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>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>Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and Sembcorp Industries led the net institutional inflow for the five sessions.</li><li>SIA Engineering Company bought back 148,100 shares at an average price of S$2.50 per share while Valuetronics Holdings bought back 320,000 shares at an average price of S$0.54 per share.</li></ul>

Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and Sembcorp Industries led the net institutional inflow for the five sessions.SIA Engineering Company bought back 148,100 shares at an average price of S$2.50 per share while Valuetronics Holdings bought back 320,000 shares at an average price of S$0.54 per share.

OCBC leads net fund inflows; JB Foods’ Goh Lee Beng increases stake

<ul><li>Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96 million of net outflow.</li><li>On Jan 12, Marco Polo Marine Group chief executive officer (CEO) Sean Lee Yun Feng acquired 2.5 million shares of the marine logistic group for a consideration of S$100,000.</li></ul>

Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96 million of net outflow.On Jan 12, Marco Polo Marine Group chief executive officer (CEO) Sean Lee Yun Feng acquired 2.5 million shares of the marine logistic group for a consideration of S$100,000.

<ul><li>Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.</li><li>The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.</li><li>The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.</li></ul>

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.

20 Stocks with Most Net Insti Inflow Returned 35% YTD

Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

<ul><li><a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">CapitaLand Investment (CLI SP)</a> 1H22 operating PATMI +31% YoY; REIB and Lodging mgmt. business shine brighter</li><li><a href="https://www.smartkarma.com/entities/city-developments-ltd" target="_blank" data-smartkarma-citation="entities:57" rel="noopener">City Developments (CIT SP)</a> 1H22 core PATMI returned to black; Boosted by recovering hospitality segment</li><li>Condo resale prices rose 1.2% MoM in Jul22; Volumes dipped by 6.7% MoM</li></ul>

CapitaLand Investment (CLI SP) 1H22 operating PATMI +31% YoY; REIB and Lodging mgmt. business shine brighterCity Developments (CIT SP) 1H22 core PATMI returned to black; Boosted by recovering hospitality segmentCondo resale prices rose 1.2% MoM in Jul22; Volumes dipped by 6.7% MoM

ASEAN Builder's Scoop (11Aug22) - CLI Lodging and REIB Shines Brighter

Singapore

UOL Group Limited is a property company. The Company has a diversified portfolio of development and investment properties, hotels, and serviced suites. UOL Group, through its subsidiary owns a portfolio of commercial assets and hotels. UOL Group operates in Asia, Oceania, and North America.

Frasers Property Limited provides real estate ownership and development services. The Company engages in the development of land, housing projects, apartments, as well as commercial, industrial, and retail properties. Frasers Property serves customers globally.

Singapore Land Group Limited operates as a real estate company. The Company develops and invests in properties, and provides property management, information technology, development management and consultancy services, as well as trades in computers and related products, and invests in hotels and retail centers. Singapore Land Group serves clients in Singapore.

Ascendas India Trust is a business trust that invests in real estate. The trust acquires, owns, and develops land for business use.

GuocoLand Limited is a regional property company with operations in Singapore, China, Malaysia and Vietnam. Headquartered in Singapore, the principal business activities of GuocoLand and its subsidiaries (“the Group”) are property development, property investment, hotel operations and property management.

Ho Bee Land Limited develops and invests in real estate properties in Singapore and United Kingdom.  The Company also operates hotels.

Wing Tai Holdings Limited is an investment holding company whose subsidiaries invest in and develop properties, manufacture woven labels, and trade garments and architectural products and accessories.  The Company also provides management services and operates restaurants.

First Sponsor Group Limited, an investment holding company, is engaged in the property development and investment activities primarily in the People's Republic of China. Its properties include residential and commercial properties.

Yanlord Land Group Ltd is a real estate development company. The Company develops high-end residential property projects in the Peoples Republic of China.

Bukit Sembawang Estates Limited, through its subsidiaries, operates in property development, property mortgage financing, and the holding of properties and investments. The Company provides residential property development throughout Singapore.

Hang Lung Properties Limited, through its subsidiaries, invests in, develops, and manages properties. The Company also manages parking lots. Hang Lung Properties serves customers in Hong Kong.

AEON Mall Co., Ltd. develops, manages, and maintains large-scale shopping malls throughout Japan. The Company develops shopping malls, rent the space, manages and maintains the shopping malls.

Highwealth Construction Corp. develops and sells residential and commercial buildings which are constructed by independent construction contractors.

Brigade Enterprises Limited operates as a real estate development company. The Company focuses on the development of residential, commercial, and hospitality properties.

Shanghai Zhangjiang Hi-Tech Park Development Co.,Ltd. operates real estate development businesses. The Company provides new industry properties development, housing renovation, real estate sales, real estate rental, and other services. Shanghai Zhangjiang Hi-Tech Park Development also offers construction investment, hospitality operation, and other services.

Ruentex Development Co., Ltd. develops, sells, and leases residential and commercial buildings which are constructed by independent contractors.

China World Trade Center Co., Ltd. provides real estate services. The Company operates office building leasing business, shopping mall leasing business, apartment leasing business, hotel management business, and other related businesses. China World Trade Center offers services in China.

Tokyo Tatemono Co., Ltd. develops, sells, and leases commercial buildings, condominiums, and houses.   The Company also develops and manages hotels, vacation houses, leisure facilities, and resort places.

C&D International Investment Group Limited is a green building property development and management company based in Hong Kong.

Hangzhou Binjiang Real Estate Group Co., Ltd. develops and sells real estate properties. The Company also manages and operates hotels.

Hangzhou Binjiang Real Estate Grp (002244 CH)

City Developments Limited is a property developer and owner. The Company, through its subsidiaries, are principally engaged in the investment of properties and shares, property management, project management and the provision of consultancy services, hospitality-related information technology, and procurement services. City Developments has a global presence.

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City Developments (CIT SP)

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)

OCBC leads net fund inflows; JB Foods’ Goh Lee Beng increases stake

Inside Insights - Share buybacks by primary-listed companies OCBC, Singapore Technologies Engineering, Venture Corporation, City Developments and...

Singapore Exchange Ltd (SGX)

Sean Lee Adds to Marco Polo Marine Stake

Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96...

Singapore Exchange Ltd (SGX)

20 Stocks with Most Net Insti Inflow Returned 35% YTD

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec. The 20 stocks currently...

Singapore Exchange Ltd (SGX)

ASEAN Builder's Scoop (11Aug22) - CLI Lodging and REIB Shines Brighter

CIT boosted by recovering hospitality; Condo resale price +1.2% MoM in Jul22; RLC sustained recovery; GTCAP-Nomura RE launches JV firm in Phils

SCCM Asia Research

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