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

Sacom Development And Investme / Equity Bottom-Up

<ul><li>The operator of two medical clinics in Singapore – Singapore Institute of Advanced Medicine (SAM Holdings) is among the first in the nation to install the ProBeam Proton Therapy Solution, an advanced technology used to treat cancer.</li><li>SAM Holdings made its debut on the SGX Catalist today.</li><li>The Varian ProBeam Compact is capable of emitting pencil beam proton therapy to deliver precision proton beam therapy to treat cancer patients, placing the company at the forefront of medical technology in the field of radiation therapy for cancer treatment in Singapore.</li></ul>

The operator of two medical clinics in Singapore – Singapore Institute of Advanced Medicine (SAM Holdings) is among the first in the nation to install the ProBeam Proton Therapy Solution, an advanced technology used to treat cancer.SAM Holdings made its debut on the SGX Catalist today.The Varian ProBeam Compact is capable of emitting pencil beam proton therapy to deliver precision proton beam therapy to treat cancer patients, placing the company at the forefront of medical technology in the field of radiation therapy for cancer treatment in Singapore.

SAM Holdings – Building a One-Stop Cancer Treatment Centre – Debuts on SGX

Viet Capital Securities Joint Stock Company

Luan Nguyen

Independent Insight Provider

Thematic (Sector/Industry)

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

Vietnam

Sacom Development and Investment Corporation manufactures and sells cables for post office and telecommunication industries in Vietnam and internationally. The company primarily offers copper and optical fiber cables, as well as copper and conductive wires under the SACOM brand name. It also has investments in various real estate projects. The company was founded in 1986 and is headquartered in Bien Hoa, Vietnam.

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Sacom Development And Investme (SAM VN)

SAM Holdings – Building a One-Stop Cancer Treatment Centre – Debuts on SGX

The operator of two medical clinics in Singapore – Singapore Institute of Advanced Medicine (SAM Holdings) is among the first in the nation to...

Singapore Exchange Ltd (SGX)

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...

Luan Nguyen

Natural Rubber Industry as of Q3 2016

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...

Luan Nguyen

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...

Nomadic Equity

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP...

Nomadic Equity

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