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>REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year to date till Jun 8, slightly underperforming the iEdge S-Reit Index which gained 0.8 per cent.</li><li>Aside from Keppel DC Reit, STI constituents – Mapletree Industrial Trust and CapitaLand Ascendas Reit also have exposure to Singapore data centres.</li></ul>

REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year to date till Jun 8, slightly underperforming the iEdge S-Reit Index which gained 0.8 per cent.Aside from Keppel DC Reit, STI constituents – Mapletree Industrial Trust and CapitaLand Ascendas Reit also have exposure to Singapore data centres.

REIT Watch – S-Reits in STI and its reserve list gain 4% this year

<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>Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to receive up to 14 million international visitors this year, more than double the 6.3 million recorded in 2022.</li><li>Mapletree Pan Asia Commercial Trust’s VivoCity Mall reported that its Q3 FY22/23 sales continued to exceed pre-pandemic levels, with shopper traffic and tenant sales growing 50.5 per cent and 38.5 per cent yoy, respectively.</li></ul>

Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to receive up to 14 million international visitors this year, more than double the 6.3 million recorded in 2022.Mapletree Pan Asia Commercial Trust’s VivoCity Mall reported that its Q3 FY22/23 sales continued to exceed pre-pandemic levels, with shopper traffic and tenant sales growing 50.5 per cent and 38.5 per cent yoy, respectively.

REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost

<ul><li>REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to receive up to 14 million international visitors this year, more than double the 6.3 million recorded in 2022.</li><li>Frasers Centrepoint Trust reported that shopper traffic and tenant sales in Q1 FY23 remained robust and grew 38.3 per cent and 13.4 per cent yoy, respectively.</li></ul>

REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to receive up to 14 million international visitors this year, more than double the 6.3 million recorded in 2022.Frasers Centrepoint Trust reported that shopper traffic and tenant sales in Q1 FY23 remained robust and grew 38.3 per cent and 13.4 per cent yoy, respectively.

<ul><li>S-Reits see resilience in diversification As Singapore Reits and property trusts continue to diversify in terms of asset mix, diversified S-Reits now make up the largest sub-segment of the sector.</li><li>Today, there are nine diversified S-Reits, making up almost a quarter of the total number of S-Reits.</li></ul>

S-Reits see resilience in diversification As Singapore Reits and property trusts continue to diversify in terms of asset mix, diversified S-Reits now make up the largest sub-segment of the sector.Today, there are nine diversified S-Reits, making up almost a quarter of the total number of S-Reits.

REIT Watch - S-Reits see resilience in diversification

Singapore

Suntec Real Estate Investment Trust is a commercial real estate investment trust. The Trust invests in income-producing real estate that is primarily used for retail and/or office purposes.

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Suntec REIT (SUN SP)

REIT Watch – S-Reits in STI and its reserve list gain 4% this year

REIT Watch – S-Reits in STI and its reserve list gain 4% this year The Straits Times Index (STI) gained 0.6 per cent in total returns for the year...

Singapore Exchange Ltd (SGX)

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)

REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost

Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to receive up to 14...

Singapore Exchange Ltd (SGX)

REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost

REIT Watch – Retail S-REITs’ metrics surpass pre-Covid; poised to benefit from tourism boost The Singapore Tourism Board expects the nation to...

Singapore Exchange Ltd (SGX)

REIT Watch - S-Reits see resilience in diversification

S-Reits see resilience in diversification As Singapore Reits and property trusts continue to diversify in terms of asset mix, diversified S-Reits...

Singapore Exchange Ltd (SGX)

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