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>Banks lead Q3 2023 net institutional inflow INSTITUTIONS were again net buyers of Singapore stocks over the five trading sessions through to Oct 5, with S$100 million of net institutional inflow, and 24 primary-listed companies conducting buybacks with a total consideration of S$38.5 million.</li><li>ComfortDelGro saw S$71 million of net institutional fund inflow in Q3 2023, after booking S$44 million of net institutional fund outflow in H1 2023.</li></ul>

Banks lead Q3 2023 net institutional inflow INSTITUTIONS were again net buyers of Singapore stocks over the five trading sessions through to Oct 5, with S$100 million of net institutional inflow, and 24 primary-listed companies conducting buybacks with a total consideration of S$38.5 million.ComfortDelGro saw S$71 million of net institutional fund inflow in Q3 2023, after booking S$44 million of net institutional fund outflow in H1 2023.

Banks lead Q3 2023 net institutional inflow

<ul><li>Share buybacks by primary listed companies 28 Jul - 3 Aug 2023 Stocks that booked the highest net institutional outflow over the five sessions included Singapore Airlines, Frasers Logistics & Commercial Trust, Genting Singapore, Jardine Matheson, CapitaLand Investment, Venture Corporation, Mapletree Pan Asia Commercial Trust, Suntec Reit and Sheng Siong Group.</li><li>There were four primary-listed companies conducting share buybacks over the five trading sessions through to Aug 3 with a total consideration of S$11.4 million.</li></ul>

Share buybacks by primary listed companies 28 Jul - 3 Aug 2023 Stocks that booked the highest net institutional outflow over the five sessions included Singapore Airlines, Frasers Logistics & Commercial Trust, Genting Singapore, Jardine Matheson, CapitaLand Investment, Venture Corporation, Mapletree Pan Asia Commercial Trust, Suntec Reit and Sheng Siong Group.There were four primary-listed companies conducting share buybacks over the five trading sessions through to Aug 3 with a total consideration of S$11.4 million.

Jardine C&C MD Ben Birks acquires more shares following H1 FY23 earnings report

<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>Sam Goi adds to Envictus and JB Foods stakes For the five trading sessions that spanned Mar 10 to Mar 16, the Straits Times Index declined 8 per cent with the Hang Seng Index declining 3.9 per cent and the FTSE Bursa Malaysia KLCI declining 3.7 per cent.</li><li>On Mar 14, Goi also acquired 41,400 shares of JB Foods : BEW 0% at S$0.52 per share.</li></ul>

Sam Goi adds to Envictus and JB Foods stakes For the five trading sessions that spanned Mar 10 to Mar 16, the Straits Times Index declined 8 per cent with the Hang Seng Index declining 3.9 per cent and the FTSE Bursa Malaysia KLCI declining 3.7 per cent.On Mar 14, Goi also acquired 41,400 shares of JB Foods : BEW 0% at S$0.52 per share.

Sam Goi Adds to Envictus & JB Foods Stakes

<ul><li>The past six sessions (10-17 March) have seen the STI trade below 3,200, with a 105-point range for the STI in rangebound choppy trading conditions.</li><li>The six sessions saw the Singapore stock market book net institutional outflows of S$133 million and net retail inflows of S$334 million.</li><li>Over the past six sessions, retail have been net buyers of Singapore stocks, with net retail inflows totaling S$334 million.</li></ul>

The past six sessions (10-17 March) have seen the STI trade below 3,200, with a 105-point range for the STI in rangebound choppy trading conditions.The six sessions saw the Singapore stock market book net institutional outflows of S$133 million and net retail inflows of S$334 million.Over the past six sessions, retail have been net buyers of Singapore stocks, with net retail inflows totaling S$334 million.

Singapore stocks book S$334M Retail inflows as STI trades below 3,200

China

Yangzijiang Shipbuilding is a large conglomerate primarily engaged in shipbuilding and offshore engineering, producing a broad range of commercial vessels including containerships, bulk carriers, oil tankers, and LNG/gas carriers. The company also provides ship repairing services, manufactures large-scale steel structures, and offers ship design services. It was founded in 1956 and is headquartered in Jingjiang, China.

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Yangzijiang Shipbuilding (YZJSGD SP)

Banks lead Q3 2023 net institutional inflow

Banks lead Q3 2023 net institutional inflow INSTITUTIONS were again net buyers of Singapore stocks over the five trading sessions through to Oct...

Singapore Exchange Ltd (SGX)

Jardine C&C MD Ben Birks acquires more shares following H1 FY23 earnings report

Share buybacks by primary listed companies 28 Jul - 3 Aug 2023 Stocks that booked the highest net institutional outflow over the five sessions...

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)

Sam Goi Adds to Envictus & JB Foods Stakes

Sam Goi adds to Envictus and JB Foods stakes For the five trading sessions that spanned Mar 10 to Mar 16, the Straits Times Index declined 8 per...

Singapore Exchange Ltd (SGX)

Singapore stocks book S$334M Retail inflows as STI trades below 3,200

The past six sessions (10-17 March) have seen the STI trade below 3,200, with a 105-point range for the STI in rangebound choppy trading...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)