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 net bought S$396.6 million in Singapore stocks in July, reducing the 7-month net outflow to S$1.67 billion.</li><li>Industrials led net institutional inflows, driven by Keppel, Yangzijiang Shipbuilding, and Seatrium, while REITs saw the largest net outflows.</li><li>mDR's average daily trading turnover increased significantly in July, narrowing its 5-day average bid-ask spread to 150 bps.</li></ul>

Institutions net bought S$396.6 million in Singapore stocks in July, reducing the 7-month net outflow to S$1.67 billion.Industrials led net institutional inflows, driven by Keppel, Yangzijiang Shipbuilding, and Seatrium, while REITs saw the largest net outflows.mDR's average daily trading turnover increased significantly in July, narrowing its 5-day average bid-ask spread to 150 bps.

FTSE ST Industrials Outpaces STI in July with a 13.2% Gain

Yangzijiang Shipbuilding / Equity Bottom-Up

<ul><li>Over the five trading sessions from Jan 17 to Jan 23, institutions were net sellers of Singapore stocks, leading to net institutional outflow of S$393 million, adding to the S$184 million net outflow over the preceding five sessions.</li><li>Stocks that led the net institutional outflow over the five sessions through January 16 were DBS Group Holdings, CapitaLand Investment, Oversea-Chinese Banking Corp, CapitaLand Ascendas REIT, Yangzijiang Shipbuilding Holdings, SATS, Keppel, Mapletree Industrial Trust, CapitaLand Integrated Commercial Trust, and Singapore Telecommunications.</li><li>As of Jan 23, Top Glove Corporation Bhd recorded the eighth highest net institutional inflow in the Singapore stock market for the month.</li></ul>

Over the five trading sessions from Jan 17 to Jan 23, institutions were net sellers of Singapore stocks, leading to net institutional outflow of S$393 million, adding to the S$184 million net outflow over the preceding five sessions.Stocks that led the net institutional outflow over the five sessions through January 16 were DBS Group Holdings, CapitaLand Investment, Oversea-Chinese Banking Corp, CapitaLand Ascendas REIT, Yangzijiang Shipbuilding Holdings, SATS, Keppel, Mapletree Industrial Trust, CapitaLand Integrated Commercial Trust, and Singapore Telecommunications.As of Jan 23, Top Glove Corporation Bhd recorded the eighth highest net institutional inflow in the Singapore stock market for the month.

Huationg Global’s Patrick Ng enhances stake amid robust business prospects

<ul><li>Over the five trading sessions from Nov 29 to Dec 5, institutions were net buyers of Singapore stocks, leading to a net institutional inflow of S$418 million.</li><li>Stocks that led the net institutional inflow over the five sessions until Dec 5 inclusive were DBS, Suntec Real Estate Investment Trust (Reit), Yangzijiang Shipbuilding, Sembcorp Industries, Singtel, Keppel, Thai Beverage, Seatrium, Jardine Matheson, and Singapore Airlines.</li><li>Union Steel ranks among the 250 most-traded stocks this year, and among the 150 stocks that booked the highest net institutional inflow.</li></ul>

Over the five trading sessions from Nov 29 to Dec 5, institutions were net buyers of Singapore stocks, leading to a net institutional inflow of S$418 million.Stocks that led the net institutional inflow over the five sessions until Dec 5 inclusive were DBS, Suntec Real Estate Investment Trust (Reit), Yangzijiang Shipbuilding, Sembcorp Industries, Singtel, Keppel, Thai Beverage, Seatrium, Jardine Matheson, and Singapore Airlines.Union Steel ranks among the 250 most-traded stocks this year, and among the 150 stocks that booked the highest net institutional inflow.

Marco Polo Marine Directors Boost Shareholding

<ul><li>Over the five trading sessions from Nov 22 to 28, institutions were net buyers of Singapore stocks, resulting in a net institutional inflow of S$188 million, reversing the net outflow of S$38 million observed over the five preceding sessions up to Nov 21.</li><li>Stocks that led the net institutional inflow over the five sessions through to Nov 22 were Yangzijiang Shipbuilding Holdings, Oversea-Chinese Banking Corporation, Keppel, CapitaLand Integrated Commercial Trust, Singapore Exchange, United Overseas Bank, Seatrium, Jardine Matheson Holdings, Eneco Energy and Thai Beverage Public Co.</li><li>On Nov 22, Lim Keen Ban Holdings Pte Ltd acquired 1.6 million shares of Cortina Holdings at S$2.90 per share.</li></ul>

Over the five trading sessions from Nov 22 to 28, institutions were net buyers of Singapore stocks, resulting in a net institutional inflow of S$188 million, reversing the net outflow of S$38 million observed over the five preceding sessions up to Nov 21.Stocks that led the net institutional inflow over the five sessions through to Nov 22 were Yangzijiang Shipbuilding Holdings, Oversea-Chinese Banking Corporation, Keppel, CapitaLand Integrated Commercial Trust, Singapore Exchange, United Overseas Bank, Seatrium, Jardine Matheson Holdings, Eneco Energy and Thai Beverage Public Co.On Nov 22, Lim Keen Ban Holdings Pte Ltd acquired 1.6 million shares of Cortina Holdings at S$2.90 per share.

DBS buys back nearly S$15m of its shares; AGT Partners becomes Oiltek’s substantial shareholder

<ul><li>Over the five trading sessions from Nov 15 to 21, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of S$38 million.</li><li>This marked a slight reversal from the net inflow of S$384 million observed over the five preceding sessions up to Nov 14.</li><li>Stocks that led the net institutional outflow over the five sessions through to Nov 22 were CapitaLand Integrated Commercial Trust, CapitaLand Ascendas REIT, DBS Group Holdings, Yangzijiang Shipbuilding Holdings, Genting Singapore, Mapletree Logistics Trust, Frasers Logistics & Commercial Trust, Keppel DC REIT, Wilmar International and Keppel REIT.</li></ul>

Over the five trading sessions from Nov 15 to 21, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of S$38 million.This marked a slight reversal from the net inflow of S$384 million observed over the five preceding sessions up to Nov 14.Stocks that led the net institutional outflow over the five sessions through to Nov 22 were CapitaLand Integrated Commercial Trust, CapitaLand Ascendas REIT, DBS Group Holdings, Yangzijiang Shipbuilding Holdings, Genting Singapore, Mapletree Logistics Trust, Frasers Logistics & Commercial Trust, Keppel DC REIT, Wilmar International and Keppel REIT.

ABR Holdings managing director continues to grow interest

Singapore

Keppel Ltd. is a Singaporean global asset manager and operator, providing critical infrastructure and services for renewables, clean energy, decarbonization, sustainable urban renewal, and digital connectivity. The company operates across Infrastructure, Real Estate, Connectivity, and Fund Management & Investment platforms. Keppel is headquartered in Singapore and was founded in 1968.

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Keppel (KEP SP)

FTSE ST Industrials Outpaces STI in July with a 13.2% Gain

Institutions net bought S$396.6 million in Singapore stocks in July, reducing the 7-month net outflow to S$1.67 billion. Industrials led net...

Singapore Exchange Ltd (SGX)

Huationg Global’s Patrick Ng enhances stake amid robust business prospects

Over the five trading sessions from Jan 17 to Jan 23, institutions were net sellers of Singapore stocks, leading to net institutional outflow of...

Singapore Exchange Ltd (SGX)

Marco Polo Marine Directors Boost Shareholding

Over the five trading sessions from Nov 29 to Dec 5, institutions were net buyers of Singapore stocks, leading to a net institutional inflow of...

Singapore Exchange Ltd (SGX)

DBS buys back nearly S$15m of its shares; AGT Partners becomes Oiltek’s substantial shareholder

Over the five trading sessions from Nov 22 to 28, institutions were net buyers of Singapore stocks, resulting in a net institutional inflow of...

Singapore Exchange Ltd (SGX)

ABR Holdings managing director continues to grow interest

Over the five trading sessions from Nov 15 to 21, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of...

Singapore Exchange Ltd (SGX)

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