Freelance Research Analyst

Tay Hock Meng

Thematic (Sector/Industry)

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate sentiment index for 4Q2015 suggests that most developers are gradually turning pessimistic about the overall health of the real estate market in Singapore. The nine quarters of property cooling measures since 3Q2013 have a taken a toll on their overall sentiments, be it, to continue investing in the Singapore real estate market, or give up on any hope that the government will soon loosen the noose around the property cooling measures they have put in place since 2010.

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate sentiment index for 4Q2015 suggests that most developers are gradually turning pessimistic about the overall health of the real estate market in Singapore. The nine quarters of property cooling measures since 3Q2013 have a taken a toll on their overall sentiments, be it, to continue investing in the Singapore real estate market, or give up on any hope that the government will soon loosen the noose around the property cooling measures they have put in place since 2010.

Developers' Sentiments Turned South, Says NUS-Redas

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016 with a rise of 9.4% quarter-on-quarter (qoq) in pipeline supply to 10.69 million sq ft coming in during 4Q2015 and perhaps more in 2016. If any of Insight providers are users of Bloomberg, you might have come across the “Gadfly” article by Andy Mukherjee this week that talked about how developers have outgrown their development of office spaces in Singapore without thinking about any possibility of global economic slowdown ahead.

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016 with a rise of 9.4% quarter-on-quarter (qoq) in pipeline supply to 10.69 million sq ft coming in during 4Q2015 and perhaps more in 2016. If any of Insight providers are users of Bloomberg, you might have come across the “Gadfly” article by Andy Mukherjee this week that talked about how developers have outgrown their development of office spaces in Singapore without thinking about any possibility of global economic slowdown ahead.

Gloomy Forecast Ahead for Office Property Sector in Singapore

Head of Digital Services at Singapore Post Ltd, Singapore Post Limited

Bernard Leong

Head of Digital Services at Singapore Post Ltd

Singapore Post Limited

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their current business model in a controlled pace.&nbsp;The trick lies in capital allocation and separation of the products/services moving towards both ends. Digital products often require high cost of acquisition contrary to perception by businesses that it is cheaper against traditional channels.

Digital disruption bifurcates traditional market segmentation

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>Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price.</li><li>CSE Global led 2H25 net institutional inflows with S$47.5 million, achieving a 70% total return.</li><li>Addvalue Technologies recorded a 207% price gain in 2H25, with S$5.2 million net institutional inflow.</li></ul>

Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price.CSE Global led 2H25 net institutional inflows with S$47.5 million, achieving a 70% total return.Addvalue Technologies recorded a 207% price gain in 2H25, with S$5.2 million net institutional inflow.

New FTSE ST All-Share Index Inclusion and Recent Institutional Inflow Highlights 

<ul><li>Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying.</li><li>Marco Polo Marine secured S$100 million in ship chartering contracts and expanded its fleet with new vessels.</li><li>Frencken Group focuses on sustainable expansion with new manufacturing facilities and aims to boost semiconductor competitiveness by 2027.</li></ul>

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying.Marco Polo Marine secured S$100 million in ship chartering contracts and expanded its fleet with new vessels.Frencken Group focuses on sustainable expansion with new manufacturing facilities and aims to boost semiconductor competitiveness by 2027.

Institutions Chalk Up S$480M in Net Buying in Early October

Singapore

Venture Corporation is a leading global provider of technology services, products, and solutions, offering capabilities in research and development, product industrialization, advanced manufacturing, and supply chain management. The company serves diverse technology domains such as life sciences, MedTech, lifestyle and wellness, smart industrial, and next-gen communications. Headquartered in Singapore, Venture Corporation was established in 1989.

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Venture Corporation (VMS SP)

Developers' Sentiments Turned South, Says NUS-Redas

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate...

Tay Hock Meng

Gloomy Forecast Ahead for Office Property Sector in Singapore

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016...

Tay Hock Meng

Digital disruption bifurcates traditional market segmentation

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...

Bernard Leong

Institutions Chalk Up S$480M in Net Buying in Early October

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying. Marco Polo Marine...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Developers' Sentiments Turned South, Says NUS-Redas

The latest reading of the National University of Singapore (NUS) and Real Estate Developers Association of Singapore (NUS-Redas) real estate...

Tay Hock Meng

Gloomy Forecast Ahead for Office Property Sector in Singapore

The latest Urban Redevelopment Authority (URA) final statistics for the office property sector for 2015 looks set to be another bummer for 2016...

Tay Hock Meng

Digital disruption bifurcates traditional market segmentation

How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...

Bernard Leong

New FTSE ST All-Share Index Inclusion and Recent Institutional Inflow Highlights

Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price. CSE Global led 2H25 net institutional inflows with...

Singapore Exchange Ltd (SGX)

Institutions Chalk Up S$480M in Net Buying in Early October

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying. Marco Polo Marine...

Singapore Exchange Ltd (SGX)