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>Institutions were net sellers of Singapore stocks with a S$79 million outflow, reversing prior S$365 million inflow.</li><li>CapitaLand Ascendas REIT raised S$903.5 million through a private placement and preferential offering, attracting diverse investors.</li><li>Geo Energy Resources completed a S$15 million share placement and announced infrastructure project progress with significant EBITDA potential.</li></ul>

Institutions were net sellers of Singapore stocks with a S$79 million outflow, reversing prior S$365 million inflow.CapitaLand Ascendas REIT raised S$903.5 million through a private placement and preferential offering, attracting diverse investors.Geo Energy Resources completed a S$15 million share placement and announced infrastructure project progress with significant EBITDA potential.

Institutions Pull Back as Buybacks & Insider Buying Persists

The New Standard in Wealth Management, Wealth Management Alliance

Wealth Management Alliance

The New Standard in Wealth Management

WMA is a Singapore-based multi-family office with a Capital Markets Services license and provide fund management and investment advisory services to a small number of global UHNW clients. We also act as incubator for single-family offices, allowing them to plug into our broader ecosystem and infrastructure, and tap on our investment professionals for advice. WMA is designed around providing truly bespoke advice to each client, rather than taking a one-size-fits-all approach that may not fit each client's investment objectives and risk tolerances. On top of that, we are designed so that we avoid any semblance of conflicts of interests by being compensated only by the client (which may include profit sharing), as opposed to the model that many of our peers adopt, which include compensation from a variety of third parties such as funds managers, distributors or banks. That, to us, is the easiest way to be firmly on the side of the client in every decision we make.

Thematic (Sector/Industry)

<ul><li>From USD1.2 trillion in 2025, the International Energy Agency (IEA) expects the global clean energy technology market to reach almost USD3 trillion by 2035, assuming policies already announced are implemented.</li><li>Unlike other new-economy tech industries (e.g. FinTech, MedTech), the Asia-Pacific region has the largest estimated market share of 45-50% of the global CleanTech market, thanks to the region’s dominance in electric vehicles (EVs), energy storage, solar and wind energy.</li><li>Singapore’s CleanTech industry is highly vibrant, with an estimated 250- 400 companies active in the ecosystem. The industry’s economic contribution is modest, making up an estimated 2-4% of the country’s GDP. Policy initiatives under the Singapore Green Plan 2030 will promote continued growth of the industry.</li></ul>

From USD1.2 trillion in 2025, the International Energy Agency (IEA) expects the global clean energy technology market to reach almost USD3 trillion by 2035, assuming policies already announced are implemented.Unlike other new-economy tech industries (e.g. FinTech, MedTech), the Asia-Pacific region has the largest estimated market share of 45-50% of the global CleanTech market, thanks to the region’s dominance in electric vehicles (EVs), energy storage, solar and wind energy.Singapore’s CleanTech industry is highly vibrant, with an estimated 250- 400 companies active in the ecosystem. The industry’s economic contribution is modest, making up an estimated 2-4% of the country’s GDP. Policy initiatives under the Singapore Green Plan 2030 will promote continued growth of the industry.

Foundation Healthcare Holdings / Equity Bottom-Up

<ul><li>Over five sessions, directors and substantial shareholders filed 25 acquisitions and 16 disposals for over 40 primary-listed stocks.</li><li>Executive Chairman Ow Chio Kiat increased stakes in Stamford Land and Singapore Shipping Corporation, holding over 40% interests in both.</li><li>Keppel DC REIT completed an upsized S$625 million placement to fund a Japan hyperscale data centre acquisition.</li></ul>

Over five sessions, directors and substantial shareholders filed 25 acquisitions and 16 disposals for over 40 primary-listed stocks.Executive Chairman Ow Chio Kiat increased stakes in Stamford Land and Singapore Shipping Corporation, holding over 40% interests in both.Keppel DC REIT completed an upsized S$625 million placement to fund a Japan hyperscale data centre acquisition.

Director Buying in Stamford Land, Foundation Healthcare, Lincotrade and ISOTeam

<ul><li>Institutions were net sellers of Singapore stocks with a net outflow of S$53 million from August 15-21.</li><li>ISOTeam secured S$22.5 million in new contracts, boosting its order book to S$181.1 million for 24 months.</li><li>Q & M Dental Group raised S$130 million from a Multicurrency Debt Issuance Programme for organic expansion and M&A.</li></ul>

Institutions were net sellers of Singapore stocks with a net outflow of S$53 million from August 15-21.ISOTeam secured S$22.5 million in new contracts, boosting its order book to S$181.1 million for 24 months.Q & M Dental Group raised S$130 million from a Multicurrency Debt Issuance Programme for organic expansion and M&A.

Wave Of Director Acquisitions as Local Rally Takes a Breather

<ul><li>Institutions were net buyers of Singapore stocks with a net inflow of S$334 million from July 18 to 24.</li><li>Four primary-listed companies conducted share buybacks totaling S$29.8 million, led by United Overseas Bank's repurchase of 800,000 shares.</li><li>Ginko-AGT Global Growth Fund increased its stake in ISOTeam, acquiring 5,986,600 shares at S$0.086 each.</li></ul>

Institutions were net buyers of Singapore stocks with a net inflow of S$334 million from July 18 to 24.Four primary-listed companies conducted share buybacks totaling S$29.8 million, led by United Overseas Bank's repurchase of 800,000 shares.Ginko-AGT Global Growth Fund increased its stake in ISOTeam, acquiring 5,986,600 shares at S$0.086 each.

New Substantial Shareholders in ISOTeam, Rex International & Hiap Seng Industries

Singapore

ISOTeam is a leading player in Singapore's building maintenance and estate upgrading industry, offering services such as repairs, redecoration, addition and alteration, and specialist coating and painting. The company also provides green solutions, including renewable energy installation and eco-friendly building solutions. Headquartered in Singapore, ISOTeam was founded in 1998.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

ISOTeam (ISO SP)

Institutions Pull Back as Buybacks & Insider Buying Persists

Institutions were net sellers of Singapore stocks with a S$79 million outflow, reversing prior S$365 million inflow. CapitaLand Ascendas REIT...

Singapore Exchange Ltd (SGX)

Singapore CleanTech Industry

From USD1.2 trillion in 2025, the International Energy Agency (IEA) expects the global clean energy technology market to reach almost USD3...

Wealth Management Alliance

Director Buying in Stamford Land, Foundation Healthcare, Lincotrade and ISOTeam

Over five sessions, directors and substantial shareholders filed 25 acquisitions and 16 disposals for over 40 primary-listed stocks. Executive...

Singapore Exchange Ltd (SGX)

Wave Of Director Acquisitions as Local Rally Takes a Breather

Institutions were net sellers of Singapore stocks with a net outflow of S$53 million from August 15-21. ISOTeam secured S$22.5 million in new...

Singapore Exchange Ltd (SGX)

New Substantial Shareholders in ISOTeam, Rex International & Hiap Seng Industries

Institutions were net buyers of Singapore stocks with a net inflow of S$334 million from July 18 to 24. Four primary-listed companies conducted...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)