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, 60 director interests and substantial shareholdings were filed, including 23 acquisitions and two disposals by directors/CEOs.</li><li>Seatrium launched a new S$200 million Share Buyback Programme, funded from existing cash, doubling the previous programme.</li><li>Alan Goh of Katrina Group sold 12.6 million shares, reducing his interest to 76.7%, with BYD By 1826 acquiring 5%.</li></ul>

Over five sessions, 60 director interests and substantial shareholdings were filed, including 23 acquisitions and two disposals by directors/CEOs.Seatrium launched a new S$200 million Share Buyback Programme, funded from existing cash, doubling the previous programme.Alan Goh of Katrina Group sold 12.6 million shares, reducing his interest to 76.7%, with BYD By 1826 acquiring 5%.

Chairmen Build Stakes as Seatrium Doubles Buyback Programme

<ul><li>Singapore Telecommunications led buybacks with 13.3 million shares at S$4.33 under a S$2 billion programme.</li><li>Ho Bee Holdings acquired 334,700 shares, raising Chua Thian Poh’s deemed interest from 75.737% to 75.788%.</li><li>Nam Cheong's 1QFY26 PATMI increased 160% to RM78.9 million, with net gearing reduced to 0.17 times.</li></ul>

Singapore Telecommunications led buybacks with 13.3 million shares at S$4.33 under a S$2 billion programme.Ho Bee Holdings acquired 334,700 shares, raising Chua Thian Poh’s deemed interest from 75.737% to 75.788%.Nam Cheong's 1QFY26 PATMI increased 160% to RM78.9 million, with net gearing reduced to 0.17 times.

Ho Bee chair ups stake; M&G becomes substantial unitholder in NetLink NBN Trust

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.

<ul><li>Leong Guan Holdings (LGH) has an understandable Singapore food manufacturing and distribution business.</li><li>It manufactures fresh noodles and soybean-based bean curd, sells third party food products and serves more than 2,000 customers across local and export markets.</li><li>Local customers include HORECA (HOtel, REstaurant, CAfé), food court stall operators, hawkers, kiosks, schools, hospitals, supermarkets, minimarts and online channels. </li></ul>

Leong Guan Holdings (LGH) has an understandable Singapore food manufacturing and distribution business.It manufactures fresh noodles and soybean-based bean curd, sells third party food products and serves more than 2,000 customers across local and export markets.Local customers include HORECA (HOtel, REstaurant, CAfé), food court stall operators, hawkers, kiosks, schools, hospitals, supermarkets, minimarts and online channels. 

Leong Guan Holdings Limited: Initiating Coverage

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>The Singapore stock market has picked up further momentum in July, with the Straits Times Index (STI) surging 10.9% month-to-date.</li>
<li>This has taken the gain year-to-date to 22.7%, outperforming global bourses.</li>
<li>We see domestic monetary policy setting remaining a stabilizer in providing a positive backdrop for the local bourse.</li>
</ul>


The Singapore stock market has picked up further momentum in July, with the Straits Times Index (STI) surging 10.9% month-to-date.
This has taken the gain year-to-date to 22.7%, outperforming global bourses.
We see domestic monetary policy setting remaining a stabilizer in providing a positive backdrop for the local bourse.


Singapore

Leong Guan Holdings Limited operates as a holding company. The Company, through its subsidiaries, specializes in the manufacturing of fresh noodle and soy bean-based beancurd products, as well as trading of a wide range of food related products. Leong Guan Holdings serves customers globally.

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Leong Guan Holdings (LGH SP)

Chairmen Build Stakes as Seatrium Doubles Buyback Programme

Over five sessions, 60 director interests and substantial shareholdings were filed, including 23 acquisitions and two disposals by...

Singapore Exchange Ltd (SGX)

Ho Bee chair ups stake; M&G becomes substantial unitholder in NetLink NBN Trust

Singapore Telecommunications led buybacks with 13.3 million shares at S$4.33 under a S$2 billion programme. Ho Bee Holdings acquired 334,700...

Singapore Exchange Ltd (SGX)

Leong Guan Holdings Limited: Initiating Coverage

Leong Guan Holdings (LGH) has an understandable Singapore food manufacturing and distribution business. It manufactures fresh noodles and...

ICAM

Singapore Equity Strategy: July 2026

The Singapore stock market has picked up further momentum in July, with the Straits Times Index (STI) surging 10.9% month-to-date. This has taken...

Wealth Management Alliance

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