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)

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<li><strong>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.</strong></li>
<li>
<strong>Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks</strong>…</li>
</ul>


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.

Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks…


Average 19% YTD Gain in Key Mining Stocks

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

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Research Reinvented

Equity Capital Markets

Cemex Holdings Philippines / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/22700" target="_blank" data-smartkarma-citation="entities:22700">Cemex Holdings Philippines</a> recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, <a href="https://www.smartkarma.com/insights/cemex-philippines-ipo-early-thoughts-supply-glut-notes-on-cg" target="_blank" data-smartkarma-citation="insights:3582">Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG</a> .</p><p>In this insight I revise my earlier thought on Philippines cement supply situation, and provide further thoughts on the deal, together with ratings from our Smartkarma framework. </p><div><h2>Deal and framework score overview</h2></div><p>Regular readers will be familiar with the below embed from our IPO tool which has been…</p>

Cemex Holdings Philippines recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG .In this insight I revise my earlier thought on Philippines cement supply situation, and provide further thoughts on the deal, together with ratings from our Smartkarma framework. Deal and framework score overviewRegular readers will be familiar with the below embed from our IPO tool which has been…

Cemex Philippines IPO: Sound Industry Fundamentals, But Limited Upside

<p><a href="https://www.smartkarma.com/entities/22701" target="_blank" data-smartkarma-citation="entities:22701">Cemex SAB De CV (ADR)</a> 's Philippines subsidiary <a href="https://www.smartkarma.com/entities/22700" target="_blank" data-smartkarma-citation="entities:22700">Cemex Holdings Philippines</a>  is planning to raise up to US$860m by June.</p><p>In this insight, I look to answer the following questions:</p><ul><li>How is the company positioned in its market?</li><li>How does it fare versus its peers? </li><li>What are the key market trends one needs to be aware of? </li><li>Will the company's related party transactions be a concern?</li></ul><p>Once the deal is launched, we will re-evaluate the deal and run it through our framework in our next insight.</p>

Cemex SAB De CV (ADR) 's Philippines subsidiary Cemex Holdings Philippines  is planning to raise up to US$860m by June.In this insight, I look to answer the following questions:How is the company positioned in its market?How does it fare versus its peers? What are the key market trends one needs to be aware of? Will the company's related party transactions be a concern?Once the deal is launched, we will re-evaluate the deal and run it through our framework in our next insight.

Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG

Philippines

Cemex Holdings Philippines, Inc. is a cement producer. The Company produces and markets cement and cement products, such as ready-mix concrete and clinker. Cemex Holdings Philippines sells its products throughout the Philippines.

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Cemex Holdings Philippines (CHP PM)

Average 19% YTD Gain in Key Mining Stocks

SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...

Singapore Exchange Ltd (SGX)

Cemex Philippines IPO: Sound Industry Fundamentals, But Limited Upside

Cemex Holdings Philippines recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, Cemex...

Ke Yan, CFA, FRM

Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG

Cemex SAB De CV (ADR) 's Philippines subsidiary Cemex Holdings Philippines is planning to raise up to US$860m by June.In this insight, I look to...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)