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>Industry Associations see ongoing transformation of Singapore’s F&amp;B industry as manufacturers look towards innovation, growth, and internationalisation.</li>
<li>The 10 biggest Packaged Foods &amp; Meats stocks in Singapore have averaged a 12.6% total return in the year thus far. This compared to 10.1% for Asia Pacific’s biggest Packaged Foods &amp; Meats stocks and 8.9% for the world’s biggest Packaged Foods &amp; Meats stocks.</li>
<li>
<a href="https://www.smartkarma.com/entities/19714" target="_blank" data-smartkarma-citation="entities:19714:1">Delfi Ltd (DELFI SP)</a>, <a href="https://www.smartkarma.com/entities/15597" target="_blank" data-smartkarma-citation="entities:15597:1">Japfa Ltd (JAP SP)</a>, <a href="https://www.smartkarma.com/entities/20972" target="_blank" data-smartkarma-citation="entities:20972:1">Super Group Ltd (SUPER SP)</a>, <a href="https://www.smartkarma.com/entities/9051" target="_blank" data-smartkarma-citation="entities:9051:1">Yeo Hiap Seng Ltd</a>…</li>
</ul>


Industry Associations see ongoing transformation of Singapore’s F&amp;B industry as manufacturers look towards innovation, growth, and internationalisation.
The 10 biggest Packaged Foods &amp; Meats stocks in Singapore have averaged a 12.6% total return in the year thus far. This compared to 10.1% for Asia Pacific’s biggest Packaged Foods &amp; Meats stocks and 8.9% for the world’s biggest Packaged Foods &amp; Meats stocks.

Delfi Ltd (DELFI SP), Japfa Ltd (JAP SP), Super Group Ltd (SUPER SP), Yeo Hiap Seng Ltd…


Key Drivers of the Packaged Food Industry

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Growth of Vietnam's Beverage IndustryInvestors should certainly turn their attention to Vietnam's beverage industry, which is one strategic area that is able to capture Vietnam's rapidly growing consumer spending.  I also previously noted how Vietnam's food and beverage sector was extremely attractive due to its extremely high ROE, and how filtering to find value based investment opportunities was challenging.  The challenge/opportunity for Vietnam's beverages industry is even greater, as there…

Growth of Vietnam's Beverage IndustryInvestors should certainly turn their attention to Vietnam's beverage industry, which is one strategic area that is able to capture Vietnam's rapidly growing consumer spending.  I also previously noted how Vietnam's food and beverage sector was extremely attractive due to its extremely high ROE, and how filtering to find value based investment opportunities was challenging.  The challenge/opportunity for Vietnam's beverages industry is even greater, as there…

Chuong Duong Beverages: Unique Position in Vietnam's Beverage Industry

Investors should allocate a portion of their portfolio for food producers in Vietnam, due to this sector's strong growth.  This insight outlines value investing opportunities that can be found in the following areas: canned food production, animal feed production, rice exporting, and seafood exports.

Investors should allocate a portion of their portfolio for food producers in Vietnam, due to this sector's strong growth.  This insight outlines value investing opportunities that can be found in the following areas: canned food production, animal feed production, rice exporting, and seafood exports.

Food Producers in Vietnam: Animal Feed/Canned Food/Seafood/Rice

In September 2015, Vietnam removed the foreign ownership limitation, allowing companies to open up to 100% foreign ownership, yet the actually implementation has been frustratingly slow.  <a href="https://www.smartkarma.com/entities/5050" target="_blank" data-smartkarma-citation="entities:5050">Saigon Securities Inc</a> became the first company to open up to 100% foreign ownership, and the company currently has 52.3% foreign ownership.  Approximately 30 companies in Vietnam are fully held by foreign investors, and it is certainly reasonable to assume that these companies are strong investment picks in…

 In September 2015, Vietnam removed the foreign ownership limitation, allowing companies to open up to 100% foreign ownership, yet the actually implementation has been frustratingly slow.  Saigon Securities Inc became the first company to open up to 100% foreign ownership, and the company currently has 52.3% foreign ownership.  Approximately 30 companies in Vietnam are fully held by foreign investors, and it is certainly reasonable to assume that these companies are strong investment picks in…

Some More Thoughts on Vietnam's FOL Removal

Industry Struggle2015 was a challenging year for Vietnam's seafood exports, resulting from the decreased costs of exports, decreased demand, and strong competition from other countries in Asia:<ul>
<li>Shrimp exports reached <a href="http://www.seafoodsource.com/all-commentary/is-vietnam-s-shrimp-industry-in-crisis" target="_blank">$3 billion by 2015</a>, representing a 1/3 decrease from 2014.</li>
<li>Pangasius exports declined by <a href="http://www.seafoodsource.com/all-commentary/vietnamese-pangasius-exports-to-continue-to-plunge" target="_blank">10% in 2015</a>, driven by a 14.3% decrease in Europe, and a 5.6% decrease in America.</li>
<li>Shrimp Farmers in the Mekong Delta faced a challenging year, as seen with the Tra Vinh Province, where 41% of…</li>
</ul>

Industry Struggle2015 was a challenging year for Vietnam's seafood exports, resulting from the decreased costs of exports, decreased demand, and strong competition from other countries in Asia:
Shrimp exports reached $3 billion by 2015, representing a 1/3 decrease from 2014.
Pangasius exports declined by 10% in 2015, driven by a 14.3% decrease in Europe, and a 5.6% decrease in America.
Shrimp Farmers in the Mekong Delta faced a challenging year, as seen with the Tra Vinh Province, where 41% of…


Vietnam

Masan Group Corp. is a diversified private sector group. The Company's principal lines of business include food and beverage, consumer-agri, financial services and natural resources.

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Masan Group (MSN VN)

Key Drivers of the Packaged Food Industry

Industry Associations see ongoing transformation of Singapore’s F&B industry as manufacturers look towards innovation, growth, and...

Singapore Exchange Ltd (SGX)

Chuong Duong Beverages: Unique Position in Vietnam's Beverage Industry

Growth of Vietnam's Beverage IndustryInvestors should certainly turn their attention to Vietnam's beverage industry, which is one strategic area...

Nomadic Equity

Food Producers in Vietnam: Animal Feed/Canned Food/Seafood/Rice

Investors should allocate a portion of their portfolio for food producers in Vietnam, due to this sector's strong growth. This insight outlines...

Nomadic Equity

Some More Thoughts on Vietnam's FOL Removal

In September 2015, Vietnam removed the foreign ownership limitation, allowing companies to open up to 100% foreign ownership, yet the actually...

Nomadic Equity

Vietnam's Seafood Industry Outlook

Industry Struggle2015 was a challenging year for Vietnam's seafood exports, resulting from the decreased costs of exports, decreased demand, and...

Nomadic Equity

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52-week Range

Market Cap (USDm)

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