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.

Thematic (Sector/Industry)

<ul>
<li><strong>The 25 largest capitalised Real Estate stocks that reported more than 80% of their revenue to Singapore based on Annual Reports, maintain an average market cap of S$3.0 billion, ranging from S$7.5 billion for A-REIT to S$718 million for Hong Fok Corp.</strong></li>
<li>
<strong>After strong performances in 2017, when all 25 stocks gained &amp; averaged a 28.5% total return, 18 of the 25 stocks declined over the first seven weeks of 2018, with average YTD price declines at 2.7%. Dividends have provided some offset, with Trusts</strong>…</li>
</ul>


The 25 largest capitalised Real Estate stocks that reported more than 80% of their revenue to Singapore based on Annual Reports, maintain an average market cap of S$3.0 billion, ranging from S$7.5 billion for A-REIT to S$718 million for Hong Fok Corp.

After strong performances in 2017, when all 25 stocks gained &amp; averaged a 28.5% total return, 18 of the 25 stocks declined over the first seven weeks of 2018, with average YTD price declines at 2.7%. Dividends have provided some offset, with Trusts…


Recent Highlights of Singapore-Focused Real Estate Stocks

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December Quarter Earnings of Four Largest Industrial REITs

Singapore Property Analyst

Anni Kum

<p>According to the annual publication “Emerging Trends in Real Estate ®Asia Pacific 2018”, undertaken by ULI/PWC, Sydney ranks first in terms of investment prospects, followed by Melbourne. Both cities are mature markets with high-quality core assets (office), favourable demand/supply dynamics supporting strong rental growth over three years, and relatively good yields. As it becomes incredibly challenging to acquire high-quality office assets in the CBD, many investors are now willing to pursue…</p>

According to the annual publication “Emerging Trends in Real Estate ®Asia Pacific 2018”, undertaken by ULI/PWC, Sydney ranks first in terms of investment prospects, followed by Melbourne. Both cities are mature markets with high-quality core assets (office), favourable demand/supply dynamics supporting strong rental growth over three years, and relatively good yields. As it becomes incredibly challenging to acquire high-quality office assets in the CBD, many investors are now willing to pursue…

Latest Buzzwords in the Top Trends in APAC Real Estate: Australia, Logistics, Suburban Office, M&A

Venture, Yangzijiang & Keppel Corp Led STI’s Early 2018 Gains

Real Estate, General Equities

Will Tan

<div class="content-highlight"><p>Towards the end of 2017, there are acquisitions signed notably i) <a href="https://www.smartkarma.com/entities/1670" target="_blank" data-smartkarma-citation="entities:1670:1">Frasers Centrepoint Ltd (FCL SP)</a>'s acquisition of a portfolio of 6 logistics cross-dock facilities in Germany for EUR247m as well as ii) <a href="https://www.smartkarma.com/entities/55" target="_blank" data-smartkarma-citation="entities:55:1">Capitaland Ltd (CAPL SP)</a> and <a href="https://www.smartkarma.com/entities/11675" target="_blank" data-smartkarma-citation="entities:11675:1">Lum Chang Holdings Ltd (LCH SP)</a> JV acquisition of German office building in Frankfurt for EUR$234.3m. These deals trail <a href="https://www.smartkarma.com/entities/2894" target="_blank" data-smartkarma-citation="entities:2894:1">Global Logistic Properties Ltd (GLP SP)</a>'s <a href="https://www.reuters.com/article/us-glp-m-a-gazelle/global-logistic-properties-buys-european-logistics-firm-for-2-8-billion-idUSKCN1C7001" target="_blank">recent acquisition of European logistics platform Gazeley for about $2.8 billion</a> and reflect market…</p></div>

Towards the end of 2017, there are acquisitions signed notably i) Frasers Centrepoint Ltd (FCL SP)'s acquisition of a portfolio of 6 logistics cross-dock facilities in Germany for EUR247m as well as ii) Capitaland Ltd (CAPL SP) and Lum Chang Holdings Ltd (LCH SP) JV acquisition of German office building in Frankfurt for EUR$234.3m. These deals trail Global Logistic Properties Ltd (GLP SP)'s recent acquisition of European logistics platform Gazeley for about $2.8 billion and reflect market…

Takeaways from FCL's Germany Logistics Portfolio Acquisition and Thoughts on S-REIT Implications

Singapore

CapitaLand Ascendas REIT is an industrial real estate investment trust. The Trust invests in business and science park properties, integrated development, amenities, and retail (IDAR) properties, high-specifications industrial properties and data centers, light industrial and flatted factories, and logistics and distribution centers.

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CapitaLand Ascendas REIT (CLAR SP)

Recent Highlights of Singapore-Focused Real Estate Stocks

The 25 largest capitalised Real Estate stocks that reported more than 80% of their revenue to Singapore based on Annual Reports, maintain an...

Singapore Exchange Ltd (SGX)

December Quarter Earnings of Four Largest Industrial REITs

Singapore Exchange Ltd (SGX)

Latest Buzzwords in the Top Trends in APAC Real Estate: Australia, Logistics, Suburban Office, M&A

According to the annual publication “Emerging Trends in Real Estate ®Asia Pacific 2018”, undertaken by ULI/PWC, Sydney ranks first in terms of...

Anni Kum

Venture, Yangzijiang & Keppel Corp Led STI’s Early 2018 Gains

Singapore Exchange Ltd (SGX)

Takeaways from FCL's Germany Logistics Portfolio Acquisition and Thoughts on S-REIT Implications

Towards the end of 2017, there are acquisitions signed notably i) Frasers Centrepoint Ltd (FCL SP)'s acquisition of a portfolio of 6 logistics...

Will Tan

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Market Cap (USDm)

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