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.

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Sector Plays in a Rising Interest Rate Environment

SGX’s 20 Biggest China-Related Enterprises Returned 39.8% in YTD

China-Focused Materials Stocks Led Sector’s YTD Gains

20 Largest China Plays Returned 27% in the YTD

Thematic (Sector/Industry)

<ul>
<li><strong>SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD.</strong></li>
<li>
<strong>Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks</strong>…</li>
</ul>


SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold mining stocks. These 11 stocks are at different stages in the exploration, development, production cycle and have averaged a 19.0% gain in 2017 YTD.

Of the three segments, mining industrial minerals has been the strongest performer in the 2017 YTD with an average 30.4% gain, led Alliance Minerals Assets. Coal was the next best performer with the four stocks…


Average 19% YTD Gain in Key Mining Stocks

Singapore

PNE Micron Holdings Limited manufactures and sells perforated materials, speaker nets and other metal components.  The Group also provides electro-deposition (ED) coating services to the consumer electronics and micro-motors industries. PNE Micron designs and manufactures tools and dies.

Chemical Industries (Far East) Limited manufactures and sells chemicals. The Company's products include chlorine, zinc chloride and chemicals for the offshore oil producing industry. The Company also trades chemicals, develops and invests in properties, and distributes cleaning fluids, lubricants, and industrial maintenance chemicals.

Jiutian Chemical Group Ltd. manufactures chemicals.  The Company produces and sells methanol, methylamine, dimethylformamide and gas.

Fabchem China Ltd. manufactures explosives.  The Company produces explosive devices, initiators, and detonators for the mining, energy exploration, and construction industries.

Samurai 2K Aerosol Limited provides building products and construction materials. The Company serves customers in Singapore.

AP Oil International Limited operates as a petroleum wholesalers. The Company distributes a range of lubricating oils and fluids and specialty chemicals for industrial, automotive, and marine applications. AP Oil International serves customers in Asia.

AnnAik Limited manufactures stainless steel flanges and distributes stainless steel products.  The Company also provides engineering construction services.

Anchun International Holdings Ltd. is an integrated chemical systems engineering and technology solutions provider to the PRC petrochemical and chemical industries. The Company specializes in the technological design and manufacture of production system mainly for manufacturers of ammonia and methanol-based products.

NSL Ltd. manufactures construction materials and chemicals, and markets engineering products and services.  The Company manufactures and trades lime, industrial chemicals and spreader cranes, provides environmental and engineering services, building products and services, and engages in property and resort development.

Avarga Limited operates as an investment holding company. The Company, through its subsidiaries, focuses on paper manufacturing, power generation, and building materials distribution. Avarga also recycles corrugated cartons, newspapers, magazines, office waste, and any other printed paper material. Avarga serves customers worldwide.

Ocean Plastics Co., Ltd. manufactures and markets plastic products.  The Company's main products include Polyvinyl Chloride (PVC) sheets, PVC powder, PVC plates, PVC leather, PVC pipes, and Polyurethane (PU) synthetic leather.

Wonik Materials Company Ltd. supplies high purity specialty gases. The Company offers mixture and pure gas, as well as stock sale gases and cylinders products. Wonik Materials serves the semiconductor, flat panel display, and light emitting diode sectors worldwide.

Hodogaya Chemical CO., Ltd. manufactures various types of chemicals such as dyes, intermediates, and resins.  The Company markets its products in Southeast Asia, North America, and Europe, as well as in Japan.

Hokko Chemical Industry Co., Ltd. produces and markets mainly agrochemicals and other fine chemical products.  The Company's other products include materials for electronic components and photoresist.

Jubilant Industries Ltd. is a diversified company. The Company's diversified portfolio includes a wide range of crop nutrition, crop growth and crop protection agri products and performance polymers products comprising consumer products like adhesives, wood finishes; application polymers like emulsion polymers, food polymers and latex such as Vinyl Pyridine, SBR and NBR latex.

Ciwen Media Co Ltd invests, produces and distributes films and television programs.

Namhae Chemical Corporation produces a variety of chemical products.  The Company specializes in producing agricultural chemicals, such as urea, phosphatic and compound fertilizers.  Namhae Chemical also produces other chemical products such as ammonia, sulfuric acid and phosphoric acid and operates gasoline stations.

Panama Petrochem Limited manufactures and exports petroleum specialty products. The Company markets its products to inks and resins, textiles, rubber, pharmaceuticals, cosmetics, and cable manufacturers.

Guangdong Silver Age Sci & Tech Co., Ltd. develops, produces and sells modified plastics, and provides related technical services.  The Company's main products include fuel resistance materials, weathering materials, toughening materials, plastic alloy materials and environmental protection durable materials.

Ho Tung Chemical Corp. manufactures and markets chemical products, including Normal Paraffin, the ingredient for cleansers.  The Company also operates gasoline stations in Taiwan.

China Sunsine Chemical Holdings Limited produces rubber chemicals, primarily rubber accelerators and other related rubber chemicals such as anti-scorching agents.

China Sunsine Chemical Holdings Ltd (CSSC SP)

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Sector Plays in a Rising Interest Rate Environment

Singapore Exchange Ltd (SGX)

SGX’s 20 Biggest China-Related Enterprises Returned 39.8% in YTD

Singapore Exchange Ltd (SGX)

China-Focused Materials Stocks Led Sector’s YTD Gains

Singapore Exchange Ltd (SGX)

20 Largest China Plays Returned 27% in the YTD

Singapore Exchange Ltd (SGX)

Average 19% YTD Gain in Key Mining Stocks

SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...

Singapore Exchange Ltd (SGX)