% total return in the 2016 year-to-date.</li><li>These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.</li></ul>

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake Axis and UMS Holdings. These three stocks have averaged a 19.2% total return in the 2016 year-to-date.These three current leaders of the Sector have also had to embrace innovation and transformation for the last 25-30 years. The foundations of the trio track back to the 1980s.

Innovative Transformation of Singapore's Technology Sector

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Macroeconomics

The under-performance of Japan's non-IT sector was our focus last time (see <a href="https://www.smartkarma.com/insights/japan-non-it-industries-overcoming-deflation-not-enough" target="_blank" data-smartkarma-citation="insights:4491">Japan Non-IT Industries: Overcoming Deflation Not Enough</a> ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we demonstrated why overcoming deflation alone will not resolve Japan's economic problems.  We observed clear out-performance of the "deflationary" IT vs non-IT sector in terms of productivity.  We then examined the role of Investment-Specific Technology (relative capital vs consumer goods deflation) in productivity growth and found it responsible for…

Overcoming Deflation Is Not Enough Part II: Japanese Services

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Fukuoka Financial Group / Technical Analysis

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: <a href="http://www.screencast.com/t/GHtat5tVz" target="_blank">http://www.screencast.com/t/GHtat5tVz</a> 3:17 min.<div>
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/504/original/CPG%20FRONT%20COVER.png?1472616736" class="editor-image img-responsive" data-smartkarma-image-id="12504"><figcaption class="figcaption">Long Japan stocks plays</figcaption></figure> 
</div>Our call on a weaker JPY puts into play Yen sensitive stocks paritulalry since the Nikkie overall remains rather boxed (prefer to load up on September weakness).<div>SMFG (8316) - Breakout today above 3,500 . Long from 3,620 with ST dip swing risk to 3,500. ST rally target at 3,900 representing MT inflection resistance above which we would…</div>

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min.
Long Japan stocks plays 
Our call on a weaker JPY puts into play Yen sensitive stocks paritulalry since the Nikkie overall remains rather boxed (prefer to load up on September weakness).SMFG (8316) - Breakout today above 3,500 . Long from 3,620 with ST dip swing risk to 3,500. ST rally target at 3,900 representing MT inflection resistance above which we would…

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

The Topix pharmaceutical index (TPPHRM) fell to 2,355 just after the lunch break in Tokyo on Friday 19th August, before recovering to 2,377, with the market's afternoon rally. That though was still a 52-week daily-close low. In August, alone, the sector is down 10%. This can in part be explained by bad news - <a href="https://www.smartkarma.com/entities/8979" target="_blank" data-smartkarma-citation="entities:8979:1">Ono Pharmaceutical</a>'s shares have been hit by negative news over Opdivo (see <a href="https://www.smartkarma.com/insights/opdivo-fails-nsclc-test" target="_blank" data-smartkarma-citation="insights:5134">Opdivo Fails NSCLC Test)</a> - however, <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical</a> has fallen from ¥3,865 to ¥3,205 over the same time and…

The Topix pharmaceutical index (TPPHRM) fell to 2,355 just after the lunch break in Tokyo on Friday 19th August, before recovering to 2,377, with the market's afternoon rally. That though was still a 52-week daily-close low. In August, alone, the sector is down 10%. This can in part be explained by bad news - Ono Pharmaceutical's shares have been hit by negative news over Opdivo (see Opdivo Fails NSCLC Test) - however, Chugai Pharmaceutical has fallen from ¥3,865 to ¥3,205 over the same time and…

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:<table class="table table-striped"><tbody>
<tr>
<td>Date</td>
<td>Number</td>
<td>Title</td>
</tr>
<tr>
<td>4-Aug-16</td>
<td>Japan Flow I</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-i-the-boj-s-new-etf-buying" target="_blank">The BOJ's New ETF Buying</a></td>
</tr>
<tr>
<td>12-Aug-16</td>
<td>Japan Flow II</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-ii-just-what-etfs-does-the-boj-buy-could-we-see-an-april2000-style-nikkei-225-rebal" target="_blank">Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?</a></td>
</tr>
<tr>
<td>20-Aug-16</td>
<td>Japan Flow III</td>
<td><a href="https://www.smartkarma.com/insights/japan-flow-iii-the-mechanics-of-boj-buying" target="_blank">The Mechanics of BOJ Buying</a></td>
</tr>
</tbody></table>This new one discusses investor class flow dynamics, cycles, and trends and pressures going forward.The TSE (now JPX) historically releases the…

This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:

Date
Number
Title


4-Aug-16
Japan Flow I
The BOJ's New ETF Buying


12-Aug-16
Japan Flow II
Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?


20-Aug-16
Japan Flow III
The Mechanics of BOJ Buying

This new one discusses investor class flow dynamics, cycles, and trends and pressures going forward.The TSE (now JPX) historically releases the…

JAPAN FLOW IV:  Foreign Flows Matter, & They Have Clear Cycles

Japan

A Holdings Corporation develops and operates the LINE application for smartphones. The Company offers games distribution, music distribution, advertisements, and other services. A Holdings serves clients across worldwide.

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A Holdings (3938 JP)

Innovative Transformation of Singapore's Technology Sector

The biggest SGX-listed stocks that respectively represent the hardware, software and semiconductors industries are Venture Corporation, Silverlake...

Singapore Exchange Ltd (SGX)

Overcoming Deflation Is Not Enough Part II: Japanese Services

The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...

Naomi Fink

Japan Bullish Breakout Stock Bets

Chartonics webcast Wednesday 31 August 2016Japan stock long playsTo view click on this link: http://www.screencast.com/t/GHtat5tVz 3:17 min. Our...

Thomas Schroeder

Japan Pharma Hits 52 Week Low

The Topix pharmaceutical index (TPPHRM) fell to 2,355 just after the lunch break in Tokyo on Friday 19th August, before recovering to 2,377, with...

Pelham Smithers Associates

JAPAN FLOW IV: Foreign Flows Matter, & They Have Clear Cycles

This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...

Travis Lundy

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