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>On the move in early July, the STI posted a 2.1% decline during the first week, and a 3.5% gain the following week.</li><li>STI stocks that posted gains over each of the two weeks included UOL, SATS, Singapore Airlines and City Developments.</li><li>Among the 100 most traded Singapore- listed stocks this year, there were another 17 stocks that posted gains in each of the first two weeks of July, with one-third of these stocks representing the Industrials Sector: Acesian Partners, SingPost, ComfortDelGro, Dyna-Mac and Samudera Shipping, in addition to the aforementioned Singapore Airlines and SATS.</li></ul>

On the move in early July, the STI posted a 2.1% decline during the first week, and a 3.5% gain the following week.STI stocks that posted gains over each of the two weeks included UOL, SATS, Singapore Airlines and City Developments.Among the 100 most traded Singapore- listed stocks this year, there were another 17 stocks that posted gains in each of the first two weeks of July, with one-third of these stocks representing the Industrials Sector: Acesian Partners, SingPost, ComfortDelGro, Dyna-Mac and Samudera Shipping, in addition to the aforementioned Singapore Airlines and SATS.

<ul><li>Singapore’s visitor arrivals surpassed 1 million in April 2023, the highest in a month since the pandemic, bringing the total number of visitor arrivals to over 4 million in the year-to-date (YTD).</li><li>The 10 stocks booked net institutional inflows of S$186.7 million, while the broader Singapore stock market recorded over S$2.3 billion of net institutional outflows.</li><li>In the YTD ending 18 May 2023, Genting booked the highest net institutional inflows across the Singapore stock market.</li></ul>

Singapore’s visitor arrivals surpassed 1 million in April 2023, the highest in a month since the pandemic, bringing the total number of visitor arrivals to over 4 million in the year-to-date (YTD).The 10 stocks booked net institutional inflows of S$186.7 million, while the broader Singapore stock market recorded over S$2.3 billion of net institutional outflows.In the YTD ending 18 May 2023, Genting booked the highest net institutional inflows across the Singapore stock market.

Tourism and Hospitality Stocks Benefit from Recovery Momentum

<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 

<ul><li>Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17, with S$139 million of net inflows.</li><li>On Nov 16, Dyna-Mac Holdings executive director and chief executive officer Lim Ah Cheng acquired 500,000 shares of the company at S$0.188 per share.</li></ul>

Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17, with S$139 million of net inflows.On Nov 16, Dyna-Mac Holdings executive director and chief executive officer Lim Ah Cheng acquired 500,000 shares of the company at S$0.188 per share.

Dyna-Mac CEO adds to stake at S$0.188 per share

<ul><li>Following the broad downtrend that gripped global stocks in 1H22, most benchmarks have posted partial recoveries over the first seven weeks of 2H22.</li><li>However, the uneven global growth outlook has seen China stocks (as gauged by the FTSE China A50 Index) further decline by 10%, following the 6% decline in 1H22.</li><li>Growth, inflation, and the inflationary impact on growth has carried an uneven impact on global economic sectors and by extension sectors and industries in 1H22.</li></ul>

Following the broad downtrend that gripped global stocks in 1H22, most benchmarks have posted partial recoveries over the first seven weeks of 2H22.However, the uneven global growth outlook has seen China stocks (as gauged by the FTSE China A50 Index) further decline by 10%, following the 6% decline in 1H22.Growth, inflation, and the inflationary impact on growth has carried an uneven impact on global economic sectors and by extension sectors and industries in 1H22.

Recent Stockmarket Moves and Challenges Ahead

Singapore

Singapore Airlines Limited provides air transportation, engineering, pilot training, air charter, and tour wholesaling services. The Company's airline operation covers Asia, Europe, the Americas, South West Pacific, and Africa.

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Singapore Airlines (SIA SP)

Biggest Movers on Recent STI Swings

On the move in early July, the STI posted a 2.1% decline during the first week, and a 3.5% gain the following week. STI stocks that posted gains...

Singapore Exchange Ltd (SGX)

Tourism and Hospitality Stocks Benefit from Recovery Momentum

Singapore’s visitor arrivals surpassed 1 million in April 2023, the highest in a month since the pandemic, bringing the total number of visitor...

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)

Recent Stockmarket Moves and Challenges Ahead

Following the broad downtrend that gripped global stocks in 1H22, most benchmarks have posted partial recoveries over the first seven weeks of...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Biggest Movers on Recent STI Swings

On the move in early July, the STI posted a 2.1% decline during the first week, and a 3.5% gain the following week. STI stocks that posted gains...

Singapore Exchange Ltd (SGX)

Tourism and Hospitality Stocks Benefit from Recovery Momentum

Singapore’s visitor arrivals surpassed 1 million in April 2023, the highest in a month since the pandemic, bringing the total number of visitor...

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)

Dyna-Mac CEO adds to stake at S$0.188 per share

Dyna-Mac CEO adds to stake at S$0.188 per share Overall, institutions were net buyers of Singapore stocks for the five sessions ending Nov 17,...

Singapore Exchange Ltd (SGX)

Recent Stockmarket Moves and Challenges Ahead

Following the broad downtrend that gripped global stocks in 1H22, most benchmarks have posted partial recoveries over the first seven weeks of...

Singapore Exchange Ltd (SGX)