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>BCA forecasts construction demand of S$47 billion to S$53 billion in 2026, with S$39 billion to S$46 billion annually from 2027 to 2030.</li><li>Boustead Singapore reported an engineering order backlog of S$840 million and secured S$461 million in new contracts in FY27.</li><li>Volare Group AG increased its stake in BBR Holdings to 14.69% through acquisitions totaling 43 million shares for S$12.9 million.</li></ul>

BCA forecasts construction demand of S$47 billion to S$53 billion in 2026, with S$39 billion to S$46 billion annually from 2027 to 2030.Boustead Singapore reported an engineering order backlog of S$840 million and secured S$461 million in new contracts in FY27.Volare Group AG increased its stake in BBR Holdings to 14.69% through acquisitions totaling 43 million shares for S$12.9 million.

Construction, Capital & Market Participation 

<ul><li>Over five sessions, 22 primary-listed companies conducted buybacks totaling S$88.9 million, with Singapore Telecommunications leading with 14 million shares.</li><li>Azure Capital completed the acquisition of 22,074,000 Trek 2000 International shares, becoming a substantial shareholder with a 7.3% interest.</li><li>Frasers Logistics & Commercial Trust acquired four logistics properties in Germany and the Netherlands for €294.9 million, funded through debt.</li></ul>

Over five sessions, 22 primary-listed companies conducted buybacks totaling S$88.9 million, with Singapore Telecommunications leading with 14 million shares.Azure Capital completed the acquisition of 22,074,000 Trek 2000 International shares, becoming a substantial shareholder with a 7.3% interest.Frasers Logistics & Commercial Trust acquired four logistics properties in Germany and the Netherlands for €294.9 million, funded through debt.

AGT Raises Nam Cheong Stake, Silchester Increases ComfortDelGro Stake

<ul><li>Sanli Environmental and mDR saw significant increases in average daily trading turnover, with returns of 98.9% and 137.5% respectively.</li><li>Q&M Dental led net institutional inflows with S$7.68 million, alongside increased CEO ownership and active share buybacks.</li><li>OKP Holdings secured a S$258 million contract, boosting its order book to S$736 million, with visibility to 2031.</li></ul>

Sanli Environmental and mDR saw significant increases in average daily trading turnover, with returns of 98.9% and 137.5% respectively.Q&M Dental led net institutional inflows with S$7.68 million, alongside increased CEO ownership and active share buybacks.OKP Holdings secured a S$258 million contract, boosting its order book to S$736 million, with visibility to 2031.

Markets in Motion: Turnover Gains Spark Sharper Spreads

<ul><li>10 Questions for https://investors.sgx.com/_security-types/stocks/HQU What is Oiltek’s business about and what are some key business segments? The company operates three key segments: Edible & Non-Edible Oil Refinery, Renewable Energy, and Product Sales and Trading.</li><li>Opportunities in growing business segments – The push in countries like Indonesia and Malaysia to use biodiesel, and the increasing adoption of SAF in the global airline industry spells opportunities for our Renewable Energy segment.</li></ul>

10 Questions for https://investors.sgx.com/_security-types/stocks/HQU What is Oiltek’s business about and what are some key business segments? The company operates three key segments: Edible & Non-Edible Oil Refinery, Renewable Energy, and Product Sales and Trading.Opportunities in growing business segments – The push in countries like Indonesia and Malaysia to use biodiesel, and the increasing adoption of SAF in the global airline industry spells opportunities for our Renewable Energy segment.

10 in 10 with Oiltek International - Sustainable Solutions in the Global Vegetable Oils Industry 

<ul><li>A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid global crises.</li><li>When Henry Yong joined Malaysia-based Oiltek in 2008 as its managing director, his priority was to hone its innovation.  “We have diversified into refinery processes and engineering solutions for a wide variety of edible oils, including palm, sunflower and soybean oil, non-edible oils, renewable energy, such as biogas, biodiesel and feedstock for sustainable aviation fuel, and animal feed.</li></ul>

A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid global crises.When Henry Yong joined Malaysia-based Oiltek in 2008 as its managing director, his priority was to hone its innovation.  “We have diversified into refinery processes and engineering solutions for a wide variety of edible oils, including palm, sunflower and soybean oil, non-edible oils, renewable energy, such as biogas, biodiesel and feedstock for sustainable aviation fuel, and animal feed.

kopi-C with Oiltek’s CEO: ‘We’ve sailed through the Covid-19 pandemic and Ukraine war’

Singapore

Koh Brothers Group is a well-established construction, property development, and specialist engineering solutions provider. The company engages in building and civil engineering construction, infrastructure works, water and wastewater treatment, and the manufacturing and supply of building materials. It also develops and rents real estate properties and operates hotel and leisure facilities. Headquartered in Singapore, the company was founded in 1960.

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Koh Brothers (KOH SP)

Construction, Capital & Market Participation

BCA forecasts construction demand of S$47 billion to S$53 billion in 2026, with S$39 billion to S$46 billion annually from 2027 to 2030. Boustead...

Singapore Exchange Ltd (SGX)

AGT Raises Nam Cheong Stake, Silchester Increases ComfortDelGro Stake

Over five sessions, 22 primary-listed companies conducted buybacks totaling S$88.9 million, with Singapore Telecommunications leading with 14...

Singapore Exchange Ltd (SGX)

Markets in Motion: Turnover Gains Spark Sharper Spreads

Sanli Environmental and mDR saw significant increases in average daily trading turnover, with returns of 98.9% and 137.5% respectively. Q&M...

Singapore Exchange Ltd (SGX)

10 in 10 with Oiltek International - Sustainable Solutions in the Global Vegetable Oils Industry

10 Questions for https://investors.sgx.com/_security-types/stocks/HQU What is Oiltek’s business about and what are some key business segments? The...

Singapore Exchange Ltd (SGX)

kopi-C with Oiltek’s CEO: ‘We’ve sailed through the Covid-19 pandemic and Ukraine war’

A focus on innovation and adaptability has enabled Oiltek, a vegetable and edible oil process engineering company, to grow steadily, even amid...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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