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.

Equity Bottom-Up

<ul><li>Over five sessions to 17 September, 75 director interests and substantial shareholdings were filed for 40 primary-listed stocks, with 18 acquisitions and six disposals by directors or CEOs, and nine acquisitions and eight disposals by substantial shareholders.</li><li>All-Link Air & Sea's Executive Director Tang Ying increased her stake to 57.94% after acquiring 2.3 million shares for S$1.22 million, following a 38.2% revenue increase in 1HFY26.</li><li>Amova Asset Management increased its stake in Frencken Group to 8.09% on 14 September, while Frencken completed a S$100 million private placement for business expansion and strategic investments.</li></ul>

Over five sessions to 17 September, 75 director interests and substantial shareholdings were filed for 40 primary-listed stocks, with 18 acquisitions and six disposals by directors or CEOs, and nine acquisitions and eight disposals by substantial shareholders.All-Link Air & Sea's Executive Director Tang Ying increased her stake to 57.94% after acquiring 2.3 million shares for S$1.22 million, following a 38.2% revenue increase in 1HFY26.Amova Asset Management increased its stake in Frencken Group to 8.09% on 14 September, while Frencken completed a S$100 million private placement for business expansion and strategic investments.

Buybacks and Director Buying Mark Active Filing Week

<ul><li>Over five sessions, 90 director interests and substantial shareholdings were filed, with 22 acquisitions and four disposals by directors or CEOs.</li><li>Frencken Group entered a placement agreement to raise S$100 million, funding business expansion and strategic investments.</li><li>Ho Bee Land's founder family continues share accumulation; 1HFY26 revenue rose 29.6%, profit after tax increased 4.9%.</li></ul>

Over five sessions, 90 director interests and substantial shareholdings were filed, with 22 acquisitions and four disposals by directors or CEOs.Frencken Group entered a placement agreement to raise S$100 million, funding business expansion and strategic investments.Ho Bee Land's founder family continues share accumulation; 1HFY26 revenue rose 29.6%, profit after tax increased 4.9%.

Director Interests, Buybacks and Capital Formation Across SGX Stocks

Invest for a Sustainable Future, Impact Capital Asset Management

ICAM

Invest for a Sustainable Future

Impact Capital Asset Management

Established in August 2020, Impact Capital Asset Management Pte. Ltd. (ICAM) was conceived by seasoned professionals Deepak Mawandia and Atul Tetambe. Both have accumulated a wealth of knowledge and experience from their extensive tenures in the financial sector. In 2019, ICAM secured its RFMC license and subsequently introduced a technology-centric venture fund. By 2021, with the acquisition of its CMS license, ICAM witnessed steady growth in its assets under management. Presently, ICAM manages a portfolio exceeding USD 1 billion, diversified across various countries. Central to ICAM’s foundation is a commitment to offering a platform singularly dedicated to the best interests of its investor clients. The combined expertise of Deepak and Atul firmly establishes ICAM as a notable entity in the wealth management field.

Thematic (Sector/Industry)

<ul><li>Passenger traffic has rebounded beyond 2019 levels, led by Asia -Pacific’s long -haul reopening and tourism demand.</li><li>By 2034, global trips could reach 12bn. </li><li>Yet aircraft delivery backlogs, slot congestion, and labor shortages limit supply growth. </li></ul>

Passenger traffic has rebounded beyond 2019 levels, led by Asia -Pacific’s long -haul reopening and tourism demand.By 2034, global trips could reach 12bn. Yet aircraft delivery backlogs, slot congestion, and labor shortages limit supply growth. 

Offering Senior Secured Loans, Kilde

Kilde

Offering Senior Secured Loans

Kilde connects family offices, funds, and accredited investors to investment-ready private credit deals in developed and emerging markets. We offer senior secured loans from last-mile lending companies with strong capitalization, a healthy balance sheet, and a capable management team.

<ul>
<li>Singapore is the largest air cargo hub in Southeast Asia, hosting more than 6,900 weekly flights from 100 airlines.</li>
<li>The air freight industry in Singapore is experiencing meaningful growth, supported by its strategic geographic location, and robust infrastructure. The rapid rise of cross-border eCommerce sector has emerged as a key driver of growth in recent years.</li>
<li>Singapore’s Changi airport handled a record 1.99 million tonnes of air freight in 2024, an increase of 14.6% y/y led by growth in cargo flows between Singapore and China as well as the U.S.</li>
</ul>


Singapore is the largest air cargo hub in Southeast Asia, hosting more than 6,900 weekly flights from 100 airlines.
The air freight industry in Singapore is experiencing meaningful growth, supported by its strategic geographic location, and robust infrastructure. The rapid rise of cross-border eCommerce sector has emerged as a key driver of growth in recent years.
Singapore’s Changi airport handled a record 1.99 million tonnes of air freight in 2024, an increase of 14.6% y/y led by growth in cargo flows between Singapore and China as well as the U.S.


Singapore Air Freight and Couriers: Poised for Solid Growth

<ul><li>Share buybacks by primary-listed companies 14 Apr - 20 Apr 2023 Singtel, DBS, Keppel Corporation, Singapore Exchange, and Sembcorp Marine led the net institutional inflow for the five sessions.</li><li>Between Apr 17 and 18, Progen Holdings managing director Lee Ee acquired 3.27 million shares at an average price of S$0.049 per share.</li></ul>

Share buybacks by primary-listed companies 14 Apr - 20 Apr 2023 Singtel, DBS, Keppel Corporation, Singapore Exchange, and Sembcorp Marine led the net institutional inflow for the five sessions.Between Apr 17 and 18, Progen Holdings managing director Lee Ee acquired 3.27 million shares at an average price of S$0.049 per share.

Comba Telecom leads buybacks; recent Cortina director acquisitions

Singapore

A-Sonic Aerospace Limited operates in two core business segments: aviation and logistics. The aviation segment focuses on the purchase, sale, and leasing of aircraft and aircraft engines, as well as providing aircraft engine components. The logistics segment offers comprehensive supply chain management services, including international and domestic multi-modal transportation, warehousing, distribution, customs clearance, and air cargo handling. The company was incorporated in 2003 and is headquartered in Singapore.

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A-Sonic Aerospace (ASON SP)

Buybacks and Director Buying Mark Active Filing Week

Over five sessions to 17 September, 75 director interests and substantial shareholdings were filed for 40 primary-listed stocks, with 18...

Singapore Exchange Ltd (SGX)

Director Interests, Buybacks and Capital Formation Across SGX Stocks

Over five sessions, 90 director interests and substantial shareholdings were filed, with 22 acquisitions and four disposals by directors or...

Singapore Exchange Ltd (SGX)

Aviation Innovation in Singapore

By 2034, global trips could reach 12bn. Yet aircraft delivery backlogs, slot congestion, and labor shortages limit supply growth.

ICAM

Singapore Air Freight and Couriers: Poised for Solid Growth

Singapore is the largest air cargo hub in Southeast Asia, hosting more than 6,900 weekly flights from 100 airlines. The air freight industry in...

Kilde

Comba Telecom leads buybacks; recent Cortina director acquisitions

Share buybacks by primary-listed companies 14 Apr - 20 Apr 2023 Singtel, DBS, Keppel Corporation, Singapore Exchange, and Sembcorp Marine led the...

Singapore Exchange Ltd (SGX)

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