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>The 30 most traded Non-STI stocks in the YTD span 10 Sectors, with just over half of the 30 stocks outpacing the STI total returns and 18 of the 30 stocks booking net institutional inflows over the past 15 weeks.</li><li>The stock has also posted the strongest 5 year total return of the 30 most traded Non-STI stocks.</li><li>In addition, 18 of the 30 most traded non-STI stocks booked net institutional inflows over the past 15 weeks.</li></ul>

The 30 most traded Non-STI stocks in the YTD span 10 Sectors, with just over half of the 30 stocks outpacing the STI total returns and 18 of the 30 stocks booking net institutional inflows over the past 15 weeks.The stock has also posted the strongest 5 year total return of the 30 most traded Non-STI stocks.In addition, 18 of the 30 most traded non-STI stocks booked net institutional inflows over the past 15 weeks.

Recent Highlights of a Tier of 30 Stocks Beyond the STI Benchmark 

<ul><li>From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return.</li><li>Four of the 10 - Yangzijiang Shipbuilding, Dyna-Mac, Halcyon Agri Corp and Sembcorp Marine were among the strongest seven strongest performers of the Index in 2022, with micro-caps Acesian Partners, Global Testing Corp, XMH Holdings the three strongest Index performers for the year.</li><li>Since 2019, the iEdge SG Advanced Manufacturing Index has generated a 21% total return which is close to the mid-point of the gains booked by global Industrial and Technology stocks since 2019.</li></ul>

From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return.Four of the 10 - Yangzijiang Shipbuilding, Dyna-Mac, Halcyon Agri Corp and Sembcorp Marine were among the strongest seven strongest performers of the Index in 2022, with micro-caps Acesian Partners, Global Testing Corp, XMH Holdings the three strongest Index performers for the year.Since 2019, the iEdge SG Advanced Manufacturing Index has generated a 21% total return which is close to the mid-point of the gains booked by global Industrial and Technology stocks since 2019.

Singapore Manufacturing Index Books 21% Total Return since 2019 

<ul><li>Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.</li><li>The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.</li><li>The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.</li></ul>

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.

20 Stocks with Most Net Insti Inflow Returned 35% YTD

<ul><li>From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns.</li><li>The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.</li><li>This saw the Telecommunications, Banks, and Technology Sectors book the highest net fund inflows, proportionate to their respective current market capitalisation over the month.</li></ul>

From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns.The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.This saw the Telecommunications, Banks, and Technology Sectors book the highest net fund inflows, proportionate to their respective current market capitalisation over the month.

Sectors & Stocks That Led the Past Month's Net Fund Inflows

<ul><li>Singapore’s 30 most traded stocks outside of the STI have seen ~S$670 million in net fund outflows in the 2022 YTD, with declines in October, bringing their average 2022 YTD decline in total return of the stocks to 5%.</li><li>Total returns of the five stocks over the 43 weeks varied from -10% for Riverstone to +202% for Golden Energy & Res.</li><li>Similarly, as energy stocks have led the global stock market this year, the four energy stocks tabled below have averaged 57% total returns over the past 43 weeks (with the median gain at 26%).</li></ul>

Singapore’s 30 most traded stocks outside of the STI have seen ~S$670 million in net fund outflows in the 2022 YTD, with declines in October, bringing their average 2022 YTD decline in total return of the stocks to 5%.Total returns of the five stocks over the 43 weeks varied from -10% for Riverstone to +202% for Golden Energy & Res.Similarly, as energy stocks have led the global stock market this year, the four energy stocks tabled below have averaged 57% total returns over the past 43 weeks (with the median gain at 26%).

Mixed Oct Returns for Singapore's Most Traded Non-STI stocks

Singapore

Seatrium Ltd offers engineering solutions for the offshore, marine, and energy industries. The Company provides rigs and floaters, repairs and upgrades, offshore platforms, and specialized shipbuilding. Seatrium serves customers worldwide.

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Seatrium (STM SP)

Recent Highlights of a Tier of 30 Stocks Beyond the STI Benchmark

The 30 most traded Non-STI stocks in the YTD span 10 Sectors, with just over half of the 30 stocks outpacing the STI total returns and 18 of the...

Singapore Exchange Ltd (SGX)

Singapore Manufacturing Index Books 21% Total Return since 2019

From the end of 2019 to 9 Jan 2023, the iEdge SG Adv Manufacturing Index generated a 21% total return. Four of the 10 - Yangzijiang Shipbuilding,...

Singapore Exchange Ltd (SGX)

20 Stocks with Most Net Insti Inflow Returned 35% YTD

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec. The 20 stocks currently...

Singapore Exchange Ltd (SGX)

Sectors & Stocks That Led the Past Month's Net Fund Inflows

From the 21 Oct to 21 Nov close, the STI rallied 9.4%, with Singapore’s 100 most traded stocks averaging 8.0% total returns. The 100 stocks...

Singapore Exchange Ltd (SGX)

Mixed Oct Returns for Singapore's Most Traded Non-STI stocks

Singapore’s 30 most traded stocks outside of the STI have seen ~S$670 million in net fund outflows in the 2022 YTD, with declines in October,...

Singapore Exchange Ltd (SGX)

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