External broker reports(aggregated public sources), KGI Securities Singapore

KGI Securities

External broker reports(aggregated public sources)

KGI Securities Singapore

We are a pioneer Securities & Derivatives, Trading and Clearing Member of Singapore Exchange as well as a pioneer member of ICE Futures Singapore & ICE Clear Singapore. We offer our valued clients round the clock (24 hour) single-touch point for multi-asset clients and 24 hour high-touch desk for global products. 

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Equity Bottom-Up

SIA Engineering Company / Equity Bottom-Up

<ul><li>SIAEC saw total flights handled by the company’s line maintenance business reaching 95% of pre-COVID level as of September 2024.</li><li>The increased flight activities contributed to an increased demand for aircraft maintenance, repair, and overhaul (MRO) services.</li><li>This recovery trend is expected to continue as more airlines ramp up flight schedules, alongside the arrival of the year-end peak travelling season, alongside more visa-free travel agreements between countries.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SIAEC saw total flights handled by the company’s line maintenance business reaching 95% of pre-COVID level as of September 2024.The increased flight activities contributed to an increased demand for aircraft maintenance, repair, and overhaul (MRO) services.This recovery trend is expected to continue as more airlines ramp up flight schedules, alongside the arrival of the year-end peak travelling season, alongside more visa-free travel agreements between countries.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SIA Engineering Co. Ltd. (SIE SP/ S59.SI): Maintain Strength Amidst Flight Recovery.

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.

<ul><li>Over the five trading sessions from Nov 1 to 7, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of S$141 million.</li><li>Stocks that led the net institutional outflow over those five sessions were OCBC, Capitaland Ascendas Reit, CapitaLand Integrated Commercial Trust, Mapletree Pan Asia Commercial Trust, Mapletree Industrial Trust, UOB, Frasers Centrepoint Trust, Suntec Reit, Frasers Logistics & Commercial Trust and Keppel.</li><li>Notably, in the November 2024 rebalance, Singapore stands out as the only Asia developed market with a net increase in MSCI Standard Index constituents.</li></ul>

Over the five trading sessions from Nov 1 to 7, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of S$141 million.Stocks that led the net institutional outflow over those five sessions were OCBC, Capitaland Ascendas Reit, CapitaLand Integrated Commercial Trust, Mapletree Pan Asia Commercial Trust, Mapletree Industrial Trust, UOB, Frasers Centrepoint Trust, Suntec Reit, Frasers Logistics & Commercial Trust and Keppel.Notably, in the November 2024 rebalance, Singapore stands out as the only Asia developed market with a net increase in MSCI Standard Index constituents.

SIA Engineering resumes buybacks after reporting H1 FY2025 results

<ul><li>Flight recovery to boost MRO serv ices and activities . Global air travel has been rebounding, approaching pre -pandemic levels as restrictions ease , with f light activities surging to around 78% of pre -pandemic levels.</li><li>Geopolitical uncertainties have also boosted air freight demand .</li><li>The aviation industry is expected to continue grow ing in 2024, leading to an increased demand for SIA Engineering‘s ( SIAEC ) Maintenance, Repair, and Overhaul (MRO) services.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Flight recovery to boost MRO serv ices and activities . Global air travel has been rebounding, approaching pre -pandemic levels as restrictions ease , with f light activities surging to around 78% of pre -pandemic levels.Geopolitical uncertainties have also boosted air freight demand .The aviation industry is expected to continue grow ing in 2024, leading to an increased demand for SIA Engineering‘s ( SIAEC ) Maintenance, Repair, and Overhaul (MRO) services.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SIA Engineering Co. Ltd. - Capturing the Resurgence of Flight Activities

<ul><li>Singapore received over 9 million tourist arrivals from the start of 2023 to end August, a 204.5% year-on-year increase.</li><li>The 10 most actively traded stocks in the tourism and hospitality sectors have booked net institutional inflows of S$2 million, and returned an average 2.3% total returns in the year-to-date ending 21 Sep.</li><li>International visitor arrivals to Singapore in August dipped slightly to 31 million in August, due to seasonality and after school holidays.</li></ul>

Singapore received over 9 million tourist arrivals from the start of 2023 to end August, a 204.5% year-on-year increase.The 10 most actively traded stocks in the tourism and hospitality sectors have booked net institutional inflows of S$2 million, and returned an average 2.3% total returns in the year-to-date ending 21 Sep.International visitor arrivals to Singapore in August dipped slightly to 31 million in August, due to seasonality and after school holidays.

Tourism & Hospitality stocks poised to benefit from F1 and large scale events in coming months

<ul><li>The Industrial Sector has ranked among the five strongest performing global Sectors in the YTD, with gains extending to the Asia Pacific.</li><li>Last week the 20 stocks booked S$34 million of net institutional inflow, reducing their combined YTD net institutional outflow to S$55 million.</li><li>Singapore’s 20 most traded Industrial stocks have booked net institutional fund outflows of S$54.5 million over the past 20 weeks, however last week saw S$33.6 million of net institutional fund inflows.</li></ul>

The Industrial Sector has ranked among the five strongest performing global Sectors in the YTD, with gains extending to the Asia Pacific.Last week the 20 stocks booked S$34 million of net institutional inflow, reducing their combined YTD net institutional outflow to S$55 million.Singapore’s 20 most traded Industrial stocks have booked net institutional fund outflows of S$54.5 million over the past 20 weeks, however last week saw S$33.6 million of net institutional fund inflows.

Industrial Sector Recently Led by Marco Polo Marine, YZJSH & SIA 

Singapore

SIA Engineering Company provides aircraft maintenance, repair, and overhaul (MRO) services, encompassing airframe, line, cabin, fleet management, components, and engines. It is a major MRO provider in the Asia-Pacific region, offering comprehensive solutions to international airlines and aerospace companies. The company is headquartered in Singapore and was incorporated in 1982.

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SIA Engineering Company (SIE SP)

SIA Engineering Co. Ltd. (SIE SP/ S59.SI): Maintain Strength Amidst Flight Recovery.

SIAEC saw total flights handled by the company’s line maintenance business reaching 95% of pre-COVID level as of September 2024.

KGI Securities

SIA Engineering resumes buybacks after reporting H1 FY2025 results

Over the five trading sessions from Nov 1 to 7, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of...

Singapore Exchange Ltd (SGX)

SIA Engineering Co. Ltd. - Capturing the Resurgence of Flight Activities

Flight recovery to boost MRO serv ices and activities . Global air travel has been rebounding, approaching pre -pandemic levels as restrictions ease

KGI Securities

Tourism & Hospitality stocks poised to benefit from F1 and large scale events in coming months

Singapore received over 9 million tourist arrivals from the start of 2023 to end August, a 204.5% year-on-year increase. The 10 most actively...

Singapore Exchange Ltd (SGX)

Industrial Sector Recently Led by Marco Polo Marine, YZJSH & SIA

The Industrial Sector has ranked among the five strongest performing global Sectors in the YTD, with gains extending to the Asia Pacific. Last...

Singapore Exchange Ltd (SGX)

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