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>Marco Polo Marine shifted focus to the offshore wind sector in Asia, achieving profitability with S$123.5 million revenue and S$21.7 million profit for 2024.</li><li>The company repurposed assets from offshore oil and gas to offshore wind, expanding operations in Taiwan, South Korea, and Japan.</li><li>Marco Polo Marine is enhancing its infrastructure with a new commissioning service operation vessel and a fourth drydock to support offshore wind projects.</li></ul>

Marco Polo Marine shifted focus to the offshore wind sector in Asia, achieving profitability with S$123.5 million revenue and S$21.7 million profit for 2024.The company repurposed assets from offshore oil and gas to offshore wind, expanding operations in Taiwan, South Korea, and Japan.Marco Polo Marine is enhancing its infrastructure with a new commissioning service operation vessel and a fourth drydock to support offshore wind projects.

kopi-C with Marco Polo Marine’s CEO: ‘We want to be an offshore wind leader in Asia’

<ul><li>Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price.</li><li>CSE Global led 2H25 net institutional inflows with S$47.5 million, achieving a 70% total return.</li><li>Addvalue Technologies recorded a 207% price gain in 2H25, with S$5.2 million net institutional inflow.</li></ul>

Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price.CSE Global led 2H25 net institutional inflows with S$47.5 million, achieving a 70% total return.Addvalue Technologies recorded a 207% price gain in 2H25, with S$5.2 million net institutional inflow.

New FTSE ST All-Share Index Inclusion and Recent Institutional Inflow Highlights 

<ul><li>Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying.</li><li>Marco Polo Marine secured S$100 million in ship chartering contracts and expanded its fleet with new vessels.</li><li>Frencken Group focuses on sustainable expansion with new manufacturing facilities and aims to boost semiconductor competitiveness by 2027.</li></ul>

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying.Marco Polo Marine secured S$100 million in ship chartering contracts and expanded its fleet with new vessels.Frencken Group focuses on sustainable expansion with new manufacturing facilities and aims to boost semiconductor competitiveness by 2027.

Institutions Chalk Up S$480M in Net Buying in Early October

<ul><li>Institutions were net sellers of Singapore stocks from May 9 to May 15, with a net outflow of S$55 million.</li><li>Director transactions included acquisitions by executives in companies like Ho Bee Land, Wing Tai Holdings, and Federal International (2000).</li><li>Marco Polo Marine's revenue for 1HFY25 was S$52.7 million, with a gross margin improvement to 41.3 per cent.</li></ul>

Institutions were net sellers of Singapore stocks from May 9 to May 15, with a net outflow of S$55 million.Director transactions included acquisitions by executives in companies like Ho Bee Land, Wing Tai Holdings, and Federal International (2000).Marco Polo Marine's revenue for 1HFY25 was S$52.7 million, with a gross margin improvement to 41.3 per cent.

Directors in Developers & Maritime Stocks Elevating Interests

Singapore

Marco Polo Marine Limited is an integrated shipping company. The Company provides services that include ship chartering, ship building and repair, and brokering services.

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Marco Polo Marine (MPM SP)

kopi-C with Marco Polo Marine’s CEO: ‘We want to be an offshore wind leader in Asia’

Marco Polo Marine shifted focus to the offshore wind sector in Asia, achieving profitability with S$123.5 million revenue and S$21.7 million...

Singapore Exchange Ltd (SGX)

Company Spotlight: Marco Polo Marine

Company Spotlight: Marco Polo Marine

Singapore Exchange Ltd (SGX)

Institutions Chalk Up S$480M in Net Buying in Early October

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying. Marco Polo Marine...

Singapore Exchange Ltd (SGX)

Directors in Developers & Maritime Stocks Elevating Interests

Institutions were net sellers of Singapore stocks from May 9 to May 15, with a net outflow of S$55 million. Director transactions included...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

kopi-C with Marco Polo Marine’s CEO: ‘We want to be an offshore wind leader in Asia’

Marco Polo Marine shifted focus to the offshore wind sector in Asia, achieving profitability with S$123.5 million revenue and S$21.7 million...

Singapore Exchange Ltd (SGX)

Company Spotlight: Marco Polo Marine

Company Spotlight: Marco Polo Marine

Singapore Exchange Ltd (SGX)

New FTSE ST All-Share Index Inclusion and Recent Institutional Inflow Highlights

Yangzijiang Maritime Development closed Nov 21 at S$0.67, up 12% from its S$0.60 offer price. CSE Global led 2H25 net institutional inflows with...

Singapore Exchange Ltd (SGX)

Institutions Chalk Up S$480M in Net Buying in Early October

Institutions net bought S$481.3 million in Singapore stocks, with Marco Polo Marine and Frencken Group leading in net buying. Marco Polo Marine...

Singapore Exchange Ltd (SGX)

Directors in Developers & Maritime Stocks Elevating Interests

Institutions were net sellers of Singapore stocks from May 9 to May 15, with a net outflow of S$55 million. Director transactions included...

Singapore Exchange Ltd (SGX)