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

Nam Lee Pressed Metal Industries / Equity Bottom-Up

Nam Lee Pressed Metal Industries (NLPM SP)

<ul><li>The 50 SMIDs in Singapore's YTD net-institutional-inflow-to-market-cap ratio span 10 sectors with S$170M daily turnover.</li><li>InnoTek, Frencken, AEM, and CSE Global show semiconductor-adjacent and engineering-driven focus, with significant institutional inflows.</li><li>Huationg Global completed a S$7 million share placement, attracting institutional investors, with a market cap of S$142 million.</li></ul>

The 50 SMIDs in Singapore's YTD net-institutional-inflow-to-market-cap ratio span 10 sectors with S$170M daily turnover.InnoTek, Frencken, AEM, and CSE Global show semiconductor-adjacent and engineering-driven focus, with significant institutional inflows.Huationg Global completed a S$7 million share placement, attracting institutional investors, with a market cap of S$142 million.

Singapore SMIDs: Where Institutional Flows Are Concentrating in Early 1Q26

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>Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months.</li><li>The contraction was led by a slump in exports to the US (-20.6% y/y), suggesting that the front-loading ahead of US tariffs has faded.</li><li>Meanwhile, manufacturing PMI has slipped into the contractionary zone since April, last seen nearly two years ago.</li></ul>

Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months.The contraction was led by a slump in exports to the US (-20.6% y/y), suggesting that the front-loading ahead of US tariffs has faded.Meanwhile, manufacturing PMI has slipped into the contractionary zone since April, last seen nearly two years ago.

<ul><li>Wing Tai chairman Cheng Wai Keung continues building deemed interest Heavy lifting specialist Sin Heng Heavy Machinery also bought back 648,200 shares at an average price of S$0.49 per share.</li><li>Wing Tai Holdings chairman and managing director Cheng Wai Keung continued to build his deemed interest in the company, through his spouse Helen Chow acquiring shares.</li></ul>

Wing Tai chairman Cheng Wai Keung continues building deemed interest Heavy lifting specialist Sin Heng Heavy Machinery also bought back 648,200 shares at an average price of S$0.49 per share.Wing Tai Holdings chairman and managing director Cheng Wai Keung continued to build his deemed interest in the company, through his spouse Helen Chow acquiring shares.

Wing Tai Chair Cheng Wai Keung Continues Building Deemed Interest

Singapore

Nam Lee Pressed Metal Industries is a Singapore-based metal fabricator specializing in aluminum and steel products. The company designs, manufactures, supplies, and installs a wide range of metal components for building, infrastructure, and industrial applications, including aluminum frames for container refrigeration units. Headquartered in Singapore, the company was incorporated on March 10, 1975.

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Nam Lee Pressed Metal Industries (NLPM SP)

Singapore SMIDs: Where Institutional Flows Are Concentrating in Early 1Q26

The 50 SMIDs in Singapore's YTD net-institutional-inflow-to-market-cap ratio span 10 sectors with S$170M daily turnover. InnoTek, Frencken, AEM,...

Singapore Exchange Ltd (SGX)

Singapore Equity Strategy: June 2025

Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months. The contraction was led by a slump...

Wealth Management Alliance

Wing Tai Chair Cheng Wai Keung Continues Building Deemed Interest

Wing Tai chairman Cheng Wai Keung continues building deemed interest Heavy lifting specialist Sin Heng Heavy Machinery also bought back 648,200...

Singapore Exchange Ltd (SGX)

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