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

For architect Daniel Cerf, there are few things in life more enjoyable than appreciating a work of art. "It's all about you and the art piece - whether it's noticing the play of contrasts, or thinking about the elements in the composition, or feeling the range of emotions evoked by the artist," said the Chief Executive Officer of ARA Trust Management (Cache), which manages SGX-listed warehouse owner Cache Logistics Trust.
Unsurprisingly, Cerf, who has spent over three decades of his career in real estate investment and development as well as management consulting services, gets a high from innovative design.
"I get really excited when everything comes together perfectly and works well," said the architectural graduate from the University of Oklahoma.

For architect Daniel Cerf, there are few things in life more enjoyable than appreciating a work of art. "It's all about you and the art piece - whether it's noticing the play of contrasts, or thinking about the elements in the composition, or feeling the range of emotions evoked by the artist," said the Chief Executive Officer of ARA Trust Management (Cache), which manages SGX-listed warehouse owner Cache Logistics Trust.
Unsurprisingly, Cerf, who has spent over three decades of his career in real estate investment and development as well as management consulting services, gets a high from innovative design.
"I get really excited when everything comes together perfectly and works well," said the architectural graduate from the University of Oklahoma.

Cache Logistics Trust: Balancing Risks, Pursuing Growth

Singapore Property Analyst

Anni Kum

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/16035" target="_blank" data-smartkarma-citation="entities:16035:1">Mapletree Logistics Trust (MLT SP)</a> to acquire five modern logistics properties in one swoop at S$778 million from CWT Pte. Limited (unit of HNA Group). </li>
<li>Sizeable Singapore acquisition after a 4-year hiatus by MLT likely signals the logistics sector's recovery. </li>
<li>Acquisition expected to be DPU-accretive at 6.2% initial yield with potential upside from built-in annual rental escalation on SLB terms with WALE of over 8 years.</li>
<li>Current gearing level of 38% already one of the highest amongst…</li>
</ul>



Mapletree Logistics Trust (MLT SP) to acquire five modern logistics properties in one swoop at S$778 million from CWT Pte. Limited (unit of HNA Group). 
Sizeable Singapore acquisition after a 4-year hiatus by MLT likely signals the logistics sector's recovery. 
Acquisition expected to be DPU-accretive at 6.2% initial yield with potential upside from built-in annual rental escalation on SLB terms with WALE of over 8 years.
Current gearing level of 38% already one of the highest amongst…


Singapore REIT Talk (2-7 Jul 2018): Mapletree Logistics Trust to Beef up SG Portfolio

Singapore and emerging market real estate

Royston Foo

Top Singapore property news this week that you need to know.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/056/477/original/Stirling-Residences-crop.original.jpg?1530415507" class="editor-image img-responsive" data-smartkarma-image-id="56477"></figure><div class="content-caption">Stirling Residences - Opened for preview last weekend</div>Government Land Sales<a href="https://www.businesstimes.com.sg/real-estate/four-residential-sites-released-under-h1-2018-gls-programme" target="_blank">28th Jun 2018 - Four residential sites released under H1 2018 GLS programme</a><a href="https://www.businesstimes.com.sg/real-estate/singapore-government-keeps-pace-in-residential-land-supply-for-h2-2018" target="_blank">27th Jun 2018 - Singapore government keeps pace in residential land supply for H2 2018</a>Royston Foo: Supply of private housing from GLS sites for 2018 2H remains relatively unchanged from the supply in 2018 1H. A total of 6 sites have been put up in the Confirm List, yielding an estimated…

Top Singapore property news this week that you need to know.Stirling Residences - Opened for preview last weekendGovernment Land Sales28th Jun 2018 - Four residential sites released under H1 2018 GLS programme27th Jun 2018 - Singapore government keeps pace in residential land supply for H2 2018Royston Foo: Supply of private housing from GLS sites for 2018 2H remains relatively unchanged from the supply in 2018 1H. A total of 6 sites have been put up in the Confirm List, yielding an estimated…

Singapore Property Weekly Recap (23rd Jun to 29th Jun)

<a href="https://www.smartkarma.com/entities/1077" target="_blank" data-smartkarma-citation="entities:1077:1">Capitaland Commercial Trust (CCT SP)</a>: A revitalized portfolio taking shape. CCT continues its portfolio reconstitution with the divestment of Twenty Anson for S$516.0 million to an unknown third-party. The sale price translates to $2,503 psf based on the building's net lettable area ("NLA"). The sale consideration is 19.2% above its latest valuation of S$433.0 million and 20.0% higher than CCT’s purchase price of S$430.0 million in 2012, and translates to a net property yield of 2.7% based on…

Capitaland Commercial Trust (CCT SP): A revitalized portfolio taking shape. CCT continues its portfolio reconstitution with the divestment of Twenty Anson for S$516.0 million to an unknown third-party. The sale price translates to $2,503 psf based on the building's net lettable area ("NLA"). The sale consideration is 19.2% above its latest valuation of S$433.0 million and 20.0% higher than CCT’s purchase price of S$430.0 million in 2012, and translates to a net property yield of 2.7% based on…

Top Singapore property news this week that you need to know.The merger between ESR-REIT and Viva Industrial Trust has been the talk of the town for the week. Investors are now speculating which other industrial REITs might be next for a M&amp;A. Some names mentioned were Cache Logistics Trust, Soilbuild REIT, and Sabana REIT. During the week, Perennial announced the appointment of Kempinski Hotels to operate the hotel at Capitol Singapore and this could potentially mark the new beginning and…

Top Singapore property news this week that you need to know.The merger between ESR-REIT and Viva Industrial Trust has been the talk of the town for the week. Investors are now speculating which other industrial REITs might be next for a M&amp;A. Some names mentioned were Cache Logistics Trust, Soilbuild REIT, and Sabana REIT. During the week, Perennial announced the appointment of Kempinski Hotels to operate the hotel at Capitol Singapore and this could potentially mark the new beginning and…

Singapore Property Weekly Recap (18th May to 25th May 2018)

Singapore

ARA LOGOS Logistics Trust operates as a real estate investment trust. The Company invests in logistics warehouse properties. ARA LOGOS Logistics Trust serves customers in Singapore.

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ARA LOGOS (ALLT SP)

Cache Logistics Trust: Balancing Risks, Pursuing Growth

For architect Daniel Cerf, there are few things in life more enjoyable than appreciating a work of art. "It's all about you and the art piece -...

Singapore Exchange Ltd (SGX)

Singapore REIT Talk (2-7 Jul 2018): Mapletree Logistics Trust to Beef up SG Portfolio

Mapletree Logistics Trust (MLT SP) to acquire five modern logistics properties in one swoop at S$778 million from CWT Pte. Limited (unit of HNA...

Anni Kum

Singapore Property Weekly Recap (23rd Jun to 29th Jun)

Top Singapore property news this week that you need to know.Government Land Sales28th Jun 2018 - Four residential sites released under H1 2018 GLS...

Royston Foo

Singapore REIT Talk (25 - 30 Jun 2018)

Capitaland Commercial Trust (CCT SP): A revitalized portfolio taking shape. CCT continues its portfolio reconstitution with the divestment...

Anni Kum

Singapore Property Weekly Recap (18th May to 25th May 2018)

Top Singapore property news this week that you need to know.The merger between ESR-REIT and Viva Industrial Trust has been the talk of the town for...

Royston Foo

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)